Assured Partners Investment Advisors, LLC Portfolio Holdings

Assured Partners Investment Advisors, LLC

  • $513 Billion
  • Q4 2024

Assured Partners Investment Advisors, LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $513 Billion distributed in 320 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 $18.3B, Fidelity High Dividend ETF with a value of $17.9B, Apple Inc. with a value of $16.9B, First Tr Large Cap Core Alphde with a value of $15.7B, and First Tr Mid Cap Core Alphadex with a value of $12.5B.

Examining the 13F form we can see an increase of $513B in the current position value.

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 $513 Billion
ETFs: $253 Billion
Technology: $63.7 Billion
Financial Services: $35.1 Billion
Consumer Cyclical: $27.8 Billion
Industrials: $17.2 Billion
Healthcare: $16.5 Billion
Communication Services: $15.1 Billion
Energy: $14.9 Billion
Other: $25.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$45B
$739 Million 0.14% of portfolio
5,638
Q4 2024 New
$65.1B
$731 Million 0.14% of portfolio
7,069
Q4 2024 New
$65.4B
$701 Million 0.14% of portfolio
219
Q4 2024 New
$0
$743 Million 0.14% of portfolio
15,040
Q4 2024 New
$0
$719 Million 0.14% of portfolio
27,444
Q4 2024 New
$80.5B
$739 Million 0.14% of portfolio
3,830
Q4 2024 New
$2.85B
$722 Million 0.14% of portfolio
182,824
Q4 2024 New
$91.6B
$658 Million 0.13% of portfolio
15,508
Q4 2024 New
$0
$692 Million 0.13% of portfolio
10,071
Q4 2024 New
$70.6B
$671 Million 0.13% of portfolio
2,547
Q4 2024 New
$77.4B
$660 Million 0.13% of portfolio
4,730
Q4 2024 New
$199B
$647 Million 0.13% of portfolio
5,807
Q4 2024 New
$18.3B
$649 Million 0.13% of portfolio
3,996
Q4 2024 New
$93.2B
$656 Million 0.13% of portfolio
4,405
Q4 2024 New
$20.3B
$679 Million 0.13% of portfolio
4,873
Q4 2024 New
$30.7B
$658 Million 0.13% of portfolio
6,452
Q4 2024 New
$33.1B
$635 Million 0.12% of portfolio
6,872
Q4 2024 New
$0
$638 Million 0.12% of portfolio
12,521
Q4 2024 New
$0
$635 Million 0.12% of portfolio
1,178
Q4 2024 New
Innovator Etfs Trust
-
$596 Million 0.12% of portfolio
-
Q4 2024 New
$0
$597 Million 0.12% of portfolio
4,529
Q4 2024 New
$87.5B
$604 Million 0.12% of portfolio
950
Q4 2024 New
$0
$601 Million 0.12% of portfolio
9,187
Q4 2024 New
$38.4B
$621 Million 0.12% of portfolio
2,766
Q4 2024 New
$468B
$632 Million 0.12% of portfolio
690
Q4 2024 New
$11.7B
$595 Million 0.12% of portfolio
1,835
Q4 2024 New
$20.9B
$637 Million 0.12% of portfolio
3,489
Q4 2024 New
$0
$594 Million 0.12% of portfolio
1,162
Q4 2024 New
$119B
$577 Million 0.11% of portfolio
10,205
Q4 2024 New
$0
$568 Million 0.11% of portfolio
16,795
Q4 2024 New
$14.9B
$580 Million 0.11% of portfolio
61,618
Q4 2024 New
$0
$580 Million 0.11% of portfolio
16,874
Q4 2024 New
$0
$583 Million 0.11% of portfolio
11,913
Q4 2024 New
$117B
$566 Million 0.11% of portfolio
3,286
Q4 2024 New
$0
$558 Million 0.11% of portfolio
2,848
Q4 2024 New
$9.76B
$573 Million 0.11% of portfolio
6,853
Q4 2024 New
$11.1B
$559 Million 0.11% of portfolio
5,075
Q4 2024 New
$143B
$579 Million 0.11% of portfolio
1,366
Q4 2024 New
$8.98B
$511 Million 0.1% of portfolio
4,563
Q4 2024 New
$106B
$509 Million 0.1% of portfolio
17,212
Q4 2024 New
$157B
$528 Million 0.1% of portfolio
7,499
Q4 2024 New
$292B
$501 Million 0.1% of portfolio
8,043
Q4 2024 New
$82.9B
$490 Million 0.1% of portfolio
8,201
Q4 2024 New
$6B
$536 Million 0.1% of portfolio
5,163
Q4 2024 New
$42.3B
$516 Million 0.1% of portfolio
3,608
Q4 2024 New
$85.4B
$528 Million 0.1% of portfolio
5,591
Q4 2024 New
$35.1B
$539 Million 0.1% of portfolio
1,885
Q4 2024 New
$41.6B
$493 Million 0.1% of portfolio
7,096
Q4 2024 New
$0
$505 Million 0.1% of portfolio
10,482
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 320
  • Current Value $513 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 320 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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