Assured Partners Investment Advisors, LLC Sells in Q3 2025

Assured Partners Investment Advisors, LLC

  • $449 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SBUX
Starbucks Corp

Consumer Cyclical
-24K
- 80.44%
$81.9 - $96.86 $1.97M - $2.33M
5.84K $494M
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-13.1K
- 53.01%
N/A
11.6K $641M
FOUR
Shift4 Payments, Inc.

Technology
-2.08K
- 24.1%
$77.4 - $106.81 $161K - $223K
6.56K $508M
VTI
Vanguard Total Stock Market Et

ETFs
-1.65K
- 20.53%
$303.93 - $329.86 $500K - $543K
6.37K $2.09B
PM
Philip Morris International Inc.

Consumer Defensive
-553
- 4.35%
$157.77 - $183.27 $87.2K - $101K
12.2K $1.97B
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-9.21K
- 51.14%
$37.73 - $38.9 $347K - $358K
8.8K $342M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-9.17K
- 46.23%
$37.32 - $38.38 $342K - $352K
10.7K $409M
Ishares Bitcoin Trust ETF
-4.95K
- 50.29%
N/A
4.89K $318M
JPIB
Jpmorgan International Bond Op

ETFs
-4.9K
- 19.16%
$48.32 - $49.13 $237K - $241K
20.7K $1.01B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-3.26K
- 43.27%
$70.77 - $73.59 $231K - $240K
4.27K $313M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.1K
- 38.37%
$181.56 - $190.33 $200K - $210K
1.77K $336M
MELI
Mercadolibre Inc

Consumer Cyclical
-3
- 0.48%
$2292.04 - $2514.05 $6.88K - $7.54K
619 $1.45B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-2.75K
- 21.75%
N/A
9.9K $662M
ACGL
Arch Capital Group Ltd.

Financial Services
-1.74K
- 19.86%
$85.61 - $93.54 $149K - $163K
7.04K $639M
Pgim ETF Tr
-2.6K
- 29.49%
N/A
6.22K $399M
NOW
Service Now, Inc.

Technology
-16
- 1.32%
$850.86 - $1044.69 $13.6K - $16.7K
1.2K $1.1B
FNDF
Schwab Fundamental Intl Large

ETFs
-4.32K
- 31.53%
$39.84 - $43.15 $172K - $187K
9.39K $403M
Pgim ETF Tr
-2.86K
- 17.32%
N/A
13.7K $705M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-5.27K
- 39.76%
$26.38 - $27.95 $139K - $147K
7.99K $218M
AMZN
Amazon Com Inc

Consumer Cyclical
-601
- 4.43%
$211.65 - $238.24 $127K - $143K
13K $2.84B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.49K
- 26.13%
$49.43 - $54.52 $172K - $190K
9.86K $534M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-5.99K
- 32.06%
$24.46 - $26.5 $147K - $159K
12.7K $335M
TOST
Toast, Inc.

Technology
-526
- 4.14%
$36.51 - $49.3 $19.2K - $25.9K
12.2K $444M
MPLX
Mplx LP

Energy
-1.25K
- 3.82%
$49.42 - $52.71 $61.9K - $66K
31.5K $1.57B
ARCC
Ares Capital Corp

Financial Services
-834
- 1.34%
$20.41 - $23.25 $17K - $19.4K
61.4K $1.25B
IEF
Ishares Barclays

ETFs
-1.26K
- 9.62%
$93.91 - $97.26 $119K - $123K
11.9K $1.14B
EAPR
Innovator Etfs Tr Emerging Mkt
-4.56K
- 24.75%
$27.94 - $29.17 $127K - $133K
13.9K $404M
CI
Cigna Corp

Healthcare
-139
- 9.46%
$262.23 - $334.39 $36.4K - $46.5K
1.33K $384M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-6.56K
- 24.04%
$17.13 - $17.98 $112K - $118K
20.7K $368M
Innovator Etfs Trust
-4.08K
- 17.5%
N/A
19.2K $486M
VB
Vanguard Small Cap ETF

ETFs
-482
- 21.15%
$237.58 - $259.17 $115K - $125K
1.8K $457M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-808
- 21.2%
$122.57 - $132.57 $99K - $107K
3K $390M
FEX
First Tr Large Cap Core Alphde

ETFs
-1.76K
- 9.28%
$110.0 - $117.08 $193K - $206K
17.2K $2.01B
NKE
Nike, Inc.

Consumer Cyclical
-950
- 15.94%
$69.24 - $79.24 $65.8K - $75.3K
5.01K $349M
IBM
International Business Machines Corp

Technology
-166
- 10.2%
$234.77 - $292.47 $39K - $48.6K
1.46K $412M
QCOM
Qualcomm Inc

Technology
-517
- 16.68%
$145.84 - $173.55 $75.4K - $89.7K
2.58K $429M
AXON
Axon Enterprise, Inc.

Industrials
-7
- 1.64%
$698.02 - $870.97 $4.89K - $6.1K
421 $302M
COST
Costco Wholesale Corp

Consumer Defensive
-17
- 3.65%
$915.95 - $994.57 $15.6K - $16.9K
449 $416M
IVV
Ishares Core S&P 500 ETF

ETFs
-137
- 14.35%
$620.67 - $670.08 $85K - $91.8K
818 $548M
LLY
Eli Lilly & CO

Healthcare
-13
- 0.62%
$625.65 - $812.69 $8.13K - $10.6K
2.08K $1.59B
CNP
Centerpoint Energy Inc

Utilities
-1.48K
- 21.65%
$35.77 - $39.16 $53K - $58.1K
5.37K $208M
TTE
Total Energies Se

Energy
-100
- 0.53%
N/A
18.7K $1.12B
EPD
Enterprise Products Partners L.P.

Energy
-1.19K
- 8.47%
$30.74 - $32.14 $36.7K - $38.3K
12.9K $403M
KMB
Kimberly Clark Corp

Consumer Defensive
-121
- 3.36%
$121.72 - $136.77 $14.7K - $16.5K
3.48K $433M
SQ
Block, Inc.

Technology
-649
- 14.21%
N/A
3.92K $283M
PWR
Quanta Services, Inc.

Industrials
-121
- 16.4%
$372.29 - $421.68 $45K - $51K
617 $256M
AMD
Advanced Micro Devices Inc

Technology
-351
- 19.95%
$134.8 - $184.42 $47.3K - $64.7K
1.41K $228M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-621
- 9.01%
$37.99 - $39.69 $23.6K - $24.6K
6.27K $249M
MTB
M&T Bank Corp

Financial Services
-87
- 7.47%
$183.74 - $204.05 $16K - $17.8K
1.08K $213M
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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