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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 XMMO, FBCG, AAPL, VV, VOO, and represent 12.92% of AssuredPartners Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: XMMO (+$12M), IDMO, CSHI, BRK.B, DVN, TJX, SOXX, WM, AMGN, NOW.
Started 38 new stock positions in NBIS, EEM, TGT, ITOT, IWP, CAH, JOBY, KMB, PJUN, GPC.
Reduced shares in these 10 stocks: BIL (-$26M), MU (-$8.6M), FLQM (-$5.3M), FV, CTRA, TSCO, LRCX, NEM, GLW, GNOV.
Sold out of its positions in ABSI, ADBE, COR, APH, BRO, CTRA, GNOV, FLQM, Honeywell International, ITW.
AssuredPartners Investment Advisors was a net buyer of stock by $7.1M.
AssuredPartners Investment Advisors has $1.0B in assets under management (AUM), dropping by 12.44%.
Central Index Key (CIK): 0002055492

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Portfolio Holdings for AssuredPartners Investment Advisors

AssuredPartners Investment Advisors holds 414 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	3.1	$32M	+57%	188k	170.14	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	2.5	$26M		424k	62.11	View chart
Apple (AAPL)	2.5	$26M	+8%	89k	289.36	View chart
Vanguard Index Fds Large Cap Etf (VV)	2.4	$25M		73k	343.91	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.4	$25M	+2%	36k	686.81	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	2.4	$24M	+2%	404k	60.29	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.2	$23M		65k	357.37	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	2.2	$23M		252k	90.79	View chart
Micron Technology (MU)	2.2	$23M	-27%	20k	1154.30	View chart
NVIDIA Corporation (NVDA)	1.8	$19M		95k	200.09	View chart
Ishares Tr Core Msci Total (IXUS)	1.6	$17M		176k	95.44	View chart
Microsoft Corporation (MSFT)	1.6	$17M		45k	373.02	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	1.4	$15M		166k	89.14	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	1.3	$13M		248k	52.85	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	1.2	$13M	+15%	289k	44.36	View chart
JPMorgan Chase & Co. (JPM)	1.2	$13M	-3%	39k	327.33	View chart
Cisco Systems (CSCO)	1.2	$12M	-2%	102k	117.46	View chart
Amazon (AMZN)	1.2	$12M	+20%	50k	238.34	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	1.0	$11M		206k	52.38	View chart
L3harris Technologies (LHX)	1.0	$10M	+8%	35k	290.59	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.9	$9.3M		172k	53.79	View chart
Tesla Motors (TSLA)	0.8	$8.7M		21k	420.59	View chart
Broadcom (AVGO)	0.8	$8.7M	-5%	23k	377.74	View chart
Exxon Mobil Corporation (XOM)	0.8	$8.5M		62k	136.72	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.8	$8.5M	+2%	178k	47.75	View chart
Bank of America Corporation (BAC)	0.8	$8.3M		146k	56.98	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.8	$8.2M	+9%	163k	50.49	View chart
Lam Research Corp Com New (LRCX)	0.8	$8.1M	-25%	19k	433.33	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.8	$8.0M		51k	158.03	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.7	$7.7M	-77%	84k	91.64	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$7.7M	+3%	21k	370.04	View chart
Eli Lilly & Co. (LLY)	0.7	$7.6M	-8%	6.4k	1199.44	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.7	$7.4M		176k	42.21	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.7	$7.4M	+6%	153k	48.35	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.7	$7.3M	+3%	74k	98.20	View chart
Corning Incorporated (GLW)	0.7	$7.2M	-24%	28k	255.43	View chart
Invesco Exchange Traded Fd T Larg Cap Gro Etf (PWB)	0.7	$7.2M	-6%	43k	168.46	View chart
Casey's General Stores (CASY)	0.6	$6.5M	+2%	8.2k	794.76	View chart
Dell Technologies CL C (DELL)	0.6	$6.4M	-13%	15k	431.45	View chart
