Assured Partners Investment Advisors, LLC Reduced Holdings in Q2 2025

Assured Partners Investment Advisors, LLC

  • $409 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FEX
First Tr Large Cap Core Alphde

ETFs
-146K
- 88.52%
$90.17 - $109.96 $13.2M - $16M
18.9K $2.08B
FNX
First Tr Mid Cap Core Alphadex

ETFs
-106K
- 90.02%
$94.92 - $114.85 $10.1M - $12.2M
11.7K $1.35B
AAPL
Apple Inc.

Technology
-34.8K
- 52.98%
$172.42 - $223.89 $6.01M - $7.8M
30.9K $6.35B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-35.1K
- 95.32%
$171.4 - $227.1 $6.01M - $7.97M
1.72K $391M
VTI
Vanguard Total Stock Market Et

ETFs
-18.3K
- 69.5%
$243.75 - $303.93 $4.45M - $5.55M
8.02K $2.44B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-161K
- 92.37%
$24.32 - $27.87 $3.91M - $4.48M
13.3K $351M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-65.4K
- 95.71%
$60.22 - $80.1 $3.94M - $5.24M
2.93K $235M
IEF
Ishares Barclays

ETFs
-38.6K
- 74.61%
$93.15 - $96.56 $3.59M - $3.72M
13.1K $1.26B
JCPB
J P Morgan Exchange Traded Fd

ETFs
-72.8K
- 72.58%
$45.9 - $47.2 $3.34M - $3.44M
27.5K $1.29B
UNH
Unitedhealth Group Inc

Healthcare
-5.21K
- 80.59%
$274.35 - $599.47 $1.43M - $3.13M
1.26K $392M
HYG
Ishares Tr

ETFs
-30.1K
- 81.05%
$75.75 - $80.65 $2.28M - $2.43M
7.04K $567M
IJAN
Innovator Etfs Tr Intl Dev Pwr
-71.4K
- 82.54%
N/A
15.1K $517M
Pgim ETF Tr
-41.6K
- 71.56%
N/A
16.5K $850M
Pimco ETF Tr
-78.5K
- 71.66%
N/A
31K $824M
EAPR
Innovator Etfs Tr Emerging Mkt
-77.3K
- 80.77%
$24.71 - $27.99 $1.91M - $2.16M
18.4K $515M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-31.6K
- 71.42%
N/A
12.6K $826M
Innovator Etfs Trust
-56.9K
- 81.06%
N/A
13.3K $498M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-80.2K
- 63.94%
$24.48 - $24.9 $1.96M - $2M
45.3K $1.13B
Innovator Etfs Trust
-39K
- 79.43%
N/A
10.1K $515M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-13.9K
- 85.09%
$114.78 - $133.31 $1.6M - $1.85M
2.44K $325M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-27.1K
- 78.23%
$59.24 - $71.39 $1.6M - $1.93M
7.53K $537M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-38.7K
- 74.35%
$39.89 - $49.46 $1.54M - $1.91M
13.3K $660M
FNDF
Schwab Fundamental Intl Large

ETFs
-47.5K
- 77.6%
$32.25 - $40.02 $1.53M - $1.9M
13.7K $549M
KEYS
Keysight Technologies, Inc.

Technology
-10.8K
- 88.58%
$127.02 - $165.4 $1.37M - $1.78M
1.39K $227M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-9.32K
- 76.4%
$152.93 - $181.74 $1.42M - $1.69M
2.88K $523M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-20.8K
- 82.83%
$68.45 - $79.52 $1.42M - $1.65M
4.31K $342M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-43.3K
- 68.56%
$33.22 - $37.29 $1.44M - $1.61M
19.8K $740M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-42.4K
- 70.18%
$33.11 - $37.79 $1.4M - $1.6M
18K $681M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-85.7K
- 75.86%
$15.52 - $17.13 $1.33M - $1.47M
27.3K $467M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-16.8K
- 80.56%
$71.28 - $83.74 $1.2M - $1.41M
4.06K $340M
Aim ETF Products Trust
-43.8K
- 80.32%
N/A
10.7K $339M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
-17.8K
- 72.32%
$62.52 - $78.19 $1.11M - $1.39M
6.81K $529M
VB
Vanguard Small Cap ETF

ETFs
-5.34K
- 70.09%
$193.73 - $237.37 $1.03M - $1.27M
2.28K $540M
Pgim ETF Tr
-21.8K
- 71.22%
N/A
8.82K $550M
NEE
Nextera Energy Inc

Utilities
-14.6K
- 51.34%
$64.11 - $75.0 $935K - $1.09M
13.8K $960M
CB
Chubb LTD

Financial Services
-3.18K
- 65.91%
$274.32 - $302.46 $872K - $962K
1.65K $477M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-42.9K
- 69.65%
$19.6 - $24.44 $841K - $1.05M
18.7K $457M
ABT
Abbott Laboratories

Healthcare
-6.69K
- 60.77%
$123.95 - $138.08 $829K - $923K
4.32K $587M
Pgim Rock ETF Tr
-32.2K
- 81.45%
N/A
7.34K $216M
GOOG
Alphabet Inc.

Communication Services
-6.18K
- 55.07%
$146.58 - $180.01 $906K - $1.11M
5.04K $894M
LOW
Lowes Companies Inc

Consumer Cyclical
-3.49K
- 67.78%
$210.83 - $235.28 $735K - $820K
1.66K $368M
MA
Mastercard Inc

Financial Services
-1.51K
- 74.31%
$479.92 - $590.74 $723K - $890K
521 $293M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
-22.8K
- 71.13%
$32.86 - $40.05 $749K - $912K
9.25K $367M
JNJ
Johnson & Johnson

Healthcare
-4.39K
- 41.19%
$146.36 - $159.82 $643K - $702K
6.27K $957M
PG
Procter & Gamble CO

Consumer Defensive
-4.37K
- 48.4%
$157.66 - $172.39 $688K - $752K
4.65K $742M
PEP
Pepsico Inc

Consumer Defensive
-4.87K
- 62.01%
$128.02 - $151.37 $624K - $737K
2.98K $394M
MCD
Mcdonalds Corp

Consumer Cyclical
-2.22K
- 40.91%
$285.55 - $321.23 $634K - $713K
3.21K $937M
ED
Consolidated Edison Inc

Utilities
-5.93K
- 68.19%
$98.05 - $113.3 $581K - $672K
2.77K $277M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-5.57K
- 59.37%
$103.88 - $123.68 $579K - $689K
3.81K $471M
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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