# EDGAR Filing Document

**Accession Number:** 0002012356
**File Stem:** 0001085146-25-004057
**Filing Date:** 2025-7
**Character Count:** 15062
**Document Hash:** e0e5927fb1d08183aa4f5104b5a2cdfa
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-25-004057.hdr.sgml**: 20250723

**ACCESSION NUMBER**: 0001085146-25-004057

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250723

**DATE AS OF CHANGE**: 20250723

**EFFECTIVENESS DATE**: 20250723

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** SECURED RETIREMENT ADVISORS, LLC
- **CENTRAL INDEX KEY:** 0002012356

**ORGANIZATION NAME:**
- **EIN:** 412249559
- **STATE OF INCORPORATION:** MN
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23972
- **FILM NUMBER:** 251142837

**BUSINESS ADDRESS:**
- **STREET 1:** 6121 EXCELSIOR BLVD
- **CITY:** ST LOUIS PARK
- **STATE:** MN
- **ZIP:** 55416
- **BUSINESS PHONE:** 952-460-3260

**MAIL ADDRESS:**
- **STREET 1:** 6121 EXCELSIOR BLVD
- **CITY:** ST LOUIS PARK
- **STATE:** MN
- **ZIP:** 55416

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** SECURED RETIREMENT ADVISORS LLC<br>**Address:** 6121 EXCELSIOR BLVD<br>ST LOUIS PARK, MN 55416

**Form 13F File Number:** 028-23972

**CRD Number (if applicable):** 000144239

**SEC File Number (if applicable):** 801-121760

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** JOSEPH S. LUCEY<br>**Title:** CEO<br>**Phone:** 952-460-3260

**Signature, Place, and Date of Signing:**

/s/ JOSEPH S. LUCEY  ST LOUIS PARK, MN  07-23-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 115

