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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 BIL, VV, FDVV, FBCG, AAPL, and represent 13.14% of AssuredPartners Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: BIL (+$29M), VV (+$22M), IXUS (+$15M), SMLF (+$13M), JAAA (+$7.5M), FENY (+$6.1M), MSFT (+$6.1M), GOOGL (+$5.9M), PWB (+$5.9M), VYMI (+$5.6M).
Started 96 new stock positions in ZTS, XLU, CPRT, SCHK, ZETA, SMLF, IDHQ, FLQM, IBDW, PFG.
Reduced shares in these 10 stocks: IAU (-$9.0M), FBCG (-$5.2M), QQQM, JEPQ, IWY, DGRO, SDVY, ONEQ, MU, SPY.
Sold out of its positions in AIG, AMT, AMP, AZO, AXON, BDX, BR, DFAX, DUOL, EXPO.
AssuredPartners Investment Advisors was a net buyer of stock by $251M.
AssuredPartners Investment Advisors has $919M in assets under management (AUM), dropping by 36.75%.
Central Index Key (CIK): 0002055492

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Portfolio Holdings for AssuredPartners Investment Advisors

AssuredPartners Investment Advisors holds 402 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (BIL)	3.7	$34M	+586%	372k	91.44	View chart
Vanguard Index Fds Large Cap Etf (VV)	2.4	$22M	NEW	73k	302.75	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	2.4	$22M	+2%	395k	55.88	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	2.3	$21M	-19%	417k	51.33	View chart
Apple (AAPL)	2.3	$21M	+29%	82k	258.86	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.3	$21M	+4%	35k	605.67	View chart
Spdr Series Trust State Street Spd (SPTM)	2.2	$20M		247k	80.10	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.1	$20M	+42%	66k	299.99	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	1.9	$18M	-8%	120k	147.51	View chart
NVIDIA Corporation (NVDA)	1.9	$17M	+37%	96k	177.64	View chart
Microsoft Corporation (MSFT)	1.8	$16M	+58%	44k	372.88	View chart
Ishares Tr Core Msci Total (IXUS)	1.7	$16M	+6235%	177k	87.58	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	1.4	$13M	NEW	163k	76.57	View chart
JPMorgan Chase & Co. (JPM)	1.3	$12M	+44%	40k	295.45	View chart
L3harris Technologies (LHX)	1.2	$11M	+64%	32k	358.74	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	1.2	$11M		247k	45.52	View chart
Micron Technology (MU)	1.1	$10M	-19%	27k	377.76	View chart
Exxon Mobil Corporation (XOM)	1.1	$10M	+16%	62k	163.37	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	1.1	$10M		204k	49.09	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.1	$9.9M	-6%	251k	39.38	View chart
Amazon (AMZN)	1.0	$8.8M	+119%	42k	212.79	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.9	$8.4M		170k	49.61	View chart
Cisco Systems (CSCO)	0.9	$8.4M	+16%	104k	80.43	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.9	$8.3M		174k	47.87	View chart
Broadcom (AVGO)	0.8	$7.6M	+25%	24k	314.43	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.8	$7.6M	+238%	51k	148.69	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.8	$7.5M	NEW	149k	50.46	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.8	$7.3M		173k	42.27	View chart
Bank of America Corporation (BAC)	0.8	$7.2M	+27%	144k	50.06	View chart
Tesla Motors (TSLA)	0.8	$7.2M		20k	352.81	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.7	$6.9M	+2%	145k	47.68	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.7	$6.8M	+465%	72k	95.34	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$6.6M	+44%	20k	325.21	View chart
Eli Lilly & Co. (LLY)	0.7	$6.5M	+229%	7.0k	927.05	View chart
Meta Platforms Cl A (META)	0.7	$6.4M	+87%	11k	573.03	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.7	$6.1M	NEW	183k	33.27	View chart
