Assuredpartners Investment Advisors, LLC Top Holdings and 13F Report (2025)

About Assuredpartners Investment Advisors, LLC

Investment Activity

Assuredpartners Investment Advisors, LLC has $513.21 million in total holdings as of December 31, 2024.
Assuredpartners Investment Advisors, LLC owns shares of 320 different stocks, but just 114 companies or ETFs make up 80% of its holdings.

Largest Holdings

Fidelity Blue Chip Growth ETF: $18,321,754
Fidelity High Dividend ETF: $17,927,992
Apple: $16,878,879
First Trust Large Cap Core AlphaDEX Fund: $15,693,684
First Trust Mid Cap Core AlphaDEX Fund: $12,517,581

Sector Allocation

Selling

Neutral

Buying

Latest 13F Holdings

Issuer Name	Holdings Value	Shares Held	% of Portfolio	Sector
FBCG Fidelity Blue Chip Growth ETF	$18,321,754	396,060	3.6%	ETF
FDVV Fidelity High Dividend ETF	$17,927,992	358,991	3.5%	ETF
AAPL Apple	$16,878,879	67,402	3.3%	Computer and Technology
FEX First Trust Large Cap Core AlphaDEX Fund	$15,693,684	150,474	3.1%	ETF
FNX First Trust Mid Cap Core AlphaDEX Fund	$12,517,581	108,171	2.4%	Manufacturing
MSFT Microsoft	$10,937,280	25,948	2.1%	Computer and Technology
TSLA Tesla	$9,607,141	23,789	1.9%	Auto/Tires/Trucks
FSMD Fidelity Small-Mid Multifactor ETF	$9,297,885	225,841	1.8%	ETF
GOOGL Alphabet	$7,875,934	41,606	1.5%	Computer and Technology
DFAC Dimensional U.S. Core Equity 2 ETF	$7,751,350	224,092	1.5%	ETF
QQQM Invesco NASDAQ 100 ETF	$7,354,235	34,945	1.4%	ETF
IHDG WisdomTree International Hedged Quality Dividend Growth Fund	$7,206,602	165,783	1.4%	Finance
JPM JPMorgan Chase & Co.	$6,854,449	28,595	1.3%	Finance
DFSD Dimensional Short-Duration Fixed Income ETF	$6,308,047	134,557	1.2%	ETF
DFCF Dimensional Core Fixed Income ETF	$6,170,267	149,510	1.2%	ETF
IWY iShares Russell Top 200 Growth ETF	$5,734,052	24,372	1.1%	ETF
NVDA NVIDIA	$5,710,302	42,522	1.1%	Computer and Technology
CSCO Cisco Systems	$5,053,491	85,363	1.0%	Computer and Technology
AVGO Broadcom	$5,008,010	21,601	1.0%	Computer and Technology
ONEQ Fidelity NASDAQ Composite Index ETF	$4,905,075	64,490	1.0%	ETF
VTI Vanguard Total Stock Market ETF	$4,896,827	16,897	1.0%	ETF
GMAR FT Cboe Vest U.S. Equity Moderate Buffer ETF - March	$4,715,116	125,868	0.9%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$4,585,645	49,601	0.9%	ETF
XOM Exxon Mobil	$4,566,296	42,450	0.9%	Oils/Energy
DEM WisdomTree Emerging Markets High Dividend Fund	$4,525,247	111,762	0.9%	Finance
SCHD Schwab US Dividend Equity ETF	$4,505,404	164,912	0.9%	ETF
JCPB JPMorgan Core Plus Bond ETF	$4,407,517	95,670	0.9%	ETF
AXP American Express	$4,172,385	14,058	0.8%	Finance
BAC Bank of America	$4,169,583	94,871	0.8%	Finance
AMZN Amazon.com	$4,124,971	18,802	0.8%	Retail/Wholesale
UAPR Innovator U.S. Equity Ultra Buffer ETF - April	$4,043,612	131,129	0.8%	ETF
DGRO iShares Core Dividend Growth ETF	$3,964,045	64,624	0.8%	ETF
FANG Diamondback Energy	$3,862,760	23,578	0.8%	Oils/Energy
UTWY US Treasury 20 Year Bond ETF	$3,796,892	87,458	0.7%	ETF
SDVY First Trust SMID Cap Rising Dividend Archievers ETF	$3,670,252	102,378	0.7%	ETF
UNH UnitedHealth Group	$3,640,112	7,196	0.7%	Medical
PGIM ETF TR	$3,623,648	71,388	0.7%	PGIM SHORT DURAT
HON Honeywell International	$3,572,503	15,815	0.7%	Multi-Sector Conglomerates
JPIB JPMorgan International Bond Opportunities ETF	$3,525,904	74,607	0.7%	ETF
RWL Invesco S&P 500 Revenue ETF	$3,358,961	34,303	0.7%	ETF
XMMO Invesco S&P MidCap Momentum ETF	$3,351,932	27,135	0.7%	ETF
LHX L3Harris Technologies	$3,307,509	15,729	0.6%	Aerospace
CASY Casey's General Stores	$3,061,732	7,727	0.6%	Retail/Wholesale
INNOVATOR ETFS TRUST	$3,008,702	118,150	0.6%	EQUITY DEFINED P
UCON First Trust TCW Unconstrained Plus Bond ETF	$2,970,561	120,510	0.6%	ETF
VZ Verizon Communications	$2,927,177	73,198	0.6%	Computer and Technology
V Visa	$2,813,444	8,902	0.5%	Business Services
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$2,743,419	34,881	0.5%	ETF
EPS WisdomTree U.S. LargeCap Fund	$2,720,042	44,460	0.5%	Finance
PYLD PIMCO Multi Sector Bond Active ETF	$2,712,398	104,645	0.5%	ETF
IJAN Innovator MSCI EAFE Power Buffer ETF - January	$2,685,486	88,841	0.5%	ETF
