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AssuredPartners Investment Advisors

Latest statistics and disclosures from AssuredPartners Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are FBCG, FDVV, VOO, SPTM, XMMO, and represent 21.54% of AssuredPartners Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: NEM, DIS, DUSB, IWY, XMMO, SPY, QQQM, SPTM, FDVV, ONEQ.
Started 50 new stock positions in APH, BUFY, PSA, CINF, JEPQ, PBFR, CLS, BUFS, GIS, IGLB.
Reduced shares in these 10 stocks: BIL (-$16M), SBUX, , FFEB, VTI, IJAN, NAPR, KJAN, APP, ZECP.
Sold out of its positions in DECW, STZ, ENB, NAPR, KJAN, IJAN, JAJL, ZFEB, IEFA, FEBP. BIL, CRM, TCAF, TGT, TDG, VYM, DTD, DDWM, DGRW, ZECP, MNDY.
AssuredPartners Investment Advisors was a net buyer of stock by $9.6M.
AssuredPartners Investment Advisors has $449M in assets under management (AUM), dropping by 9.86%.
Central Index Key (CIK): 0002055492

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Portfolio Holdings for AssuredPartners Investment Advisors

AssuredPartners Investment Advisors holds 268 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Fidelity Covington Trust Blue Chip Grwth (FBCG)	5.0	$23M	+3%	421k	53.66	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	4.6	$21M	+4%	374k	55.71	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.4	$20M	+2%	32k	612.38	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	4.3	$19M	+4%	239k	80.65	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	3.2	$15M	+8%	107k	135.23	View chart
Microsoft Corporation (MSFT)	2.7	$12M		23k	517.95	View chart
NVIDIA Corporation (NVDA)	2.5	$11M		60k	186.58	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.4	$11M		45k	243.10	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	2.3	$10M	+4%	237k	44.01	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.2	$9.8M	+3%	255k	38.57	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	2.0	$9.0M	+4%	196k	46.08	View chart
Ishares Gold Tr Ishares New (IAU)	2.0	$8.8M	+3%	122k	72.77	View chart
JPMorgan Chase & Co. (JPM)	1.8	$8.2M		26k	315.43	View chart
Apple (AAPL)	1.8	$7.9M		31k	254.63	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.8	$7.9M	+7%	164k	48.19	View chart
Tesla Motors (TSLA)	1.8	$7.9M		18k	444.71	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	1.6	$7.0M	+2%	152k	45.99	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.5	$6.9M	+7%	163k	42.76	View chart
Cisco Systems (CSCO)	1.3	$5.9M	+5%	86k	68.42	View chart
L3harris Technologies (LHX)	1.3	$5.8M	+3%	19k	305.40	View chart
Broadcom (AVGO)	1.3	$5.8M		18k	329.91	View chart
Bank of America Corporation (BAC)	1.3	$5.8M	+2%	112k	51.59	View chart
Exxon Mobil Corporation (XOM)	1.2	$5.6M	+5%	49k	112.75	View chart
Micron Technology (MU)	1.2	$5.3M		32k	167.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	1.1	$5.1M		128k	40.10	View chart
Vistra Energy (VST)	1.1	$5.1M		26k	195.92	View chart
American Express Company (AXP)	1.1	$5.0M	+3%	15k	332.15	View chart
Casey's General Stores (CASY)	1.0	$4.4M	+2%	7.8k	565.35	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.9	$4.0M	+55%	80k	50.78	View chart
Honeywell International (HON)	0.9	$3.9M	+4%	19k	210.50	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.8	$3.8M	+6%	116k	32.79	View chart
Meta Platforms Cl A (META)	0.8	$3.6M	+3%	4.9k	734.32	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$3.0M	+49%	4.6k	666.16	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.7	$3.0M		43k	68.94	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.7	$3.0M	+15%	65k	45.76	View chart
Blackrock (BLK)	0.7	$2.9M	+3%	2.5k	1165.89	View chart
Visa Com Cl A (V)	0.6	$2.9M		8.4k	341.38	View chart
Amazon (AMZN)	0.6	$2.8M	-4%	13k	219.57	View chart
Walt Disney Company (DIS)	0.6	$2.7M	+474%	23k	114.50	View chart
Travelers Companies (TRV)	0.5	$2.4M	+4%	8.5k	279.22	View chart
