Assured Partners Investment Advisors, LLC Purchases in Q2 2025

Assured Partners Investment Advisors, LLC

  • $409 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
30.3K
+ 3627.22%
$456.74 - $568.03 $13.8M - $17.2M
31.1K $17.7B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
229K
New
$60.34 - $74.89 $13.8M - $17.1M
229K $17.1B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
174K
+ 7869.64%
$91.43 - $91.74 $16M - $16M
177K $16.2B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
69.6K
+ 237.71%
$101.93 - $128.63 $7.09M - $8.95M
98.8K $12.7B
IAU
Ishares Gold Trust

ETFs
115K
+ 3321.48%
$56.1 - $64.74 $6.43M - $7.42M
118K $7.36B
NVDA
Nvidia Corp

Technology
16.9K
+ 39.02%
$94.31 - $157.99 $1.59M - $2.67M
60.2K $9.51B
Dimensional ETF Trust
51K
New
N/A
51K $2.59B
META
Meta Platforms, Inc.

Communication Services
2.76K
+ 142.22%
$484.66 - $738.09 $1.34M - $2.04M
4.7K $3.47B
Blackrock Inc
2.03K
+ 503.72%
N/A
2.43K $2.55B
TRV
Travelers Companies, Inc.

Financial Services
8.09K
New
$233.83 - $276.34 $1.89M - $2.24M
8.09K $2.17B
MU
Micron Technology Inc

Technology
1.51K
+ 4.94%
$64.72 - $127.91 $97.8K - $193K
32.1K $3.95B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
14.7K
+ 6.36%
$29.12 - $35.84 $427K - $526K
245K $8.8B
LHX
L3 Harris Technologies, Inc.

Industrials
1.49K
+ 8.77%
$200.21 - $256.99 $298K - $382K
18.4K $4.62B
GOOGL
Alphabet Inc.

Communication Services
137
+ 0.31%
$144.7 - $178.6 $19.8K - $24.5K
43.7K $7.7B
BAC
Bank Of America Corp

Financial Services
7.34K
+ 7.27%
$34.39 - $47.46 $252K - $348K
108K $5.13B
HON
Honeywell International Inc

Industrials
1.6K
+ 9.79%
$182.86 - $232.88 $292K - $372K
17.9K $4.17B
IHDG
Wisdomtree Tr

ETFs
7.09K
+ 3.92%
$38.54 - $46.0 $273K - $326K
188K $8.47B
Innovator Etfs Trust
20.8K
New
N/A
20.8K $542M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.08K
+ 24.76%
$141.37 - $228.57 $153K - $247K
5.45K $1.23B
DFSD
Dimensional ETF Tr Short Durat

ETFs
8.41K
+ 5.81%
$47.09 - $48.01 $396K - $404K
153K $7.36B
COF
Capital One Financial Corp

Financial Services
2.19K
New
$150.57 - $212.76 $330K - $466K
2.19K $466M
DFIC
Dimensional ETF Tr Dimensional

ETFs
2.79K
+ 2.63%
$24.94 - $31.15 $69.5K - $86.8K
109K $3.38B
MINO
Pimco ETF Tr Municipal Income

ETFs
9.18K
New
$43.42 - $45.15 $399K - $414K
9.18K $406M
SE
Sea LTD

Consumer Cyclical
1.9K
+ 60.09%
$105.57 - $170.4 $201K - $324K
5.07K $810M
EME
Emcor Group, Inc.

Industrials
53
+ 2.46%
$342.02 - $534.89 $18.1K - $28.3K
2.21K $1.18B
FLMI
Franklin Dynamic Municipal Bon

ETFs
15.3K
New
$23.57 - $24.6 $362K - $378K
15.3K $372M
Ishares Bitcoin Trust ETF
4.47K
+ 83.35%
N/A
9.84K $602M
APP
App Lovin Corp

Technology
448
+ 20.65%
$219.37 - $417.89 $98.3K - $187K
2.62K $917M
FOUR
Shift4 Payments, Inc.

Technology
2.23K
+ 34.73%
$72.5 - $99.11 $162K - $221K
8.65K $857M
Innovator Etfs Trust
13.2K
New
N/A
13.2K $322M
SQ
Block, Inc.

Technology
4.57K
New
N/A
4.57K $310M
Dimensional ETF Trust
2.17K
+ 9.16%
N/A
25.8K $1.73B
PWR
Quanta Services, Inc.

Industrials
738
New
$239.47 - $381.26 $177K - $281K
738 $279M
Dimensional ETF Trust
4.71K
+ 89.15%
N/A
9.99K $533M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
5.76K
+ 29.45%
$32.77 - $36.44 $189K - $210K
25.3K $922M
HSBC
Hsbc Holdings PLC

Financial Services
3.07K
+ 24.19%
$46.68 - $61.09 $143K - $187K
15.7K $957M
UBER
Uber Technologies, Inc

Technology
320
+ 3.31%
$64.62 - $93.3 $20.7K - $29.9K
9.99K $932M
GS
Goldman Sachs Group Inc

Financial Services
306
New
$462.22 - $707.75 $141K - $217K
306 $217M
T Rowe Price ETF Inc
6.01K
New
N/A
6.01K $212M
IEFA
Ishares Tr

ETFs
2.44K
New
$67.83 - $84.09 $165K - $205K
2.44K $203M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
4.11K
+ 30.87%
$44.68 - $45.96 $184K - $189K
17.4K $797M
CRM
Salesforce, Inc.

Technology
575
+ 24.67%
$236.26 - $291.15 $136K - $167K
2.91K $792M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.13K
+ 3.66%
$23.4 - $29.68 $26.5K - $33.7K
32.1K $954M
DE
Deere & CO

Industrials
62
+ 3.67%
$412.99 - $531.48 $25.6K - $33K
1.75K $891M
TFC
Truist Financial Corp

Financial Services
948
+ 3.1%
$34.79 - $42.99 $33K - $40.8K
31.6K $1.36B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
1.34K
+ 0.89%
$41.1 - $42.37 $55.2K - $56.9K
152K $6.41B
CMI
Cummins Inc

Industrials
215
+ 33.18%
$267.12 - $336.65 $57.4K - $72.4K
863 $283M
FTNT
Fortinet, Inc.

Technology
252
+ 4.51%
$84.71 - $108.69 $21.3K - $27.4K
5.84K $617M
AUR
Aurora Innovation, Inc.

Technology
13.8K
New
$5.17 - $8.14 $71.4K - $112K
13.8K $72.3M
Activity Summary
Buys All Purchases 67 New Holdings 14 Increased Positions 53 Sells All Sells 165 Reductions 165 Sold out 0 Options Calls 0 Puts 0
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