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CIK: 0002055492
Total reported value
$1.0B
$1.0B
268 檔
9.4%
According to the latest 13F quarterly dataset, AssuredPartners Investment Advisors, LLC managed an equity portfolio of $1.0B at the end of Q3 2025, spanning 268 distinct U.S. exchange-listed positions.
In Q3 2025, AssuredPartners Investment Advisors, LLC adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 10 holdings to manage risk exposure.
Showing top 200 holdings (of 268 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 5.02% | +0.22% | +3.33% | |
| 2 | FDVV | Fidelity High Dividend ETF | ETF-Other | 4.64% | -0.04% | +4.01% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.35% | +0.07% | +2.78% | |
| 4 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 4.29% | +0.06% | +4.57% | |
| 5 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 3.22% | +1.18% | +8.36% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.68% | -0.17% | +1.28% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.48% | -0.02% | -0.84% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.41% | +0.10% | +1.97% | |
| 9 | FSMD | Fidelity Small-mid Multifact | ETF-Other | 2.32% | +0.04% | +4.02% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.19% | +0.16% | +3.98% | |
| 11 | IHDG | Wisdomtree International Hed | ETF-Other | 2.01% | -0.05% | +4.01% | |
| 12 | IAU | Ishares Gold Trust | ETF-Commodities | 1.97% | -0.07% | +3.02% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.83% | -0.06% | +0.56% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.77% | +0.19% | +0.81% | |
| 15 | DFSD | Dimensional Short Duration | ETF-Other | 1.76% | -0.09% | +7.27% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.75% | +0.06% | -1.13% | |
| 17 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 1.56% | -0.02% | +2.81% | |
| 18 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.55% | -0.07% | +7.09% | |
| 19 | CSCO | Cisco Systems Inc | Stock-Tech | 1.31% | +0.25% | +5.68% | |
| 20 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.30% | -0.28% | +3.65% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.29% | +0.01% | -0.28% | |
| 22 | BAC | Bank Of America CORP | Stock-Financials | 1.28% | +0.02% | +2.96% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 1.24% | -0.27% | +5.81% | |
| 24 | MU | Micron Technology Inc | Stock-Tech | 1.18% | +1.08% | -0.95% | |
| 25 | GMAR | Ft Vest US Equity Moderate B | ETF-Other | 1.15% | -0.07% | — | |
| 26 | VST | Vistra CORP | Stock-Utilities | 1.14% | — | +0.84% | |
| 27 | AXP | American Express Co | Stock-Financials | 1.12% | — | +3.13% | |
| 28 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.98% | -0.02% | +2.93% | |
| 29 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.90% | -0.03% | +55.80% | |
| 30 | HON | Honeywell International Inc | Stock-Industrials | 0.88% | -0.06% | EXIT | |
| 31 | DFIC | Dimensional International Co | ETF-Other | 0.85% | +0.03% | +6.77% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.80% | -0.26% | +3.68% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.68% | +0.04% | +49.30% | |
| 34 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 0.66% | — | -0.21% | |
| 35 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.66% | +0.03% | +15.90% | |
| 36 | BLK | Blackrock Inc | Stock-Financials | 0.65% | -0.02% | +3.62% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | +0.01% | +1.26% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.63% | +0.19% | -4.43% | |
| 39 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.59% | -0.01% | +474.68% | |
| 40 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.53% | +0.01% | +4.72% | |
| 41 | NEM | Newmont CORP | Stock-Materials | 0.49% | -0.34% | — | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.47% | +0.04% | -20.53% | |
| 43 | GNOV | Ft Vest US Equity Moderate B | ETF-Other | 0.46% | -0.23% | EXIT | |
| 44 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.45% | -0.02% | -9.28% | |
| 45 | PM | Philip Morris International | Stock-Consumer Staples | 0.44% | -0.01% | -4.35% | |
| 46 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.42% | +0.03% | +1.73% | |
| 47 | DUK | Duke Energy CORP | Stock-Utilities | 0.42% | -0.02% | +0.96% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.39% | -0.01% | -3.04% | |
| 49 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.39% | -0.06% | -1.74% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.38% | +0.07% | +3.13% |
According to official SEC Form 13F filings, AssuredPartners Investment Advisors, LLC reported a total U.S. public equity portfolio value of $1.0B across 268 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FBCG, FDVV, VOO) accounted for 9.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
SPTM
市值: $19.3M
Top Position Liquidated / Trimmed
PFRL
前期市值: $3.1M
During Q3 2025, AssuredPartners Investment Advisors, LLC's top holdings by market value included FBCG (5.0%)、FDVV (4.6%)、VOO (4.3%). The largest single position, FBCG, represented 5.0% of total portfolio value.
In Q3 2025, AssuredPartners Investment Advisors, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 11 positions, trimming 25 holdings, and fully liquidating 10 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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