SECURED RETIREMENT ADVISORS, LLC
PensionTop Portfolio Positions
92 positions ·
$127,694,403 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
39,366 | $6,865,430 | 5.38% | |
| AAPL |
Apple Inc.
Technology
|
24,716 | $6,272,673 | 4.91% | |
| GLW |
Corning Inc /Ny
Technology
|
39,104 | $5,316,970 | 4.16% | |
| MSFT |
Microsoft Corp
Technology
|
11,355 | $4,203,280 | 3.29% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
14,473 | $4,161,855 | 3.26% | |
| ED |
Consolidated Edison Inc
Utilities
|
33,161 | $3,753,161 | 2.94% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
15,888 | $3,308,993 | 2.59% | |
| XOM |
Exxon Mobil Corp
Energy
|
18,813 | $3,191,813 | 2.50% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
36,400 | $3,102,372 | 2.43% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
23,897 | $2,874,570 | 2.25% |
Portfolio Trend
10 quarters · across all stocks
Holdings in OEC
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $340,938 | 52,452 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $278,768 | 52,797 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $441,398 | 58,232 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $809,198 | 77,140 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $987,593 | 76,380 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,211,629 | 76,734 | Shares | Sole | 2025-01-30 | |
| No 13F history on record for this holder in this stock. | ||||||