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CIK: 0002055492
Total reported value
$1.0B
$1.0B
342 檔
10.6%
In Q4 2025, AssuredPartners Investment Advisors, LLC's U.S. equity holdings reached a combined market value of $1.0B, distributed across 342 disclosed stock positions.
In Q4 2025, AssuredPartners Investment Advisors, LLC displayed an active expansion posture, initiating 10 new positions and adding to 39 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 342 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 4.22% | +0.22% | +23.03% | |
| 2 | FDVV | Fidelity High Dividend ETF | ETF-Other | 3.26% | -0.04% | +3.31% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.12% | +0.07% | +4.70% | |
| 4 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 3.01% | +0.06% | +2.55% | |
| 5 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 2.70% | +1.18% | +22.23% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.55% | +0.19% | +101.86% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.14% | +0.10% | +3.06% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.99% | -0.17% | +19.13% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.94% | -0.02% | +17.15% | |
| 10 | FSMD | Fidelity Small-mid Multifact | ETF-Other | 1.60% | +0.04% | +2.94% | |
| 11 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.58% | +0.16% | +5.11% | |
| 12 | IAU | Ishares Gold Trust | ETF-Commodities | 1.48% | -0.07% | +0.83% | |
| 13 | IHDG | Wisdomtree International Hed | ETF-Other | 1.45% | -0.05% | +2.46% | |
| 14 | MU | Micron Technology Inc | Stock-Tech | 1.42% | +1.08% | +5.59% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.35% | +0.06% | +13.77% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.34% | -0.06% | +7.17% | |
| 17 | DFSD | Dimensional Short Duration | ETF-Other | 1.22% | -0.09% | +3.96% | |
| 18 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 1.16% | -0.02% | +10.00% | |
| 19 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.11% | +0.25% | +423.56% | |
| 20 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.11% | -0.07% | +7.43% | |
| 21 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 1.02% | -0.03% | +583.87% | |
| 22 | CSCO | Cisco Systems Inc | Stock-Tech | 1.02% | +0.25% | +3.85% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.99% | +0.01% | +9.94% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.95% | -0.27% | +7.15% | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 0.92% | +0.02% | +1.11% | |
| 26 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.88% | +0.22% | +414.19% | |
| 27 | AXP | American Express Co | Stock-Financials | 0.85% | — | +1.27% | |
| 28 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.85% | -0.28% | +1.32% | |
| 29 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.78% | +0.21% | +385.54% | |
| 30 | GMAR | Ft Vest US Equity Moderate B | ETF-Other | 0.78% | -0.07% | -0.19% | |
| 31 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.74% | -2.95% | — | |
| 32 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 0.70% | -0.03% | — | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.70% | +0.04% | +120.00% | |
| 34 | BUFP | Pgim Laddered S&p 500 Buffer | ETF-Large Cap & Growth | 0.68% | -0.04% | +607.54% | |
| 35 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.68% | -0.03% | +13.09% | |
| 36 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.68% | -0.03% | +582.29% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.66% | +0.04% | +42.81% | |
| 38 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.66% | -0.04% | +225.91% | |
| 39 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.65% | -0.01% | +285.83% | |
| 40 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.65% | -0.02% | +1.80% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.65% | +0.19% | +45.86% | |
| 42 | VST | Vistra CORP | Stock-Utilities | 0.64% | — | +2.58% | |
| 43 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.64% | +0.10% | +492.75% | |
| 44 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.64% | +0.14% | +436.38% | |
| 45 | DFIC | Dimensional International Co | ETF-Other | 0.62% | +0.03% | +3.61% | |
| 46 | CSX | Csx CORP | Stock-Industrials | 0.60% | +0.02% | — | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | -0.26% | +22.27% | |
| 48 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.53% | — | +443.66% | |
| 49 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.52% | +0.13% | +422.26% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | +0.09% | +126.73% |
According to official SEC Form 13F filings, AssuredPartners Investment Advisors, LLC reported a total U.S. public equity portfolio value of $1.0B across 342 disclosed positions in Q4 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 10.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
BIL
市值: $5.0M
Top Position Liquidated / Trimmed
HON
前期市值: $3.9M
During Q4 2025, AssuredPartners Investment Advisors, LLC's top holdings by market value included FBCG (4.2%)、FDVV (3.3%)、VOO (3.1%). The largest single position, FBCG, represented 4.2% of total portfolio value.
In Q4 2025, AssuredPartners Investment Advisors, LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 39 positions, trimming 0 holdings, and fully liquidating 1 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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