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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 16.31% of AssuredPartners Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: AAPL (+$8.6M), QQQM (+$6.1M), JPIB (+$5.9M), FBCG (+$5.3M), BIL, IWY, SCHI, ONEQ, CSX, BUFP.
Started 90 new stock positions in BKH, IEX, CUBE, XLY, VYMI, MFC, SPOT, USEP, UAPR, KVUE.
Reduced shares in these 10 stocks: HON, , ARCC, PSDM, FOUR, , FBND, SMR, UBER, HD.
Sold out of its positions in OKLO, CLS, CLX, FTNT, HON, SMR, OPAL, PSDM, SPDW, SPAB. JNK, SGVT, STTK, FOUR, Total, LIN.
AssuredPartners Investment Advisors was a net buyer of stock by $211M.
AssuredPartners Investment Advisors has $672M in assets under management (AUM), dropping by 49.62%.
Central Index Key (CIK): 0002055492

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Portfolio Holdings for AssuredPartners Investment Advisors

AssuredPartners Investment Advisors holds 342 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Fidelity Covington Trust Blue Chip Grwth (FBCG)	4.2	$28M	+23%	517k	54.84	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	3.3	$22M	+3%	387k	56.69	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.1	$21M	+4%	33k	627.13	View chart
Spdr Series Trust State Street Spd (SPTM)	3.0	$20M	+2%	245k	82.50	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	2.7	$18M	+22%	131k	138.46	View chart
Apple (AAPL)	2.5	$17M	+101%	63k	271.86	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.1	$14M	+3%	46k	313.00	View chart
Microsoft Corporation (MSFT)	2.0	$13M	+19%	28k	483.62	View chart
NVIDIA Corporation (NVDA)	1.9	$13M	+17%	70k	186.50	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	1.6	$11M	+2%	244k	44.13	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.6	$11M	+5%	268k	39.59	View chart
Ishares Gold Tr Ishares New (IAU)	1.5	$10M		123k	81.17	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	1.5	$9.8M	+2%	200k	48.66	View chart
Micron Technology (MU)	1.4	$9.6M	+5%	34k	285.41	View chart
Tesla Motors (TSLA)	1.3	$9.1M	+13%	20k	449.71	View chart
JPMorgan Chase & Co. (JPM)	1.3	$9.0M	+7%	28k	322.22	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.2	$8.2M	+3%	171k	47.95	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	1.2	$7.8M	+9%	167k	46.71	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.1	$7.5M	+423%	30k	252.92	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.1	$7.4M	+7%	175k	42.56	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	1.0	$6.9M	+583%	141k	48.70	View chart
Cisco Systems (CSCO)	1.0	$6.9M	+3%	89k	77.03	View chart
Broadcom (AVGO)	1.0	$6.7M	+9%	19k	346.11	View chart
Exxon Mobil Corporation (XOM)	0.9	$6.4M	+7%	53k	120.34	View chart
Bank of America Corporation (BAC)	0.9	$6.2M		113k	55.00	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.9	$5.9M	+414%	21k	276.94	View chart
American Express Company (AXP)	0.8	$5.7M		15k	369.95	View chart
L3harris Technologies (LHX)	0.8	$5.7M		19k	293.58	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.8	$5.3M	+385%	58k	91.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.8	$5.2M		128k	40.94	View chart
Spdr Series Trust State Street Spd (BIL)	0.7	$5.0M	NEW	54k	91.38	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.7	$4.7M	NEW	206k	22.97	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$4.7M	+120%	14k	335.27	View chart
