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
XLY
Select Sector Spdr Consumer Di

ETFs
-101
- 7.64%
$192.6 - $233.2 $19.5K - $23.6K
1.22K $241M
IWM
Ishares Russell 2000 ETF

ETFs
-102
- 6.41%
$198.1 - $229.79 $20.2K - $23.4K
1.49K $297M
LMT
Lockheed Martin Corp

Industrials
-46
- 5.74%
$423.19 - $506.29 $19.5K - $23.3K
755 $337M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-4
- 0.18%
$161.27 - $192.3 $645 - $769
2.16K $349M
DEO
Diageo PLC

Consumer Defensive
-66
- 3.29%
$104.79 - $126.12 $6.92K - $8.32K
1.94K $204M
Innovator Etfs Trust
-132
- 0.11%
N/A
118K $2.96B
PSA
Public Storage

Real Estate
-142
- 10.68%
$288.99 - $313.98 $41K - $44.6K
1.19K $355M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-355
- 8.55%
$106.46 - $114.75 $37.8K - $40.7K
3.8K $418M
HBAN
Huntington Bancshares Inc

Financial Services
-1.35K
- 8.82%
$14.28 - $17.39 $19.2K - $23.4K
13.9K $209M
AEP
American Electric Power CO Inc

Utilities
-896
- 24.55%
$90.32 - $109.27 $80.9K - $97.9K
2.75K $301M
SHOP
Shopify Inc.

Technology
-36
- 1.28%
$90.59 - $129.31 $3.26K - $4.66K
2.78K $265M
FDMO
Fidelity Covington Tr Momentum

ETFs
-77
- 1.45%
$63.36 - $74.35 $4.88K - $5.72K
5.23K $340M
MS
Morgan Stanley

Financial Services
-77
- 4.14%
$111.68 - $141.08 $8.6K - $10.9K
1.78K $208M
WEC
Wec Energy Group, Inc.

Utilities
-778
- 18.59%
$92.12 - $108.98 $71.7K - $84.8K
3.41K $371M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-348
- 3.8%
$41.09 - $43.24 $14.3K - $15K
8.81K $365M
Innovator Etfs Trust
-922
- 10.52%
N/A
7.84K $237M
FJAN
First Exc Trd Viii Cboe Vest U
-59
- 0.61%
N/A
9.68K $429M
PAYX
Paychex Inc

Industrials
-706
- 10.78%
$136.06 - $154.52 $96.1K - $109K
5.84K $902M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-101
- 2.14%
$67.43 - $75.54 $6.81K - $7.63K
4.61K $316M
UNP
Union Pacific Corp

Industrials
-100
- 7.47%
$225.21 - $254.42 $22.5K - $25.4K
1.24K $292M
DHS
Wisdomtree Tr U.S

ETFs
-842
- 6.77%
$91.55 - $99.74 $77.1K - $84K
11.6K $1.15B
SYK
Stryker Corp

Healthcare
-59
- 5.22%
$355.18 - $399.9 $21K - $23.6K
1.07K $399M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-649
- 7.98%
$33.84 - $37.77 $22K - $24.5K
7.48K $272M
WM
Waste Management Inc

Industrials
-240
- 14.06%
$200.54 - $233.78 $48.1K - $56.1K
1.47K $340M
ATO
Atmos Energy Corp

Utilities
-508
- 10.42%
$136.51 - $154.58 $69.3K - $78.5K
4.37K $675M
SPGI
S&P Global Inc.

Financial Services
-30
- 1.99%
$478.26 - $543.77 $14.3K - $16.3K
1.48K $751M
Innovator Etfs Trust
-142
- 1.03%
N/A
13.6K $382M
VNQ
Vanguard Specialized Funds Van

ETFs
-52
- 1.58%
$85.55 - $94.34 $4.45K - $4.91K
3.24K $294M
IWD
Ishares Russell 1000 Val ETF

ETFs
-21
- 0.99%
$182.82 - $196.21 $3.84K - $4.12K
2.1K $395M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-61
- 0.52%
$24.73 - $25.62 $1.51K - $1.56K
11.7K $299M
MNDY
Monday.Com Ltd.

Technology
-4
- 0.42%
$213.0 - $327.92 $852 - $1.31K
956 $232M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-279
- 2.99%
$85.29 - $92.57 $23.8K - $25.8K
9.05K $823M
FTNT
Fortinet, Inc.

Technology
-8
- 0.14%
$92.49 - $114.57 $740 - $917
5.58K $537M
KMB
Kimberly Clark Corp

Consumer Defensive
-363
- 6.44%
$124.46 - $147.4 $45.2K - $53.5K
5.28K $750M
CINF
Cincinnati Financial Corp

Financial Services
-55
- 1.12%
$133.67 - $147.81 $7.35K - $8.13K
4.87K $720M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-82
- 0.5%
$126.11 - $135.06 $10.3K - $11.1K
16.3K $2.11B
ALL
Allstate Corp

Financial Services
-79
- 3.71%
$180.99 - $210.18 $14.3K - $16.6K
2.05K $425M
HAS
Hasbro, Inc.

Consumer Cyclical
-391
- 5.39%
$56.16 - $69.06 $22K - $27K
6.87K $422M
KO
Coca Cola CO

Consumer Defensive
-774
- 9.62%
$60.81 - $72.32 $47.1K - $56K
7.27K $521M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-237
- 2.26%
$48.65 - $53.06 $11.5K - $12.6K
10.2K $532M
EAPR
Innovator Etfs Tr Emerging Mkt
-1.4K
- 1.44%
$25.4 - $27.53 $35.5K - $38.5K
95.7K $2.54B
O
Realty Income Corp

Real Estate
-79
- 1.07%
$51.67 - $58.49 $4.08K - $4.62K
7.28K $422M
MCD
Mcdonalds Corp

Consumer Cyclical
-309
- 5.39%
$279.74 - $321.29 $86.4K - $99.3K
5.43K $1.7B
AFL
Aflac Inc

Financial Services
-178
- 2.52%
$100.99 - $111.19 $18K - $19.8K
6.89K $766M
BP
Bp PLC

Energy
-942
- 5.47%
$29.93 - $35.31 $28.2K - $33.3K
16.3K $550M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-436
- 3.68%
$35.35 - $42.74 $15.4K - $18.6K
11.4K $472M
ED
Consolidated Edison Inc

Utilities
-1.6K
- 15.51%
$88.0 - $110.59 $140K - $176K
8.69K $961M
MU
Micron Technology Inc

Technology
-314
- 1.02%
$86.89 - $109.38 $27.3K - $34.3K
30.6K $2.66B
VHT
Vanguard Health Care ETF

ETFs
-30
- 0.42%
$254.06 - $273.83 $7.62K - $8.21K
7.08K $1.87B
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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