Abbvie (ABBV)	0.6	$6.4M	+3%	25k	251.64	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.6	$6.2M	+54%	21k	302.97	View chart
Visa Com Cl A (V)	0.6	$6.2M		18k	343.09	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$5.6M	-11%	16k	342.83	View chart
CSX Corporation (CSX)	0.5	$5.6M	+2%	118k	47.53	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.5	$5.6M	+3%	189k	29.56	View chart
American Express Company (AXP)	0.5	$5.5M		16k	338.25	View chart
Vistra Energy (VST)	0.5	$5.5M	+6%	34k	158.63	View chart
Ishares Tr Morningstar Valu (ILCV)	0.5	$5.4M	-4%	54k	101.24	View chart
Morgan Stanley Com New (MS)	0.5	$5.4M		26k	209.04	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.5	$5.3M	-5%	121k	44.24	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.5	$5.3M	+16%	142k	37.26	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.5	$5.1M	+4%	223k	22.64	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$5.1M	+15%	14k	353.32	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.5	$5.0M	+80%	17k	290.63	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.5	$4.9M	+10%	52k	94.57	View chart
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)	0.5	$4.9M	+5%	97k	50.78	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.5	$4.9M	+4%	73k	67.24	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.5	$4.7M	+70%	46k	103.22	View chart
Pgim Rock Etf Tr Ladde S&p 12 Etf (BUFP)	0.5	$4.7M		147k	32.05	View chart
Blackstone Group Inc Com Cl A (BX)	0.5	$4.7M		40k	117.67	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$4.7M	+226%	9.3k	500.39	View chart
Meta Platforms Cl A (META)	0.4	$4.5M	-28%	8.0k	563.30	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.4	$4.4M	+2%	94k	46.94	View chart
Johnson & Johnson (JNJ)	0.4	$4.4M	+2%	17k	253.97	View chart
Waste Management (WM)	0.4	$4.3M	+154%	19k	222.88	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.4	$4.1M	NEW	67k	60.29	View chart
Pepsi (PEP)	0.4	$4.0M	+6%	30k	135.40	View chart
Chevron Corporation (CVX)	0.4	$4.0M	+2%	24k	165.76	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.4	$4.0M	-23%	5.2k	763.14	View chart
Costco Wholesale Corporation (COST)	0.4	$3.9M		4.2k	935.50	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.4	$3.9M	+7%	75k	51.69	View chart
Amgen (AMGN)	0.4	$3.9M	+191%	11k	362.11	View chart
Devon Energy Corporation (DVN)	0.4	$3.7M	+437%	91k	41.32	View chart
Eaton Corp SHS (ETN)	0.4	$3.6M		8.6k	426.12	View chart
Quanta Services (PWR)	0.4	$3.6M	-14%	5.0k	720.07	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.3	$3.5M		98k	35.11	View chart
Prologis (PLD)	0.3	$3.4M		25k	135.47	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.3	$3.4M	+2%	75k	45.76	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.3	$3.4M	NEW	69k	49.81	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.3	$3.4M	+83%	79k	43.14	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$3.4M	+154%	4.5k	748.91	View chart
Toll Brothers (TOL)	0.3	$3.4M	+3%	20k	164.75	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.3	$3.3M		43k	77.79	View chart
Goldman Sachs (GS)	0.3	$3.2M	-5%	3.2k	1011.26	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.3	$3.2M	+3%	127k	25.17	View chart
Netflix (NFLX)	0.3	$3.2M	+14%	45k	71.40	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	0.3	$3.2M		127k	24.88	View chart
Travelers Companies (TRV)	0.3	$3.2M	+4%	9.6k	330.11	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.3	$3.1M	+77%	24k	127.76	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$3.0M		51k	59.69	View chart
Home Depot (HD)	0.3	$3.0M		8.6k	352.67	View chart
Innovator Etfs Trust Emrgng Mkt April (EAPR)	0.3	$3.0M	-2%	91k	32.91	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.3	$3.0M	+12%	36k	82.79	View chart
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)	0.3	$3.0M	+28%	56k	53.59	View chart
