AssuredPartners Investment Advisors

AssuredPartners Investment Advisors as of Dec. 31, 2025

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