Assured Partners Investment Advisors, LLC Incresed Positions 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
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
Dimensional ETF Trust
28.5K
+ 55.8%
N/A
79.5K $4.04B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.51K
+ 49.3%
$617.65 - $666.84 $931K - $1.01M
4.57K $3.04B
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
JPM
Jpmorgan Chase & CO

Financial Services
145
+ 0.56%
$282.78 - $316.06 $41K - $45.8K
26K $8.22B
Dimensional ETF Trust
11.9K
+ 119.59%
N/A
21.9K $1.18B
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
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
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
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
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
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
222
+ 4.07%
$224.68 - $282.71 $49.9K - $62.8K
5.67K $1.58B
MCD
Mcdonalds Corp

Consumer Cyclical
1.02K
+ 31.83%
$291.67 - $316.99 $298K - $324K
4.23K $1.29B
AXP
American Express CO

Financial Services
461
+ 3.13%
$294.27 - $342.31 $136K - $158K
15.2K $5.04B
ED
Consolidated Edison Inc

Utilities
3.43K
+ 123.98%
$95.57 - $105.36 $328K - $361K
6.19K $622M
PG
Procter & Gamble CO

Consumer Defensive
2.27K
+ 48.69%
$150.47 - $161.22 $341K - $365K
6.92K $1.06B
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
4.16K
+ 2.81%
$45.07 - $47.56 $187K - $198K
152K $7B
SE
Sea LTD

Consumer Cyclical
1.01K
+ 19.97%
$146.23 - $196.5 $148K - $199K
6.08K $1.09B
EME
Emcor Group, Inc.

Industrials
35
+ 1.59%
$530.88 - $655.83 $18.6K - $23K
2.24K $1.46B
NEE
Nextera Energy Inc

Utilities
2.52K
+ 18.2%
$69.77 - $77.54 $176K - $195K
16.3K $1.23B
ORI
Old Republic International Corp

Financial Services
2.61K
+ 7.12%
$35.74 - $42.47 $93.4K - $111K
39.3K $1.67B
ABT
Abbott Laboratories

Healthcare
1.99K
+ 46.01%
$120.51 - $136.62 $239K - $271K
6.3K $844M
PEP
Pepsico Inc

Consumer Defensive
1.61K
+ 53.82%
$133.81 - $152.16 $215K - $244K
4.59K $645M
CB
Chubb LTD

Financial Services
925
+ 56.23%
$265.99 - $289.59 $246K - $268K
2.57K $725M
ATO
Atmos Energy Corp

Utilities
1.3K
+ 97.82%
$151.51 - $170.75 $197K - $222K
2.63K $450M
AFL
Aflac Inc

Financial Services
2.06K
+ 101.23%
$98.09 - $111.7 $202K - $230K
4.09K $457M
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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