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CIK: 0002055492
Total reported value
$1.0B
$1.0B
326 檔
7.8%
As reported in its official Q1 2025 Form 13F filing, AssuredPartners Investment Advisors, LLC's tracked investment portfolio stood at $1.0B with 326 total positions.
During Q1 2025, AssuredPartners Investment Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 326 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FDVV | Fidelity High Dividend ETF | ETF-Other | 3.74% | -0.04% | +8.75% | |
| 2 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 3.32% | +0.22% | +8.65% | |
| 3 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 3.26% | -0.02% | +9.54% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.82% | +0.19% | -2.41% | |
| 5 | FNX | First Trust Mid Cap Core Alp | ETF-Other | 2.47% | — | +8.76% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.99% | -0.17% | +5.99% | |
| 7 | FSMD | Fidelity Small-mid Multifact | ETF-Other | 1.86% | +0.04% | +9.22% | |
| 8 | IHDG | Wisdomtree International Hed | ETF-Other | 1.52% | -0.05% | +9.15% | |
| 9 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.47% | +0.16% | +2.96% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.42% | -0.06% | +4.81% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.39% | +0.04% | +55.52% | |
| 12 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.37% | +0.25% | +5.32% | |
| 13 | DFSD | Dimensional Short Duration | ETF-Other | 1.33% | -0.09% | +7.62% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.30% | +0.10% | +4.64% | |
| 15 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.22% | -0.07% | +0.60% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.13% | +0.06% | -4.63% | |
| 17 | CSCO | Cisco Systems Inc | Stock-Tech | 1.04% | +0.25% | +2.75% | |
| 18 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.03% | +0.22% | +3.56% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.02% | -0.27% | +4.63% | |
| 20 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 1.01% | -0.02% | +11.47% | |
| 21 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.95% | -0.01% | +4.21% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.94% | -0.01% | +5.42% | |
| 23 | GMAR | Ft Vest US Equity Moderate B | ETF-Other | 0.92% | -0.07% | +2.19% | |
| 24 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.91% | -0.04% | +4.83% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.91% | -0.02% | +1.78% | |
| 26 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.90% | +0.21% | +5.89% | |
| 27 | BAC | Bank Of America CORP | Stock-Financials | 0.81% | +0.02% | +6.43% | |
| 28 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.80% | +0.10% | +3.42% | |
| 29 | AXP | American Express Co | Stock-Financials | 0.77% | — | +5.68% | |
| 30 | VST | Vistra CORP | Stock-Utilities | 0.75% | — | — | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.74% | +0.01% | +6.10% | |
| 32 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.73% | -0.03% | +5.36% | |
| 33 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.72% | +0.14% | +9.21% | |
| 34 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.70% | +0.13% | +6.30% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.70% | +0.19% | +1.20% | |
| 36 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.68% | -0.28% | +7.73% | |
| 37 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.67% | -0.02% | +3.44% | |
| 38 | HON | Honeywell International Inc | Stock-Industrials | 0.67% | -0.06% | EXIT | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.65% | +0.01% | -10.09% | |
| 40 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.64% | +1.18% | +7.83% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.61% | +0.01% | +1.13% | |
| 42 | PFRL | Pgim Floating Rate Income Et | ETF-Other | 0.60% | — | — | |
| 43 | UAPR | Innovator U.s. Equity Ultra | ETF-Other | 0.60% | -0.03% | -20.33% | |
| 44 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.60% | -0.03% | +4.13% | |
| 45 | UTWY | F/m US Treasury 20 Year Bond | ETF-Gov Bonds | 0.58% | — | -22.78% | |
| 46 | PSDM | Pgim Shrt Duration Ms Bd ETF | ETF-Other | 0.57% | — | -18.56% | |
| 47 | APOC | Inr Eqty Def P ETF - 6 M A/o | ETF-Other | 0.57% | — | -0.11% | |
| 48 | DFIC | Dimensional International Co | ETF-Other | 0.57% | +0.03% | +15.35% | |
| 49 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.57% | -0.07% | +6.42% | |
| 50 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.56% | -0.02% | +4.63% |
According to official SEC Form 13F filings, AssuredPartners Investment Advisors, LLC reported a total U.S. public equity portfolio value of $1.0B across 326 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including FDVV, FBCG, FEX) accounted for 7.8% of total reported equity market value during Q1 2025.
During Q1 2025, AssuredPartners Investment Advisors, LLC's top holdings by market value included FDVV (3.7%)、FBCG (3.3%)、FEX (3.3%). The largest single position, FDVV, represented 3.7% of total portfolio value.
In Q1 2025, AssuredPartners Investment Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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