AssuredPartners Investment Advisors, LLC Q2 2025 Filing
Filed July 29, 2025
Portfolio Value
$408.9M
Holdings
239
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (239 positions)
| Stock | Value |
|---|---|
FBCGFIDELITY COVINGTON TRUST | $19.6M |
FDVVFIDELITY COVINGTON TRUST | $18.7M |
VOOVANGUARD INDEX FDS | $17.7M |
SPTMSPDR SERIES TRUST | $17.1M |
BILSPDR SERIES TRUST | $16.2M |
XMMOINVESCO EXCHANGE TRADED FD T | $12.7M |
MSFTMICROSOFT CORP | $11.4M |
NVDANVIDIA CORPORATION | $9.5M |
FSMDFIDELITY COVINGTON TRUST | $9.4M |
DFACDIMENSIONAL ETF TRUST | $8.8M |
IHDGWISDOMTREE TR | $8.5M |
GOOGLALPHABET INC | $7.7M |
JPMJPMORGAN CHASE & CO. | $7.5M |
IAU*ISHARES GOLD TR | $7.4M |
DFSDDIMENSIONAL ETF TRUST | $7.4M |
DEMWISDOMTREE TR | $6.7M |
DFCFDIMENSIONAL ETF TRUST | $6.4M |
AAPLAPPLE INC | $6.3M |
TSLATESLA INC | $5.7M |
CSCOCISCO SYS INC | $5.6M |
BACBANK AMERICA CORP | $5.1M |
XOMEXXON MOBIL CORP | $5.0M |
VSTVISTRA CORP | $5.0M |
GMARFIRST TR EXCHNG TRADED FD VI | $5.0M |
AVGOBROADCOM INC | $4.9M |
AXPAMERICAN EXPRESS CO | $4.7M |
LHXL3HARRIS TECHNOLOGIES INC | $4.6M |
HONHONEYWELL INTL INC | $4.2M |
MUMICRON TECHNOLOGY INC | $4.0M |
CASYCASEYS GEN STORES INC | $3.8M |
METAMETA PLATFORMS INC | $3.5M |
DFICDIMENSIONAL ETF TRUST | $3.4M |
AMZNAMAZON COM INC | $3.0M |
VVISA INC | $2.9M |
EPSWISDOMTREE TR | $2.8M |
SBUXSTARBUCKS CORP | $2.7M |
DUSBDIMENSIONAL ETF TRUST | $2.6M |
BLKBLACKROCK INC | $2.6M |
VTIVANGUARD INDEX FDS | $2.4M |
DFAUDIMENSIONAL ETF TRUST | $2.4M |
4I1PHILIP MORRIS INTL INC | $2.3M |
TRVTRAVELERS COMPANIES INC | $2.2M |
FEXFIRST TR EXCHANGE-TRADED ALP | $2.1M |
GNOVFIRST TR EXCHNG TRADED FD VI | $2.0M |
SPYSPDR S&P 500 ETF TR | $1.9M |
DUKDUKE ENERGY CORP NEW | $1.8M |
DFAWDIMENSIONAL ETF TRUST | $1.7M |
MPLXMPLX LP | $1.7M |
HDHOME DEPOT INC | $1.7M |
LLYELI LILLY & CO | $1.6M |
MLB1MERCADOLIBRE INC | $1.6M |
BABOEING CO | $1.4M |
ORIOLD REP INTL CORP | $1.4M |
ARCCARES CAPITAL CORP | $1.4M |
SOSOUTHERN CO | $1.4M |
TFCTRUIST FINL CORP | $1.4M |
FNXFIRST TR EXCHANGE-TRADED ALP | $1.3M |
ABBVABBVIE INC | $1.3M |
PLTRPALANTIR TECHNOLOGIES INC | $1.3M |
FFEBFIRST TR EXCHNG TRADED FD VI | $1.3M |
JCPBJ P MORGAN EXCHANGE TRADED F | $1.3M |
IEFISHARES TR | $1.3M |
NOWSERVICENOW INC | $1.2M |
JPIBJ P MORGAN EXCHANGE TRADED F | $1.2M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $1.2M |
EMEEMCOR GROUP INC | $1.2M |
PFEPFIZER INC | $1.2M |
TTENTOTALENERGIES SE | $1.2M |
UCONFIRST TR EXCHNG TRADED FD VI | $1.1M |
ORCLORACLE CORP | $1.1M |
RIORIO TINTO PLC | $1.0M |
IJRISHARES TR | $1.0M |
SPRYARS PHARMACEUTICALS INC | $994K |
CVXCHEVRON CORP NEW | $976K |
NEENEXTERA ENERGY INC | $960K |
JNJJOHNSON & JOHNSON | $957K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $957K |
HBC2HSBC HLDGS PLC | $957K |
DFEMDIMENSIONAL ETF TRUST | $954K |
MCDMCDONALDS CORP | $937K |
UBERUBER TECHNOLOGIES INC | $932K |
FNYFIRST TR EXCHANGE-TRADED ALP | $932K |
SPYMSPDR SERIES TRUST | $930K |
UDECINNOVATOR ETFS TRUST | $922K |
DFARDIMENSIONAL ETF TRUST | $920K |
APPAPPLOVIN CORP | $917K |
WMTWALMART INC | $914K |
GOOGALPHABET INC | $894K |
DEDEERE & CO | $891K |
GDGENERAL DYNAMICS CORP | $858K |
FOURSHIFT4 PMTS INC | $857K |
PSDMPGIM ETF TR | $850K |
VWOBVANGUARD WHITEHALL FDS | $826K |
PYLDPIMCO ETF TR | $824K |
SESEA LTD | $810K |
ACGLARCH CAP GROUP LTD | $800K |
FBNDFIDELITY MERRIMACK STR TR | $797K |
CRMSALESFORCE INC | $792K |
MPTMEDICAL PPTYS TRUST INC | $766K |
GBTCGRAYSCALE BITCOIN TRUST ETF | $747K |
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