Pgim Rock Etf Tr Laddered S&p 500 (BUFP)	0.7	$4.6M	+607%	152k	30.12	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.7	$4.6M	+13%	90k	50.65	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.7	$4.6M	+582%	68k	67.43	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$4.4M	+42%	6.5k	681.89	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.7	$4.4M	+225%	93k	47.35	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.7	$4.4M	+285%	46k	96.16	View chart
Casey's General Stores (CASY)	0.6	$4.4M		7.9k	552.74	View chart
Amazon (AMZN)	0.6	$4.4M	+45%	19k	230.82	View chart
Vistra Energy (VST)	0.6	$4.3M	+2%	27k	161.33	View chart
Ishares Tr Core Div Grwth (DGRO)	0.6	$4.3M	+492%	62k	69.42	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.6	$4.3M	+436%	112k	38.32	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.6	$4.1M	+3%	120k	34.46	View chart
CSX Corporation (CSX)	0.6	$4.1M	NEW	112k	36.25	View chart
Meta Platforms Cl A (META)	0.6	$3.9M	+22%	6.0k	660.04	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.5	$3.5M	+443%	61k	58.12	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.5	$3.5M	+422%	31k	114.50	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$3.5M	+126%	11k	313.80	View chart
Visa Com Cl A (V)	0.5	$3.4M	+16%	9.7k	350.72	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.5	$3.2M	NEW	98k	32.77	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.5	$3.2M	+5%	68k	46.80	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.5	$3.2M	+140%	127k	25.17	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.5	$3.1M	+623%	68k	45.32	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.5	$3.1M		43k	70.86	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.4	$2.9M	+684%	116k	24.87	View chart
Innovator Etfs Trust Emrgng Mkt April (EAPR)	0.4	$2.9M	+600%	97k	29.70	View chart
Newmont Mining Corporation (NEM)	0.4	$2.9M	+9%	29k	99.85	View chart
Walt Disney Company (DIS)	0.4	$2.9M	+8%	25k	113.77	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.4	$2.8M	+418%	29k	98.32	View chart
Blackrock (BLK)	0.4	$2.8M	+3%	2.6k	1070.48	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$2.8M	+425%	52k	53.76	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.4	$2.8M	+232%	104k	26.68	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.4	$2.6M	+518%	58k	45.21	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.4	$2.6M	+138%	32k	80.63	View chart
Travelers Companies (TRV)	0.4	$2.6M	+3%	8.8k	290.07	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.4	$2.5M	+578%	141k	17.66	View chart
Johnson & Johnson (JNJ)	0.4	$2.4M	+44%	12k	206.95	View chart
Nextera Energy (NEE)	0.4	$2.4M	+80%	30k	80.28	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.4	$2.4M	+443%	15k	155.12	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.4	$2.4M	+21%	32k	73.98	View chart
Eli Lilly & Co. (LLY)	0.3	$2.3M		2.1k	1074.85	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.3	$2.2M	NEW	22k	100.38	View chart
Pgim Etf Tr Jennison Int Opp (PJIO)	0.3	$2.2M	+469%	35k	61.28	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$2.2M	NEW	15k	143.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.3	$2.1M		54k	39.72	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.3	$2.1M		17k	118.62	View chart
Ishares Tr Us Consm Staples (IYK)	0.3	$2.0M	+383%	30k	66.92	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.3	$2.0M	NEW	51k	38.75	View chart
Philip Morris International (PM)	0.3	$1.9M		12k	160.40	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.3	$1.9M	+499%	26k	75.05	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$1.9M	+312%	7.4k	257.95	View chart
Old Republic International Corporation (ORI)	0.3	$1.9M	+4%	41k	45.64	View chart