Casey's General Stores (CASY)	0.7	$6.0M		8.0k	747.73	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.6	$5.9M	NEW	46k	129.53	View chart
Corning Incorporated (GLW)	0.6	$5.5M	NEW	38k	146.50	View chart
Lam Research Corp Com New (LRCX)	0.6	$5.5M	NEW	25k	220.65	View chart
Visa Com Cl A (V)	0.6	$5.4M	+82%	18k	303.33	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.6	$5.4M		128k	42.03	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.6	$5.3M	NEW	96k	55.62	View chart
Ishares Tr Morningstar Valu (ILCV)	0.6	$5.3M	NEW	56k	93.92	View chart
Abbvie (ABBV)	0.5	$5.1M	+218%	25k	206.69	View chart
American Express Company (AXP)	0.5	$4.9M	+4%	16k	305.73	View chart
Vistra Energy (VST)	0.5	$4.9M	+20%	32k	151.59	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.5	$4.8M	+3%	213k	22.63	View chart
CSX Corporation (CSX)	0.5	$4.8M	+3%	116k	41.48	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.5	$4.7M	+2%	92k	50.74	View chart
Chevron Corporation (CVX)	0.5	$4.6M	+150%	23k	198.86	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$4.6M	NEW	19k	247.69	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.5	$4.6M	+3%	70k	65.72	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.5	$4.5M	+2%	47k	95.01	View chart
Pgim Rock Etf Tr Laddered S&p 500 (BUFP)	0.5	$4.5M	-2%	149k	29.99	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.5	$4.4M		122k	36.10	View chart
Blackstone Group Inc Com Cl A (BX)	0.5	$4.4M	+1024%	39k	112.24	View chart
Pepsi (PEP)	0.5	$4.4M	+163%	28k	156.73	View chart
Morgan Stanley Com New (MS)	0.5	$4.4M	+1636%	26k	166.55	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.5	$4.3M		92k	46.92	View chart
Costco Wholesale Corporation (COST)	0.5	$4.3M	+875%	4.2k	1018.58	View chart
Johnson & Johnson (JNJ)	0.4	$4.0M	+43%	17k	240.97	View chart
Netflix (NFLX)	0.4	$3.8M	+521%	39k	98.93	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.4	$3.8M	NEW	62k	61.37	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$3.7M	+11%	12k	297.65	View chart
Cabot Oil & Gas Corporation (CTRA)	0.4	$3.5M	NEW	102k	34.67	View chart
Prologis (PLD)	0.4	$3.4M	NEW	26k	132.35	View chart
Newmont Mining Corporation (NEM)	0.4	$3.3M	+3%	30k	112.83	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.4	$3.3M	+7%	73k	45.21	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.4	$3.3M		98k	33.55	View chart
Cme (CME)	0.4	$3.3M	NEW	11k	308.57	View chart
Quanta Services (PWR)	0.4	$3.3M	+850%	5.9k	554.41	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$3.2M	-55%	13k	242.32	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.3	$3.2M		69k	45.70	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.3	$3.1M		125k	24.83	View chart
Eaton Corp SHS (ETN)	0.3	$3.1M	NEW	8.5k	363.89	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.3	$3.1M	+6%	123k	24.79	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.3	$3.0M		43k	68.97	View chart
Dell Technologies CL C (DELL)	0.3	$3.0M	NEW	17k	173.18	View chart
Goldman Sachs (GS)	0.3	$2.9M	+924%	3.4k	866.12	View chart
Tractor Supply Company (TSCO)	0.3	$2.9M	NEW	64k	45.39	View chart
Innovator Etfs Trust Emrgng Mkt April (EAPR)	0.3	$2.8M	-3%	94k	30.38	View chart
Home Depot (HD)	0.3	$2.8M	+153%	8.5k	326.67	View chart
Pgim Rock Etf Tr Laddered Nasdaq (PBQQ)	0.3	$2.7M	+51%	95k	28.67	View chart
Toll Brothers (TOL)	0.3	$2.7M	NEW	20k	137.81	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$2.7M	-2%	50k	54.01	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$2.7M	NEW	6.8k	398.63	View chart
Travelers Companies (TRV)	0.3	$2.7M	+3%	9.1k	295.55	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.3	$2.7M	+2%	33k	79.70	View chart