**Form 13F Information Table Value Total:** $167799056

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 1430696 | 10519 | SH |  | SOLE |  | 0 | 0 | 10519 |
| ABBVIE INC | COM | 00287Y109 |  | 210698 | 1135 | SH |  | SOLE |  | 0 | 0 | 1135 |
| ABRDN ETFS | BBRG ALL COMMDY | 003261203 |  | 622027 | 18764 | SH |  | SOLE |  | 0 | 0 | 18764 |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQU | 00888H539 |  | 742532 | 27941 | SH |  | SOLE |  | 0 | 0 | 27941 |
| AIM ETF PRODUCTS TRUST | U S LRGCP 6M JAN | 00888H869 |  | 244524 | 7639 | SH |  | SOLE |  | 0 | 0 | 7639 |
| AIM ETF PRODUCTS TRUST | US LRGCP B20 OCT | 00888H505 |  | 1235949 | 33395 | SH |  | SOLE |  | 0 | 0 | 33395 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 2680367 | 15209 | SH |  | SOLE |  | 0 | 0 | 15209 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 272806 | 4653 | SH |  | SOLE |  | 0 | 0 | 4653 |
| AMAZON COM INC | COM | 023135106 |  | 3700012 | 16865 | SH |  | SOLE |  | 0 | 0 | 16865 |
| AMCOR PLC | ORD | G0250X107 |  | 111337 | 12115 | SH |  | SOLE |  | 0 | 0 | 12115 |
| AMGEN INC | COM | 031162100 |  | 1019133 | 3650 | SH |  | SOLE |  | 0 | 0 | 3650 |
| APPLE INC | COM | 037833100 |  | 4997668 | 24359 | SH |  | SOLE |  | 0 | 0 | 24359 |
| AT INC | COM | 00206R102 |  | 656649 | 22690 | SH |  | SOLE |  | 0 | 0 | 22690 |
| BAKER HUGHES COMPANY | CL A | 05722G100 |  | 934537 | 24375 | SH |  | SOLE |  | 0 | 0 | 24375 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 1547689 | 16987 | SH |  | SOLE |  | 0 | 0 | 16987 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 2202967 | 4535 | SH |  | SOLE |  | 0 | 0 | 4535 |
| BOEING CO | COM | 097023105 |  | 1237694 | 5907 | SH |  | SOLE |  | 0 | 0 | 5907 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 216577 | 4679 | SH |  | SOLE |  | 0 | 0 | 4679 |
| BROADCOM INC | COM | 11135F101 |  | 2077937 | 7538 | SH |  | SOLE |  | 0 | 0 | 7538 |
| BWX TECHNOLOGIES INC | COM | 05605H100 |  | 1368282 | 9498 | SH |  | SOLE |  | 0 | 0 | 9498 |
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 |  | 934990 | 11795 | SH |  | SOLE |  | 0 | 0 | 11795 |
| CATERPILLAR INC | COM | 149123101 |  | 1555473 | 4007 | SH |  | SOLE |  | 0 | 0 | 4007 |
| CHEVRON CORP NEW | COM | 166764100 |  | 1778102 | 12418 | SH |  | SOLE |  | 0 | 0 | 12418 |
| CISCO SYS INC | COM | 17275R102 |  | 1883667 | 27150 | SH |  | SOLE |  | 0 | 0 | 27150 |
| CITIGROUP INC | COM NEW | 172967424 |  | 1304241 | 15322 | SH |  | SOLE |  | 0 | 0 | 15322 |
| COCA COLA CO | COM | 191216100 |  | 231706 | 3275 | SH |  | SOLE |  | 0 | 0 | 3275 |
| COHERENT CORP | COM | 19247G107 |  | 1228779 | 13774 | SH |  | SOLE |  | 0 | 0 | 13774 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 1937768 | 21318 | SH |  | SOLE |  | 0 | 0 | 21318 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 1286884 | 36057 | SH |  | SOLE |  | 0 | 0 | 36057 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 206851 | 2305 | SH |  | SOLE |  | 0 | 0 | 2305 |
| CONSOLIDATED EDISON INC | COM | 209115104 |  | 2330265 | 23221 | SH |  | SOLE |  | 0 | 0 | 23221 |
| CORNING INC | COM | 219350105 |  | 3327692 | 63276 | SH |  | SOLE |  | 0 | 0 | 63276 |
| DEERE  CO | COM | 244199105 |  | 1222918 | 2405 | SH |  | SOLE |  | 0 | 0 | 2405 |
| EA SERIES TRUST | STRIVE 500 ETF | 02072L680 |  | 9442438 | 235707 | SH |  | SOLE |  | 0 | 0 | 235707 |
| EA SERIES TRUST | STRIVE EMERGING | 02072L698 |  | 1568166 | 50564 | SH |  | SOLE |  | 0 | 0 | 50564 |
| ELECTRONIC ARTS INC | COM | 285512109 |  | 1181013 | 7395 | SH |  | SOLE |  | 0 | 0 | 7395 |
| ELI LILLY  CO | COM | 532457108 |  | 1103035 | 1415 | SH |  | SOLE |  | 0 | 0 | 1415 |
| EOG RES INC | COM | 26875P101 |  | 215440 | 1801 | SH |  | SOLE |  | 0 | 0 | 1801 |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 33741X102 |  | 1599607 | 45340 | SH |  | SOLE |  | 0 | 0 | 45340 |
