Assured Partners Investment Advisors, LLC Incresed Positions 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
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
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
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
23.4K
+ 18.8%
$37.51 - $45.52 $879K - $1.07M
148K $6.7B
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
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
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
DFIC
Dimensional ETF Tr Dimensional

ETFs
2.79K
+ 2.63%
$24.94 - $31.15 $69.5K - $86.8K
109K $3.38B
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
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
Dimensional ETF Trust
2.17K
+ 9.16%
N/A
25.8K $1.73B
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
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
RTX
Raytheon Technologies Corp

Industrials
216
+ 8.52%
$113.75 - $148.48 $24.6K - $32.1K
2.75K $402M
DFAI
Dimensional ETF Tr

ETFs
198
+ 1.31%
$28.02 - $34.71 $5.55K - $6.87K
15.4K $531M
SYK
Stryker Corp

Healthcare
40
+ 3.73%
$337.37 - $395.63 $13.5K - $15.8K
1.11K $440M
DFAX
Dimensional ETF Tr
136
+ 1.26%
$23.37 - $29.39 $3.18K - $4K
11K $322M
HCA
Hca Healthcare, Inc.

Healthcare
1
+ 0.1%
$317.61 - $387.52 $318 - $388
999 $383M
DFAE
Dimensional ETF Tr

ETFs
74
+ 0.79%
$22.87 - $28.95 $1.69K - $2.14K
9.47K $274M
WAL
Western Alliance Bancorporation

Financial Services
271
+ 3.92%
$61.0 - $79.94 $16.5K - $21.7K
7.19K $560M
TGT
Target Corp

Consumer Defensive
412
+ 19.24%
$88.76 - $105.77 $36.6K - $43.6K
2.55K $252M
HBAN
Huntington Bancshares Inc

Financial Services
140
+ 1.01%
$12.49 - $16.76 $1.75K - $2.35K
14.1K $236M
DUHP
Dimensional ETF Tr Dimensional

ETFs
28
+ 0.33%
$29.36 - $35.56 $822 - $996
8.4K $299M
PRF
Invesco Exchange Traded Fd Tr

ETFs
40
+ 0.4%
$35.77 - $42.27 $1.43K - $1.69K
10K $423M
DFAR
Dimensional ETF Tr Dimensional

ETFs
1.21K
+ 3.18%
$20.99 - $23.93 $25.4K - $28.9K
39.2K $920M
EPD
Enterprise Products Partners L.P.

Energy
1.63K
+ 13.06%
$28.95 - $34.22 $47.1K - $55.7K
14.1K $437M
VNQ
Vanguard Specialized Funds Van

ETFs
24
+ 0.74%
$79.79 - $91.42 $1.91K - $2.19K
3.27K $291M
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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