Blackrock (BLK)	0.3	$2.6M	+4%	2.7k	959.36	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.3	$2.6M	-9%	53k	49.61	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.3	$2.6M	-4%	99k	26.23	View chart
Motorola Solutions Com New (MSI)	0.3	$2.5M	NEW	5.7k	441.39	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.3	$2.5M	NEW	99k	25.24	View chart
Procter & Gamble Company (PG)	0.3	$2.5M	+56%	17k	142.77	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.3	$2.5M	NEW	107k	23.17	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.3	$2.5M		140k	17.65	View chart
Nextera Energy (NEE)	0.3	$2.4M	-11%	26k	92.73	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$2.4M	-55%	9.5k	251.99	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.3	$2.4M		32k	74.76	View chart
Global X Fds Defense Tech Etf (SHLD)	0.3	$2.4M	NEW	32k	74.78	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$2.3M	+25%	12k	193.91	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.3	$2.3M	-53%	27k	86.59	View chart
Dimensional Etf Trust Dimensional Inte (DFGX)	0.2	$2.3M	+31%	43k	52.52	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.2	$2.3M	+29%	66k	34.14	View chart
Nextera Energy Unit 11/01/2027 (NEE.PT)	0.2	$2.3M	NEW	43k	52.37	View chart
Intuitive Surgical Com New (ISRG)	0.2	$2.3M	+1180%	5.0k	452.62	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.2	$2.2M	NEW	102k	21.81	View chart
Pfizer (PFE)	0.2	$2.2M	+55%	80k	27.83	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$2.2M		22k	100.44	View chart
Synopsys (SNPS)	0.2	$2.2M	NEW	5.4k	397.07	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.2	$2.1M	NEW	88k	24.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.2	$2.1M		54k	39.28	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.2	$2.1M	-2%	17k	123.35	View chart
Pgim Etf Tr Jennison Int Opp (PJIO)	0.2	$2.0M		36k	56.51	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$2.0M	+3%	7.7k	265.51	View chart
Caterpillar (CAT)	0.2	$2.0M	+227%	2.7k	721.16	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$1.9M		25k	76.38	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$1.9M	-55%	2.9k	658.92	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.2	$1.9M	NEW	34k	56.18	View chart
Boeing Company (BA)	0.2	$1.9M	+17%	8.9k	212.31	View chart
Philip Morris International (PM)	0.2	$1.8M	-6%	11k	160.34	View chart
Waste Management (WM)	0.2	$1.8M	+335%	7.6k	233.81	View chart
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)	0.2	$1.8M		22k	80.83	View chart
First Tr Exchng Traded Fd Vi Vest Laddered Sm (BUFS)	0.2	$1.8M	-4%	76k	23.30	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$1.8M	-83%	20k	87.61	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.2	$1.8M	-10%	46k	38.60	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.2	$1.8M		45k	39.11	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.2	$1.8M	-3%	20k	86.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFY)	0.2	$1.7M	-4%	77k	22.55	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$1.7M	-8%	5.1k	341.79	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.2	$1.7M	-61%	43k	40.04	View chart
Analog Devices (ADI)	0.2	$1.7M	NEW	5.3k	327.36	View chart
Duke Energy Corp Com New (DUK)	0.2	$1.7M	-16%	13k	131.41	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$1.7M	-62%	23k	70.62	View chart
Pgim Rock Etf Tr Laddered S&p 500 (PBFR)	0.2	$1.6M		56k	29.20	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$1.6M	-2%	18k	88.43	View chart
Cheniere Energy Com New (LNG)	0.2	$1.6M	NEW	5.5k	284.05	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.2	$1.6M	-56%	14k	116.10	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$1.6M	+15%	51k	30.64	View chart