Newmont Mining Corporation (NEM)	0.5	$2.2M	NEW	26k	84.31	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$2.1M	-20%	6.4k	328.15	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.5	$2.1M		54k	38.05	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.4	$2.0M	-9%	17k	116.82	View chart
Philip Morris International (PM)	0.4	$2.0M	-4%	12k	162.20	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.4	$1.9M		26k	71.86	View chart
Duke Energy Corp Com New (DUK)	0.4	$1.9M		15k	123.75	View chart
Home Depot (HD)	0.4	$1.8M	-3%	4.4k	405.18	View chart
Palantir Technologies Cl A (PLTR)	0.4	$1.7M		9.6k	182.42	View chart
Abbvie (ABBV)	0.4	$1.7M	+3%	7.5k	231.55	View chart
Old Republic International Corporation (ORI)	0.4	$1.7M	+7%	39k	42.47	View chart
Eli Lilly & Co. (LLY)	0.4	$1.6M		2.1k	763.09	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.4	$1.6M	+4%	5.7k	279.27	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.4	$1.6M	-3%	32k	49.95	View chart
Boeing Company (BA)	0.3	$1.5M		7.0k	215.84	View chart
Southern Company (SO)	0.3	$1.5M	+6%	16k	94.77	View chart
Oracle Corporation (ORCL)	0.3	$1.5M	+4%	5.3k	281.25	View chart
Johnson & Johnson (JNJ)	0.3	$1.5M	+28%	8.0k	185.42	View chart
Applovin Corp Com Cl A (APP)	0.3	$1.5M	-20%	2.1k	718.54	View chart
Emcor (EME)	0.3	$1.5M		2.2k	649.63	View chart
MercadoLibre (MELI)	0.3	$1.4M		619.00	2336.94	View chart
Truist Financial Corp equities (TFC)	0.3	$1.4M		32k	45.72	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$1.4M	+228%	5.7k	247.12	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.3	$1.4M	+3%	29k	47.55	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.3	$1.4M	-7%	11k	125.41	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.3	$1.3M	+16%	53k	25.19	View chart
McDonald's Corporation (MCD)	0.3	$1.3M	+31%	4.2k	303.86	View chart
General Dynamics Corporation (GD)	0.3	$1.3M	+25%	3.7k	340.97	View chart
Ares Capital Corporation (ARCC)	0.3	$1.3M		61k	20.41	View chart
Nextera Energy (NEE)	0.3	$1.2M	+18%	16k	75.49	View chart
Pfizer (PFE)	0.3	$1.2M		47k	25.48	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.2M	-3%	4.9k	243.56	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.3	$1.2M	+119%	22k	53.96	View chart
Uber Technologies (UBER)	0.3	$1.1M	+17%	12k	97.97	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$1.1M	-9%	12k	96.46	View chart
Rio Tinto Sponsored Adr (RIO)	0.3	$1.1M		17k	66.01	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$1.1M	NEW	4.1k	273.62	View chart
Totalenergies Se Sponsored Ads (TTE)	0.2	$1.1M		19k	59.69	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.2	$1.1M		16k	70.98	View chart
Soundhound Ai Class A Com (SOUN)	0.2	$1.1M	+5%	69k	16.08	View chart
Servicenow (NOW)	0.2	$1.1M		1.2k	920.28	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$1.1M	+92%	14k	81.19	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.1M		9.2k	118.83	View chart
Sea Sponsord Ads (SE)	0.2	$1.1M	+19%	6.1k	178.73	View chart
Chevron Corporation (CVX)	0.2	$1.1M	+2%	7.0k	155.28	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$1.1M	+5%	34k	32.07	View chart
Procter & Gamble Company (PG)	0.2	$1.1M	+48%	6.9k	153.65	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.2	$1.1M	+305%	12k	89.13	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.2	$1.0M		11k	91.61	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.0M	+3%	2.0k	502.62	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.2	$1.0M	+9%	43k	23.85	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.2	$1.0M	-19%	21k	49.03	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.2	$988k		13k	78.34	View chart
Wal-Mart Stores (WMT)	0.2	$959k		9.3k	103.06	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.2	$935k	-3%	24k	38.37	View chart
Medical Properties Trust (MPW)	0.2	$913k		180k	5.07	View chart
Abbott Laboratories (ABT)	0.2	$844k	+46%	6.3k	133.93	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$836k		31k	26.84	View chart
Deere & Company (DE)	0.2	$828k	+3%	1.8k	457.31	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$820k		18k	46.24	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$791k	NEW	21k	38.02	View chart
