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SECURED RETIREMENT ADVISORS, LLC
RIA/Wealth
SECURED RETIREMENT ADVISORS, LLC is a RIA/Wealth based in St Louis Park, MN led by Joseph Scott Lucey, reporting $228.2M in AUM as of Q3 2025 with STRV as the largest holding (5% allocation).
CEOJoseph Scott Lucey
- Portfolio Value
- $176.5M
- Positions
- 119
- Top Holding
- STRV at 5.3%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in SECURED RETIREMENT ADVISORS, LLC's portfolio (30.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $9.4M | 5.30% | -$832.1K Sold | — 216.4K shares | |
Semiconductors Technology | $7.3M | 4.15% | +$36.2K Bought | 0.00% 39.2K shares | |
Software - Infrastructure Technology | $7.3M | 4.14% | -$8.8K Sold | 0.00% 14.1K shares | |
Consumer Electronics Technology | $6.3M | 3.57% | +$98.5K Bought | 0.00% 24.7K shares | |
ETF ETF | $5.4M | 3.04% | -$235.4K Sold | — 57.5K shares | |
Hardware, Equipment & Parts Technology | $4.4M | 2.49% | -$789.1K Sold | 0.01% 53.7K shares | |
Specialty Retail Consumer Cyclical | $3.7M | 2.07% | -$40.0K Sold | 0.00% 16.7K shares | |
Internet Content & Information Communication Services | $3.5M | 1.98% | -$198.1K Sold | 0.00% 14.4K shares | |
Regulated Electric Utilities | $3.2M | 1.83% | +$890.8K Bought | 0.01% 32.1K shares | |
ETF ETF | $2.9M | 1.66% | -$72.2K Sold | — 53.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in SECURED RETIREMENT ADVISORS, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-74.78% | |
-69.67% |
Analytics
Portfolio insights and performance metrics for SECURED RETIREMENT ADVISORS, LLC
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