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)

StockValue
ABGCENCORA INC
$742K
PGPROCTER AND GAMBLE CO
$742K
PAPRINNOVATOR ETFS TRUST
$740K
FNCLFIDELITY COVINGTON TRUST
$705K
SOUNSOUNDHOUND AI INC
$696K
PMAYINNOVATOR ETFS TRUST
$681K
VWOVANGUARD INTL EQUITY INDEX F
$660K
PAYXPAYCHEX INC
$653K
FTNTFORTINET INC
$617K
IBITISHARES BITCOIN TRUST ETF
$602K
IVVISHARES TR
$593K
ABTABBOTT LABS
$587K
UJANINNOVATOR ETFS TRUST
$572K
HYGISHARES TR
$567K
TOSTTOAST INC
$562K
WEAWESTERN ALLIANCE BANCORP
$560K
FQALFIDELITY COVINGTON TRUST
$553K
PJIOPGIM ETF TR
$550K
FNDFSCHWAB STRATEGIC TR
$549K
DDTOINNOVATOR ETFS TRUST
$542K
VBVANGUARD INDEX FDS
$540K
SPHQINVESCO EXCHANGE TRADED FD T
$537K
DFGXDIMENSIONAL ETF TRUST
$533K
DFAIDIMENSIONAL ETF TRUST
$531K
JSMDJANUS DETROIT STR TR
$529K
RSPINVESCO EXCHANGE TRADED FD T
$523K
IJANINNOVATOR ETFS TRUST
$517K
BACVERIZON COMMUNICATIONS INC
$516K
EAPRINNOVATOR ETFS TRUST
$515K
NAPRINNOVATOR ETFS TRUST
$515K
DISDISNEY WALT CO
$500K
KJANINNOVATOR ETFS TRUST
$498K
QCOMQUALCOMM INC
$493K
BXBLACKSTONE INC
$492K
CITHE CIGNA GROUP
$486K
IBMINTERNATIONAL BUSINESS MACHS
$480K
DUOLDUOLINGO INC
$480K
CBCHUBB LIMITED
$477K
IJJISHARES TR
$471K
PFXFVANECK ETF TRUST
$467K
COFCAPITAL ONE FINL CORP
$466K
IWBISHARES TR
$466K
KMBKIMBERLY-CLARK CORP
$465K
COSTCOSTCO WHSL CORP NEW
$461K
SCHXSCHWAB STRATEGIC TR
$457K
AZOAUTOZONE INC
$453K
SYKSTRYKER CORPORATION
$440K
EPDENTERPRISE PRODS PARTNERS L
$437K
NKENIKE INC
$423K
PRFINVESCO EXCHANGE TRADED FD T
$423K
FJANFIRST TR EXCHNG TRADED FD VI
$420K
IVWISHARES TR
$410K
MINOPIMCO ETF TR
$406K
ICEINTERCONTINENTAL EXCHANGE IN
$405K
RTXRTX CORPORATION
$402K
VEAVANGUARD TAX-MANAGED FDS
$395K
PEPPEPSICO INC
$394K
UNHUNITEDHEALTH GROUP INC
$392K
QQQMINVESCO EXCH TRADED FD TR II
$391K
WFCWELLS FARGO CO NEW
$390K
HCAHCA HEALTHCARE INC
$383K
MRKMERCK & CO INC
$380K
ZECPZACKS TRUST
$377K
FLMIFRANKLIN TEMPLETON ETF TR
$372K
LOWLOWES COS INC
$368K
DDWMWISDOMTREE TR
$367K
IWDISHARES TR
$361K
AXONAXON ENTERPRISE INC
$354K
SCHDSCHWAB STRATEGIC TR
$351K
SNOWSNOWFLAKE INC
$351K
DTDWISDOMTREE TR
$342K
DGRWWISDOMTREE TR
$340K
DECWAIM ETF PRODUCTS TRUST
$339K
LQDISHARES TR
$333K
AJGGALLAGHER ARTHUR J & CO
$327K
VYMVANGUARD WHITEHALL FDS
$325K
ZFEBINNOVATOR ETFS TRUST
$322K
DFAXDIMENSIONAL ETF TRUST
$322K
KOCOCA COLA CO
$318K
FDMOFIDELITY COVINGTON TRUST
$316K
LMTLOCKHEED MARTIN CORP
$313K
DHRDANAHER CORPORATION
$312K
XYZBLOCK INC
$310K
NDQINVESCO QQQ TR
$310K
PNCPNC FINL SVCS GROUP INC
$303K
MNDYMONDAY COM LTD
$301K
SPABSPDR SERIES TRUST
$299K
DUHPDIMENSIONAL ETF TRUST
$299K
MAMASTERCARD INCORPORATED
$293K
VNQVANGUARD INDEX FDS
$291K
PHPARKER-HANNIFIN CORP
$284K
CMICUMMINS INC
$283K
PYPLPAYPAL HLDGS INC
$282K
MPCMARATHON PETE CORP
$280K
PWRQUANTA SVCS INC
$279K
ACNACCENTURE PLC IRELAND
$279K
EDCONSOLIDATED EDISON INC
$277K
DFAEDIMENSIONAL ETF TRUST
$274K
AVUSAMERICAN CENTY ETF TR
$274K
UNPUNION PAC CORP
$273K
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