Assured Partners Investment Advisors, LLC Reduced Holdings in Q1 2025

Assured Partners Investment Advisors, LLC

  • $518 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
-1.1K
- 4.63%
$222.15 - $428.22 $245K - $471K
22.7K $5.88B
FANG
Diamondback Energy, Inc.

Energy
-18.6K
- 78.88%
$139.9 - $180.18 $2.6M - $3.35M
4.98K $796M
AAPL
Apple Inc.

Technology
-1.63K
- 2.41%
$209.68 - $247.1 $341K - $402K
65.8K $14.6B
VZ
Verizon Communications Inc

Communication Services
-47.9K
- 65.48%
$37.81 - $46.49 $1.81M - $2.23M
25.3K $1.15B
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-26.7K
- 20.33%
$29.41 - $31.79 $784K - $847K
104K $3.12B
Rbb Fd Inc
-19.9K
- 22.78%
N/A
67.5K $3.03B
Ishares Bitcoin Trust ETF
-12.4K
- 69.83%
N/A
5.37K $251M
Dimensional ETF Trust
-10.2K
- 30.19%
N/A
23.7K $1.45B
Pgim ETF Tr
-13.2K
- 18.56%
N/A
58.1K $2.97B
APP
App Lovin Corp

Technology
-1.05K
- 32.55%
$238.08 - $510.13 $249K - $534K
2.17K $575M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-12.2K
- 39.34%
$34.14 - $37.91 $417K - $463K
18.8K $671M
ZECP
Zacks Tr Earnings Constant Por

ETFs
-12K
- 50.48%
$29.24 - $32.07 $352K - $386K
11.8K $355M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
-11K
- 25.61%
$34.25 - $37.6 $378K - $415K
32K $1.18B
UNH
Unitedhealth Group Inc

Healthcare
-726
- 10.09%
$461.52 - $548.18 $335K - $398K
6.47K $3.39B
DUOL
Duolingo, Inc.

Technology
-594
- 32.37%
$272.49 - $441.39 $162K - $262K
1.24K $385M
HD
Home Depot, Inc.

Consumer Cyclical
-259
- 5.09%
$347.25 - $424.87 $89.9K - $110K
4.83K $1.77B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-344
- 29.2%
$507.05 - $563.67 $174K - $194K
834 $429M
Innovator Etfs Trust
-1.46K
- 2.88%
N/A
49.1K $2.34B
NEE
Nextera Energy Inc

Utilities
-2.44K
- 7.89%
$66.96 - $76.16 $163K - $186K
28.4K $2.01B
STZ
Constellation Brands, Inc.

Consumer Defensive
-574
- 26.72%
$161.05 - $222.93 $92.4K - $128K
1.57K $289M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-237
- 5.14%
$165.25 - $224.62 $39.2K - $53.2K
4.37K $725M
SPY
Spdr S&P 500 ETF Trust

ETFs
-149
- 4.23%
$551.42 - $612.93 $82.2K - $91.3K
3.37K $1.89B
Innovator Etfs Trust
-1.7K
- 2.36%
N/A
70.2K $2.51B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-240
- 20.65%
$468.34 - $539.52 $112K - $129K
922 $432M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-2.56K
- 3.9%
$35.21 - $37.69 $90.1K - $96.4K
63.1K $2.25B
KEYS
Keysight Technologies, Inc.

Technology
-54
- 0.44%
$148.16 - $185.11 $8K - $10K
12.1K $1.82B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-1.46K
- 6.53%
$78.0 - $84.37 $114K - $123K
20.9K $1.67B
UPS
United Parcel Service Inc

Industrials
-393
- 6.57%
$109.66 - $136.26 $43.1K - $53.6K
5.59K $615M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-2.74K
- 11.69%
$35.54 - $37.44 $97.3K - $103K
20.7K $741M
MRK
Merck & Co., Inc.

Healthcare
-471
- 5.97%
$83.01 - $101.02 $39.1K - $47.6K
7.42K $666M
VUG
Vanguard Growth ETF

ETFs
-20
- 0.71%
$369.1 - $427.61 $7.38K - $8.55K
2.78K $1.03B
XLK
Technology Sector Spdr

ETFs
-82
- 2.1%
$206.38 - $242.18 $16.9K - $19.9K
3.82K $788M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.16K
- 3.25%
$65.27 - $71.18 $75.8K - $82.7K
34.6K $2.29B
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-213
- 0.48%
$58.38 - $64.16 $12.4K - $13.7K
44.2K $2.62B
EMR
Emerson Electric CO

Industrials
-498
- 17.09%
$108.64 - $131.17 $54.1K - $65.3K
2.42K $265M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-2.46K
- 3.91%
$35.29 - $36.56 $86.8K - $89.9K
60.4K $2.16B
TGT
Target Corp

Consumer Defensive
-201
- 8.58%
$103.65 - $142.5 $20.8K - $28.6K
2.14K $223M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-1.31K
- 7.76%
$31.63 - $35.22 $41.4K - $46.1K
15.6K $497M
PG
Procter & Gamble CO

Consumer Defensive
-615
- 6.38%
$158.56 - $176.26 $97.5K - $108K
9.02K $1.54B
DIS
Walt Disney CO

Communication Services
-13
- 0.22%
$96.87 - $114.0 $1.26K - $1.48K
5.79K $572M
AZO
Autozone Inc

Consumer Cyclical
-53
- 24.2%
$3193.96 - $3828.11 $169K - $203K
166 $633M
Aim ETF Products Trust
-1.36K
- 2.42%
N/A
54.6K $1.63B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-981
- 7.83%
$48.02 - $53.02 $47.1K - $52K
11.5K $571M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-270
- 1.81%
$64.88 - $72.1 $17.5K - $19.5K
14.6K $962M
Pgim Rock ETF Tr
-949
- 2.34%
N/A
39.5K $1.09B
CLX
Clorox CO

Consumer Defensive
-17
- 0.43%
$141.76 - $162.89 $2.41K - $2.77K
3.98K $586M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-689
- 22.74%
$95.85 - $99.25 $66K - $68.4K
2.34K $232M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-1.11K
- 9.34%
$47.4 - $50.24 $52.8K - $55.9K
10.8K $522M
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
-1.44K
- 8.59%
$32.69 - $34.66 $47.1K - $50K
15.4K $509M
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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