AssuredPartners Investment Advisors, LLC Q1 2025 Filing

Filed April 23, 2025

Portfolio Value

$518.1M

Holdings

326

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (326 positions)

StockValue
DFAWDIMENSIONAL ETF TRUST
$1.5M
ARCCARES CAPITAL CORP
$1.4M
SCHXSCHWAB STRATEGIC TR
$1.4M
FFEBFIRST TR EXCHNG TRADED FD VI
$1.3M
GDGENERAL DYNAMICS CORP
$1.3M
TFCTRUIST FINL CORP
$1.3M
TTENTOTALENERGIES SE
$1.3M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.2M
LOWLOWES COS INC
$1.2M
BABOEING CO
$1.2M
DDWMWISDOMTREE TR
$1.2M
PEPPEPSICO INC
$1.2M
NOWSERVICENOW INC
$1.2M
DHSWISDOMTREE TR
$1.1M
BACVERIZON COMMUNICATIONS INC
$1.1M
IJJISHARES TR
$1.1M
METAMETA PLATFORMS INC
$1.1M
MAMASTERCARD INCORPORATED
$1.1M
FEBPPGIM ROCK ETF TR
$1.1M
BDXBECTON DICKINSON & CO
$1.1M
MPTMEDICAL PPTYS TRUST INC
$1.1M
IJRISHARES TR
$1.1M
RIORIO TINTO PLC
$1.1M
MDTMEDTRONIC PLC
$1.0M
VUGVANGUARD INDEX FDS
$1.0M
ORCLORACLE CORP
$1.0M
IBMINTERNATIONAL BUSINESS MACHS
$1.0M
PLTRPALANTIR TECHNOLOGIES INC
$1.0M
SPYMSPDR SER TR
$962K
EDCONSOLIDATED EDISON INC
$961K
LQDISHARES TR
$961K
IVVISHARES TR
$946K
QCOMQUALCOMM INC
$945K
FNYFIRST TR EXCHANGE-TRADED ALP
$917K
DFARDIMENSIONAL ETF TRUST
$904K
PAYXPAYCHEX INC
$902K
WMTWALMART INC
$885K
SPRYARS PHARMACEUTICALS INC
$869K
TLTISHARES TR
$823K
DFEMDIMENSIONAL ETF TRUST
$820K
ACGLARCH CAP GROUP LTD
$812K
ABGCENCORA INC
$812K
IGLBISHARES TR
$800K
FANGDIAMONDBACK ENERGY INC
$796K
EMEEMCOR GROUP INC
$795K
DEDEERE & CO
$794K
XLKSELECT SECTOR SPDR TR
$788K
VCRVANGUARD WORLD FD
$783K
FAPRFIRST TR EXCHNG TRADED FD VI
$781K
ICEINTERCONTINENTAL EXCHANGE IN
$780K
BROBROWN & BROWN INC
$773K
AFLAFLAC INC
$766K
COSTCOSTCO WHSL CORP NEW
$760K
CITCINTAS CORP
$756K
SPGIS&P GLOBAL INC
$751K
KMBKIMBERLY-CLARK CORP
$750K
PNCPNC FINL SVCS GROUP INC
$743K
DDTOINNOVATOR ETFS TRUST
$741K
HBC2HSBC HLDGS PLC
$728K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$725K
CINFCINCINNATI FINL CORP
$720K
FNCLFIDELITY COVINGTON TRUST
$708K
UBERUBER TECHNOLOGIES INC
$705K
ENBENBRIDGE INC
$688K
ATOATMOS ENERGY CORP
$675K
IQDGWISDOMTREE TR
$671K
UDECINNOVATOR ETFS TRUST
$671K
UJANINNOVATOR ETFS TRUST
$670K
MRKMERCK & CO INC
$666K
GISGENERAL MLS INC
$639K
AZOAUTOZONE INC
$633K
JAJLINNOVATOR ETFS TRUST
$628K
CRMSALESFORCE INC
$625K
SJMSMUCKER J M CO
$617K
PHPARKER-HANNIFIN CORP
$617K
UPSUNITED PARCEL SERVICE INC
$615K
FBNDFIDELITY MERRIMACK STR TR
$607K
MDLZMONDELEZ INTL INC
$603K
AMCRAMCOR PLC
$599K
XLISELECT SECTOR SPDR TR
$595K
FQALFIDELITY COVINGTON TRUST
$589K
CLXCLOROX CO DEL
$586K
GBTCGRAYSCALE BITCOIN TRUST ETF
$579K
APPAPPLOVIN CORP
$575K
DISDISNEY WALT CO
$572K
DONWISDOMTREE TR
$571K
VIGVANGUARD SPECIALIZED FUNDS
$555K
SOUNSOUNDHOUND AI INC
$552K
BPBP PLC
$550K
FTNTFORTINET INC
$537K
AMLPALPS ETF TR
$532K
WEAWESTERN ALLIANCE BANCORP
$531K
BRBROADRIDGE FINL SOLUTIONS IN
$527K
FOURSHIFT4 PMTS INC
$524K
TSNTYSON FOODS INC
$522K
DGSWISDOMTREE TR
$522K
KOCOCA COLA CO
$521K
AMTAMERICAN TOWER CORP NEW
$519K
UJUNINNOVATOR ETFS TRUST
$509K
DESWISDOMTREE TR
$497K
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