Assured Partners Investment Advisors, LLC Portfolio Holdings

Assured Partners Investment Advisors, LLC

  • $449 Billion
  • Q3 2025

Assured Partners Investment Advisors, LLC has filed its 13F form on October 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $449 Billion distributed in 268 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity Covington Tr Blue Chi with a value of $22.6B, Fidelity High Dividend ETF with a value of $20.9B, Vanguard Index Fds S&P 500 ETF with a value of $19.6B, Spdr Portfolio S&P 1500 Compos with a value of $19.3B, and Invesco Exchange Traded Fd Tr with a value of $14.5B.

Examining the 13F form we can see an increase of $40.3B in the current position value, from $409B to 449B.

Assured Partners Investment Advisors, LLC is based out at Tampa, FL

Below you can find more details about Assured Partners Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $449 Billion
ETFs: $213 Billion
Technology: $62.5 Billion
Financial Services: $39.4 Billion
Consumer Cyclical: $23.5 Billion
Industrials: $20.4 Billion
Communication Services: $18.8 Billion
Utilities: $11.8 Billion
Healthcare: $11.3 Billion
Other: $21.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22.6 Billion 5.02% of portfolio
420,506
Q3 2025 Added 3.33%
$0
$20.9 Billion 4.64% of portfolio
374,352
Q3 2025 Added 4.01%
$0
$19.6 Billion 4.35% of portfolio
31,948
Q3 2025 Added 2.78%
$0
$19.3 Billion 4.29% of portfolio
239,102
Q3 2025 Added 4.57%
$0
$14.5 Billion 3.22% of portfolio
107,077
Q3 2025 Added 8.36%
$3.78T
$12 Billion 2.68% of portfolio
23,240
Q3 2025 Added 1.28%
$465B
$11.1 Billion 2.48% of portfolio
59,660
Q3 2025 Reduced 0.84%
$1.65T
$10.8 Billion 2.41% of portfolio
44,532
Q3 2025 Added 1.97%
$0
$10.4 Billion 2.32% of portfolio
236,989
Q3 2025 Added 4.02%
$0
$9.84 Billion 2.19% of portfolio
255,182
Q3 2025 Added 3.98%
$0
$9.01 Billion 2.01% of portfolio
195,569
Q3 2025 Added 4.01%
$65.3B
$8.85 Billion 1.97% of portfolio
121,609
Q3 2025 Added 3.02%
$881B
$8.22 Billion 1.83% of portfolio
26,047
Q3 2025 Added 0.56%
$4.3T
$7.94 Billion 1.77% of portfolio
31,178
Q3 2025 Added 0.81%
$0
$7.92 Billion 1.76% of portfolio
164,357
Q3 2025 Added 7.27%
$1.29T
$7.88 Billion 1.75% of portfolio
17,717
Q3 2025 Reduced 1.13%
$0
$6.95 Billion 1.55% of portfolio
162,512
Q3 2025 Added 7.09%
$319B
$5.89 Billion 1.31% of portfolio
86,022
Q3 2025 Added 5.68%
$55.4B
$5.83 Billion 1.3% of portfolio
19,104
Q3 2025 Added 3.65%
$139B
$5.79 Billion 1.29% of portfolio
17,554
Q3 2025 Reduced 0.28%
$413B
$5.75 Billion 1.28% of portfolio
111,517
Q3 2025 Added 2.96%
$490B
$5.56 Billion 1.24% of portfolio
49,321
Q3 2025 Added 5.81%
$268B
$5.32 Billion 1.18% of portfolio
31,766
Q3 2025 Reduced 0.95%
First Tr Exchng Traded Fd Vi
-
$5.15 Billion 1.15% of portfolio
-
Q2 2025 Reduced 0.25%
$72.7B
$5.12 Billion 1.14% of portfolio
26,135
Q3 2025 Added 0.84%
$255B
$5.04 Billion 1.12% of portfolio
15,175
Q3 2025 Added 3.13%
$20.1B
$4.39 Billion 0.98% of portfolio
7,762
Q3 2025 Added 2.93%
Dimensional ETF Trust
-
$4.04 Billion 0.9% of portfolio
-
Q3 2025 Added 55.8%
$132B
$3.94 Billion 0.88% of portfolio
18,715
Q3 2025 Added 4.4%
$0
$3.81 Billion 0.85% of portfolio
116,083
Q3 2025 Added 6.77%
$1.37T
$3.58 Billion 0.8% of portfolio
4,872
Q3 2025 Added 3.68%
$0
$3.04 Billion 0.68% of portfolio
4,567
Q3 2025 Added 49.3%
$0
$2.98 Billion 0.66% of portfolio
43,267
Q3 2025 Reduced 0.21%
$0
$2.97 Billion 0.66% of portfolio
64,955
Q3 2025 Added 15.9%
Blackrock Inc
-
$2.94 Billion 0.65% of portfolio
-
Q3 2025 Added 3.62%
$533B
$2.85 Billion 0.64% of portfolio
8,358
Q3 2025 Added 1.26%
$2.39T
$2.84 Billion 0.63% of portfolio
12,952
Q3 2025 Reduced 4.43%
$193B
$2.65 Billion 0.59% of portfolio
23,154
Q3 2025 Added 474.68%
$67.3B
$2.37 Billion 0.53% of portfolio
8,475
Q3 2025 Added 4.72%
$69.1B
$2.21 Billion 0.49% of portfolio
26,223
Q3 2025 New
$0
$2.09 Billion 0.47% of portfolio
6,370
Q3 2025 Reduced 20.53%
First Tr Exchng Traded Fd Vi
-
$2.06 Billion 0.46% of portfolio
-
Q4 2024 New
$0
$2.01 Billion 0.45% of portfolio
17,166
Q3 2025 Reduced 9.28%
$237B
$1.97 Billion 0.44% of portfolio
12,172
Q3 2025 Reduced 4.35%
$96.4B
$1.88 Billion 0.42% of portfolio
15,180
Q3 2025 Added 0.96%
Dimensional ETF Trust
-
$1.89 Billion 0.42% of portfolio
-
Q3 2025 Added 1.73%
$367B
$1.77 Billion 0.39% of portfolio
4,376
Q3 2025 Reduced 3.04%
$342B
$1.74 Billion 0.39% of portfolio
9,558
Q3 2025 Reduced 1.74%
$414B
$1.73 Billion 0.38% of portfolio
7,450
Q3 2025 Added 3.13%

Summary

  • Portfolio
  • No. of Stocks 268
  • Current Value $449 Billion
  • Prior Value $409 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 50 stocks
  • Additional Purchases 108 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 93 stocks
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