Pgim Rock Etf Tr Laddered Nasdaq (PBQQ)	0.3	$2.9M		94k	31.50	View chart
TJX Companies (TJX)	0.3	$2.9M	NEW	19k	151.50	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$2.9M	+62%	38k	75.79	View chart
Caterpillar (CAT)	0.3	$2.9M		2.7k	1065.03	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.3	$2.8M	+13%	113k	25.25	View chart
Procter & Gamble Company (PG)	0.3	$2.8M	+10%	19k	146.64	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.3	$2.8M	NEW	4.4k	640.70	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.3	$2.8M		53k	52.76	View chart
Servicenow (NOW)	0.3	$2.8M	+505%	28k	99.28	View chart
Synopsys (SNPS)	0.3	$2.7M	+12%	6.1k	446.03	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.3	$2.7M	+11%	118k	23.16	View chart
Blackrock (BLK)	0.3	$2.7M	+3%	2.8k	961.68	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.3	$2.7M		67k	40.15	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.3	$2.6M		100k	26.52	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$2.6M	+20%	3.5k	746.84	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.3	$2.6M	+4%	146k	17.84	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.2	$2.6M	+14%	117k	21.80	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$2.5M	+8%	8.3k	303.11	View chart
Cme (CME)	0.2	$2.4M	+2%	11k	220.82	View chart
Intuitive Surgical Com New (ISRG)	0.2	$2.3M	+17%	5.9k	397.69	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$2.3M		26k	90.10	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$2.3M	-14%	28k	79.97	View chart
Nextera Energy Unit 11/01/2027 (NEE.PT)	0.2	$2.2M	+3%	45k	49.70	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$2.2M	-7%	4.7k	477.60	View chart
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)	0.2	$2.2M		22k	101.24	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.2	$2.2M	+4%	92k	24.22	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.2	$2.2M	-5%	16k	139.88	View chart
Ishares Tr Us Consm Staples (IYK)	0.2	$2.2M	+89%	30k	72.66	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$2.1M	+55%	13k	161.54	View chart
Nextera Energy (NEE)	0.2	$2.1M	-7%	24k	87.77	View chart
Global X Fds Defense Tech Etf (SHLD)	0.2	$2.1M	+8%	35k	59.71	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$2.1M	+19%	4.1k	496.68	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$2.0M	+56%	15k	133.25	View chart
Analog Devices (ADI)	0.2	$2.0M	-5%	5.0k	397.17	View chart
Philip Morris International (PM)	0.2	$2.0M	-2%	11k	180.91	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.2	$1.9M	+39%	91k	20.84	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.2	$1.9M		20k	93.25	View chart
Pfizer (PFE)	0.2	$1.9M		78k	24.08	View chart
Boeing Company (BA)	0.2	$1.9M	-3%	8.6k	216.46	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.2	$1.9M		46k	40.77	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.2	$1.9M	-16%	18k	100.67	View chart
First Tr Exchng Traded Fd Vi Vest Lad Cap Etf (BUFS)	0.2	$1.8M	-2%	74k	25.09	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$1.8M	+23%	45k	40.64	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	0.2	$1.8M	+26%	69k	26.16	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$1.8M	+42%	35k	50.23	View chart
First Tr Exchng Traded Fd Vi Ft Vest Intl Etf (BUFY)	0.2	$1.8M	-2%	76k	23.41	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$1.7M		9.2k	190.52	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$1.7M		18k	95.62	View chart
Duke Energy Corp Com New (DUK)	0.2	$1.7M	+4%	14k	126.58	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.2	$1.7M	NEW	10k	170.86	View chart
Pgim Rock Etf Tr Ladde S&p 20 Etf (PBFR)	0.2	$1.7M		55k	30.64	View chart
Ecolab (ECL)	0.2	$1.7M	+16%	6.0k	278.61	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.7M		57k	29.43	View chart
