AssuredPartners Investment Advisors, LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
The Boeing Company	—	$1.64M	7,569	0.2%
PGIM ROCK ETF TR	—	$1.64M	56,179	0.2%
MPLX LPMPLX	MLP	$1.60M	30,033	0.2%
PROCTER & GAMBLE Co	—	$1.60M	11,160	0.2%
PEPSICO INC	—	$1.53M	10,662	0.2%
SCHWAB STRATEGIC TR	—	$1.52M	56,430	0.2%
INTERNATIONAL BUSINESS MACHINES CORP	—	$1.51M	5,088	0.2%
TRUIST FINANCIAL CORP	—	$1.50M	30,493	0.2%
WISDOMTREE TR	—	$1.48M	33,989	0.2%
MercadoLibre, Inc.	—	$1.47M	729	0.2%
SOUTHERN CO	—	$1.43M	16,450	0.2%
Chubb Ltd	—	$1.43M	4,582	0.2%
CHEVRON CORP	—	$1.42M	9,328	0.2%
EMCOR Group Inc	—	$1.36M	2,230	0.2%
ABBOTT LABORATORIES	—	$1.35M	10,796	0.2%
RIO TINTO PLC	—	$1.35M	16,826	0.2%
AppLovin Corp	—	$1.34M	1,991	0.2%
FIRST TR EXCHANGE-TRADED ALP	—	$1.33M	10,574	0.2%
LOWES COMPANIES INC	—	$1.32M	5,485	0.2%
ORACLE CORP	—	$1.31M	6,715	0.2%
Merck & Co., Inc.	—	$1.30M	12,332	0.2%
INNOVATOR ETFS TRUST	—	$1.29M	48,286	0.2%
PFIZER INC	—	$1.28M	51,217	0.2%
INNOVATOR ETFS TRUST	—	$1.23M	33,931	0.2%
HSBC HOLDINGS PLCHSBC	ADR	$1.22M	15,465	0.2%
INNOVATOR ETFS TRUST	—	$1.21M	30,359	0.2%
TotalEnergies SE	—	$1.21M	18,520	0.2%
SCHWAB STRATEGIC TR	—	$1.20M	43,824	0.2%
Warren E. Buffett	—	$1.19M	2,367	0.2%
Mastercard Inc	—	$1.17M	2,045	0.2%
Consolidated Edison Inc	—	$1.16M	11,723	0.2%
ISHARES TR	—	$1.15M	9,604	0.2%
DIMENSIONAL ETF TRUST	—	$1.15M	50,301	0.2%
HOME DEPOT, INC.	—	$1.15M	3,338	0.2%
VANGUARD WHITEHALL FDS	—	$1.14M	12,686	0.2%
INNOVATOR ETFS TRUST	—	$1.14M	44,279	0.2%
DIMENSIONAL ETF TRUST	—	$1.12M	33,875	0.2%
INNOVATOR ETFS TRUST	—	$1.12M	27,021	0.2%
WISDOMTREE TR	—	$1.09M	10,743	0.2%
SELECT SECTOR SPDR TR	—	$1.07M	7,427	0.2%
QUALCOMM INC/DE	—	$1.06M	6,181	0.2%
Walmart Inc.	—	$1.04M	9,338	0.2%
VANGUARD MALVERN FDS	—	$1.03M	20,926	0.2%
iShares MSCI UAE ETF	—	$1.03M	7,839	0.2%
ServiceNow Inc	—	$1.03M	6,701	0.2%
INNOVATOR ETFS TRUST	—	$1.03M	19,114	0.2%
FIRST TR EXCHANGE-TRADED ALP	—	$1.03M	11,245	0.2%
ENTREPRENEURSHARES SERIES TR	—	$997.2K	49,513	0.1%
iShares MSCI UAE ETF	—	$979.2K	8,887	0.1%
INNOVATOR ETFS TRUST	—	$954.2K	25,510	0.1%