| FIRST TR EXCHANGE-TRADED FD | VEST GOLD STRTGY | 33733E849 |  | 761638 | 35477 | SH |  | SOLE |  | 0 | 0 | 35477 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST INT JUNE | 33740U869 |  | 987597 | 40343 | SH |  | SOLE |  | 0 | 0 | 40343 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 |  | 2207429 | 69416 | SH |  | SOLE |  | 0 | 0 | 69416 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S | 33740F417 |  | 1327663 | 56762 | SH |  | SOLE |  | 0 | 0 | 56762 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S | 33740F367 |  | 1449811 | 40557 | SH |  | SOLE |  | 0 | 0 | 40557 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | 33740U687 |  | 1288595 | 35327 | SH |  | SOLE |  | 0 | 0 | 35327 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F185 |  | 1103654 | 53872 | SH |  | SOLE |  | 0 | 0 | 53872 |
| FORD MTR CO | COM | 345370860 |  | 164029 | 15118 | SH |  | SOLE |  | 0 | 0 | 15118 |
| GENERAC HLDGS INC | COM | 368736104 |  | 980702 | 6848 | SH |  | SOLE |  | 0 | 0 | 6848 |
| GENERAL MTRS CO | COM | 37045V100 |  | 1004081 | 20404 | SH |  | SOLE |  | 0 | 0 | 20404 |
| GOLDMAN SACHS PHYSICAL GOLD | UNIT | 38150K103 |  | 774385 | 23696 | SH |  | SOLE |  | 0 | 0 | 23696 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 |  | 577263 | 28228 | SH |  | SOLE |  | 0 | 0 | 28228 |
| HOME DEPOT INC | COM | 437076102 |  | 251127 | 685 | SH |  | SOLE |  | 0 | 0 | 685 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 2143425 | 8669 | SH |  | SOLE |  | 0 | 0 | 8669 |
| INNOVATOR ETFS TRUST | EMERGING MKT PWR | 45782C623 |  | 774035 | 27389 | SH |  | SOLE |  | 0 | 0 | 27389 |
| INNOVATOR ETFS TRUST | GROWTH 100 PWR B | 45784N841 |  | 890446 | 34470 | SH |  | SOLE |  | 0 | 0 | 34470 |
| INNOVATOR ETFS TRUST | GRWT100 PWR BUF | 45782C615 |  | 904343 | 16594 | SH |  | SOLE |  | 0 | 0 | 16594 |
| INNOVATOR ETFS TRUST | INNOVATOR INTER | 45783Y533 |  | 957929 | 30986 | SH |  | SOLE |  | 0 | 0 | 30986 |
| INNOVATOR ETFS TRUST | QUITY MANAGD FLR | 45783Y673 |  | 1107743 | 32998 | SH |  | SOLE |  | 0 | 0 | 32998 |
| INNOVATOR ETFS TRUST | U S EQ 10 BUFFER | 45783Y442 |  | 1360713 | 44179 | SH |  | SOLE |  | 0 | 0 | 44179 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 2368263 | 8034 | SH |  | SOLE |  | 0 | 0 | 8034 |
| ISHARES TR | CORE 80/20 AGGRE | 464289859 |  | 366460 | 4394 | SH |  | SOLE |  | 0 | 0 | 4394 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 2442458 | 29258 | SH |  | SOLE |  | 0 | 0 | 29258 |
| J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | 46654Q724 |  | 1862330 | 29759 | SH |  | SOLE |  | 0 | 0 | 29759 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 |  | 1792503 | 32950 | SH |  | SOLE |  | 0 | 0 | 32950 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 414512 | 8179 | SH |  | SOLE |  | 0 | 0 | 8179 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 |  | 1303717 | 25689 | SH |  | SOLE |  | 0 | 0 | 25689 |
| JOHNSON CTLS INTL PLC | SHS | G51502105 |  | 1041308 | 9859 | SH |  | SOLE |  | 0 | 0 | 9859 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 2189878 | 7554 | SH |  | SOLE |  | 0 | 0 | 7554 |
| LENNAR CORP | CL A | 526057104 |  | 1140921 | 10315 | SH |  | SOLE |  | 0 | 0 | 10315 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 264013 | 570 | SH |  | SOLE |  | 0 | 0 | 570 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 2617021 | 4657 | SH |  | SOLE |  | 0 | 0 | 4657 |
| MATCH GROUP INC NEW | COM | 57667L107 |  | 885833 | 28677 | SH |  | SOLE |  | 0 | 0 | 28677 |
| MERCK  CO INC | COM | 58933Y105 |  | 989817 | 12504 | SH |  | SOLE |  | 0 | 0 | 12504 |
| META PLATFORMS INC | CL A | 30303M102 |  | 3337692 | 4522 | SH |  | SOLE |  | 0 | 0 | 4522 |
| MICROSOFT CORP | COM | 594918104 |  | 7027646 | 14128 | SH |  | SOLE |  | 0 | 0 | 14128 |
| NETFLIX INC | COM | 64110L106 |  | 1886834 | 1409 | SH |  | SOLE |  | 0 | 0 | 1409 |