Palantir Technologies Cl A (PLTR)	0.2	$1.5M	+4%	10k	147.93	View chart
McDonald's Corporation (MCD)	0.2	$1.5M	-19%	5.0k	309.76	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$1.5M	NEW	3.5k	434.32	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.2	$1.5M	-2%	33k	44.75	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.5M		57k	25.99	View chart
General Dynamics Corporation (GD)	0.2	$1.4M	-18%	4.1k	351.42	View chart
Ecolab (ECL)	0.1	$1.4M	NEW	5.1k	267.04	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.1	$1.4M	NEW	65k	20.86	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$1.4M	+20%	2.8k	476.38	View chart
MercadoLibre (MELI)	0.1	$1.4M	+8%	793.00	1710.37	View chart
International Business Machines (IBM)	0.1	$1.3M	+7%	5.5k	246.72	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$1.3M	-20%	24k	55.66	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.1	$1.3M	-3%	10k	129.69	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$1.3M	NEW	26k	50.50	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.3M	+8%	10k	126.11	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$1.3M	+7%	54k	24.12	View chart
Innovator Etfs Trust Equity Defined P (ZAUG)	0.1	$1.3M		48k	26.76	View chart
Emcor (EME)	0.1	$1.3M	-23%	1.7k	757.68	View chart
Old Republic International Corporation (ORI)	0.1	$1.3M	-22%	32k	40.34	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$1.3M	+8%	37k	34.76	View chart
Totalenergies Se Act (TTE)	0.1	$1.3M	-25%	14k	92.25	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$1.3M	+23%	9.2k	136.78	View chart
Amgen (AMGN)	0.1	$1.3M	NEW	3.7k	342.60	View chart
Southern Company (SO)	0.1	$1.2M	-22%	13k	96.94	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$1.2M	+18%	25k	49.99	View chart
Principal Financial (PFG)	0.1	$1.2M	NEW	14k	91.11	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.1	$1.2M		33k	36.62	View chart
Truist Financial Corp equities (TFC)	0.1	$1.2M	-16%	26k	47.64	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$1.2M	-24%	13k	94.01	View chart
Illinois Tool Works (ITW)	0.1	$1.2M	NEW	4.6k	258.47	View chart
Wal-Mart Stores (WMT)	0.1	$1.2M		9.3k	126.79	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$1.2M	+42%	1.8k	662.00	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$1.2M	NEW	48k	24.17	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$1.2M	+55%	15k	77.56	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.1	$1.2M	-3%	29k	39.65	View chart
Enbridge (ENB)	0.1	$1.1M	NEW	21k	53.75	View chart
Innovator Etfs Trust Equity Defined P (ZDEK)	0.1	$1.1M		44k	25.68	View chart
Constellation Energy (CEG)	0.1	$1.1M	NEW	4.1k	275.16	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$1.1M	+32%	28k	40.38	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.1	$1.1M		27k	42.10	View chart
Walt Disney Company (DIS)	0.1	$1.1M	-53%	12k	96.28	View chart
Ishares Tr Us Consm Staples (IYK)	0.1	$1.1M	-47%	16k	70.25	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$1.1M	-5%	10k	109.06	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.1	$1.1M	-15%	13k	84.64	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$1.1M	-66%	9.7k	113.60	View chart
Merck & Co (MRK)	0.1	$1.1M	-29%	8.7k	120.85	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$1.1M		7.8k	134.03	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.1	$1.0M		11k	92.03	View chart
Packaging Corporation of America (PKG)	0.1	$1.0M	NEW	5.0k	205.40	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.0M		2.1k	501.41	View chart
Abbott Laboratories (ABT)	0.1	$1.0M	-6%	10k	102.30	View chart
