AssuredPartners Investment Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AI AssuredPartners Investment Advisors, LLC | Institutional Filer | ▲ 36.75% | $919.2M | 402 |
Current Portfolio Holdings
Showing all 402 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SERIES TRUST | — | 372K | $34.0M | 3.70% |
| 2 | VV | VANGUARD INDEX FDS | — | 73K | $22.1M | 2.41% |
| 3 | FDVV | FIDELITY COVINGTON TRUST | — | 395K | $22.1M | 2.40% |
| 4 | FBCG | FIDELITY COVINGTON TRUST | — | 417K | $21.4M | 2.33% |
| 5 | AAPL | Apple Inc. | Technology | 82K | $21.2M | 2.30% |
| 6 | VOO | VANGUARD INDEX FDS | — | 35K | $21.1M | 2.30% |
| 7 | SPTM | SPDR SERIES TRUST | — | 247K | $19.8M | 2.16% |
| 8 | GOOGL | Alphabet Inc. | Technology | 66K | $19.7M | 2.14% |
| 9 | XMMO | INVESCO EXCHANGE TRADED FD T | — | 120K | $17.6M | 1.92% |
| 10 | NVDA | NVIDIA Corporation | Technology | 96K | $17.1M | 1.86% |
| 11 | MSFT | Microsoft Corporation | Technology | 44K | $16.4M | 1.78% |
| 12 | IXUS | ISHARES TR | — | 177K | $15.5M | 1.69% |
| 13 | SMLF | ISHARES TR | — | 163K | $12.5M | 1.36% |
| 14 | JPM | JPMorgan Chase & Co. | Financial Services | 40K | $11.9M | 1.30% |
| 15 | LHX | L3Harris Technologies, Inc. | Industrials | 32K | $11.4M | 1.25% |
Showing 1 to 15 of 402 holdings