McDonald's Corporation (MCD)	0.3	$1.9M	+44%	6.1k	305.64	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$1.8M	+442%	9.6k	191.55	View chart
Duke Energy Corp Com New (DUK)	0.3	$1.8M	+3%	16k	117.21	View chart
First Tr Exchng Traded Fd Vi Vest Laddered Sm (BUFS)	0.3	$1.8M	+644%	80k	22.84	View chart
Pgim Rock Etf Tr Laddered Nasdaq (PBQQ)	0.3	$1.8M	+623%	63k	28.83	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.3	$1.8M	+364%	51k	35.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFY)	0.3	$1.8M	+626%	81k	22.24	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.3	$1.8M	+86%	45k	39.64	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.3	$1.8M	NEW	21k	84.88	View chart
Palantir Technologies Cl A (PLTR)	0.3	$1.8M	+3%	9.9k	177.75	View chart
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)	0.3	$1.8M	+492%	22k	81.56	View chart
Abbvie (ABBV)	0.3	$1.8M	+3%	7.7k	228.50	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.3	$1.7M	+49%	33k	52.63	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$1.7M		5.6k	303.91	View chart
General Dynamics Corporation (GD)	0.2	$1.7M	+35%	5.0k	336.67	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$1.7M	NEW	19k	89.43	View chart
Boeing Company (BA)	0.2	$1.6M	+8%	7.6k	217.13	View chart
Pgim Rock Etf Tr Laddered S&p 500 (PBFR)	0.2	$1.6M	+405%	56k	29.22	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.2	$1.6M	-4%	30k	53.37	View chart
Procter & Gamble Company (PG)	0.2	$1.6M	+61%	11k	143.31	View chart
Pepsi (PEP)	0.2	$1.5M	+132%	11k	143.53	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.5M	+344%	56k	26.91	View chart
International Business Machines (IBM)	0.2	$1.5M	+248%	5.1k	296.23	View chart
Truist Financial Corp equities (TFC)	0.2	$1.5M	-3%	31k	49.21	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.2	$1.5M	NEW	34k	43.54	View chart
MercadoLibre (MELI)	0.2	$1.5M	+17%	729.00	2014.26	View chart
Southern Company (SO)	0.2	$1.4M	+4%	17k	87.20	View chart
Chubb (CB)	0.2	$1.4M	+78%	4.6k	312.15	View chart
Chevron Corporation (CVX)	0.2	$1.4M	+33%	9.3k	152.42	View chart
Emcor (EME)	0.2	$1.4M		2.2k	611.88	View chart
Abbott Laboratories (ABT)	0.2	$1.4M	+71%	11k	125.29	View chart
Rio Tinto Sponsored Adr (RIO)	0.2	$1.3M	-2%	17k	80.03	View chart
Applovin Corp Com Cl A (APP)	0.2	$1.3M	-3%	2.0k	673.82	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.2	$1.3M	-2%	11k	125.98	View chart
Lowe's Companies (LOW)	0.2	$1.3M	+87%	5.5k	241.17	View chart
Oracle Corporation (ORCL)	0.2	$1.3M	+26%	6.7k	194.90	View chart
Merck & Co (MRK)	0.2	$1.3M	+166%	12k	105.26	View chart
Innovator Etfs Trust Equity Defined P (ZAUG)	0.2	$1.3M	NEW	48k	26.71	View chart
Pfizer (PFE)	0.2	$1.3M	+8%	51k	24.90	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.2	$1.2M	NEW	34k	36.16	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.2	$1.2M		16k	78.67	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.2	$1.2M	+252%	30k	39.92	View chart
Totalenergies Se Act (TTE)	0.2	$1.2M	NEW	19k	65.42	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$1.2M	+448%	44k	27.43	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.2M	+15%	2.4k	502.54	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.2M	+294%	2.0k	570.83	View chart
Consolidated Edison (ED)	0.2	$1.2M	+89%	12k	99.32	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.2M	+4%	9.6k	120.19	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.2	$1.2M	+16%	50k	22.90	View chart
Home Depot (HD)	0.2	$1.1M	-23%	3.3k	344.15	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$1.1M	NEW	13k	90.00	View chart
