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
DFAI
Dimensional ETF Tr

ETFs
47
+ 0.31%
$28.88 - $32.4 $1.36K - $1.52K
15.2K $474M
Innovator Etfs Trust
1.25K
+ 5.7%
N/A
23.1K $628M
IXUS
Ishares Tr

ETFs
278
+ 9.17%
$65.06 - $72.31 $18.1K - $20.1K
3.31K $231M
ENB
Enbridge Inc

Energy
22
+ 0.14%
$41.54 - $45.45 $914 - $1K
15.5K $688M
Corpay Inc
44
+ 3.51%
N/A
1.3K $453M
NFLX
Netflix Inc

Communication Services
13
+ 3.75%
$828.4 - $1058.6 $10.8K - $13.8K
360 $336M
VEA
Vanguard Ftse Developed Market

ETFs
20
+ 0.24%
$47.4 - $52.99 $948 - $1.06K
8.39K $426M
AOS
Smith A O Corp

Industrials
607
+ 10.73%
$65.16 - $72.69 $39.6K - $44.1K
6.26K $409M
AMCR
Amcor PLC

Consumer Cyclical
122
+ 0.2%
$9.33 - $10.39 $1.14K - $1.27K
61.7K $599M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
112
+ 1.11%
$66.3 - $74.17 $7.43K - $8.31K
10.2K $708M
DFAX
Dimensional ETF Tr
28
+ 0.26%
$24.45 - $27.2 $685 - $762
10.8K $284M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
3.05K
+ 3.14%
$22.83 - $23.75 $69.7K - $72.5K
100K $2.31B
FHLC
Fidelity Covington Tr Msci Hea

ETFs
65
+ 2.12%
$65.44 - $70.64 $4.25K - $4.59K
3.13K $214M
PH
Parker Hannifin Corp

Industrials
64
+ 6.74%
$591.65 - $707.05 $37.9K - $45.3K
1.01K $617M
PEAK
Healthpeak Properties, Inc.

Real Estate
666
+ 3.11%
N/A
22.1K $447M
LYB
Lyondell Basell Industries N.V.

Basic Materials
392
+ 9.19%
$69.82 - $78.67 $27.4K - $30.8K
4.66K $328M
FE
Firstenergy Corp

Utilities
84
+ 0.81%
$37.95 - $43.5 $3.19K - $3.65K
10.5K $424M
MSTR
Microstrategy Inc

Technology
30
+ 2.38%
$239.27 - $396.5 $7.18K - $11.9K
1.29K $372M
DFAE
Dimensional ETF Tr

ETFs
9
+ 0.1%
$24.64 - $26.86 $222 - $242
9.4K $243M
PNC
Pnc Financial Services Group, Inc.

Financial Services
396
+ 10.34%
$168.84 - $202.89 $66.9K - $80.3K
4.23K $743M
PRF
Invesco Exchange Traded Fd Tr

ETFs
44
+ 0.44%
$39.4 - $42.61 $1.73K - $1.87K
9.98K $403M
APH
Amphenol Corp

Technology
431
+ 6.07%
$61.62 - $78.55 $26.6K - $33.9K
7.53K $494M
TTC
Toro CO

Industrials
474
+ 9.95%
$71.86 - $87.28 $34.1K - $41.4K
5.24K $381M
XLI
Industrial Sector Spdr

ETFs
14
+ 0.31%
$128.78 - $141.67 $1.8K - $1.98K
4.54K $595M
EXPO
Exponent Inc

Industrials
393
+ 9.17%
$78.9 - $93.95 $31K - $36.9K
4.68K $379M
VIG
Vanguard Dividend Appreciation

ETFs
13
+ 0.46%
N/A
2.86K $555M
CAT
Caterpillar Inc

Industrials
55
+ 8.05%
$326.75 - $407.63 $18K - $22.4K
738 $244M
DUHP
Dimensional ETF Tr Dimensional

ETFs
21
+ 0.25%
$32.57 - $35.82 $684 - $752
8.37K $277M
AMAT
Applied Materials Inc

Technology
263
+ 10.73%
$145.06 - $195.51 $38.2K - $51.4K
2.71K $394M
IWB
Ishares Tr Russell 1000 ETF

ETFs
37
+ 2.77%
$302.31 - $337.54 $11.2K - $12.5K
1.37K $421M
ET
Energy Transfer LP

Energy
235
+ 1.7%
$17.26 - $21.08 $4.06K - $4.95K
14.1K $262M
RSP
Invesco S&P 500 Equal Weight E

ETFs
82
+ 0.68%
$169.43 - $182.84 $13.9K - $15K
12.2K $2.11B
FOUR
Shift4 Payments, Inc.

Technology
1.26K
+ 24.33%
$81.71 - $125.66 $103K - $158K
6.42K $524M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.03K
+ 25.68%
$65.15 - $91.81 $67K - $94.4K
5.03K $328M
FUL
Fuller H B CO

Basic Materials
814
+ 15.23%
$52.88 - $64.28 $43K - $52.3K
6.16K $346M
BOAT
Tidal ETF Tr Sonicshares Globa

ETFs
145
+ 1.19%
$26.32 - $28.61 $3.82K - $4.15K
12.3K $325M
IEX
Idex Corp

Industrials
189
+ 10.26%
$178.23 - $224.31 $33.7K - $42.4K
2.03K $368M
WMT
Walmart Inc.

Consumer Defensive
54
+ 0.54%
$84.5 - $105.05 $4.56K - $5.67K
10.1K $885M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.13K
+ 7.83%
$110.9 - $132.93 $236K - $282K
29.3K $3.33B
AXON
Axon Enterprise, Inc.

Industrials
1
+ 0.23%
$496.65 - $710.01 $497 - $710
431 $227M
Blackrock Inc
2
+ 0.5%
N/A
403 $381M
SNAP
Snap Inc

Communication Services
1.31K
+ 6.27%
$8.37 - $12.57 $10.9K - $16.4K
22.1K $193M
ACN
Accenture PLC

Technology
25
+ 2.4%
$300.91 - $398.25 $7.52K - $9.96K
1.07K $332M
BA
Boeing CO

Industrials
53
+ 0.77%
$148.15 - $186.25 $7.85K - $9.87K
6.93K $1.18B
DHR
Danaher Corp

Healthcare
3
+ 0.19%
$201.62 - $250.59 $605 - $752
1.59K $326M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
3.1K
+ 10.91%
$67.24 - $84.27 $209K - $261K
31.5K $2.15B
DOW
Dow Inc.

Basic Materials
255
+ 2.73%
$34.36 - $41.92 $8.76K - $10.7K
9.6K $335M
VB
Vanguard Small Cap ETF

ETFs
418
+ 5.8%
$217.89 - $252.64 $91.1K - $106K
7.62K $1.69B
IWF
Ishares Russell 1000 Gr ETF

ETFs
15
+ 1.31%
$360.07 - $417.26 $5.4K - $6.26K
1.16K $419M
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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