Assured Partners Investment Advisors, LLC Purchases in Q4 2024

Assured Partners Investment Advisors, LLC

  • $513 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
APH
Amphenol Corp

Technology
7.1K
New
$62.07 - $75.35 $440K - $535K
7.1K $493M
MDLZ
Mondelez International, Inc.

Consumer Defensive
8.2K
New
$59.25 - $72.99 $486K - $599K
8.2K $490M
EME
Emcor Group, Inc.

Industrials
1.05K
New
$427.96 - $526.95 $450K - $554K
1.05K $477M
STZ
Constellation Brands, Inc.

Consumer Defensive
2.15K
New
$219.66 - $257.62 $472K - $553K
2.15K $475M
TOST
Toast, Inc.

Technology
13K
New
$27.43 - $43.54 $356K - $565K
13K $473M
BR
Broadridge Financial Solutions, Inc.

Technology
2.06K
New
$209.64 - $236.44 $431K - $486K
2.06K $465M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.15K
New
$370.24 - $418.94 $424K - $480K
1.15K $460M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
4.15K
New
$105.85 - $112.84 $439K - $468K
4.15K $458M
FJAN
First Exc Trd Viii Cboe Vest U
9.74K
New
N/A
9.74K $447M
DFAI
Dimensional ETF Tr

ETFs
15.1K
New
$29.0 - $31.6 $439K - $478K
15.1K $442M
PEAK
Healthpeak Properties, Inc.

Real Estate
21.4K
New
N/A
21.4K $434M
NWL
Newell Brands Inc.

Consumer Defensive
43.6K
New
$7.18 - $11.63 $313K - $507K
43.6K $434M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.34K
New
$311.11 - $335.64 $415K - $448K
1.34K $430M
BTI
British American Tobacco P.L.C.

Consumer Defensive
11.8K
New
$34.25 - $37.94 $406K - $449K
11.8K $430M
Corpay Inc
1.25K
New
N/A
1.25K $424M
FIS
Fidelity National Information Services, Inc.

Technology
5.2K
New
$80.14 - $90.95 $417K - $473K
5.2K $420M
F
Ford Motor CO

Consumer Cyclical
42.1K
New
$9.69 - $11.4 $408K - $480K
42.1K $417M
FE
Firstenergy Corp

Utilities
10.4K
New
$39.14 - $44.52 $407K - $463K
10.4K $414M
Blackrock Inc
401
New
N/A
401 $411M
ALL
Allstate Corp

Financial Services
2.13K
New
$181.25 - $208.2 $386K - $444K
2.13K $411M
SYK
Stryker Corp

Healthcare
1.13K
New
$345.14 - $392.15 $390K - $443K
1.13K $407M
HAS
Hasbro, Inc.

Consumer Cyclical
7.26K
New
$55.71 - $72.94 $404K - $529K
7.26K $406M
ELV
Elevance Health, Inc.

Healthcare
1.09K
New
$365.96 - $514.62 $398K - $559K
1.09K $401M
PRF
Invesco Exchange Traded Fd Tr

ETFs
9.93K
New
$40.15 - $42.9 $399K - $426K
9.93K $401M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2.17K
New
$170.03 - $192.78 $368K - $417K
2.17K $400M
VEA
Vanguard Ftse Developed Market

ETFs
8.37K
New
$47.57 - $52.44 $398K - $439K
8.37K $400M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.94K
New
$94.43 - $105.47 $372K - $415K
3.94K $400M
AMAT
Applied Materials Inc

Technology
2.45K
New
$161.44 - $213.89 $396K - $524K
2.45K $399M
PSA
Public Storage

Real Estate
1.33K
New
$289.33 - $360.21 $385K - $479K
1.33K $398M
CI
Cigna Corp

Healthcare
1.44K
New
$265.59 - $358.58 $381K - $515K
1.44K $396M
AMD
Advanced Micro Devices Inc

Technology
3.28K
New
$118.88 - $172.8 $390K - $567K
3.28K $396M
WEC
Wec Energy Group, Inc.

Utilities
4.19K
New
$92.94 - $101.82 $389K - $426K
4.19K $394M
AMT
American Tower Corp

Real Estate
2.15K
New
$179.4 - $232.01 $385K - $498K
2.15K $393M
O
Realty Income Corp

Real Estate
7.36K
New
$51.76 - $64.71 $381K - $476K
7.36K $393M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.12K
New
$183.23 - $199.79 $389K - $424K
2.12K $393M
LMT
Lockheed Martin Corp

Industrials
801
New
$479.66 - $614.62 $384K - $492K
801 $389M
PJAN
Innovator U.S. Equity Power Bu

ETFs
9.15K
New
$41.16 - $42.25 $377K - $387K
9.15K $387M
AOS
Smith A O Corp

Industrials
5.66K
New
$68.02 - $88.94 $385K - $503K
5.66K $386M
IEX
Idex Corp

Industrials
1.84K
New
$202.75 - $236.06 $374K - $435K
1.84K $386M
MAIN
Main Street Capital Corp

Financial Services
6.57K
New
$49.95 - $58.58 $328K - $385K
6.57K $385M
EPD
Enterprise Products Partners L.P.

Energy
12.3K
New
$28.66 - $34.43 $351K - $422K
12.3K $384M
Innovator Etfs Trust
13.8K
New
N/A
13.8K $382M
EXPO
Exponent Inc

Industrials
4.28K
New
$88.94 - $114.63 $381K - $491K
4.28K $382M
TTC
Toro CO

Industrials
4.76K
New
$80.1 - $88.44 $382K - $421K
4.76K $382M
Innovator Etfs Trust
15.8K
New
N/A
15.8K $377M
DOW
Dow Inc.

Basic Materials
9.34K
New
$39.1 - $55.34 $365K - $517K
9.34K $375M
FDMO
Fidelity Covington Tr Momentum

ETFs
5.31K
New
$65.49 - $73.33 $347K - $389K
5.31K $369M
ACN
Accenture PLC

Technology
1.04K
New
$343.9 - $376.86 $358K - $392K
1.04K $366M
MSTR
Microstrategy Inc

Technology
1.26K
New
$162.69 - $473.83 $205K - $597K
1.26K $365M
Activity Summary
Buys All Purchases 320 New Holdings 320 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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