| NEWMONT CORP | COM | 651639106 |  | 1312073 | 22521 | SH |  | SOLE |  | 0 | 0 | 22521 |
| NUTRIEN LTD | COM | 67077M108 |  | 842733 | 14470 | SH |  | SOLE |  | 0 | 0 | 14470 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 6167304 | 39036 | SH |  | SOLE |  | 0 | 0 | 39036 |
| ORACLE CORP | COM | 68389X105 |  | 1822718 | 8337 | SH |  | SOLE |  | 0 | 0 | 8337 |
| ORION S.A. | COM | L72967109 |  | 809199 | 77140 | SH |  | SOLE |  | 0 | 0 | 77140 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 520742 | 3820 | SH |  | SOLE |  | 0 | 0 | 3820 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 954236 | 4663 | SH |  | SOLE |  | 0 | 0 | 4663 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 1361318 | 1949 | SH |  | SOLE |  | 0 | 0 | 1949 |
| PEPSICO INC | COM | 713448108 |  | 365692 | 2770 | SH |  | SOLE |  | 0 | 0 | 2770 |
| PIMCO ETF TR | ACTIVE BD ETF | 72201R775 |  | 5529509 | 59986 | SH |  | SOLE |  | 0 | 0 | 59986 |
| POPULAR INC | COM NEW | 733174700 |  | 1594408 | 14467 | SH |  | SOLE |  | 0 | 0 | 14467 |
| QUALCOMM INC | COM | 747525103 |  | 1727302 | 10846 | SH |  | SOLE |  | 0 | 0 | 10846 |
| RTX CORPORATION | COM | 75513E101 |  | 1016591 | 6962 | SH |  | SOLE |  | 0 | 0 | 6962 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 1001902 | 10981 | SH |  | SOLE |  | 0 | 0 | 10981 |
| SIMON PPTY GROUP INC NEW | COM | 828806109 |  | 1126124 | 7005 | SH |  | SOLE |  | 0 | 0 | 7005 |
| SIMPLIFY EXCHANGE TRADED FUN | MANAGED FUTURES | 82889N699 |  | 1217640 | 45536 | SH |  | SOLE |  | 0 | 0 | 45536 |
| SONY GROUP CORP | SPONSORED ADR | 835699307 |  | 1589131 | 61050 | SH |  | SOLE |  | 0 | 0 | 61050 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 259106 | 850 | SH |  | SOLE |  | 0 | 0 | 850 |
| SPDR SERIES TRUST | PRTFLO S VL | 78464A508 |  | 2841486 | 54289 | SH |  | SOLE |  | 0 | 0 | 54289 |
| TE CONNECTIVITY PLC | ORD SHS | G87052109 |  | 753449 | 4467 | SH |  | SOLE |  | 0 | 0 | 4467 |
| TEREX CORP NEW | COM | 880779103 |  | 806336 | 17270 | SH |  | SOLE |  | 0 | 0 | 17270 |
| TESLA INC | COM | 88160R101 |  | 1431376 | 4506 | SH |  | SOLE |  | 0 | 0 | 4506 |
| TEXAS INSTRS INC | COM | 882508104 |  | 288413 | 1389 | SH |  | SOLE |  | 0 | 0 | 1389 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 1299983 | 2972 | SH |  | SOLE |  | 0 | 0 | 2972 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 1263002 | 12512 | SH |  | SOLE |  | 0 | 0 | 12512 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 2216853 | 7106 | SH |  | SOLE |  | 0 | 0 | 7106 |
| US BANCORP DEL | COM NEW | 902973304 |  | 1101204 | 24336 | SH |  | SOLE |  | 0 | 0 | 24336 |
| VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 |  | 695678 | 10004 | SH |  | SOLE |  | 0 | 0 | 10004 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 2056991 | 26137 | SH |  | SOLE |  | 0 | 0 | 26137 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 217885 | 497 | SH |  | SOLE |  | 0 | 0 | 497 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 2163982 | 7120 | SH |  | SOLE |  | 0 | 0 | 7120 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 800651 | 11589 | SH |  | SOLE |  | 0 | 0 | 11589 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 289307 | 6686 | SH |  | SOLE |  | 0 | 0 | 6686 |
| VISA INC | COM CL A | 92826C839 |  | 1670341 | 4705 | SH |  | SOLE |  | 0 | 0 | 4705 |
| WALMART INC | COM | 931142103 |  | 1537256 | 15722 | SH |  | SOLE |  | 0 | 0 | 15722 |
| WISDOMTREE TR | ITL HDG QTLY DIV | 97717X594 |  | 224997 | 4994 | SH |  | SOLE |  | 0 | 0 | 4994 |
| WISDOMTREE TR | US LARGECAP FUND | 97717W588 |  | 240614 | 3759 | SH |  | SOLE |  | 0 | 0 | 3759 |
| YUM BRANDS INC | COM | 988498101 |  | 1471869 | 9933 | SH |  | SOLE |  | 0 | 0 | 9933 |
| ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 |  | 412725 | 4525 | SH |  | SOLE |  | 0 | 0 | 4525 |

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