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
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
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
GOOGL
Alphabet Inc.

Communication Services
1.93K
+ 4.64%
$154.33 - $206.19 $298K - $398K
43.5K $6.73B
AVGO
Broadcom Inc.

Technology
1.32K
+ 6.1%
$167.43 - $244.7 $221K - $322K
22.9K $3.84B
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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