Assured Partners Investment Advisors, LLC New Holdings in Q3 2025

Assured Partners Investment Advisors, LLC

  • $449 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NEM
Newmont Corp

Basic Materials
26.2K
New
$57.35 - $85.25 $1.5M - $2.24M
26.2K $2.21B
IWY
Ishares Tr Russell 200 Growth

ETFs
4.14K
New
$243.93 - $275.62 $1.01M - $1.14M
4.14K $1.13B
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
RWL
Invesco Exchange Traded Fd Tr

ETFs
5.88K
New
$102.17 - $110.66 $601K - $651K
5.88K $651M
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
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
11K
New
$49.78 - $50.75 $546K - $557K
11K $556M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
5.55K
New
$82.22 - $96.68 $457K - $537K
5.55K $537M
BDX
Becton Dickinson & CO

Healthcare
2.55K
New
$172.41 - $199.66 $440K - $510K
2.55K $478M
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
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
SJM
J M Smucker CO

Consumer Defensive
3.28K
New
$102.24 - $113.2 $335K - $371K
3.28K $356M
BRO
Brown & Brown, Inc.

Financial Services
3.76K
New
$90.88 - $108.93 $342K - $410K
3.76K $353M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
8.6K
New
$37.4 - $39.31 $322K - $338K
8.6K $338M
CLX
Clorox CO

Consumer Defensive
2.73K
New
$117.67 - $131.43 $321K - $358K
2.73K $336M
Schwab Strategic Tr
3.32K
New
N/A
3.32K $334M
Pgim Rock ETF Tr
11.1K
New
N/A
11.1K $318M
PAUG
Innovator U.S. Equity Power Bu

ETFs
7.01K
New
$40.45 - $42.49 $283K - $298K
7.01K $298M
WEC
Wec Energy Group, Inc.

Utilities
2.56K
New
$103.66 - $114.59 $265K - $293K
2.56K $294M
PSA
Public Storage

Real Estate
997
New
$271.94 - $298.09 $271K - $297K
997 $288M
XMTR
Xometry, Inc.

Industrials
5.17K
New
$30.97 - $55.91 $160K - $289K
5.17K $282M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.95K
New
$85.01 - $90.35 $251K - $267K
2.95K $264M
WM
Waste Management Inc

Industrials
1.19K
New
$213.88 - $237.1 $255K - $283K
1.19K $263M
GIS
General Mills Inc

Consumer Defensive
5.21K
New
$48.44 - $53.83 $253K - $281K
5.21K $263M
MDT
Medtronic PLC

Healthcare
2.7K
New
$87.67 - $95.74 $237K - $259K
2.7K $257M
UPS
United Parcel Service Inc

Industrials
3.07K
New
$82.58 - $105.54 $254K - $324K
3.07K $256M
ROK
Rockwell Automation, Inc

Industrials
719
New
$328.67 - $358.52 $236K - $258K
719 $251M
ALL
Allstate Corp

Financial Services
1.16K
New
$192.0 - $214.65 $223K - $249K
1.16K $249M
Pgim Rock ETF Tr
8.67K
New
N/A
8.67K $244M
First Tr Exchng Traded Fd Vi
11.1K
New
N/A
11.1K $242M
First Tr Exchng Traded Fd Vi
10.7K
New
N/A
10.7K $240M
APH
Amphenol Corp

Technology
1.93K
New
$97.39 - $125.4 $188K - $242K
1.93K $239M
GPC
Genuine Parts CO

Consumer Cyclical
1.7K
New
$122.23 - $142.77 $208K - $243K
1.7K $236M
EMR
Emerson Electric CO

Industrials
1.79K
New
$128.6 - $149.63 $230K - $268K
1.79K $235M
ALCC
Alt C Acquisition Corp.

Financial Services
2.08K
New
N/A
2.08K $232M
IGLB
Ishares 10+ Year Investment Gr

ETFs
4.39K
New
$48.96 - $52.08 $215K - $228K
4.39K $226M
AEP
American Electric Power CO Inc

Utilities
2K
New
$103.26 - $115.0 $206K - $230K
2K $225M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.41K
New
$60.9 - $70.75 $208K - $241K
3.41K $213M
XLK
Technology Sector Spdr

ETFs
751
New
$250.97 - $282.66 $188K - $212K
751 $212M
IWF
Ishares Russell 1000 Gr ETF

ETFs
447
New
$420.11 - $472.68 $188K - $211K
447 $209M
IDA
Idacorp Inc

Utilities
1.57K
New
$115.16 - $132.15 $181K - $208K
1.57K $208M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
4.65K
New
$41.91 - $44.87 $195K - $209K
4.65K $208M
Celestica Inc
832
New
N/A
832 $205M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
3.04K
New
$61.56 - $66.95 $187K - $203K
3.04K $203M
OPAL
Opal Fuels Inc.

Utilities
15K
New
$2.05 - $2.67 $30.7K - $40.1K
15K $33M
STTK
Shattuck Labs, Inc.

Healthcare
10K
New
$0.73 - $2.45 $7.3K - $24.5K
10K $23.9M
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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