Innovator Etfs Trust Equity Defined P (ZDEK)	0.2	$1.1M	+130%	44k	25.74	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$1.1M		34k	33.08	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.2	$1.1M	NEW	27k	41.42	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.2	$1.1M	NEW	11k	101.82	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$1.1M	+888%	7.4k	143.98	View chart
Qualcomm (QCOM)	0.2	$1.1M	+139%	6.2k	171.04	View chart
Wal-Mart Stores (WMT)	0.2	$1.0M		9.3k	111.41	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$1.0M	+90%	21k	49.46	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$1.0M	+160%	7.8k	131.59	View chart
Servicenow (NOW)	0.2	$1.0M	+458%	6.7k	153.19	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.2	$1.0M	NEW	19k	53.70	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.2	$1.0M		11k	91.19	View chart
Entrepreneurshares Series Tr Ershares Private (XOVR)	0.1	$997k	NEW	50k	20.14	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$979k	+84%	8.9k	110.19	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN)	0.1	$954k	NEW	26k	37.40	View chart
Medical Properties Trust (MPT)	0.1	$907k		181k	5.00	View chart
AFLAC Incorporated (AFL)	0.1	$905k	+100%	8.2k	110.26	View chart
Atmos Energy Corporation (ATO)	0.1	$890k	+101%	5.3k	167.62	View chart
Cincinnati Financial Corporation (CINF)	0.1	$886k	+111%	5.4k	163.33	View chart
S&p Global (SPGI)	0.1	$884k	+94%	1.7k	522.56	View chart
Silverback Therapeutics (SPRY)	0.1	$883k	+31%	76k	11.65	View chart
PNC Financial Services (PNC)	0.1	$883k	+168%	4.2k	208.75	View chart
Kenvue (KVUE)	0.1	$865k	NEW	50k	17.25	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$854k	+52%	1.2k	684.98	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$853k	+233%	21k	40.72	View chart
Deere & Company (DE)	0.1	$840k		1.8k	465.57	View chart
Verizon Communications (VZ)	0.1	$821k	+67%	20k	40.73	View chart
Cintas Corporation (CTAS)	0.1	$813k	+102%	4.3k	188.06	View chart
Medtronic SHS (MDT)	0.1	$788k	+203%	8.2k	96.06	View chart
United Parcel Service CL B (UPS)	0.1	$787k	+158%	7.9k	99.19	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$783k	NEW	15k	51.60	View chart
AmerisourceBergen (COR)	0.1	$779k	-8%	2.3k	337.75	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$772k	-23%	9.6k	80.22	View chart
Amcor Ord	0.1	$766k	+141%	92k	8.34	View chart
Sea Sponsord Ads (SE)	0.1	$755k	-2%	5.9k	127.57	View chart
Smucker J M Com New (SJM)	0.1	$747k	+133%	7.6k	97.80	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$728k	+183%	8.4k	87.16	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.1	$714k	+222%	14k	50.45	View chart
Soundhound Ai Class A Com (SOUN)	0.1	$711k	+3%	71k	9.97	View chart
Manulife Finl Corp (MFC)	0.1	$696k	NEW	19k	36.28	View chart
Paychex (PAYX)	0.1	$694k	+15%	6.2k	112.17	View chart
Aim Etf Products Trust Allianzim Us Eqt (DECW)	0.1	$690k	NEW	20k	33.94	View chart
Brown & Brown (BRO)	0.1	$668k	+122%	8.4k	79.70	View chart
Parker-Hannifin Corporation (PH)	0.1	$662k	+59%	753.00	879.24	View chart
Coca-Cola Company (KO)	0.1	$659k	+42%	9.4k	69.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.1	$658k		12k	56.62	View chart
General Mills (GIS)	0.1	$647k	+166%	14k	46.50	View chart
Western Alliance Bancorporation (WAL)	0.1	$626k		7.4k	84.07	View chart
Intercontinental Exchange (ICE)	0.1	$623k	+51%	3.8k	161.96	View chart
Uber Technologies (UBER)	0.1	$595k	-37%	7.3k	81.71	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.1	$595k		7.9k	75.59	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	0.1	$593k	NEW	15k	39.04	View chart
Starbucks Corporation (SBUX)	0.1	$591k	+20%	7.0k	84.21	View chart
