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
Dimensional ETF Trust	4.42K New	N/A	4.42K $231M
KHC Kraft Heinz CO Consumer Defensive	7.52K New	$30.1 - $36.02 $226K - $271K	7.52K $231M
MNDY Monday.Com Ltd. Technology	960 New	$224.69 - $324.31 $216K - $311K	960 $226M
SNAP Snap Inc Communication Services	20.8K New	$9.98 - $12.86 $208K - $268K	20.8K $224M
SHY Ishares Barclays 1 3 Year Trea ETFs	2.72K New	$81.68 - $82.93 $222K - $226K	2.72K $223M
XMTR Xometry, Inc. Industrials	5.17K New	$17.17 - $44.66 $88.8K - $231K	5.17K $221M
FJUN First Tr Ex Trd Viii Cboe Vest Technology	4.25K New	$50.07 - $52.35 $213K - $222K	4.25K $218M
DFS Discover Financial Services Financial Services	1.24K New	$136.3 - $182.67 $169K - $227K	1.24K $215M
WETF Wisdom Tree Investments, Inc. Financial Services	20.3K New	N/A	20.3K $214M
SPYD Spdr Portfolio S&P 500 High Di ETFs	4.89K New	$43.02 - $47.32 $210K - $231K	4.89K $211M
FSTA Fidelity Covington Tr Msci Con ETFs	4.19K New	$49.28 - $52.29 $206K - $219K	4.19K $207M
SPYG Spdr Portfolio ETFs	2.34K New	$81.74 - $91.38 $192K - $214K	2.34K $206M
VXF Vanguard Extended Market ETF ETFs	1.08K New	$179.17 - $207.15 $194K - $224K	1.08K $206M
Prospect Cap Corp	206K New	N/A	206K $204M
VALE Vale S.A. Basic Materials	22.7K New	$8.74 - $11.78 $199K - $268K	22.7K $202M
SCHG Schwab Strategic Tr Us Large C ETFs	7.22K New	$25.93 - $105.3 $187K - $760K	7.22K $201M
FHLC Fidelity Covington Tr Msci Hea ETFs	3.07K New	$64.85 - $73.04 $199K - $224K	3.07K $200M
IXUS Ishares Tr ETFs	3.03K New	$65.95 - $72.56 $200K - $220K	3.03K $200M
GAN Gan LTD Consumer Cyclical	34K New	$1.75 - $1.86 $59.5K - $63.2K	34K $61.9M
LCTX Lineage Cell Therapeutics, Inc. Healthcare	16.5K New	$0.5 - $0.95 $8.25K - $15.7K	16.5K $8.29M

Activity Summary All Purchases 320 New Holdings 320 Increased Positions 0 All Sells 0 Reductions 0 Sold out 0 Calls 0 Puts 0

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