Assured Partners Investment Advisors, LLC Incresed Positions in Q1 2025

Assured Partners Investment Advisors, LLC

  • $518 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ACGL
Arch Capital Group Ltd.

Financial Services
1.57K
+ 22.89%
$88.13 - $96.94 $139K - $152K
8.45K $812M
Pimco ETF Tr
4.84K
+ 4.63%
N/A
109K $2.88B
DFAR
Dimensional ETF Tr Dimensional

ETFs
6.58K
+ 20.91%
$22.35 - $24.52 $147K - $161K
38K $904M
ARCC
Ares Capital Corp

Financial Services
6.98K
+ 12.4%
$21.28 - $23.81 $149K - $166K
63.3K $1.4B
DGRO
Ishares Core Dividend Growth E

ETFs
2.21K
+ 3.42%
$60.46 - $64.42 $134K - $142K
66.8K $4.13B
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.89K
+ 19.13%
$21.75 - $24.28 $215K - $240K
61.6K $1.36B
KHC
Kraft Heinz CO

Consumer Defensive
5.36K
+ 71.29%
$28.51 - $32.22 $153K - $173K
12.9K $392M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
901
+ 0.6%
$40.79 - $42.32 $36.8K - $38.1K
150K $6.33B
CB
Chubb LTD

Financial Services
85
+ 1.79%
$257.71 - $301.99 $21.9K - $25.7K
4.83K $1.46B
META
Meta Platforms, Inc.

Communication Services
265
+ 15.82%
$576.36 - $736.67 $153K - $195K
1.94K $1.12B
COST
Costco Wholesale Corp

Consumer Defensive
114
+ 16.52%
$890.62 - $1076.86 $102K - $123K
804 $760M
NKE
Nike, Inc.

Consumer Cyclical
2.64K
+ 77.16%
$63.29 - $81.72 $167K - $216K
6.07K $385M
AMT
American Tower Corp

Real Estate
241
+ 11.24%
$173.46 - $217.6 $41.8K - $52.4K
2.39K $519M
RIO
Rio Tinto PLC

Basic Materials
1.72K
+ 10.8%
$58.19 - $64.29 $100K - $111K
17.7K $1.06B
ICE
Intercontinental Exchange, Inc.

Financial Services
115
+ 2.61%
$142.8 - $176.36 $16.4K - $20.3K
4.52K $780M
IVV
Ishares Core S&P 500 ETF

ETFs
285
+ 20.37%
$554.06 - $615.85 $158K - $176K
1.68K $946M
CTAS
Cintas Corp

Industrials
191
+ 5.47%
$182.09 - $208.14 $34.8K - $39.8K
3.68K $756M
MDT
Medtronic PLC

Healthcare
34
+ 0.3%
$79.84 - $94.5 $2.71K - $3.21K
11.6K $1.04B
PLTR
Palantir Technologies Inc.

Technology
134
+ 1.13%
$64.98 - $124.62 $8.71K - $16.7K
12K $1.01B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.35K
+ 49.52%
$81.83 - $82.73 $110K - $112K
4.07K $337M
MDLZ
Mondelez International, Inc.

Consumer Defensive
688
+ 8.39%
$56.12 - $68.15 $38.6K - $46.9K
8.89K $603M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.08K
+ 18.52%
$44.41 - $45.98 $92.3K - $95.6K
13.3K $607M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
3.56K
+ 12.96%
$25.35 - $27.46 $90.2K - $97.7K
31K $820M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
8.56K
+ 8.19%
$16.76 - $17.69 $143K - $151K
113K $1.89B
CI
Cigna Corp

Healthcare
41
+ 2.86%
$274.49 - $329.0 $11.3K - $13.5K
1.48K $486M
ELV
Elevance Health, Inc.

Healthcare
23
+ 2.12%
$365.9 - $436.25 $8.42K - $10K
1.11K $483M
SNOW
Snowflake Inc.

Technology
640
+ 41.69%
$146.16 - $192.78 $93.5K - $123K
2.18K $318M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
9.43K
+ 9.21%
$32.49 - $37.99 $306K - $358K
112K $3.75B
LQD
Ishares Iboxx $ Investment Gra

ETFs
529
+ 6.36%
$105.1 - $109.61 $55.6K - $58K
8.84K $961M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
195
+ 0.38%
$42.5 - $46.71 $8.29K - $9.11K
52K $2.35B
BDX
Becton Dickinson & CO

Healthcare
270
+ 6.06%
$222.79 - $249.08 $60.2K - $67.3K
4.73K $1.08B
First Tr Exchng Traded Fd Vi
2.76K
+ 2.19%
N/A
129K $4.78B
MA
Mastercard Inc

Financial Services
44
+ 2.22%
$504.67 - $576.31 $22.2K - $25.4K
2.03K $1.11B
BR
Broadridge Financial Solutions, Inc.

Technology
117
+ 5.69%
$221.46 - $244.83 $25.9K - $28.6K
2.17K $527M
SJM
J M Smucker CO

Consumer Defensive
133
+ 2.62%
$100.41 - $118.41 $13.4K - $15.7K
5.21K $617M
WFC
Wells Fargo & Company

Financial Services
692
+ 13.81%
$66.78 - $81.42 $46.2K - $56.3K
5.7K $409M
IGLB
Ishares 10+ Year Investment Gr

ETFs
895
+ 5.95%
$48.32 - $51.22 $43.2K - $45.8K
15.9K $800M
TFC
Truist Financial Corp

Financial Services
2.83K
+ 10.17%
$39.48 - $48.15 $112K - $136K
30.6K $1.26B
RTX
Raytheon Technologies Corp

Industrials
65
+ 2.63%
$114.1 - $135.66 $7.42K - $8.82K
2.54K $336M
AMD
Advanced Micro Devices Inc

Technology
1.05K
+ 31.98%
$96.63 - $129.55 $101K - $136K
4.33K $445M
HCA
Hca Healthcare, Inc.

Healthcare
8
+ 0.81%
$296.7 - $345.55 $2.37K - $2.76K
998 $345M
Dimensional ETF Trust
862
+ 19.5%
N/A
5.28K $276M
CNP
Centerpoint Energy Inc

Utilities
19
+ 0.2%
$30.87 - $36.25 $587 - $689
9.65K $349M
BAC
Bank Of America Corp

Financial Services
6.1K
+ 6.43%
$39.61 - $47.74 $242K - $291K
101K $4.21B
EPD
Enterprise Products Partners L.P.

Energy
207
+ 1.69%
$31.75 - $34.14 $6.57K - $7.07K
12.5K $425M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.43K
+ 33.7%
$24.91 - $29.02 $60.6K - $70.6K
9.65K $242M
F
Ford Motor CO

Consumer Cyclical
3.46K
+ 8.22%
$9.12 - $10.43 $31.6K - $36.1K
45.6K $457M
HRL
Hormel Foods Corp

Consumer Defensive
1.42K
+ 10.13%
$28.29 - $31.52 $40.1K - $44.7K
15.4K $477M
DFS
Discover Financial Services

Financial Services
216
+ 17.41%
$152.99 - $203.25 $33K - $43.9K
1.46K $249M
Activity Summary
Buys All Purchases 202 New Holdings 25 Increased Positions 177 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 0 Puts 0
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