Netflix (NFLX)	0.1	$586k	NEW	6.3k	93.76	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$585k		8.6k	68.36	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.1	$575k	-22%	7.4k	77.74	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$574k		15k	38.11	View chart
Us Bancorp Del Com New (USB)	0.1	$569k	NEW	11k	53.36	View chart
Innovator Etfs Trust Equity Defnd 1yr (ZJUN)	0.1	$558k		21k	26.84	View chart
Innovator Etfs Trust Equity Dual Nov (DDFN)	0.1	$554k	NEW	29k	19.17	View chart
Innovator Etfs Trust Equity Defined P (ZJUL)	0.1	$541k	NEW	19k	29.06	View chart
Raytheon Technologies Corp (RTX)	0.1	$539k	+4%	2.9k	183.40	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$538k	+6%	3.5k	154.15	View chart
Wells Fargo & Company (WFC)	0.1	$536k		5.8k	93.20	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.1	$535k	NEW	9.3k	57.24	View chart
Capital One Financial (COF)	0.1	$533k		2.2k	242.41	View chart
Ford Motor Company (F)	0.1	$528k	+253%	40k	13.12	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$517k	NEW	1.9k	279.14	View chart
Allstate Corporation (ALL)	0.1	$515k	+113%	2.5k	208.13	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.1	$514k	NEW	13k	39.33	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$510k	NEW	15k	33.45	View chart
Texas Instruments Incorporated (TXN)	0.1	$508k	NEW	2.9k	173.52	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$501k	+20%	13k	39.12	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$500k		1.3k	373.44	View chart
Ea Series Trust Sarmaya Thematic (LENS)	0.1	$490k	NEW	13k	38.64	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$490k	NEW	8.6k	56.62	View chart
Nike CL B (NKE)	0.1	$489k	+53%	7.7k	63.71	View chart
CVS Caremark Corporation (CVS)	0.1	$485k	NEW	6.1k	79.36	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$484k	+5%	3.9k	123.26	View chart
Arch Cap Group Ord (ACGL)	0.1	$479k	-29%	5.0k	95.92	View chart
Caterpillar (CAT)	0.1	$476k		831.00	573.11	View chart
Advanced Micro Devices (AMD)	0.1	$475k	+57%	2.2k	214.16	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$474k		10k	46.92	View chart
Vale S A Sponsored Ads (VALE)	0.1	$474k	NEW	36k	13.03	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$472k	+123%	998.00	473.12	View chart
Hca Holdings (HCA)	0.1	$463k		991.00	466.86	View chart
Kimberly-Clark Corporation (KMB)	0.1	$459k	+30%	4.5k	100.89	View chart
UnitedHealth (UNH)	0.1	$458k	+25%	1.4k	330.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.1	$457k		8.8k	51.75	View chart
Rockwell Automation (ROK)	0.1	$457k	+63%	1.2k	389.15	View chart
Prudential Financial (PRU)	0.1	$454k	NEW	4.0k	112.87	View chart
Enterprise Products Partners (EPD)	0.1	$453k	+9%	14k	32.06	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$443k		7.1k	62.47	View chart
Cummins (CMI)	0.1	$439k		860.00	510.50	View chart
Amphenol Corp Cl A (APH)	0.1	$437k	+67%	3.2k	135.14	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$434k	NEW	9.2k	47.02	View chart
Hasbro (HAS)	0.1	$431k	NEW	5.3k	82.01	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$428k	NEW	1.7k	246.10	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$427k	+9%	2.0k	210.37	View chart
Black Hills Corporation (BKH)	0.1	$423k	NEW	6.1k	69.42	View chart
AutoZone (AZO)	0.1	$421k		124.00	3391.50	View chart
Snowflake Com Shs (SNOW)	0.1	$411k	-6%	1.9k	219.36	View chart
Toast Cl A (TOST)	0.1	$403k	-6%	11k	35.51	View chart
FirstEnergy (FE)	0.1	$400k	NEW	8.9k	44.77	View chart
Danaher Corporation (DHR)	0.1	$398k	+10%	1.7k	228.86	View chart
Stryker Corporation (SYK)	0.1	$397k		1.1k	351.43	View chart
