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
FHLC
Fidelity Covington Tr Msci Hea

ETFs
3.04K
New
$61.56 - $66.95 $187K - $203K
3.04K $203M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
7.5K
+ 16.57%
$24.73 - $25.29 $185K - $190K
52.7K $1.33B
TRV
Travelers Companies, Inc.

Financial Services
382
+ 4.72%
$250.62 - $279.43 $95.7K - $107K
8.48K $2.37B
SPGI
S&P Global Inc.

Financial Services
402
+ 86.27%
$484.94 - $564.15 $195K - $227K
868 $422M
CTAS
Cintas Corp

Industrials
929
+ 76.84%
$199.29 - $226.27 $185K - $210K
2.14K $439M
AMCR
Amcor PLC

Consumer Cyclical
21.8K
+ 135.4%
$7.97 - $9.94 $174K - $217K
38K $311M
Dimensional ETF Trust
447
+ 1.73%
N/A
26.3K $1.89B
MPW
Medical Properties Trust Inc

Real Estate
2.48K
+ 1.4%
$3.98 - $5.13 $9.87K - $12.7K
180K $913M
SO
Southern CO

Utilities
938
+ 6.31%
$90.83 - $96.0 $85.2K - $90K
15.8K $1.5B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.65K
+ 5.13%
$29.55 - $32.52 $48.8K - $53.7K
33.8K $1.08B
CAT
Caterpillar Inc

Industrials
122
+ 17.4%
$390.92 - $477.15 $47.7K - $58.2K
823 $393M
META
Meta Platforms, Inc.

Communication Services
173
+ 3.68%
$695.21 - $791.73 $120K - $137K
4.87K $3.58B
CVX
Chevron Corp

Energy
169
+ 2.48%
$145.57 - $161.83 $24.6K - $27.3K
6.98K $1.08B
DFAR
Dimensional ETF Tr Dimensional

ETFs
3.79K
+ 9.65%
$22.9 - $24.1 $86.7K - $91.2K
43K $1.03B
DUK
Duke Energy Corp

Utilities
144
+ 0.96%
$116.31 - $125.93 $16.7K - $18.1K
15.2K $1.88B
SNOW
Snowflake Inc.

Technology
435
+ 27.71%
$191.73 - $241.0 $83.4K - $105K
2.01K $452M
WFC
Wells Fargo & Company

Financial Services
958
+ 19.68%
$77.05 - $85.16 $73.8K - $81.6K
5.83K $488M
VST
Vistra Corp.

Utilities
218
+ 0.84%
$182.0 - $217.92 $39.7K - $47.5K
26.1K $5.12B
WAL
Western Alliance Bancorporation

Financial Services
306
+ 4.26%
$76.33 - $91.49 $23.4K - $28K
7.49K $650M
AZO
Autozone Inc

Consumer Cyclical
3
+ 2.46%
$3649.42 - $4354.54 $10.9K - $13.1K
125 $536M
PH
Parker Hannifin Corp

Industrials
65
+ 16.01%
$697.13 - $769.67 $45.3K - $50K
471 $357M
BX
Blackstone Inc.

Financial Services
3
+ 0.09%
$152.77 - $188.68 $458 - $566
3.29K $562M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
73
+ 3.7%
$459.11 - $506.91 $33.5K - $37K
2.04K $1.03B
RTX
Raytheon Technologies Corp

Industrials
65
+ 2.36%
$144.19 - $167.33 $9.37K - $10.9K
2.82K $471M
JCPB
J P Morgan Exchange Traded Fd

ETFs
1.05K
+ 3.82%
$46.37 - $47.77 $48.6K - $50.1K
28.5K $1.36B
BA
Boeing CO

Industrials
75
+ 1.08%
$209.79 - $237.38 $15.7K - $17.8K
6.99K $1.51B
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.2K
+ 31.52%
$65.64 - $78.22 $78.6K - $93.7K
5K $335M
ABC
Amerisourcebergen Corp

Healthcare
43
+ 1.74%
N/A
2.52K $787M
VNQ
Vanguard Specialized Funds Van

ETFs
326
+ 9.98%
$88.47 - $93.24 $28.8K - $30.4K
3.59K $328M
MS
Morgan Stanley

Financial Services
68
+ 4.69%
$139.09 - $161.16 $9.46K - $11K
1.52K $241M
OPAL
Opal Fuels Inc.

Utilities
15K
New
$2.05 - $2.67 $30.7K - $40.1K
15K $33M
PRF
Invesco Exchange Traded Fd Tr

ETFs
40
+ 0.4%
$42.04 - $45.23 $1.68K - $1.81K
10.1K $455M
F
Ford Motor CO

Consumer Cyclical
1.37K
+ 13.62%
$10.82 - $12.09 $14.8K - $16.5K
11.4K $136M
PAYX
Paychex Inc

Industrials
866
+ 19.29%
$126.69 - $147.99 $110K - $128K
5.36K $679M
DFAX
Dimensional ETF Tr
65
+ 0.59%
$29.25 - $31.56 $1.9K - $2.05K
11K $346M
STTK
Shattuck Labs, Inc.

Healthcare
10K
New
$0.73 - $2.45 $7.3K - $24.5K
10K $23.9M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
311
+ 1.79%
$45.26 - $46.63 $14.1K - $14.5K
17.7K $819M
ICE
Intercontinental Exchange, Inc.

Financial Services
330
+ 14.97%
$167.28 - $188.45 $55.2K - $62.2K
2.54K $427M
AVUS
American Centy ETF Tr Avantis

ETFs
7
+ 0.26%
$101.2 - $109.16 $708 - $764
2.73K $296M
MINO
Pimco ETF Tr Municipal Income

ETFs
260
+ 2.83%
$43.6 - $45.33 $11.3K - $11.8K
9.44K $428M
VEA
Vanguard Ftse Developed Market

ETFs
19
+ 0.27%
$56.02 - $60.3 $1.06K - $1.15K
6.96K $417M
DUHP
Dimensional ETF Tr Dimensional

ETFs
23
+ 0.27%
$35.76 - $37.93 $822 - $872
8.42K $318M
FANG
Diamondback Energy, Inc.

Energy
27
+ 1.65%
$134.53 - $152.5 $3.63K - $4.12K
1.67K $238M
Pimco ETF Tr
120
+ 0.39%
N/A
31.2K $836M
VZ
Verizon Communications Inc

Communication Services
95
+ 0.8%
$40.84 - $45.06 $3.88K - $4.28K
12K $528M
HBAN
Huntington Bancshares Inc

Financial Services
113
+ 0.8%
$15.87 - $17.88 $1.79K - $2.02K
14.2K $245M
Linde PLC
6
+ 1.39%
N/A
437 $208M
AUR
Aurora Innovation, Inc.

Technology
344
+ 2.49%
$5.05 - $6.56 $1.74K - $2.26K
14.1K $76.3M
COF
Capital One Financial Corp

Financial Services
5
+ 0.23%
$207.29 - $229.74 $1.04K - $1.15K
2.2K $467M
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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