International Business Machines (IBM)	0.2	$1.7M	+7%	5.9k	281.20	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$1.6M		52k	31.71	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.2	$1.6M	-13%	39k	41.68	View chart
Cheniere Energy Com New (LNG)	0.1	$1.5M	+15%	6.4k	239.01	View chart
Emerson Electric (EMR)	0.1	$1.5M	+606%	11k	143.15	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN)	0.1	$1.5M	+55%	39k	38.54	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.1	$1.5M		33k	46.18	View chart
General Dynamics Corporation (GD)	0.1	$1.5M	+2%	4.2k	354.24	View chart
McDonald's Corporation (MCD)	0.1	$1.5M	+8%	5.4k	270.32	View chart
MercadoLibre (MELI)	0.1	$1.4M	+6%	848.00	1697.39	View chart
Old Republic International Corporation (ORI)	0.1	$1.4M	+9%	35k	40.92	View chart
Packaging Corporation of America (PKG)	0.1	$1.4M	+18%	6.0k	238.28	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.1	$1.4M	-5%	9.6k	146.34	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$1.4M		24k	56.33	View chart
Constellation Energy (CEG)	0.1	$1.4M	+32%	5.4k	248.37	View chart
Innovator Etfs Trust Equi Defi 1 Aug (ZAUG)	0.1	$1.3M		48k	27.54	View chart
Principal Financial (PFG)	0.1	$1.3M	-9%	12k	107.78	View chart
Pgim Etf Tr Jennison Int Opp (PJIO)	0.1	$1.3M	-47%	19k	69.65	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.3M	-14%	8.9k	148.32	View chart
Southern Company (SO)	0.1	$1.3M	+7%	14k	95.71	View chart
Lazard Active Etf Tr Intl Dynamic Eqt (IDEQ)	0.1	$1.3M	NEW	37k	35.07	View chart
Truist Financial Corp equities (TFC)	0.1	$1.3M		25k	49.82	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$1.3M	-4%	25k	50.58	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.1	$1.2M		11k	110.85	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.2M	-19%	16k	75.51	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.1	$1.2M		13k	95.09	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.1	$1.2M	-4%	32k	38.08	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$1.2M		13k	94.93	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.1	$1.2M		26k	45.63	View chart
Advanced Micro Devices (AMD)	0.1	$1.2M	-21%	2.0k	580.91	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$1.2M		28k	43.06	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$1.2M	+2%	8.0k	147.73	View chart
Innovator Etfs Trust Equi Defi 1 Dece (ZDEK)	0.1	$1.2M		45k	26.42	View chart
Deere & Company (DE)	0.1	$1.2M	+20%	1.9k	634.33	View chart
Emcor (EME)	0.1	$1.2M	-16%	1.4k	830.06	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.2M	-3%	10k	116.67	View chart
Enbridge (ENB)	0.1	$1.2M		22k	54.21	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$1.2M		10k	113.69	View chart
Walt Disney Company (DIS)	0.1	$1.1M	+2%	12k	96.25	View chart
Innovator Etfs Trust Equity Defnd 1yr (ZJUN)	0.1	$1.1M	NEW	40k	27.39	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$1.1M		4.6k	236.62	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$1.1M	+11%	26k	41.25	View chart
Totalenergies Se Act (TTE)	0.1	$1.1M		14k	77.76	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.1M		2.1k	513.68	View chart
Merck & Co (MRK)	0.1	$1.1M	-5%	8.2k	128.50	View chart
PNC Financial Services (PNC)	0.1	$1.0M	-2%	4.2k	246.23	View chart
Applovin Corp Com Cl A (APP)	0.1	$1.0M	-10%	2.0k	515.23	View chart
Qualcomm (QCOM)	0.1	$1.0M	-9%	5.6k	184.80	View chart
Wal-Mart Stores (WMT)	0.1	$1.0M	-5%	8.9k	113.27	View chart
Intel Corporation (INTC)	0.1	$978k	+69%	7.0k	139.63	View chart
Consolidated Edison (ED)	0.1	$977k	+19%	8.8k	110.63	View chart
Entrepreneurshares Series Tr Ersh Pri Pub Etf (XOVR)	0.1	$977k		46k	21.05	View chart
Oracle Corporation (ORCL)	0.1	$973k		6.6k	146.55	View chart
Abbott Laboratories (ABT)	0.1	$936k	+2%	10k	90.74	View chart