AmerisourceBergen (COR)	0.2	$787k		2.5k	312.53	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.2	$768k	-2%	8.6k	89.77	View chart
Lowe's Companies (LOW)	0.2	$734k	+76%	2.9k	251.34	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.2	$727k		9.5k	76.34	View chart
Chubb (CB)	0.2	$725k	+56%	2.6k	282.21	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$714k	NEW	11k	68.08	View chart
Pgim Etf Tr Pgim Short Durat (PSDM)	0.2	$705k	-17%	14k	51.57	View chart
Paychex (PAYX)	0.2	$679k	+19%	5.4k	126.75	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$662k	-21%	9.9k	66.90	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$651k	NEW	5.9k	110.65	View chart
Western Alliance Bancorporation (WAL)	0.1	$650k	+4%	7.5k	86.72	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$646k	NEW	11k	57.52	View chart
Pepsi (PEP)	0.1	$645k	+53%	4.6k	140.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.1	$641k	-53%	12k	55.15	View chart
Arch Cap Group Ord (ACGL)	0.1	$639k	-19%	7.0k	90.73	View chart
Pgim Rock Etf Tr Laddered S&p 500 (BUFP)	0.1	$632k	NEW	22k	29.37	View chart
Consolidated Edison (ED)	0.1	$623k	+123%	6.2k	100.52	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.1	$588k		7.9k	74.72	View chart
Silverback Therapeutics (SPRY)	0.1	$581k		58k	10.05	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$562k		3.3k	170.84	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$556k	NEW	11k	50.63	View chart
Innovator Etfs Trust Equity Defnd 1yr (ZJUN)	0.1	$551k		21k	26.48	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$548k	-14%	818.00	669.53	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$543k	-2%	15k	36.35	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$538k	+58%	4.8k	111.47	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$537k	NEW	5.6k	96.68	View chart
AutoZone (AZO)	0.1	$536k	+2%	125.00	4290.24	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$534k	-26%	9.9k	54.18	View chart
Verizon Communications (VZ)	0.1	$528k		12k	43.95	View chart
Shift4 Pmts Cl A (FOUR)	0.1	$508k	-24%	6.6k	77.40	View chart
Fortinet (FTNT)	0.1	$495k		5.9k	84.08	View chart
Starbucks Corporation (SBUX)	0.1	$494k	-80%	5.8k	84.61	View chart
Wells Fargo & Company (WFC)	0.1	$488k	+19%	5.8k	83.81	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$488k	-2%	1.3k	365.48	View chart
Innovator Etfs Trust Equity Defined P (ZDEK)	0.1	$486k	-17%	19k	25.26	View chart
Becton, Dickinson and (BDX)	0.1	$478k	NEW	2.6k	187.17	View chart
Raytheon Technologies Corp (RTX)	0.1	$471k	+2%	2.8k	167.35	View chart
Capital One Financial (COF)	0.1	$467k		2.2k	212.54	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$457k	-21%	1.8k	254.28	View chart
AFLAC Incorporated (AFL)	0.1	$457k	+101%	4.1k	111.70	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$455k		10k	45.21	View chart
Snowflake Com Shs (SNOW)	0.1	$452k	+27%	2.0k	225.55	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.1	$451k	NEW	13k	36.00	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$450k		3.7k	120.72	View chart
Atmos Energy Corporation (ATO)	0.1	$450k	+97%	2.6k	170.78	View chart
Toast Cl A (TOST)	0.1	$444k	-4%	12k	36.51	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.1	$443k		8.8k	50.15	View chart
Cintas Corporation (CTAS)	0.1	$439k	+76%	2.1k	205.25	View chart
Coca-Cola Company (KO)	0.1	$439k	+47%	6.6k	66.32	View chart
Kimberly-Clark Corporation (KMB)	0.1	$433k	-3%	3.5k	124.34	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$433k	NEW	2.8k	154.23	View chart
Qualcomm (QCOM)	0.1	$430k	-16%	2.6k	166.34	View chart
Ishares Tr Us Consm Staples (IYK)	0.1	$428k	NEW	6.3k	68.39	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.1	$428k	+2%	9.4k	45.31	View chart
Intercontinental Exchange (ICE)	0.1	$427k	+14%	2.5k	168.49	View chart
Duolingo Cl A Com (DUOL)	0.1	$424k	+12%	1.3k	321.84	View chart
S&p Global (SPGI)	0.1	$423k	+86%	868.00	486.72	View chart