Chubb (CB)	0.1	$1.0M	-31%	3.1k	326.87	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$1.0M	NEW	4.6k	216.83	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$981k	NEW	8.5k	115.67	View chart
Oracle Corporation (ORCL)	0.1	$979k		6.7k	145.55	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$964k		8.8k	108.95	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN)	0.1	$951k		25k	37.50	View chart
Applovin Corp Com Cl A (APP)	0.1	$933k	+13%	2.3k	412.68	View chart
PNC Financial Services (PNC)	0.1	$930k	+3%	4.4k	213.15	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$928k	+55%	24k	39.55	View chart
Verizon Communications (VZ)	0.1	$924k	-6%	19k	49.15	View chart
Innovator Etfs Trust Equity Def Protn (ZFEB)	0.1	$894k	NEW	35k	25.41	View chart
Deere & Company (DE)	0.1	$889k	-14%	1.5k	575.09	View chart
Metropcs Communications (TMUS)	0.1	$865k	NEW	4.4k	198.63	View chart
Consolidated Edison (ED)	0.1	$847k	-36%	7.4k	114.61	View chart
Devon Energy Corporation (DVN)	0.1	$837k	NEW	17k	49.65	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$823k	+13%	9.5k	86.65	View chart
Lowe's Companies (LOW)	0.1	$815k	-36%	3.5k	235.21	View chart
Zoetis Cl A (ZTS)	0.1	$806k	NEW	6.8k	118.26	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$797k		15k	53.04	View chart
Entrepreneurshares Series Tr Ershares Private (XOVR)	0.1	$791k	-6%	46k	17.05	View chart
Qualcomm (QCOM)	0.1	$781k		6.2k	125.73	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.1	$730k	+3%	15k	49.69	View chart
Medical Properties Trust (MPT)	0.1	$727k	-12%	158k	4.60	View chart
Western Alliance Bancorporation (WAL)	0.1	$689k	+26%	9.4k	73.08	View chart
AmerisourceBergen (COR)	0.1	$684k	-7%	2.1k	320.96	View chart
Aim Etf Products Trust Allianzim Us Eqt (DECW)	0.1	$676k		20k	33.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.1	$655k		12k	56.40	View chart
Atmos Energy Corporation (ATO)	0.1	$655k	-34%	3.5k	187.81	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$645k	+49%	1.5k	431.66	View chart
Silverback Therapeutics (SPRY)	0.1	$639k		76k	8.39	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$639k	+126%	5.7k	112.57	View chart
Manulife Finl Corp (MFC)	0.1	$625k	-7%	18k	35.18	View chart
United Parcel Svcs CL B (UPS)	0.1	$613k	-20%	6.3k	97.16	View chart
Coca-Cola Company (KO)	0.1	$600k	-17%	7.8k	77.22	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$600k	NEW	11k	56.70	View chart
AFLAC Incorporated (AFL)	0.1	$600k	-33%	5.4k	110.26	View chart
Raytheon Technologies Corp (RTX)	0.1	$593k		3.0k	198.40	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.1	$579k		7.9k	73.54	View chart
Advanced Micro Devices (AMD)	0.1	$576k	+17%	2.6k	220.18	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$575k	NEW	11k	50.45	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$575k	NEW	5.8k	98.49	View chart
Ea Series Trust Sarmaya Thematic (LENS)	0.1	$572k		13k	45.78	View chart
Us Bancorp Com New (USB)	0.1	$567k		11k	53.44	View chart
Cincinnati Financial Corporation (CINF)	0.1	$565k	-34%	3.5k	160.02	View chart
Innovator Etfs Trust Equity Dual Nov (DDFN)	0.1	$553k		29k	19.13	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$550k		15k	36.44	View chart
Cummins (CMI)	0.1	$550k	+15%	996.00	552.05	View chart
Honeywell International (HON)	0.1	$546k	NEW	2.4k	228.23	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.1	$540k	-3%	9.0k	59.97	View chart
Enterprise Products Partners (EPD)	0.1	$540k		14k	37.83	View chart
Intercontinental Exchange (ICE)	0.1	$530k	-17%	3.2k	166.41	View chart
Medtronic SHS (MDT)	0.1	$529k	-25%	6.1k	86.28	View chart
Ishares Msci Japan Etf (EWJ)	0.1	$517k	NEW	6.0k	85.57	View chart
Kenvue (KVUE)	0.1	$513k	-40%	30k	17.30	View chart