Innovator Etfs Trust Equity Def Protn (ZFEB)	0.1	$915k		35k	25.98	View chart
Metropcs Communications (TMUS)	0.1	$912k	+24%	5.4k	167.72	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$901k	-22%	37k	24.23	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$889k	+46%	8.6k	103.88	View chart
Verizon Communications (VZ)	0.1	$871k	+9%	21k	42.34	View chart
Chubb (CB)	0.1	$855k	-19%	2.5k	340.79	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$848k	+3%	9.8k	86.42	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$836k		15k	56.52	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$828k	-14%	7.6k	109.07	View chart
Western Alliance Bancorporation (WAL)	0.1	$794k	+2%	9.7k	82.20	View chart
Allstate Corporation (ALL)	0.1	$787k	+36%	3.3k	237.92	View chart
Kla Corp Com New (KLAC)	0.1	$778k	+824%	2.6k	301.71	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$772k	+315%	6.2k	124.18	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.1	$758k	+3%	15k	50.04	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.1	$751k	-83%	9.9k	75.88	View chart
Lowe's Companies (LOW)	0.1	$744k	-2%	3.4k	220.47	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.1	$732k	+141%	29k	25.19	View chart
Medical Properties Trust (MPT)	0.1	$731k		158k	4.62	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$729k		5.7k	128.07	View chart
Marvell Technology (MRVL)	0.1	$728k	+32%	2.4k	297.91	View chart
United Parcel Svcs CL B (UPS)	0.1	$718k	+5%	6.7k	107.50	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$717k	+127%	21k	34.27	View chart
Aim Etf Products Trust Allianzim Us Eqt (DECW)	0.1	$712k		20k	35.65	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.1	$709k		12k	60.98	View chart
Coca-Cola Company (KO)	0.1	$689k	+9%	8.5k	81.27	View chart
Cincinnati Financial Corporation (CINF)	0.1	$687k	+5%	3.7k	185.12	View chart
Cardinal Health (CAH)	0.1	$674k	NEW	2.8k	237.59	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.1	$672k	+15%	10k	64.71	View chart
Smucker J M Com New (SJM)	0.1	$670k	+20%	6.0k	112.50	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$664k	-49%	7.6k	87.88	View chart
AFLAC Incorporated (AFL)	0.1	$646k		5.5k	117.25	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.1	$640k		7.9k	81.36	View chart
Kenvue (KVUE)	0.1	$625k	+10%	33k	19.11	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$614k		15k	40.68	View chart
Paychex (PAYX)	0.1	$613k	+24%	6.2k	98.33	View chart
Amcor Com New (AMCR)	0.1	$613k	+27%	14k	43.35	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$589k		10k	56.48	View chart
Silverback Therapeutics (SPRY)	0.1	$587k	-3%	73k	8.01	View chart
S&p Global (SPGI)	0.1	$584k	+23%	1.4k	407.19	View chart
Innovator Etfs Trust Equity Dual Nov (DDFN)	0.1	$576k		29k	20.08	View chart
Cintas Corporation (CTAS)	0.1	$575k	+14%	3.4k	170.09	View chart
Atmos Energy Corporation (ATO)	0.1	$573k	-4%	3.3k	172.29	View chart
Zeta Global Holdings Corp Cl A (ZETA)	0.1	$564k	+17%	29k	19.68	View chart
CVS Caremark Corporation (CVS)	0.1	$559k	-6%	5.4k	103.45	View chart
Enterprise Products Partners (EPD)	0.1	$556k	+5%	15k	36.76	View chart
Cummins (CMI)	0.1	$556k	-21%	779.00	713.34	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$549k		10k	54.03	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$549k		1.3k	409.50	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$548k	+4%	744.00	736.23	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$545k	-5%	11k	50.57	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$543k		3.9k	137.53	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$540k	-78%	2.5k	212.79	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$539k	+5%	2.2k	242.45	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.1	$535k		7.0k	76.56	View chart
