Assured Partners Investment Advisors, LLC New Holdings in Q4 2024

Assured Partners Investment Advisors, LLC

  • $513 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DHR
Danaher Corp

Healthcare
1.59K
New
$226.16 - $274.52 $359K - $436K
1.59K $365M
GIS
General Mills Inc

Consumer Defensive
5.67K
New
$62.78 - $74.62 $356K - $423K
5.67K $362M
EMR
Emerson Electric CO

Industrials
2.91K
New
$108.13 - $134.33 $315K - $391K
2.91K $361M
FUL
Fuller H B CO

Basic Materials
5.35K
New
$67.09 - $80.64 $359K - $431K
5.35K $361M
WFC
Wells Fargo & Company

Financial Services
5.01K
New
$54.98 - $77.35 $276K - $388K
5.01K $352M
IWM
Ishares Russell 2000 ETF

ETFs
1.59K
New
$216.13 - $242.4 $344K - $386K
1.59K $352M
AVUS
American Centy ETF Tr Avantis

ETFs
3.61K
New
$94.36 - $102.06 $340K - $368K
3.61K $350M
WM
Waste Management Inc

Industrials
1.71K
New
$201.79 - $228.46 $344K - $390K
1.71K $344M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.21K
New
$278.49 - $315.16 $338K - $382K
1.21K $344M
PYPL
Pay Pal Holdings, Inc.

Financial Services
4K
New
$77.25 - $91.3 $309K - $365K
4K $342M
AEP
American Electric Power CO Inc

Utilities
3.65K
New
$90.91 - $102.21 $332K - $373K
3.65K $337M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
4.71K
New
$70.31 - $77.39 $331K - $365K
4.71K $331M
LYB
Lyondell Basell Industries N.V.

Basic Materials
4.27K
New
$72.97 - $96.75 $311K - $413K
4.27K $317M
TGT
Target Corp

Consumer Defensive
2.34K
New
$121.59 - $160.69 $285K - $376K
2.34K $317M
SBTX
Silverback Therapeutics, Inc.

Healthcare
29.6K
New
N/A
29.6K $312M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
8.82K
New
$34.96 - $35.65 $308K - $315K
8.82K $310M
NFLX
Netflix Inc

Communication Services
347
New
$687.65 - $936.56 $239K - $325K
347 $309M
CNP
Centerpoint Energy Inc

Utilities
9.63K
New
$28.58 - $32.66 $275K - $314K
9.63K $305M
UNP
Union Pacific Corp

Industrials
1.34K
New
$223.15 - $249.32 $299K - $334K
1.34K $305M
GGB
Gerdau S.A.

Basic Materials
106K
New
$2.88 - $3.61 $304K - $382K
106K $304M
SHOP
Shopify Inc.

Technology
2.81K
New
$78.14 - $119.49 $220K - $336K
2.81K $299M
UBER
Uber Technologies, Inc

Technology
4.93K
New
$59.93 - $86.34 $296K - $426K
4.93K $297M
HCA
Hca Healthcare, Inc.

Healthcare
990
New
$297.52 - $415.61 $295K - $411K
990 $297M
XLY
Select Sector Spdr Consumer Di

ETFs
1.32K
New
$194.8 - $239.43 $258K - $317K
1.32K $297M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
11.8K
New
$24.94 - $26.14 $293K - $307K
11.8K $294M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.03K
New
$96.64 - $101.23 $293K - $307K
3.03K $294M
VNQ
Vanguard Specialized Funds Van

ETFs
3.29K
New
$87.85 - $98.6 $289K - $325K
3.29K $293M
Zacks Trust
8.82K
New
N/A
8.82K $293M
PMAR
Innovator U.S. Equity Power Bu

ETFs
7.13K
New
$39.04 - $40.41 $278K - $288K
7.13K $286M
RTX
Raytheon Technologies Corp

Industrials
2.47K
New
$114.45 - $127.21 $283K - $314K
2.47K $286M
DUHP
Dimensional ETF Tr Dimensional

ETFs
8.35K
New
$33.62 - $35.69 $281K - $298K
8.35K $282M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.13K
New
$34.13 - $37.35 $277K - $304K
8.13K $277M
SQ
Block, Inc.

Technology
3.21K
New
$65.06 - $98.92 $209K - $317K
3.21K $273M
ET
Energy Transfer LP

Energy
13.9K
New
$16.05 - $19.86 $222K - $275K
13.9K $272M
IEFA
Ishares Tr

ETFs
3.86K
New
$70.06 - $77.43 $270K - $299K
3.86K $271M
SOXX
Ishares Semiconductor ETF

ETFs
1.25K
New
$211.27 - $239.8 $264K - $300K
1.25K $269M
DFAX
Dimensional ETF Tr
10.8K
New
$24.76 - $27.04 $267K - $292K
10.8K $268M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
2.51K
New
$104.5 - $125.64 $262K - $315K
2.51K $262M
NKE
Nike, Inc.

Consumer Cyclical
3.42K
New
$73.36 - $89.13 $251K - $305K
3.42K $259M
Innovator Etfs Trust
8.76K
New
N/A
8.76K $258M
AXON
Axon Enterprise, Inc.

Industrials
430
New
$399.22 - $689.78 $172K - $297K
430 $256M
DEO
Diageo PLC

Consumer Defensive
2.01K
New
$118.0 - $139.88 $237K - $281K
2.01K $255M
TXN
Texas Instruments Inc

Technology
1.33K
New
N/A
1.33K $250M
First Tr Exchng Traded Fd Vi
7.4K
New
N/A
7.4K $250M
HBAN
Huntington Bancshares Inc

Financial Services
15.3K
New
$14.18 - $18.2 $217K - $278K
15.3K $249M
CAT
Caterpillar Inc

Industrials
683
New
$360.37 - $416.88 $246K - $285K
683 $248M
DFAE
Dimensional ETF Tr

ETFs
9.39K
New
$25.36 - $28.15 $238K - $264K
9.39K $238M
SNOW
Snowflake Inc.

Technology
1.54K
New
$109.65 - $186.51 $168K - $286K
1.54K $237M
MS
Morgan Stanley

Financial Services
1.86K
New
$104.42 - $134.99 $194K - $251K
1.86K $234M
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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