Cintas Corporation (CTAS)	0.1	$509k	-31%	3.0k	171.71	View chart
Parker-Hannifin Corporation (PH)	0.1	$506k	-26%	554.00	912.87	View chart
S&p Global (SPGI)	0.1	$504k	-31%	1.2k	434.08	View chart
Allstate Corporation (ALL)	0.1	$504k	-2%	2.4k	208.34	View chart
Starbucks Corporation (SBUX)	0.1	$504k	-24%	5.3k	94.78	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.1	$498k	-2%	13k	38.95	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.1	$496k	-5%	7.0k	70.99	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$487k		10k	48.09	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$484k		1.3k	361.46	View chart
Lockheed Martin Corporation (LMT)	0.1	$483k	+5%	757.00	637.61	View chart
Hca Holdings (HCA)	0.1	$480k		991.00	483.92	View chart
Soundhound Ai Class A Com (SOUN)	0.1	$479k		72k	6.70	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$474k	+2%	7.3k	65.12	View chart
Vale S A Sponsored Ads (VALE)	0.1	$474k	-19%	29k	16.14	View chart
Servicenow (NOW)	0.1	$472k	-31%	4.6k	102.42	View chart
Smucker J M Com New (SJM)	0.1	$472k	-35%	5.0k	95.22	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$470k		8.7k	54.26	View chart
Fifth Third Ban (FITB)	0.1	$465k	+74%	9.8k	47.56	View chart
Paychex (PAYX)	0.1	$462k	-18%	5.0k	91.85	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$456k	+3%	2.1k	216.59	View chart
Arch Cap Group Ord (ACGL)	0.0	$455k	-5%	4.7k	96.79	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$454k		3.9k	115.15	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.0	$451k	+33%	9.9k	45.65	View chart
Uber Technologies (UBER)	0.0	$451k	-14%	6.2k	72.17	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$450k	-6%	8.6k	52.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.0	$450k		8.8k	50.89	View chart
Ford Motor Company (F)	0.0	$446k	-4%	38k	11.61	View chart
Easterly Govt Pptys Com Shs (DEA)	0.0	$445k	NEW	21k	21.57	View chart
Amcor Com New (AMCR)	0.0	$442k	NEW	11k	39.81	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$442k	NEW	1.5k	291.33	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	0.0	$440k	-24%	11k	38.55	View chart
British Amern Tob Sponsored Adr (BTI)	0.0	$439k	-13%	7.5k	58.71	View chart
Kla Corp Com New (KLAC)	0.0	$430k	+19%	279.00	1540.06	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.0	$428k	-16%	11k	40.10	View chart
General Mills (GIS)	0.0	$427k	-18%	11k	37.67	View chart
CVS Caremark Corporation (CVS)	0.0	$423k	-5%	5.8k	73.28	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.0	$423k	NEW	12k	36.51	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$421k	+13%	715.00	588.36	View chart
FirstEnergy (FE)	0.0	$417k	-8%	8.2k	51.02	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.0	$413k	NEW	18k	22.86	View chart
Ares Capital Corporation (ARCC)	0.0	$413k	+17%	23k	18.30	View chart
UnitedHealth (UNH)	0.0	$410k	+5%	1.5k	281.29	View chart
Capital One Financial (COF)	0.0	$403k		2.2k	184.24	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$401k	+25%	12k	34.06	View chart
Brown & Brown (BRO)	0.0	$397k	-28%	6.0k	66.52	View chart
Innovator Etfs Trust Equity Defined P (JAJL)	0.0	$393k		14k	29.10	View chart
Black Hills Corporation (BKH)	0.0	$392k	-9%	5.5k	71.26	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$391k	+18%	4.3k	90.36	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$390k	-5%	21k	18.96	View chart
Wells Fargo & Company (WFC)	0.0	$390k	-17%	4.8k	81.85	View chart
Zeta Global Holdings Corp Cl A (ZETA)	0.0	$386k	NEW	24k	15.81	View chart
Prudential Financial (PRU)	0.0	$380k	-3%	3.9k	97.82	View chart
Stryker Corporation (SYK)	0.0	$379k		1.1k	332.27	View chart
