Assured Partners Investment Advisors, LLC Portfolio Holdings
Assured Partners Investment Advisors, LLC
- $409 Billion
- Q2 2025
Assured Partners Investment Advisors, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $409 Billion distributed in 239 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 $19.6B, Fidelity High Dividend ETF with a value of $18.7B, Vanguard Index Fds S&P 500 ETF with a value of $17.7B, Spdr Portfolio S&P 1500 Compos with a value of $17.1B, and Spdr Bloomberg 1 3 Month T Bil with a value of $16.2B.
Examining the 13F form we can see an decrease of $109B in the current position value, from $518B to 409B.
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 239
- Current Value $409 Billion
- Prior Value $518 Billion
- Filing
- Period Q2 2025
- Filing Date July 29, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 14 stocks
- Additional Purchases 53 stocks
- Sold out of 0 stocks
- Reduced holdings in 165 stocks