Assured Partners Investment Advisors, LLC Purchases in Q1 2025

Assured Partners Investment Advisors, LLC

  • $518 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
T
At&T Inc.

Communication Services
8.23K
New
$21.56 - $28.28 $178K - $233K
8.23K $233M
WMB
Williams Companies, Inc.

Energy
3.85K
New
$54.02 - $61.09 $208K - $235K
3.85K $230M
AIG
American International Group, Inc.

Financial Services
2.52K
New
$70.5 - $86.94 $178K - $219K
2.52K $219M
DE
Deere & CO

Industrials
325
+ 23.79%
$408.57 - $509.27 $133K - $166K
1.69K $794M
JNK
Spdr Bloomberg High Yield Bond

ETFs
2.25K
New
$94.86 - $97.12 $213K - $218K
2.25K $214M
FNDF
Schwab Fundamental Intl Large

ETFs
1.04K
+ 1.73%
$32.9 - $37.45 $34.2K - $38.9K
61.2K $2.21B
KLAC
Kla Corp

Technology
314
New
$636.62 - $777.63 $200K - $244K
314 $213M
AMP
Ameriprise Financial Inc

Financial Services
428
New
$472.29 - $575.13 $202K - $246K
428 $207M
HSBC
Hsbc Holdings PLC

Financial Services
2.13K
+ 20.16%
$48.68 - $61.58 $103K - $131K
12.7K $728M
IAU
Ishares Gold Trust

ETFs
3.45K
New
$49.74 - $58.96 $172K - $203K
3.45K $203M
CMI
Cummins Inc

Industrials
648
New
$312.92 - $386.07 $203K - $250K
648 $203M
Linde PLC
435
New
N/A
435 $203M
TDG
Trans Digm Group Inc

Industrials
146
New
$1251.32 - $1394.11 $183K - $204K
146 $202M
EOG
Eog Resources Inc

Energy
1.57K
New
$120.54 - $138.05 $189K - $216K
1.57K $201M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
35
+ 1.55%
$442.66 - $534.52 $15.5K - $18.7K
2.3K $1.22B
ABC
Amerisourcebergen Corp

Healthcare
154
+ 5.57%
N/A
2.92K $812M
HYG
Ishares Tr

ETFs
2.24K
+ 6.42%
$78.51 - $80.11 $176K - $179K
37.1K $2.93B
VALE
Vale S.A.

Basic Materials
15.9K
+ 69.95%
$8.5 - $10.19 $135K - $162K
38.6K $386M
ACGL
Arch Capital Group Ltd.

Financial Services
1.57K
+ 22.89%
$88.13 - $96.94 $139K - $152K
8.45K $812M
Pimco ETF Tr
4.84K
+ 4.63%
N/A
109K $2.88B
DFAR
Dimensional ETF Tr Dimensional

ETFs
6.58K
+ 20.91%
$22.35 - $24.52 $147K - $161K
38K $904M
ARCC
Ares Capital Corp

Financial Services
6.98K
+ 12.4%
$21.28 - $23.81 $149K - $166K
63.3K $1.4B
DGRO
Ishares Core Dividend Growth E

ETFs
2.21K
+ 3.42%
$60.46 - $64.42 $134K - $142K
66.8K $4.13B
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.89K
+ 19.13%
$21.75 - $24.28 $215K - $240K
61.6K $1.36B
KHC
Kraft Heinz CO

Consumer Defensive
5.36K
+ 71.29%
$28.51 - $32.22 $153K - $173K
12.9K $392M
NU
Nu Holdings Ltd.

Financial Services
15.7K
New
$10.12 - $13.95 $158K - $218K
15.7K $160M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
901
+ 0.6%
$40.79 - $42.32 $36.8K - $38.1K
150K $6.33B
CB
Chubb LTD

Financial Services
85
+ 1.79%
$257.71 - $301.99 $21.9K - $25.7K
4.83K $1.46B
META
Meta Platforms, Inc.

Communication Services
265
+ 15.82%
$576.36 - $736.67 $153K - $195K
1.94K $1.12B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
4.98K
+ 4.13%
$24.5 - $24.95 $122K - $124K
125K $3.11B
COST
Costco Wholesale Corp

Consumer Defensive
114
+ 16.52%
$890.62 - $1076.86 $102K - $123K
804 $760M
NKE
Nike, Inc.

Consumer Cyclical
2.64K
+ 77.16%
$63.29 - $81.72 $167K - $216K
6.07K $385M
AMT
American Tower Corp

Real Estate
241
+ 11.24%
$173.46 - $217.6 $41.8K - $52.4K
2.39K $519M
RIO
Rio Tinto PLC

Basic Materials
1.72K
+ 10.8%
$58.19 - $64.29 $100K - $111K
17.7K $1.06B
ICE
Intercontinental Exchange, Inc.

Financial Services
115
+ 2.61%
$142.8 - $176.36 $16.4K - $20.3K
4.52K $780M
IVV
Ishares Core S&P 500 ETF

ETFs
285
+ 20.37%
$554.06 - $615.85 $158K - $176K
1.68K $946M
CTAS
Cintas Corp

Industrials
191
+ 5.47%
$182.09 - $208.14 $34.8K - $39.8K
3.68K $756M
MDT
Medtronic PLC

Healthcare
34
+ 0.3%
$79.84 - $94.5 $2.71K - $3.21K
11.6K $1.04B
PLTR
Palantir Technologies Inc.

Technology
134
+ 1.13%
$64.98 - $124.62 $8.71K - $16.7K
12K $1.01B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.35K
+ 49.52%
$81.83 - $82.73 $110K - $112K
4.07K $337M
MDLZ
Mondelez International, Inc.

Consumer Defensive
688
+ 8.39%
$56.12 - $68.15 $38.6K - $46.9K
8.89K $603M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.08K
+ 18.52%
$44.41 - $45.98 $92.3K - $95.6K
13.3K $607M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
3.56K
+ 12.96%
$25.35 - $27.46 $90.2K - $97.7K
31K $820M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
8.56K
+ 8.19%
$16.76 - $17.69 $143K - $151K
113K $1.89B
CI
Cigna Corp

Healthcare
41
+ 2.86%
$274.49 - $329.0 $11.3K - $13.5K
1.48K $486M
ACHR
Archer Aviation Inc.

Industrials
12.1K
New
$6.8 - $11.51 $82.2K - $139K
12.1K $86M
ELV
Elevance Health, Inc.

Healthcare
23
+ 2.12%
$365.9 - $436.25 $8.42K - $10K
1.11K $483M
SNOW
Snowflake Inc.

Technology
640
+ 41.69%
$146.16 - $192.78 $93.5K - $123K
2.18K $318M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
9.43K
+ 9.21%
$32.49 - $37.99 $306K - $358K
112K $3.75B
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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