Union Pacific Corporation (UNP)	0.0	$375k	+46%	1.5k	245.57	View chart
Peak (DOC)	0.0	$375k	+5%	23k	16.67	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$371k	-15%	1.5k	252.43	View chart
Innovator Etfs Trust Equity Defined P (ZJUL)	0.0	$365k	-32%	13k	29.17	View chart
EOG Resources (EOG)	0.0	$362k	NEW	2.5k	143.05	View chart
Sanofi Sa Sponsored Adr (SNY)	0.0	$361k		7.6k	47.60	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$359k	NEW	7.8k	46.17	View chart
Marathon Petroleum Corp (MPC)	0.0	$353k	+5%	1.5k	241.38	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.0	$353k		8.8k	40.12	View chart
M&T Bank Corporation (MTB)	0.0	$351k	-3%	1.7k	212.02	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$351k	NEW	820.00	427.58	View chart
Keysight Technologies (KEYS)	0.0	$347k		1.2k	292.84	View chart
Gaming & Leisure Pptys (GLPI)	0.0	$343k	-5%	7.6k	45.16	View chart
Fidelity Covington Trust Momentum Factr (FDMO)	0.0	$339k		4.2k	81.33	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.0	$336k	NEW	7.2k	46.39	View chart
Diamondback Energy (FANG)	0.0	$330k	+4%	1.7k	194.27	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$330k	NEW	3.5k	95.04	View chart
Nike CL B (NKE)	0.0	$328k	-2%	7.5k	44.03	View chart
Cubesmart (CUBE)	0.0	$328k	-8%	8.8k	37.20	View chart
Sabra Health Care REIT (SBRA)	0.0	$326k	NEW	17k	19.72	View chart
Danaher Corporation (DHR)	0.0	$326k	-2%	1.7k	192.07	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.0	$323k		7.5k	43.00	View chart
Ge Aerospace Com New (GE)	0.0	$317k	NEW	1.1k	288.70	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.0	$314k		8.5k	37.12	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.0	$312k	+21%	6.9k	44.98	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.0	$309k	NEW	9.2k	33.57	View chart
Innovator Etfs Trust Equity Dual Dirc (DDFS)	0.0	$306k		14k	21.23	View chart
Cigna Corp (CI)	0.0	$305k	-4%	1.1k	275.58	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.0	$304k	NEW	12k	25.20	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.0	$302k		3.4k	88.08	View chart
Strategy Cl A New (MSTR)	0.0	$297k	+12%	2.3k	127.71	View chart
ConocoPhillips (COP)	0.0	$284k	NEW	2.2k	131.63	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.0	$283k	NEW	4.7k	59.82	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$282k	+3%	216.00	1304.01	View chart
Carpenter Technology Corporation (CRS)	0.0	$280k	-17%	709.00	394.82	View chart
Innovator Etfs Trust Equity Defin 1yr (ZOCT)	0.0	$279k		10k	26.82	View chart
Spdr Series Trust State Street Spd (SPAB)	0.0	$274k	NEW	11k	25.55	View chart
Northrop Grumman Corporation (NOC)	0.0	$273k	NEW	393.00	695.03	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$269k	+16%	1.3k	213.62	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$268k	+5%	6.8k	39.52	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$267k	-3%	9.0k	29.54	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$266k	-89%	1.6k	164.60	View chart
Applied Materials (AMAT)	0.0	$263k	NEW	746.00	352.43	View chart
Copart (CPRT)	0.0	$263k	NEW	8.0k	32.84	View chart
Public Storage (PSA)	0.0	$260k	-30%	927.00	280.77	View chart
Citigroup Com New (C)	0.0	$259k	+12%	2.2k	117.35	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$258k	NEW	2.6k	98.76	View chart
Rockwell Automation (ROK)	0.0	$257k	-40%	701.00	367.20	View chart
Novartis Sponsored Adr (NVS)	0.0	$256k	NEW	1.7k	152.84	View chart
salesforce (CRM)	0.0	$256k		1.4k	185.04	View chart
3M Company (MMM)	0.0	$255k	NEW	1.8k	144.51	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$255k		6.0k	42.78	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$248k	NEW	2.2k	111.10	View chart
