AssuredPartners Investment Advisors, LLC
All holdings · as of Dec 31, 2025
| 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% |
| ISHARES TR | $5.90M | 0.9% |
| AMERICAN EXPRESS CO | $5.69M | 0.8% |
| L3HARRIS TECHNOLOGIES, INC. /DE | $5.68M | 0.8% |
| FIDELITY COMWLTH TR | $5.27M | 0.8% |
| First Trust Exchange-Traded Fund VIII | $5.24M | 0.8% |
| SPDR SERIES TRUST | $4.96M | 0.7% |
| SCHWAB STRATEGIC TR | $4.72M | 0.7% |
| VANGUARD INDEX FDS | $4.70M | 0.7% |
| PGIM ROCK ETF TR | $4.59M | 0.7% |
| DIMENSIONAL ETF TRUST | $4.55M | 0.7% |
| VANGUARD WHITEHALL FDS | $4.55M | 0.7% |
| SPDR S&P 500 ETF TR | $4.45M | 0.7% |
| J P MORGAN EXCHANGE TRADED F | $4.40M | 0.7% |
| ISHARES TR | $4.40M | 0.7% |
| CASEYS GENERAL STORES INC | $4.37M | 0.6% |
| Amazon.com Inc | $4.36M | 0.6% |
| Vistra Corp. | $4.32M | 0.6% |
| ISHARES TR | $4.32M | 0.6% |
| FIRST TR EXCHANGE-TRADED FD | $4.28M | 0.6% |
| DIMENSIONAL ETF TRUST | $4.14M | 0.6% |
| CSX CORP | $4.06M | 0.6% |
| Meta Platforms Inc | $3.93M | 0.6% |
| J P MORGAN EXCHANGE TRADED F | $3.55M | 0.5% |
| INVESCO EXCH TRADED FD TR II | $3.52M | 0.5% |
| Alphabet Inc. | $3.47M | 0.5% |