Assured Partners Investment Advisors, LLC Purchases in Q3 2025

Assured Partners Investment Advisors, LLC

  • $449 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
859
+ 1.97%
$174.36 - $254.72 $150K - $219K
44.5K $10.8B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
13.6K
+ 3.33%
$47.75 - $54.24 $647K - $735K
421K $22.6B
NEM
Newmont Corp

Basic Materials
26.2K
New
$57.35 - $85.25 $1.5M - $2.24M
26.2K $2.21B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
10.5K
+ 4.57%
$74.93 - $80.73 $783K - $844K
239K $19.3B
DIS
Walt Disney CO

Communication Services
19.1K
+ 474.68%
$112.25 - $124.0 $2.15M - $2.37M
23.2K $2.65B
FDVV
Fidelity High Dividend ETF

ETFs
14.4K
+ 4.01%
$52.42 - $55.71 $757K - $804K
374K $20.9B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
863
+ 2.78%
$567.77 - $614.76 $490K - $531K
31.9K $19.6B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
8.26K
+ 8.36%
$128.6 - $136.01 $1.06M - $1.12M
107K $14.5B
AAPL
Apple Inc.

Technology
252
+ 0.81%
$202.38 - $256.87 $51K - $64.7K
31.2K $7.94B
IAU
Ishares Gold Trust

ETFs
3.57K
+ 3.02%
$61.62 - $72.77 $220K - $260K
122K $8.85B
LHX
L3 Harris Technologies, Inc.

Industrials
673
+ 3.65%
$252.18 - $305.41 $170K - $206K
19.1K $5.83B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.51K
+ 49.3%
$617.65 - $666.84 $931K - $1.01M
4.57K $3.04B
IWY
Ishares Tr Russell 200 Growth

ETFs
4.14K
New
$243.93 - $275.62 $1.01M - $1.14M
4.14K $1.13B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
9.77K
+ 3.98%
$36.04 - $38.78 $352K - $379K
255K $9.84B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3.93K
+ 228.53%
$225.11 - $247.9 $885K - $975K
5.65K $1.4B
FSMD
Fidelity Covington Tr Small Mi

ETFs
9.16K
+ 4.02%
$41.29 - $44.71 $378K - $410K
237K $10.4B
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
8.95K
+ 305.01%
$79.52 - $89.63 $711K - $802K
11.9K $1.06B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
20.8K
New
$35.42 - $38.65 $737K - $804K
20.8K $791M
DGRO
Ishares Core Dividend Growth E

ETFs
10.5K
New
$64.12 - $68.08 $673K - $714K
10.5K $714M
JPM
Jpmorgan Chase & CO

Financial Services
145
+ 0.56%
$282.78 - $316.06 $41K - $45.8K
26K $8.22B
RWL
Invesco Exchange Traded Fd Tr

ETFs
5.88K
New
$102.17 - $110.66 $601K - $651K
5.88K $651M
Dimensional ETF Trust
11.9K
+ 119.59%
N/A
21.9K $1.18B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
11.2K
New
$53.81 - $57.52 $604K - $646K
11.2K $646M
Pgim Rock ETF Tr
21.5K
New
N/A
21.5K $632M
BAC
Bank Of America Corp

Financial Services
3.21K
+ 2.96%
$44.92 - $52.42 $144K - $168K
112K $5.75B
MSFT
Microsoft Corp

Technology
294
+ 1.28%
$491.09 - $535.64 $144K - $157K
23.2K $12B
DFAU
Dimensional ETF Tr

ETFs
8.91K
+ 15.9%
$42.42 - $45.96 $378K - $409K
65K $2.97B
DFSD
Dimensional ETF Tr Short Durat

ETFs
11.1K
+ 7.27%
$47.86 - $48.43 $533K - $540K
164K $7.92B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
11K
New
$49.78 - $50.75 $546K - $557K
11K $556M
IHDG
Wisdomtree Tr

ETFs
7.54K
+ 4.01%
$43.81 - $46.31 $330K - $349K
196K $9.01B
CASY
Caseys General Stores Inc

Consumer Cyclical
221
+ 2.93%
$494.52 - $565.32 $109K - $125K
7.76K $4.39B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
5.55K
New
$82.22 - $96.68 $457K - $537K
5.55K $537M
XOM
Exxon Mobil Corp

Energy
2.71K
+ 5.81%
$105.83 - $117.22 $287K - $318K
49.3K $5.56B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
10.8K
+ 7.09%
$41.8 - $43.15 $450K - $464K
163K $6.95B
JNJ
Johnson & Johnson

Healthcare
1.78K
+ 28.41%
$155.17 - $185.42 $276K - $330K
8.05K $1.49B
HYG
Ishares Tr

ETFs
6.54K
+ 92.88%
$79.85 - $81.32 $522K - $531K
13.6K $1.1B
BDX
Becton Dickinson & CO

Healthcare
2.55K
New
$172.41 - $199.66 $440K - $510K
2.55K $478M
SMR
Nuscale Power Corp

Industrials
12.5K
New
$32.65 - $51.67 $409K - $647K
12.5K $451M
XLI
Industrial Sector Spdr

ETFs
2.8K
New
$147.94 - $154.99 $415K - $435K
2.8K $432M
IYK
Ishares U.S. Consumer Staples

ETFs
6.26K
New
$67.65 - $71.68 $424K - $449K
6.26K $428M
DFIC
Dimensional ETF Tr Dimensional

ETFs
7.36K
+ 6.77%
$30.76 - $33.01 $226K - $243K
116K $3.81B
SOUN
Soundhound Ai, Inc.

Technology
3.88K
+ 5.98%
$10.11 - $18.05 $39.2K - $70.1K
68.8K $1.11B
CINF
Cincinnati Financial Corp

Financial Services
2.57K
New
$145.8 - $158.1 $374K - $406K
2.57K $406M
Pacer Fds Tr
11K
New
N/A
11K $400M
GD
General Dynamics Corp

Industrials
742
+ 25.24%
$293.92 - $341.0 $218K - $253K
3.68K $1.26B
Blackrock Inc
88
+ 3.62%
N/A
2.52K $2.94B
ABBV
Abb Vie Inc.

Healthcare
226
+ 3.13%
$184.85 - $231.54 $41.8K - $52.3K
7.45K $1.73B
ORCL
Oracle Corp

Technology
211
+ 4.14%
$218.96 - $328.33 $46.2K - $69.3K
5.31K $1.49B
LOW
Lowes Companies Inc

Consumer Cyclical
1.26K
+ 76.16%
$215.01 - $273.02 $271K - $345K
2.92K $734M
Activity Summary
Buys All Purchases 158 New Holdings 50 Increased Positions 108 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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