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
EXPO
Exponent Inc

Industrials
393
+ 9.17%
$78.9 - $93.95 $31K - $36.9K
4.68K $379M
VIG
Vanguard Dividend Appreciation

ETFs
13
+ 0.46%
N/A
2.86K $555M
CAT
Caterpillar Inc

Industrials
55
+ 8.05%
$326.75 - $407.63 $18K - $22.4K
738 $244M
DUHP
Dimensional ETF Tr Dimensional

ETFs
21
+ 0.25%
$32.57 - $35.82 $684 - $752
8.37K $277M
AMAT
Applied Materials Inc

Technology
263
+ 10.73%
$145.06 - $195.51 $38.2K - $51.4K
2.71K $394M
IWB
Ishares Tr Russell 1000 ETF

ETFs
37
+ 2.77%
$302.31 - $337.54 $11.2K - $12.5K
1.37K $421M
ET
Energy Transfer LP

Energy
235
+ 1.7%
$17.26 - $21.08 $4.06K - $4.95K
14.1K $262M
RSP
Invesco S&P 500 Equal Weight E

ETFs
82
+ 0.68%
$169.43 - $182.84 $13.9K - $15K
12.2K $2.11B
FOUR
Shift4 Payments, Inc.

Technology
1.26K
+ 24.33%
$81.71 - $125.66 $103K - $158K
6.42K $524M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.03K
+ 25.68%
$65.15 - $91.81 $67K - $94.4K
5.03K $328M
BOAT
Tidal ETF Tr Sonicshares Globa

ETFs
145
+ 1.19%
$26.32 - $28.61 $3.82K - $4.15K
12.3K $325M
IEX
Idex Corp

Industrials
189
+ 10.26%
$178.23 - $224.31 $33.7K - $42.4K
2.03K $368M
WMT
Walmart Inc.

Consumer Defensive
54
+ 0.54%
$84.5 - $105.05 $4.56K - $5.67K
10.1K $885M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.13K
+ 7.83%
$110.9 - $132.93 $236K - $282K
29.3K $3.33B
AXON
Axon Enterprise, Inc.

Industrials
1
+ 0.23%
$496.65 - $710.01 $497 - $710
431 $227M
Blackrock Inc
2
+ 0.5%
N/A
403 $381M
SNAP
Snap Inc

Communication Services
1.31K
+ 6.27%
$8.37 - $12.57 $10.9K - $16.4K
22.1K $193M
ACN
Accenture PLC

Technology
25
+ 2.4%
$300.91 - $398.25 $7.52K - $9.96K
1.07K $332M
BA
Boeing CO

Industrials
53
+ 0.77%
$148.15 - $186.25 $7.85K - $9.87K
6.93K $1.18B
DHR
Danaher Corp

Healthcare
3
+ 0.19%
$201.62 - $250.59 $605 - $752
1.59K $326M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
3.1K
+ 10.91%
$67.24 - $84.27 $209K - $261K
31.5K $2.15B
DOW
Dow Inc.

Basic Materials
255
+ 2.73%
$34.36 - $41.92 $8.76K - $10.7K
9.6K $335M
VB
Vanguard Small Cap ETF

ETFs
418
+ 5.8%
$217.89 - $252.64 $91.1K - $106K
7.62K $1.69B
IWF
Ishares Russell 1000 Gr ETF

ETFs
15
+ 1.31%
$360.07 - $417.26 $5.4K - $6.26K
1.16K $419M
WAL
Western Alliance Bancorporation

Financial Services
63
+ 0.92%
$72.65 - $94.0 $4.58K - $5.92K
6.92K $531M
TOST
Toast, Inc.

Technology
9
+ 0.07%
$32.61 - $41.98 $293 - $378
13K $431M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
48
+ 0.51%
$117.4 - $131.02 $5.64K - $6.29K
9.38K $1.12B
FNY
First Trust Mid Cap Growth Alp
236
+ 1.96%
N/A
12.2K $917M
ROK
Rockwell Automation, Inc

Industrials
28
+ 1.49%
$255.29 - $303.75 $7.15K - $8.51K
1.91K $494M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
907
+ 3.83%
$68.32 - $78.49 $62K - $71.2K
24.6K $1.72B
LOW
Lowes Companies Inc

Consumer Cyclical
42
+ 0.82%
$222.66 - $268.42 $9.35K - $11.3K
5.14K $1.2B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
319
+ 3.18%
$102.49 - $119.96 $32.7K - $38.3K
10.3K $1.08B
NOW
Service Now, Inc.

Technology
286
+ 24.57%
$783.83 - $1170.39 $224K - $335K
1.45K $1.15B
BX
Blackstone Inc.

Financial Services
6
+ 0.18%
$136.53 - $186.74 $819 - $1.12K
3.29K $460M
HON
Honeywell International Inc

Industrials
512
+ 3.24%
$202.75 - $226.52 $104K - $116K
16.3K $3.46B
VCR
Vanguard Consumer Discretionar

ETFs
6
+ 0.25%
$318.51 - $391.75 $1.91K - $2.35K
2.41K $783M
CRM
Salesforce, Inc.

Technology
63
+ 2.78%
$268.36 - $359.95 $16.9K - $22.7K
2.33K $625M
NWL
Newell Brands Inc.

Consumer Defensive
4.4K
+ 10.09%
$6.2 - $10.66 $27.3K - $46.9K
48K $297M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
6.64K
+ 2.96%
$32.42 - $36.13 $215K - $240K
231K $7.61B
AXP
American Express CO

Financial Services
799
+ 5.68%
$255.39 - $325.87 $204K - $260K
14.9K $4B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.86K
+ 5.32%
$192.82 - $222.1 $358K - $413K
36.8K $7.1B
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
3.8K
+ 5.89%
$68.07 - $78.99 $259K - $300K
68.3K $4.65B
GOOG
Alphabet Inc.

Communication Services
20
+ 0.18%
$156.06 - $207.71 $3.12K - $4.15K
11.2K $1.75B
SOUN
Soundhound Ai, Inc.

Technology
20.3K
+ 42.69%
$8.12 - $20.62 $165K - $419K
68K $552M
IWY
Ishares Tr Russell 200 Growth

ETFs
868
+ 3.56%
$210.19 - $243.33 $182K - $211K
25.2K $5.32B
AMZN
Amazon Com Inc

Consumer Cyclical
225
+ 1.2%
$190.26 - $242.06 $42.8K - $54.5K
19K $3.62B
MSFT
Microsoft Corp

Technology
1.56K
+ 5.99%
$375.39 - $447.2 $584K - $695K
27.5K $10.3B
NVDA
Nvidia Corp

Technology
758
+ 1.78%
$106.98 - $149.43 $81.1K - $113K
43.3K $4.69B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
34.3K
+ 8.65%
$39.97 - $48.7 $1.37M - $1.67M
430K $17.2B
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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