General Mills (GIS)	0.1	$532k	+34%	15k	34.80	View chart
Ishares Msci Japan Etf (EWJ)	0.1	$527k	-6%	5.7k	93.28	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$524k		7.4k	71.25	View chart
Fifth Third Ban (FITB)	0.0	$517k	-6%	9.2k	56.37	View chart
Raytheon Technologies Corp (RTX)	0.0	$513k	-9%	2.7k	189.75	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$497k	NEW	5.0k	98.99	View chart
Ford Motor Company (F)	0.0	$492k	-7%	35k	13.90	View chart
UnitedHealth (UNH)	0.0	$490k	-19%	1.2k	415.77	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$488k	+3%	12k	40.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.0	$487k		8.8k	55.09	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$481k	NEW	2.0k	242.97	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$474k	+287%	5.9k	80.57	View chart
Starbucks Corporation (SBUX)	0.0	$472k	-13%	4.6k	102.19	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	0.0	$470k		11k	41.11	View chart
Uber Technologies (UBER)	0.0	$462k	+2%	6.4k	72.16	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.0	$460k	+2%	10k	45.49	View chart
Peak (DOC)	0.0	$457k	-5%	21k	21.40	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.0	$447k		12k	38.65	View chart
Easterly Govt Pptys Com Shs (DEA)	0.0	$442k	-14%	18k	24.93	View chart
British Amern Tob Sponsored Adr (BTI)	0.0	$440k	-4%	7.1k	61.76	View chart
Nebius Group Shs Class A (NBIS)	0.0	$439k	NEW	1.6k	276.17	View chart
Applied Materials (AMAT)	0.0	$433k	-19%	599.00	723.15	View chart
Soundhound Ai Class A Com (SOUN)	0.0	$432k	-6%	67k	6.47	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$432k	NEW	1.9k	227.12	View chart
Ea Series Trust Sarma Thema Etf (LENS)	0.0	$429k	-11%	11k	38.79	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.0	$426k	+20%	10k	41.73	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$426k	-4%	8.2k	51.85	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.0	$425k	-5%	10k	42.20	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$424k	+20%	9.4k	45.34	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$424k		4.4k	96.43	View chart
Prudential Financial (PRU)	0.0	$421k		3.9k	107.94	View chart
Public Storage (PSA)	0.0	$420k	+42%	1.3k	318.35	View chart
Manulife Finl Corp (MFC)	0.0	$418k	-41%	10k	40.51	View chart
Keysight Technologies (KEYS)	0.0	$415k		1.2k	349.97	View chart
Fidelity Covington Trust Momentum Factr (FDMO)	0.0	$411k		4.2k	98.57	View chart
Innovator Etfs Trust Equit Defin Jul (JAJL)	0.0	$404k		14k	29.91	View chart
Union Pacific Corporation (UNP)	0.0	$401k	-3%	1.5k	272.05	View chart
M&T Bank Corporation (MTB)	0.0	$398k		1.7k	238.01	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$394k		8.7k	45.52	View chart
Black Hills Corporation (BKH)	0.0	$390k	-4%	5.2k	74.40	View chart
Ishares Tr Ibon 2026 Te Etf (IBHF)	0.0	$388k	-5%	17k	22.65	View chart
Hca Holdings (HCA)	0.0	$386k		990.00	389.89	View chart
Lockheed Martin Corporation (LMT)	0.0	$386k		757.00	509.30	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.0	$383k	NEW	3.7k	103.05	View chart
Ares Capital Corporation (ARCC)	0.0	$377k	-9%	20k	18.53	View chart
Innovator Etfs Trust Equi Defi 1 July (ZJUL)	0.0	$375k		13k	29.97	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.0	$374k	NEW	8.6k	43.23	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$373k	-15%	1.2k	300.55	View chart
FirstEnergy (FE)	0.0	$372k	-4%	7.8k	47.54	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.0	$371k	+23%	2.0k	185.27	View chart
Vale S A Sponsored Ads (VALE)	0.0	$370k	-16%	25k	15.04	View chart
Ge Aerospace Com New (GE)	0.0	$370k	-10%	989.00	373.76	View chart
Medtronic SHS (MDT)	0.0	$369k	-23%	4.7k	78.23	View chart
