Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SECURED RETIREMENT ADVISORS LLC | 02-16-2024 | 12-31-2023 | 102 | 104,088,320 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 51 | $772,799 | 14,056 | 0.00 | 14,056 | +Inf | 12-31-2023 | |
| APTIV PLC | SHS | 52 | $769,439 | 8,576 | 0.00 | 8,576 | +Inf | 12-31-2023 | |
| ETSY INC | COM | 53 | $756,359 | 9,332 | 0.00 | 9,332 | +Inf | 12-31-2023 | |
| AMERICAN WTR WKS CO INC NEW | COM | 54 | $707,730 | 5,362 | 0.00 | 5,362 | +Inf | 12-31-2023 |
