Assured Partners Investment Advisors, LLC Portfolio Holdings

Assured Partners Investment Advisors, LLC

  • $518 Billion
  • Q1 2025

Assured Partners Investment Advisors, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $518 Billion distributed in 326 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity High Dividend ETF with a value of $19.4B, Fidelity Covington Tr Blue Chi with a value of $17.2B, First Tr Large Cap Core Alphde with a value of $16.9B, Apple Inc. with a value of $14.6B, and First Tr Mid Cap Core Alphadex with a value of $12.8B.

Examining the 13F form we can see an increase of $4.88B in the current position value, from $513B to 518B.

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 $518 Billion
ETFs: $263 Billion
Technology: $57.2 Billion
Financial Services: $37.1 Billion
Consumer Cyclical: $25.5 Billion
Industrials: $18.6 Billion
Healthcare: $18.3 Billion
Consumer Defensive: $13.5 Billion
Energy: $13.3 Billion
Other: $30.1 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.49B
$552 Million 0.11% of portfolio
67,989
Q1 2025 Added 42.69%
$1.98B
$297 Million 0.06% of portfolio
47,979
Q1 2025 Added 10.09%
$800M
$181 Million 0.04% of portfolio
20,334
Q4 2024 New
$1.45B
$86 Million 0.02% of portfolio
12,089
Q1 2025 New
$400M
$29.4 Million 0.01% of portfolio
11,229
Q1 2025 New
$744M
$34.2 Million 0.01% of portfolio
15,356
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 326
  • Current Value $518 Billion
  • Prior Value $513 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 25 stocks
  • Additional Purchases 177 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 111 stocks
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