Innovator Etfs Trust Equity Defined P (JAJL)	0.1	$392k	NEW	14k	29.06	View chart
Ares Capital Corporation (ARCC)	0.1	$388k	-68%	19k	20.23	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$387k	+11%	629.00	614.78	View chart
Waste Management (WM)	0.1	$384k	+46%	1.7k	219.75	View chart
salesforce (CRM)	0.1	$371k	NEW	1.4k	264.92	View chart
Sanofi Sa Sponsored Adr (SNY)	0.1	$371k	NEW	7.7k	48.46	View chart
Costco Wholesale Corporation (COST)	0.1	$371k	-4%	430.00	862.34	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$365k		11k	32.73	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$361k	NEW	22k	16.49	View chart
Gaming & Leisure Pptys (GLPI)	0.1	$361k	NEW	8.1k	44.69	View chart
Fidelity Covington Trust Momentum Factr (FDMO)	0.1	$350k		4.2k	83.96	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$349k		8.8k	39.59	View chart
Public Storage (PSA)	0.1	$348k	+34%	1.3k	259.59	View chart
Cubesmart (CUBE)	0.1	$347k	NEW	9.6k	36.05	View chart
Lockheed Martin Corporation (LMT)	0.1	$347k	+6%	718.00	483.39	View chart
M&T Bank Corporation (MTB)	0.1	$347k	+59%	1.7k	201.48	View chart
Wec Energy Group (WEC)	0.1	$346k	+27%	3.3k	105.45	View chart
Peak (DOC)	0.1	$344k	NEW	21k	16.08	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$342k	-58%	7.4k	46.04	View chart
Emerson Electric (EMR)	0.0	$334k	+40%	2.5k	132.70	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.0	$325k	+7%	7.5k	43.25	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$323k	+76%	6.0k	53.83	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$322k		3.6k	88.48	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.0	$321k		8.4k	38.03	View chart
Cigna Corp (CI)	0.0	$320k	-12%	1.2k	275.23	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$318k	+30%	6.4k	49.65	View chart
American Electric Power Company (AEP)	0.0	$316k	+37%	2.7k	115.33	View chart
Strategy Cl A New (MSTR)	0.0	$315k	NEW	2.1k	151.93	View chart
Genuine Parts Company (GPC)	0.0	$314k	+50%	2.6k	122.94	View chart
Paypal Holdings (PYPL)	0.0	$313k	+7%	5.4k	58.38	View chart
Xometry Class A Com (XMTR)	0.0	$308k		5.2k	59.47	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$306k	+3%	9.4k	32.62	View chart
Broadridge Financial Solutions (BR)	0.0	$306k	NEW	1.4k	223.09	View chart
Innovator Etfs Trust Equity Dual Dirc (DDFS)	0.0	$306k	NEW	14k	21.19	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$305k		9.4k	32.57	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAY)	0.0	$303k	NEW	8.3k	36.57	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$298k	+11%	1.1k	268.30	View chart
Toro Company (TTC)	0.0	$294k	NEW	3.7k	78.73	View chart
Goldman Sachs (GS)	0.0	$292k	+9%	332.00	879.00	View chart
Becton, Dickinson and (BDX)	0.0	$290k	-41%	1.5k	194.12	View chart
Kla Corp Com New (KLAC)	0.0	$284k	-6%	234.00	1215.08	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.0	$282k		3.4k	82.48	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$280k	-7%	2.5k	111.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.0	$280k		7.4k	37.82	View chart
Innovator Etfs Trust Equity Defin 1yr (ZOCT)	0.0	$279k	NEW	10k	26.84	View chart
Adobe Systems Incorporated (ADBE)	0.0	$276k	NEW	788.00	349.99	View chart
Carpenter Technology Corporation (CRS)	0.0	$270k	NEW	859.00	314.84	View chart
IDEX Corporation (IEX)	0.0	$269k	NEW	1.5k	177.93	View chart
A. O. Smith Corporation (AOS)	0.0	$268k	NEW	4.0k	66.89	View chart
H.B. Fuller Company (FUL)	0.0	$268k	NEW	4.5k	59.47	View chart
Morgan Stanley Com New (MS)	0.0	$268k		1.5k	177.53	View chart