Iron Mountain (IRM)	0.0	$245k	NEW	2.4k	104.35	View chart
Wec Energy Group (WEC)	0.0	$243k	-36%	2.1k	116.71	View chart
Innovator Etfs Trust Equity Dual Dire (DDFO)	0.0	$243k		11k	21.55	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.0	$242k		4.2k	56.99	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$240k	+5%	15k	15.94	View chart
Ida (IDA)	0.0	$239k		1.7k	144.67	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$239k	NEW	3.3k	73.47	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$235k	NEW	2.3k	101.97	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$235k	+6%	1.2k	198.95	View chart
CenterPoint Energy (CNP)	0.0	$234k		5.4k	43.59	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$233k		5.6k	41.21	View chart
FedEx Corporation (FDX)	0.0	$231k	NEW	644.00	359.09	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$228k		4.7k	48.91	View chart
Anthem (ELV)	0.0	$225k	+6%	742.00	302.63	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$224k	NEW	2.9k	77.98	View chart
Dover Corporation (DOV)	0.0	$224k	NEW	1.1k	207.40	View chart
Phillips 66 (PSX)	0.0	$223k	NEW	1.3k	177.27	View chart
Amphenol Corp Cl A (APH)	0.0	$222k	-45%	1.8k	126.46	View chart
Block Cl A (XYZ)	0.0	$221k		3.6k	60.68	View chart
Spotify Technology S A SHS (SPOT)	0.0	$219k		452.00	484.48	View chart
Spdr Series Trust State Street Spd (JNK)	0.0	$219k	NEW	2.3k	95.91	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$218k	-37%	3.7k	58.38	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.0	$218k		4.1k	52.85	View chart
Altria (MO)	0.0	$216k	NEW	3.2k	66.55	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$216k	NEW	6.8k	31.74	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$213k		3.0k	70.32	View chart
Intel Corporation (INTC)	0.0	$209k	NEW	4.1k	50.78	View chart
Astrazeneca Ord (AZN)	0.0	$208k	NEW	1.0k	202.83	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$207k		466.00	444.52	View chart
American Electric Power Company (AEP)	0.0	$204k	-43%	1.5k	132.37	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$204k	+6%	284.00	716.66	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.0	$203k	NEW	5.3k	38.26	View chart
Marvell Technology (MRVL)	0.0	$203k	NEW	1.8k	109.52	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.0	$201k	NEW	4.3k	46.93	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$201k		4.6k	43.42	View chart
Emerson Electric (EMR)	0.0	$201k	-39%	1.5k	132.69	View chart
Adobe Systems Incorporated (ADBE)	0.0	$201k	+4%	821.00	244.36	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$200k	NEW	1.9k	106.29	View chart
Eaton Vance Tax-Managed Buy-Write Income (ETB)	0.0	$193k	NEW	13k	14.71	View chart
Innovator Etfs Trust Equity Dual Dire (DDFD)	0.0	$191k		10k	19.07	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.0	$185k		13k	14.26	View chart
WisdomTree Investments (WT)	0.0	$154k		10k	14.94	View chart
Relay Therapeutics (RLAY)	0.0	$150k	-25%	12k	12.45	View chart
Aurora Innovation Class A Com (AUR)	0.0	$121k	+178%	29k	4.20	View chart
Archer Aviation Com Cl A (ACHR)	0.0	$83k	+16%	15k	5.54	View chart
Lightwave Logic Inc C ommon (LWLG)	0.0	$82k	NEW	10k	7.87	View chart
Recursion Pharmaceuticals In Cl A (RXRX)	0.0	$73k	+12%	23k	3.15	View chart
Invesco Municipal Income Opp Trust (OIA)	0.0	$65k	NEW	11k	6.04	View chart
Absci Corp (ABSI)	0.0	$48k	+31%	16k	2.96	View chart
Abcellera Biologics (ABCL)	0.0	$42k	+22%	12k	3.39	View chart
Lineage Cell Therapeutics In (LCTX)	0.0	$25k		17k	1.54	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 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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