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CIK: 0002055492
Total reported value
$1.0B
$1.0B
239 檔
8.6%
During the Q2 2025 filing period, AssuredPartners Investment Advisors, LLC (CIK: 0002055492) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.0B across 239 reported positions.
During Q2 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 239 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 4.80% | +0.22% | -5.43% | |
| 2 | FDVV | Fidelity High Dividend ETF | ETF-Other | 4.58% | -0.04% | -7.81% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.32% | +0.07% | +3627.22% | |
| 4 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 4.19% | +0.06% | — | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.96% | -2.95% | +7869.64% | |
| 6 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 3.11% | +1.18% | +237.71% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.79% | -0.17% | -16.57% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.32% | -0.02% | +39.02% | |
| 9 | FSMD | Fidelity Small-mid Multifact | ETF-Other | 2.31% | +0.04% | -7.64% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.15% | +0.16% | +6.36% | |
| 11 | IHDG | Wisdomtree International Hed | ETF-Other | 2.07% | -0.05% | +3.92% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.88% | +0.10% | +0.31% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.84% | -0.06% | -13.57% | |
| 14 | IAU | Ishares Gold Trust | ETF-Commodities | 1.80% | -0.07% | +3321.48% | |
| 15 | DFSD | Dimensional Short Duration | ETF-Other | 1.80% | -0.09% | +5.81% | |
| 16 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 1.64% | -0.02% | +18.80% | |
| 17 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.57% | -0.07% | +0.89% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.55% | +0.19% | -52.98% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.39% | +0.06% | -21.02% | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 1.38% | +0.25% | -7.19% | |
| 21 | BAC | Bank Of America CORP | Stock-Financials | 1.25% | +0.02% | +7.27% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.23% | -0.27% | +4.95% | |
| 23 | VST | Vistra CORP | Stock-Utilities | 1.23% | — | -22.04% | |
| 24 | GMAR | Ft Vest US Equity Moderate B | ETF-Other | 1.22% | -0.07% | -0.25% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 1.19% | +0.01% | -23.19% | |
| 26 | AXP | American Express Co | Stock-Financials | 1.15% | — | -0.96% | |
| 27 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.13% | -0.28% | +8.77% | |
| 28 | HON | Honeywell International Inc | Stock-Industrials | 1.02% | -0.06% | EXIT | |
| 29 | MU | Micron Technology Inc | Stock-Tech | 0.97% | +1.08% | +4.94% | |
| 30 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.94% | -0.02% | -5.65% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.85% | -0.26% | +142.22% | |
| 32 | DFIC | Dimensional International Co | ETF-Other | 0.83% | +0.03% | +2.63% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.73% | +0.19% | -28.77% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.72% | +0.01% | -8.32% | |
| 35 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 0.68% | — | -2.01% | |
| 36 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.67% | — | +2.30% | |
| 37 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.63% | -0.03% | — | |
| 38 | BLK | Blackrock Inc | Stock-Financials | 0.62% | -0.02% | +503.72% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.60% | +0.04% | -69.50% | |
| 40 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.58% | +0.03% | -4.03% | |
| 41 | PM | Philip Morris International | Stock-Consumer Staples | 0.57% | -0.01% | -20.40% | |
| 42 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.53% | +0.01% | — | |
| 43 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.51% | -0.02% | -88.52% | |
| 44 | GNOV | Ft Vest US Equity Moderate B | ETF-Other | 0.48% | -0.23% | EXIT | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.46% | +0.04% | -9.34% | |
| 46 | DUK | Duke Energy CORP | Stock-Utilities | 0.43% | -0.02% | -14.98% | |
| 47 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.42% | +0.03% | +9.16% | |
| 48 | MPLX | Mplx LP | Stock-Energy | 0.41% | -0.02% | -2.68% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.40% | -0.01% | -6.62% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.40% | +0.04% | -9.12% |
According to official SEC Form 13F filings, AssuredPartners Investment Advisors, LLC reported a total U.S. public equity portfolio value of $1.0B across 239 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including FBCG, FDVV, VOO) accounted for 8.6% of total reported equity market value during Q2 2025.
During Q2 2025, AssuredPartners Investment Advisors, LLC's top holdings by market value included FBCG (4.8%)、FDVV (4.6%)、VOO (4.3%). The largest single position, FBCG, represented 4.8% of total portfolio value.
In Q2 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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