Assured Partners Investment Advisors, LLC Incresed Positions in Q1 2025

Assured Partners Investment Advisors, LLC

  • $518 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
9.38K
+ 55.52%
$271.18 - $303.12 $2.54M - $2.84M
26.3K $7.22B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
25.5K
+ 136.34%
N/A
44.2K $2.84B
FDVV
Fidelity High Dividend ETF

ETFs
31.4K
+ 8.75%
$48.86 - $52.28 $1.54M - $1.64M
390K $19.4B
FEX
First Tr Large Cap Core Alphde

ETFs
14.4K
+ 9.54%
$99.27 - $109.89 $1.42M - $1.58M
165K $16.9B
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
12.8K
+ 11.47%
$39.65 - $43.35 $508K - $556K
125K $5.24B
XOM
Exxon Mobil Corp

Energy
1.96K
+ 4.63%
$105.44 - $118.93 $207K - $234K
44.4K $5.28B
PM
Philip Morris International Inc.

Consumer Defensive
825
+ 5.44%
$117.15 - $158.79 $96.6K - $131K
16K $2.54B
IHDG
Wisdomtree Tr

ETFs
15.2K
+ 9.15%
$43.4 - $47.51 $658K - $720K
181K $7.85B
GD
General Dynamics Corp

Industrials
2.27K
+ 89.05%
$241.94 - $272.58 $549K - $618K
4.82K $1.31B
Pgim ETF Tr
11.2K
+ 57.79%
N/A
30.7K $1.64B
DFIC
Dimensional ETF Tr Dimensional

ETFs
14.1K
+ 15.35%
$25.54 - $28.79 $360K - $406K
106K $2.94B
SBTX
Silverback Therapeutics, Inc.

Healthcare
39.5K
+ 133.4%
N/A
69.1K $869M
JPM
Jpmorgan Chase & CO

Financial Services
1.38K
+ 4.81%
$225.19 - $279.95 $310K - $385K
30K $7.35B
PFE
Pfizer Inc

Healthcare
20.2K
+ 49.58%
$25.01 - $27.13 $505K - $548K
61K $1.54B
SBUX
Starbucks Corp

Consumer Cyclical
2.48K
+ 9.3%
$91.75 - $115.81 $228K - $288K
29.2K $2.86B
DTD
Wisdomtree Tr U.S Total Divide

ETFs
5.08K
+ 25.41%
$74.87 - $79.99 $380K - $406K
25.1K $1.93B
CASY
Caseys General Stores Inc

Consumer Cyclical
266
+ 3.44%
$378.71 - $442.54 $101K - $118K
7.99K $3.47B
UBER
Uber Technologies, Inc

Technology
4.74K
+ 96.11%
$63.17 - $81.49 $299K - $386K
9.67K $705M
ABBV
Abb Vie Inc.

Healthcare
914
+ 13.52%
$169.2 - $216.66 $155K - $198K
7.68K $1.61B
IYK
Ishares U.S. Consumer Staples

ETFs
2.29K
+ 6.14%
$63.29 - $71.8 $145K - $164K
39.5K $2.83B
IHF
Ishares Tr

ETFs
2.34K
+ 4.56%
$47.84 - $53.21 $112K - $125K
53.7K $2.84B
FSMD
Fidelity Covington Tr Small Mi

ETFs
20.8K
+ 9.22%
$38.04 - $43.22 $792K - $900K
247K $9.66B
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
10.7K
+ 121.58%
$34.08 - $35.99 $366K - $386K
19.6K $671M
CSCO
Cisco Systems, Inc.

Technology
2.34K
+ 2.75%
$58.74 - $64.87 $138K - $152K
87.7K $5.41B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.93K
+ 5.42%
$27.01 - $28.54 $241K - $255K
174K $4.86B
IEF
Ishares Barclays

ETFs
2.09K
+ 4.21%
$91.17 - $95.39 $190K - $199K
51.7K $4.93B
PEP
Pepsico Inc

Consumer Defensive
2.36K
+ 42.92%
$142.64 - $156.42 $336K - $369K
7.86K $1.18B
V
Visa Inc.

Financial Services
101
+ 1.13%
$306.92 - $362.71 $31K - $36.6K
9K $3.16B
LLY
Eli Lilly & CO

Healthcare
253
+ 12.34%
$725.72 - $929.72 $184K - $235K
2.3K $1.9B
EME
Emcor Group, Inc.

Industrials
1.1K
+ 104.76%
$361.16 - $535.99 $398K - $590K
2.15K $795M
JCPB
J P Morgan Exchange Traded Fd

ETFs
4.62K
+ 4.83%
$45.56 - $47.23 $211K - $218K
100K $4.72B
FNX
First Tr Mid Cap Core Alphadex

ETFs
9.47K
+ 8.76%
$105.28 - $121.93 $997K - $1.16M
118K $12.8B
Innovator Etfs Trust
12.5K
+ 79.48%
N/A
28.3K $670M
TTE
Total Energies Se

Energy
1.52K
+ 8.49%
N/A
19.5K $1.26B
GIS
General Mills Inc

Consumer Defensive
5.02K
+ 88.52%
$57.56 - $65.3 $289K - $328K
10.7K $639M
MPLX
Mplx LP

Energy
1.75K
+ 5.47%
$47.88 - $54.65 $83.6K - $95.4K
33.7K $1.8B
DFAU
Dimensional ETF Tr

ETFs
9.62K
+ 19.72%
$37.84 - $42.29 $364K - $407K
58.4K $2.24B
RWL
Invesco Exchange Traded Fd Tr

ETFs
2.16K
+ 6.3%
$96.9 - $104.39 $209K - $225K
36.5K $3.62B
ORCL
Oracle Corp

Technology
2.76K
+ 59.77%
$139.81 - $186.47 $385K - $514K
7.37K $1.03B
MELI
Mercadolibre Inc

Consumer Cyclical
40
+ 5.66%
$1739.0 - $2260.0 $69.6K - $90.4K
747 $1.46B
LHX
L3 Harris Technologies, Inc.

Industrials
1.22K
+ 7.73%
$194.65 - $222.86 $237K - $271K
16.9K $3.55B
JPIB
Jpmorgan International Bond Op

ETFs
4K
+ 5.36%
$46.97 - $48.35 $188K - $193K
78.6K $3.76B
DE
Deere & CO

Industrials
325
+ 23.79%
$408.57 - $509.27 $133K - $166K
1.69K $794M
FNDF
Schwab Fundamental Intl Large

ETFs
1.04K
+ 1.73%
$32.9 - $37.45 $34.2K - $38.9K
61.2K $2.21B
HSBC
Hsbc Holdings PLC

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