AssuredPartners Investment Advisors, LLC Q3 2025 Filing

Filed October 6, 2025

Portfolio Value

$449.2M

Holdings

268

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (268 positions)

StockValue
SDVYFIRST TR EXCHANGE-TRADED FD
$791K
ABGCENCORA INC
$787K
GBTCGRAYSCALE BITCOIN TRUST ETF
$768K
LOWLOWES COS INC
$734K
FNCLFIDELITY COVINGTON TRUST
$727K
CBCHUBB LIMITED
$725K
DGROISHARES TR
$714K
PSDMPGIM ETF TR
$705K
PAYXPAYCHEX INC
$679K
VWOBVANGUARD WHITEHALL FDS
$662K
RWLINVESCO EXCH TRADED FD TR II
$651K
WEAWESTERN ALLIANCE BANCORP
$650K
JEPQJ P MORGAN EXCHANGE TRADED F
$646K
PEPPEPSICO INC
$645K
FFEBFIRST TR EXCHNG TRADED FD VI
$641K
ACGLARCH CAP GROUP LTD
$639K
BUFPPGIM ROCK ETF TR
$632K
EDCONSOLIDATED EDISON INC
$622K
FQALFIDELITY COVINGTON TRUST
$588K
SPRYARS PHARMACEUTICALS INC
$581K
BXBLACKSTONE INC
$562K
VTIPVANGUARD MALVERN FDS
$556K
DDTOINNOVATOR ETFS TRUST
$551K
IVVISHARES TR
$548K
DFAIDIMENSIONAL ETF TRUST
$543K
LQDISHARES TR
$538K
AIRRFIRST TR EXCHANGE TRADED FD
$537K
AZOAUTOZONE INC
$536K
VWOVANGUARD INTL EQUITY INDEX F
$534K
BACVERIZON COMMUNICATIONS INC
$528K
FOURSHIFT4 PMTS INC
$508K
FTNTFORTINET INC
$494K
SBUXSTARBUCKS CORP
$494K
WFCWELLS FARGO CO NEW
$488K
IWBISHARES TR
$488K
UJANINNOVATOR ETFS TRUST
$486K
BDXBECTON DICKINSON & CO
$478K
RTXRTX CORPORATION
$471K
COFCAPITAL ONE FINL CORP
$467K
VBVANGUARD INDEX FDS
$457K
AFLAFLAC INC
$457K
PRFINVESCO EXCHANGE TRADED FD T
$455K
SNOWSNOWFLAKE INC
$452K
SMRNUSCALE PWR CORP
$451K
IVWISHARES TR
$450K
ATOATMOS ENERGY CORP
$450K
TOSTTOAST INC
$444K
FJANFIRST TR EXCHNG TRADED FD VI
$443K
CITCINTAS CORP
$439K
KOCOCA COLA CO
$439K
KMBKIMBERLY-CLARK CORP
$433K
XLISELECT SECTOR SPDR TR
$432K
QCOMQUALCOMM INC
$429K
IYKISHARES TR
$428K
MINOPIMCO ETF TR
$428K
ICEINTERCONTINENTAL EXCHANGE IN
$427K
DUOLDUOLINGO INC
$424K
SPGIS&P GLOBAL INC
$422K
HCAHCA HEALTHCARE INC
$422K
SYKSTRYKER CORPORATION
$422K
VEAVANGUARD TAX-MANAGED FDS
$417K
COSTCOSTCO WHSL CORP NEW
$416K
IBMINTERNATIONAL BUSINESS MACHS
$412K
PAPRINNOVATOR ETFS TRUST
$409K
CINFCINCINNATI FINL CORP
$406K
EAPRINNOVATOR ETFS TRUST
$404K
EPDENTERPRISE PRODS PARTNERS L
$403K
FNDFSCHWAB STRATEGIC TR
$403K
COWGPACER FDS TR
$400K
PJIOPGIM ETF TR
$399K
CATCATERPILLAR INC
$393K
IJJISHARES TR
$390K
MRKMERCK & CO INC
$389K
CITHE CIGNA GROUP
$384K
UNHUNITEDHEALTH GROUP INC
$382K
IWDISHARES TR
$378K
PFXFVANECK ETF TRUST
$368K
FLMIFRANKLIN TEMPLETON ETF TR
$367K
CMICUMMINS INC
$365K
PHPARKER-HANNIFIN CORP
$357K
SJMSMUCKER J M CO
$356K
BROBROWN & BROWN INC
$353K
NKENIKE INC
$349K
FDMOFIDELITY COVINGTON TRUST
$347K
DFAXDIMENSIONAL ETF TRUST
$346K
PMAYINNOVATOR ETFS TRUST
$342K
UAUGINNOVATOR ETFS TRUST
$338K
NDQINVESCO QQQ TR
$338K
RSPINVESCO EXCHANGE TRADED FD T
$336K
CLXCLOROX CO DEL
$336K
LMTLOCKHEED MARTIN CORP
$336K
PYPLPAYPAL HLDGS INC
$335K
SCHXSCHWAB STRATEGIC TR
$335K
SGVTSCHWAB STRATEGIC TR
$334K
VNQVANGUARD INDEX FDS
$328K
DUHPDIMENSIONAL ETF TRUST
$318K
IBITISHARES BITCOIN TRUST ETF
$318K
PBFRPGIM ROCK ETF TR
$318K
PNCPNC FINL SVCS GROUP INC
$317K
AJGGALLAGHER ARTHUR J & CO
$315K
PreviousPage 2 of 3Next