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Square Inc cl a shares owned by AssuredPartners Investment Advisors

Quarter-by-quarter ownership of Square Inc cl a (XYZ) shares owned by AssuredPartners Investment Advisors from 13F filings

Historical chart of AssuredPartners Investment Advisors investment in Square Inc cl a

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All positions including Square Inc cl a held by AssuredPartners Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Square Inc cl a by AssuredPartners Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $283k 3.9k 72.27
2025-06-30 $310k 4.6k 67.93

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 Square Inc cl a

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Baillie Gifford & Co
Sands Capital Management
Capital World Investors
Citadel Advisors
Susquehanna International
Loomis, Sayles and
Dragoneer Investment
FMR
UBS Group
Ameriprise Financial

View all funds holding Square Inc cl a