Assured Partners Investment Advisors, LLC Portfolio Holdings

Assured Partners Investment Advisors, LLC

  • $449 Billion
  • Q3 2025

Assured Partners Investment Advisors, LLC has filed its 13F form on October 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $449 Billion distributed in 268 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity Covington Tr Blue Chi with a value of $22.6B, Fidelity High Dividend ETF with a value of $20.9B, Vanguard Index Fds S&P 500 ETF with a value of $19.6B, Spdr Portfolio S&P 1500 Compos with a value of $19.3B, and Invesco Exchange Traded Fd Tr with a value of $14.5B.

Examining the 13F form we can see an increase of $40.3B in the current position value, from $409B to 449B.

Assured Partners Investment Advisors, LLC is based out at Tampa, FL

Below you can find more details about Assured Partners Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $449 Billion
ETFs: $213 Billion
Technology: $62.5 Billion
Financial Services: $39.4 Billion
Consumer Cyclical: $23.5 Billion
Industrials: $20.4 Billion
Communication Services: $18.8 Billion
Utilities: $11.8 Billion
Healthcare: $11.3 Billion
Other: $21.9 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.96B
$913 Million 0.2% of portfolio
180,159
Q3 2025 Added 1.4%
$8.51B
$650 Million 0.14% of portfolio
7,493
Q3 2025 Added 4.26%
$3.57B
$508 Million 0.11% of portfolio
6,564
Q3 2025 Reduced 24.1%
$5.67B
$424 Million 0.09% of portfolio
1,318
Q3 2025 Added 12.65%
$2.7B
$282 Million 0.06% of portfolio
5,170
Q3 2025 New
$6.49B
$208 Million 0.05% of portfolio
1,573
Q3 2025 New
$2.99B
$76.3 Million 0.02% of portfolio
14,148
Q3 2025 Added 2.49%

Summary

  • Portfolio
  • No. of Stocks 268
  • Current Value $449 Billion
  • Prior Value $409 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 50 stocks
  • Additional Purchases 108 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 93 stocks
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