Institutions / AssuredPartners Investment Advisors, LLC
AssuredPartners Investment Advisors, LLC
CIK 2055492 · Institution · as of Dec 31, 2025
Portfolio value
$672.16M
Positions
342
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 342 →
| Company | Value | % of portfolio |
|---|---|---|
| Fidelity Covington Trust | $28.37M | 4.2% |
| Fidelity Covington Trust | $21.93M | 3.3% |
| Vanguard Index Fds | $20.98M | 3.1% |
| SPDR Series Trust | $20.23M | 3.0% |
| Invesco Exchange Traded Fd T | $18.12M | 2.7% |
| Apple Inc. | $17.11M | 2.5% |
| Alphabet Inc. | $14.37M | 2.1% |
| Microsoft Corp | $13.39M | 2.0% |
| NVIDIA Corp | $13.03M | 1.9% |
| Fidelity Covington Trust | $10.77M | 1.6% |
| Dimensional ETF Trust | $10.62M | 1.6% |
| iShares Gold Tr | $9.95M | 1.5% |
| WisdomTree Tr | $9.75M | 1.5% |
| Micron Technology Inc | $9.57M | 1.4% |
| Tesla Inc | $9.06M | 1.3% |
| JPMORGAN CHASE & CO | $8.99M | 1.3% |
| Dimensional ETF Trust | $8.19M | 1.2% |
| WisdomTree Tr | $7.82M | 1.2% |
| Invesco Exch Traded Fd Tr II | $7.49M | 1.1% |
| Dimensional ETF Trust | $7.43M | 1.1% |
| J P Morgan Exchange Traded F | $6.89M | 1.0% |
| Cisco Systems, Inc. | $6.88M | 1.0% |
| Broadcom Inc. | $6.68M | 1.0% |
| Exxon Mobil Corp | $6.36M | 0.9% |
| Bank of America Corp /De | $6.20M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.