Hca Holdings (HCA)	0.1	$422k		991.00	426.20	View chart
Stryker Corporation (SYK)	0.1	$422k	+2%	1.1k	369.66	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$417k		7.0k	59.92	View chart
Costco Wholesale Corporation (COST)	0.1	$416k	-3%	449.00	925.63	View chart
International Business Machines (IBM)	0.1	$412k	-10%	1.5k	282.10	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$409k	-46%	11k	38.36	View chart
Cincinnati Financial Corporation (CINF)	0.1	$406k	NEW	2.6k	158.08	View chart
Innovator Etfs Trust Emrgng Mkt April (EAPR)	0.1	$404k	-24%	14k	29.16	View chart
Enterprise Products Partners (EPD)	0.1	$403k	-8%	13k	31.27	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$403k	-31%	9.4k	42.96	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.1	$400k	NEW	11k	36.30	View chart
Pgim Etf Tr Jennison Int Opp (PJIO)	0.1	$399k	-29%	6.2k	64.09	View chart
Caterpillar (CAT)	0.1	$393k	+17%	823.00	477.31	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$390k	-21%	3.0k	129.74	View chart
Merck & Co (MRK)	0.1	$389k	-3%	4.6k	83.93	View chart
Cigna Corp (CI)	0.1	$384k	-9%	1.3k	288.34	View chart
UnitedHealth (UNH)	0.1	$382k	-12%	1.1k	345.32	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$378k		1.9k	203.59	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$368k	-24%	21k	17.77	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.1	$367k	-3%	15k	24.77	View chart
Cummins (CMI)	0.1	$365k		863.00	422.39	View chart
Parker-Hannifin Corporation (PH)	0.1	$357k	+16%	471.00	757.82	View chart
Smucker J M Com New (SJM)	0.1	$356k	NEW	3.3k	108.62	View chart
Brown & Brown (BRO)	0.1	$353k	NEW	3.8k	93.80	View chart
Nike CL B (NKE)	0.1	$349k	-15%	5.0k	69.73	View chart
Fidelity Covington Trust Momentum Factr (FDMO)	0.1	$347k		4.2k	83.17	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$346k		11k	31.38	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$342k	-51%	8.8k	38.90	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.1	$338k	NEW	8.6k	39.31	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$338k		562.00	600.60	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$336k	-38%	1.8k	189.69	View chart
Clorox Company (CLX)	0.1	$336k	NEW	2.7k	123.28	View chart
Lockheed Martin Corporation (LMT)	0.1	$336k		672.00	499.56	View chart
Paypal Holdings (PYPL)	0.1	$335k	+31%	5.0k	67.06	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$335k	-32%	13k	26.34	View chart
Schwab Strategic Tr Government Money (SGVT)	0.1	$334k	NEW	3.3k	100.62	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$328k	+9%	3.6k	91.42	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$318k		8.4k	37.77	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$318k	-50%	4.9k	64.99	View chart
Pgim Rock Etf Tr Laddered S&p 500 (PBFR)	0.1	$318k	NEW	11k	28.59	View chart
PNC Financial Services (PNC)	0.1	$317k	-3%	1.6k	200.90	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$315k		1.0k	309.74	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$313k	-43%	4.3k	73.29	View chart
Danaher Corporation (DHR)	0.1	$313k		1.6k	198.30	View chart
Amcor Ord (AMCR)	0.1	$311k	+135%	38k	8.18	View chart
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)	0.1	$305k	-46%	3.7k	83.61	View chart
Axon Enterprise (AXON)	0.1	$302k		421.00	717.64	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$298k	NEW	7.0k	42.47	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$296k		2.7k	108.72	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$296k		9.4k	31.53	View chart
Mastercard Incorporated Cl A (MA)	0.1	$295k		518.00	568.81	View chart
Wec Energy Group (WEC)	0.1	$294k	NEW	2.6k	114.61	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.1	$292k	-3%	11k	25.85	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$289k		9.1k	31.91	View chart
Public Storage (PSA)	0.1	$288k	NEW	997.00	288.97	View chart
Block Cl A (XYZ)	0.1	$283k	-14%	3.9k	72.27	View chart
Xometry Class A Com (XMTR)	0.1	$282k	NEW	5.2k	54.47	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.1	$281k		3.4k	81.94	View chart