Spotify Technology S A SHS (SPOT)	0.0	$267k	NEW	460.00	580.71	View chart
Fifth Third Ban (FITB)	0.0	$263k	NEW	5.6k	46.81	View chart
Quanta Services (PWR)	0.0	$261k		617.00	422.14	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$259k	NEW	6.0k	43.38	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.0	$258k	NEW	5.7k	44.94	View chart
Duolingo Cl A Com (DUOL)	0.0	$251k	+8%	1.4k	175.50	View chart
Exponent (EXPO)	0.0	$250k	NEW	3.6k	69.45	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$249k		14k	17.35	View chart
Diamondback Energy (FANG)	0.0	$244k	-2%	1.6k	150.33	View chart
Anthem (ELV)	0.0	$244k	NEW	695.00	350.57	View chart
Innovator Etfs Trust Equity Dual Dire (DDFO)	0.0	$243k	NEW	11k	21.62	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$242k	+2%	1.1k	224.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.0	$242k		4.2k	57.06	View chart
Keysight Technologies (KEYS)	0.0	$242k	-3%	1.2k	203.19	View chart
Union Pacific Corporation (UNP)	0.0	$241k	-11%	1.0k	231.34	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$241k	-8%	930.00	258.79	View chart
Axon Enterprise (AXON)	0.0	$239k		420.00	567.93	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$237k		2.8k	84.64	View chart
Block Cl A (XYZ)	0.0	$237k	-7%	3.6k	65.09	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$236k	NEW	5.6k	41.78	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$232k	NEW	474.00	488.31	View chart
American Tower Reit (AMT)	0.0	$230k	NEW	1.3k	175.63	View chart
Citigroup Com New (C)	0.0	$228k	NEW	2.0k	116.68	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$225k		3.0k	74.28	View chart
Marathon Petroleum Corp (MPC)	0.0	$225k		1.4k	162.63	View chart
Hormel Foods Corporation (HRL)	0.0	$225k	NEW	9.5k	23.70	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$224k	NEW	209.00	1069.86	View chart
Intuitive Surgical Com New (ISRG)	0.0	$220k	NEW	389.00	566.36	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$218k	NEW	1.8k	119.44	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.0	$218k		13k	16.74	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$217k		4.6k	46.59	View chart
American Intl Group Com New (AIG)	0.0	$217k	NEW	2.5k	85.55	View chart
Ameriprise Financial (AMP)	0.0	$210k		428.00	489.92	View chart
Ida (IDA)	0.0	$209k	+5%	1.7k	126.56	View chart
CenterPoint Energy (CNP)	0.0	$206k		5.4k	38.34	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$203k	NEW	4.6k	43.92	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.0	$203k	NEW	4.1k	49.19	View chart
Innovator Etfs Trust Equity Dual Dirt (DDFL)	0.0	$202k	NEW	9.8k	20.55	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$201k	NEW	1.5k	136.93	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$201k	NEW	266.00	753.86	View chart
Goodyear Tire & Rubber Company (GT)	0.0	$195k	NEW	22k	8.76	View chart
Innovator Etfs Trust Equity Dual Dire (DDFD)	0.0	$192k	NEW	10k	19.15	View chart
Relay Therapeutics (RLAY)	0.0	$136k	NEW	16k	8.46	View chart
WisdomTree Investments (WT)	0.0	$126k	NEW	10k	12.19	View chart
Archer Aviation Com Cl A (ACHR)	0.0	$97k	NEW	13k	7.52	View chart
Recursion Pharmaceuticals In Cl A (RXRX)	0.0	$84k	NEW	21k	4.09	View chart
Absci Corp (ABSI)	0.0	$43k	NEW	12k	3.49	View chart
Aurora Innovation Class A Com (AUR)	0.0	$40k	-26%	10k	3.84	View chart
Abcellera Biologics (ABCL)	0.0	$34k	NEW	10k	3.42	View chart
Lineage Cell Therapeutics In (LCTX)	0.0	$28k		17k	1.67	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 Q4 filed Feb. 3, 2026
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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