Capital One Financial (COF)	0.0	$369k	-15%	1.8k	200.67	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$367k	NEW	5.4k	68.41	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$366k		3.4k	106.31	View chart
Wec Energy Group (WEC)	0.0	$364k	+49%	3.1k	116.76	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.0	$363k		8.8k	41.30	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$359k		1.3k	285.66	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$355k	+141%	2.9k	124.44	View chart
Wells Fargo & Company (WFC)	0.0	$353k	-10%	4.3k	82.64	View chart
Carpenter Technology Corporation (CRS)	0.0	$347k	-20%	562.00	616.84	View chart
Marathon Petroleum Corp (MPC)	0.0	$345k	-7%	1.4k	255.67	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.0	$343k		7.5k	45.64	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$341k	NEW	4.4k	77.91	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.0	$341k		3.4k	99.61	View chart
Cubesmart (CUBE)	0.0	$341k	-2%	8.6k	39.77	View chart
Nike CL B (NKE)	0.0	$341k	+11%	8.3k	41.05	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$332k	-22%	167.00	1989.44	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.0	$331k		6.9k	47.77	View chart
American Electric Power Company (AEP)	0.0	$330k	+56%	2.4k	136.79	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$330k	-16%	17k	19.12	View chart
Gaming & Leisure Pptys (GLPI)	0.0	$329k	-2%	7.4k	44.53	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.0	$326k	-10%	6.5k	50.39	View chart
Sabra Health Care REIT (SBRA)	0.0	$323k		17k	19.51	View chart
Genuine Parts Company (GPC)	0.0	$321k	NEW	2.7k	117.99	View chart
Lumentum Hldgs (LITE)	0.0	$318k	NEW	370.00	858.61	View chart
Parker-Hannifin Corporation (PH)	0.0	$315k	-41%	322.00	978.31	View chart
Anthem (ELV)	0.0	$312k	+8%	808.00	386.61	View chart
Cigna Corp (CI)	0.0	$305k		1.1k	275.71	View chart
Motorola Solutions Com New (MSI)	0.0	$304k	-87%	732.00	415.29	View chart
Stryker Corporation (SYK)	0.0	$298k	-17%	946.00	314.86	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$296k		804.00	368.32	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$295k	+769%	2.5k	119.52	View chart
Sandisk Corp (SNDK)	0.0	$291k	NEW	128.00	2273.73	View chart
Danaher Corporation (DHR)	0.0	$290k	-10%	1.5k	190.46	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$288k		2.3k	127.82	View chart
Innovator Etfs Trust Equity Defin 1yr (ZOCT)	0.0	$287k		10k	27.61	View chart
3M Company (MMM)	0.0	$287k		1.8k	161.90	View chart
Applied Optoelectronics (AAOI)	0.0	$286k	NEW	1.9k	148.16	View chart
Diamondback Energy (FANG)	0.0	$285k	-4%	1.6k	175.78	View chart
EOG Resources (EOG)	0.0	$284k	-13%	2.2k	129.73	View chart
Citigroup Com New (C)	0.0	$284k	-8%	2.0k	139.95	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.0	$283k		4.7k	59.73	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$280k		2.3k	121.42	View chart
Block Cl A (XYZ)	0.0	$276k		3.6k	76.00	View chart
Intercontinental Exchange (ICE)	0.0	$276k	-29%	2.2k	123.10	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$274k		6.0k	45.89	View chart
Innovator Etfs Trust Equity Dual Dirc (DDFS)	0.0	$273k	-13%	12k	21.97	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$273k	NEW	1.7k	164.29	View chart
Texas Instruments Incorporated (TXN)	0.0	$272k	NEW	914.00	297.95	View chart
Sanofi Sa Sponsored Adr (SNY)	0.0	$272k	-15%	6.4k	42.66	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	0.0	$272k	NEW	1.6k	165.42	View chart
Honeywell International (HON)	0.0	$270k	NEW	1.2k	223.90	View chart
Spotify Technology S A SHS (SPOT)	0.0	$268k	+28%	583.00	459.13	View chart
Honeywell Aerospace (HONA)	0.0	$267k	NEW	1.2k	221.11	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$267k		15k	17.73	View chart