KJAN Innovator U.S. Small Cap Power Buffer ETF - January	$2,684,046	71,862	0.5%	ETF
MU Micron Technology	$2,598,277	30,873	0.5%	Computer and Technology
NAPR Innovator Growth-100 Power Buffer ETF - April	$2,545,849	50,520	0.5%	ETF
EAPR Innovator MSCI Emerging Markets Power Buffer ETF - April	$2,512,818	97,131	0.5%	ETF
IHF iShares U.S. Healthcare Providers ETF	$2,465,743	51,380	0.5%	ETF
IYK iShares U.S. Consumer Staples ETF	$2,441,328	37,221	0.5%	ETF
SBUX Starbucks	$2,437,999	26,718	0.5%	Retail/Wholesale
PAPR Innovator U.S. Equity Power Buffer ETF - April	$2,410,229	65,667	0.5%	ETF
SPHQ Invesco S&P 500 Quality ETF	$2,396,629	35,755	0.5%	ETF
DFIC Dimensional International Core Equity 2 ETF	$2,373,569	91,839	0.5%	ETF
PZA Invesco National AMT-Free Municipal Bond ETF	$2,297,377	97,305	0.4%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$2,282,724	51,833	0.4%	ETF
PMAY Innovator U.S. Equity Power Buffer ETF - May	$2,256,960	62,855	0.4%	ETF
NEE NextEra Energy	$2,212,121	30,857	0.4%	Utilities
AIRR First Trust RBA American Industrial Renaissance ETF	$2,190,377	28,432	0.4%	Manufacturing
GOOG Alphabet	$2,133,347	11,202	0.4%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$2,122,235	12,111	0.4%	ETF
DIMENSIONAL ETF TRUST	$2,117,581	33,903	0.4%	WORLD EQUITY ETF
VYM Vanguard High Dividend Yield ETF	$2,094,766	16,418	0.4%	ETF
SPY SPDR S&P 500 ETF Trust	$2,064,482	3,523	0.4%	Finance
FNDF Schwab Fundamental International Large Company Index ETF	$1,997,843	60,158	0.4%	ETF
HD Home Depot	$1,980,876	5,092	0.4%	Retail/Wholesale
DFAU Dimensional US Core Equity Market ETF	$1,975,093	48,780	0.4%	ETF
DUK Duke Energy	$1,964,249	18,231	0.4%	Utilities
KEYS Keysight Technologies	$1,959,043	12,196	0.4%	Computer and Technology
FIRST TR EXCHNG TRADED FD VI	$1,897,070	54,233	0.4%	FT VEST U.S EQT
PM Philip Morris International	$1,824,669	15,161	0.4%	Consumer Staples
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$1,809,109	22,354	0.4%	Manufacturing
VHT Vanguard Health Care ETF	$1,803,421	7,109	0.4%	ETF
PFXF VanEck Preferred Securities ex Financials ETF	$1,801,677	104,445	0.4%	ETF
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF	$1,779,192	23,700	0.3%	Manufacturing
VB Vanguard Small-Cap ETF	$1,730,223	7,201	0.3%	ETF
DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF	$1,701,310	55,927	0.3%	ETF
MCD McDonald's	$1,663,321	5,738	0.3%	Retail/Wholesale
JNJ Johnson & Johnson	$1,634,783	11,304	0.3%	Medical
PG Procter & Gamble	$1,615,101	9,634	0.3%	Consumer Staples
LLY Eli Lilly and Company	$1,582,600	2,050	0.3%	Medical
MPLX Mplx	$1,527,691	31,920	0.3%	Oils/Energy
DTD WisdomTree Total U.S. Dividend Fund	$1,516,732	19,993	0.3%	Finance
CVX Chevron	$1,482,842	10,238	0.3%	Oils/Energy
SO Southern	$1,482,255	18,006	0.3%	Utilities
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund	$1,480,362	43,059	0.3%	Finance
ORI Old Republic International	$1,477,304	40,821	0.3%	Finance
FFEB FT Vest U.S. Equity Buffer ETF - February	$1,363,698	27,400	0.3%	ETF
CB Chubb	$1,309,617	4,740	0.3%	Finance
ABT Abbott Laboratories	$1,299,265	11,487	0.3%	Medical
LOW Lowe's Companies	$1,258,672	5,100	0.2%	Retail/Wholesale
NOW ServiceNow	$1,233,980	1,164	0.2%	Computer and Technology
ARCC Ares Capital	$1,232,144	56,288	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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Assuredpartners Investment Advisors, LLC Top Holdings and 13F Report (2025)

About Assuredpartners Investment Advisors, LLC

Investment Activity

Largest Holdings

Sector Allocation

Latest 13F Holdings

More Institutional Buying and Selling Information

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Assuredpartners Investment Advisors, LLC Top Holdings and 13F Report (2025)

About Assuredpartners Investment Advisors, LLC

Investment Activity

Largest Holdings

Sector Allocation

Map of 500 Largest Holdings ofAssuredpartners Investment Advisors, LLC

Latest 13F Holdings

More Institutional Buying and Selling Information

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Best-in-Class Portfolio Monitoring

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