Union Pacific Corporation (UNP)	0.1	$278k		1.2k	236.36	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.1	$271k		7.4k	36.68	View chart
Marathon Petroleum Corp (MPC)	0.1	$271k	-16%	1.4k	192.74	View chart
Kla Corp Com New (KLAC)	0.1	$270k	-3%	250.00	1078.60	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$264k	NEW	3.0k	89.36	View chart
Waste Management (WM)	0.1	$263k	NEW	1.2k	220.75	View chart
General Mills (GIS)	0.1	$263k	NEW	5.2k	50.42	View chart
Medtronic SHS (MDT)	0.1	$257k	NEW	2.7k	95.24	View chart
United Parcel Service CL B (UPS)	0.1	$256k	NEW	3.1k	83.53	View chart
Quanta Services (PWR)	0.1	$256k	-16%	617.00	414.47	View chart
Rockwell Automation (ROK)	0.1	$251k	NEW	719.00	349.60	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$249k	-9%	6.3k	39.69	View chart
Allstate Corporation (ALL)	0.1	$249k	NEW	1.2k	214.67	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$246k	+6%	997.00	246.60	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$245k		14k	17.27	View chart
Pgim Rock Etf Tr Laddered Nasdaq (PBQQ)	0.1	$244k	NEW	8.7k	28.09	View chart
Goldman Sachs (GS)	0.1	$242k		304.00	796.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFY)	0.1	$242k	NEW	11k	21.73	View chart
Morgan Stanley Com New (MS)	0.1	$241k	+4%	1.5k	158.96	View chart
First Tr Exchng Traded Fd Vi Vest Laddered Sm (BUFS)	0.1	$240k	NEW	11k	22.47	View chart
Amphenol Corp Cl A (APH)	0.1	$239k	NEW	1.9k	123.73	View chart
Diamondback Energy (FANG)	0.1	$238k		1.7k	143.10	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.1	$238k		4.2k	55.95	View chart
Genuine Parts Company (GPC)	0.1	$236k	NEW	1.7k	138.58	View chart
Emerson Electric (EMR)	0.1	$235k	NEW	1.8k	131.21	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$233k		1.0k	222.17	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$232k		5.4k	42.79	View chart
Oklo Com Cl A (OKLO)	0.1	$232k	NEW	2.1k	111.63	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$231k		2.8k	82.58	View chart
Advanced Micro Devices (AMD)	0.1	$228k	-19%	1.4k	161.79	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.1	$226k	NEW	4.4k	51.54	View chart
American Electric Power Company (AEP)	0.1	$225k	NEW	2.0k	112.48	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$218k	-39%	8.0k	27.30	View chart
Keysight Technologies (KEYS)	0.0	$215k	-11%	1.2k	174.92	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$213k	NEW	3.4k	62.47	View chart
M&T Bank Corporation (MTB)	0.0	$213k	-7%	1.1k	197.62	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$212k	NEW	751.00	281.86	View chart
Ameriprise Financial (AMP)	0.0	$210k		427.00	491.59	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.0	$210k	-2%	2.1k	97.99	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$210k	NEW	447.00	468.65	View chart
CenterPoint Energy (CNP)	0.0	$208k	-21%	5.4k	38.80	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.0	$208k	-2%	13k	16.01	View chart
Ida (IDA)	0.0	$208k	NEW	1.6k	132.15	View chart
Linde SHS (LIN)	0.0	$208k		437.00	475.50	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$208k	NEW	4.6k	44.69	View chart
Celestica (CLS)	0.0	$205k	NEW	832.00	246.38	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$203k	NEW	3.0k	66.87	View chart
Ford Motor Company (F)	0.0	$136k	+13%	11k	11.96	View chart
Aurora Innovation Class A Com (AUR)	0.0	$76k	+2%	14k	5.39	View chart
Opal Fuels Class A Com (OPAL)	0.0	$33k	NEW	15k	2.20	View chart
Lineage Cell Therapeutics In (LCTX)	0.0	$28k		17k	1.69	View chart
Shattuck Labs (STTK)	0.0	$24k	NEW	10k	2.39	View chart

Past Filings by AssuredPartners Investment Advisors

SEC 13F filings are viewable for AssuredPartners Investment Advisors going back to 2025

AssuredPartners Investment Advisors 2025 Q3 filed Oct. 6, 2025
AssuredPartners Investment Advisors 2025 Q2 filed July 29, 2025
AssuredPartners Investment Advisors 2025 Q1 filed April 23, 2025

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