salesforce (CRM)	0.0	$266k	+23%	1.7k	156.68	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$258k	NEW	2.2k	117.28	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$257k		4.7k	55.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.0	$255k		4.2k	59.95	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$254k	NEW	3.3k	76.55	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$252k	+5%	3.4k	73.41	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$245k		6.8k	36.06	View chart
Ida (IDA)	0.0	$245k	-2%	1.6k	151.30	View chart
Novartis Sponsored Adr (NVS)	0.0	$243k	-7%	1.5k	156.72	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$241k	+500%	2.8k	86.14	View chart
Altria (MO)	0.0	$239k	+2%	3.3k	71.95	View chart
Fortinet (FTNT)	0.0	$239k	NEW	1.6k	153.62	View chart
Dover Corporation (DOV)	0.0	$239k		1.1k	224.19	View chart
Iron Mountain (IRM)	0.0	$237k	-20%	1.9k	126.29	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.0	$236k	NEW	2.4k	97.60	View chart
CenterPoint Energy (CNP)	0.0	$236k		5.4k	44.04	View chart
Axon Enterprise (AXON)	0.0	$236k	NEW	420.00	560.61	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.0	$232k	-56%	5.6k	41.33	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$229k	-2%	3.0k	77.25	View chart
Kimberly-Clark Corporation (KMB)	0.0	$228k	NEW	2.1k	109.75	View chart
Copart (CPRT)	0.0	$226k		8.0k	28.19	View chart
Strategy Cl A New (MSTR)	0.0	$225k	+11%	2.6k	86.94	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.0	$224k	-17%	8.8k	25.52	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$223k		6.7k	33.29	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$219k	-10%	2.6k	85.49	View chart
Phillips 66 (PSX)	0.0	$218k	+2%	1.3k	169.02	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.0	$216k		4.1k	52.54	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$215k	NEW	1.5k	146.37	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$215k		4.6k	46.41	View chart
Target Corporation (TGT)	0.0	$214k	NEW	1.6k	130.64	View chart
Graham Corporation (GHM)	0.0	$214k	NEW	1.7k	123.82	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$212k	NEW	3.6k	58.20	View chart
Us Bancorp Com New (USB)	0.0	$212k	-66%	3.5k	60.40	View chart
Rockwell Automation (ROK)	0.0	$211k	-39%	426.00	495.45	View chart
Woodward Governor Company (WWD)	0.0	$207k	NEW	486.00	425.44	View chart
Newmont Mining Corporation (NEM)	0.0	$206k	-92%	2.2k	93.40	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.0	$206k	-7%	4.0k	51.78	View chart
Eaton Vance Tax-Managed Buy-Write Income (ETB)	0.0	$204k		13k	15.54	View chart
ConocoPhillips (COP)	0.0	$203k	-9%	2.0k	103.93	View chart
FedEx Corporation (FDX)	0.0	$202k		644.00	313.35	View chart
Northrop Grumman Corporation (NOC)	0.0	$200k		394.00	508.68	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$200k		1.9k	106.47	View chart
Innovator Etfs Trust Equi Dual 15 Dec (DDFD)	0.0	$200k		10k	19.98	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.0	$172k		13k	13.36	View chart
Aurora Innovation Class A Com (AUR)	0.0	$144k	-26%	21k	6.82	View chart
Recursion Pharmaceuticals In Cl A (RXRX)	0.0	$123k	+45%	34k	3.67	View chart
Joby Aviation Common Stock (JOBY)	0.0	$101k	NEW	11k	8.92	View chart
Archer Aviation Com Cl A Call Option (ACHR)	0.0	$81k	+14%	17k	4.73	View chart
Abcellera Biologics (ABCL)	0.0	$80k	-17%	10k	7.85	View chart
Invesco Municipal Income Opp Trust (OIA)	0.0	$67k		11k	6.21	View chart
NN (NNBR)	0.0	$44k	NEW	12k	3.59	View chart
Lineage Cell Therapeutics In (LCTX)	0.0	$22k		17k	1.31	View chart

Past Filings by AssuredPartners Investment Advisors

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

AssuredPartners Investment Advisors 2026 Q2 filed Aug. 10, 2026
AssuredPartners Investment Advisors 2026 Q1 filed April 13, 2026
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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