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Toast shares owned by AssuredPartners Investment Advisors

Quarter-by-quarter ownership of Toast (TOST) shares owned by AssuredPartners Investment Advisors from 13F filings

Historical chart of AssuredPartners Investment Advisors investment in Toast

Tip: Access up to 7 years of quarterly data

All positions including Toast held by AssuredPartners Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Toast by AssuredPartners Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $444k 12k 36.51
2025-06-30 $562k 13k 44.29
2025-03-31 $431k 13k 33.17

More positions owned by AssuredPartners Investment Advisors

Fidelity Covington Trust Blue Chip Grwth (FBCG)
Fidelity Covington Trust High Divid Etf (FDVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Gold Tr Ishares New (IAU)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Dimensional Etf Trust Short Duration F (DFSD)

View all positions for AssuredPartners Investment Advisors

Top funds holding Toast

Capital Research and Management Company - Division 3
Vanguard Group
FMR
BlackRock
Jennison Associates
T. Rowe Price Investment Management
Jpmorgan Chase & Co
Morgan Stanley
State Street Corporation
Geode Capital Management
Alliancebernstein
Goldman Sachs Group
Sumitomo Mitsui Trust Holdings
Qube Research & Technologies
Susquehanna International

View all funds holding Toast