AssuredPartners Investment Advisors, LLC Q4 2024 Filing

Filed February 12, 2025

Portfolio Value

$513.2M

Holdings

320

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (320 positions)

StockValue
BABOEING CO
$1.2M
TFCTRUIST FINL CORP
$1.2M
MLB1MERCADOLIBRE INC
$1.2M
ABBVABBVIE INC
$1.2M
SCHXSCHWAB STRATEGIC TR
$1.2M
VWOBVANGUARD WHITEHALL FDS
$1.2M
IJJISHARES TR
$1.2M
DHSWISDOMTREE TR
$1.2M
IJRISHARES TR
$1.2M
FEBPPGIM ROCK ETF TR
$1.2M
VUGVANGUARD INDEX FDS
$1.1M
PFEPFIZER INC
$1.1M
IQDGWISDOMTREE TR
$1.1M
MAMASTERCARD INCORPORATED
$1.0M
APPAPPLOVIN CORP
$1.0M
SPYMSPDR SER TR
$1.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.0M
PJIOPGIM ETF TR
$1.0M
BDXBECTON DICKINSON & CO
$1.0M
METAMETA PLATFORMS INC
$980K
TTENTOTALENERGIES SE
$978K
FNYFIRST TR EXCHANGE-TRADED ALP
$961K
SOUNSOUNDHOUND AI INC
$945K
IBITISHARES BITCOIN TRUST ETF
$944K
RIORIO TINTO PLC
$938K
ITA*ISHARES TR
$933K
QCOMQUALCOMM INC
$930K
IBMINTERNATIONAL BUSINESS MACHS
$926K
MDTMEDTRONIC PLC
$920K
PAYXPAYCHEX INC
$919K
EDCONSOLIDATED EDISON INC
$918K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$910K
XLKSELECT SECTOR SPDR TR
$906K
WMTWALMART INC
$906K
VCRVANGUARD WORLD FD
$901K
PLTRPALANTIR TECHNOLOGIES INC
$896K
LQDISHARES TR
$888K
DDTOINNOVATOR ETFS TRUST
$862K
PEPPEPSICO INC
$836K
IVVISHARES TR
$824K
TLTISHARES TR
$814K
FAPRFIRST TR EXCHNG TRADED FD VI
$789K
MRKMERCK & CO INC
$785K
ORCLORACLE CORP
$768K
CRMSALESFORCE INC
$758K
UPSUNITED PARCEL SERVICE INC
$754K
SPGIS&P GLOBAL INC
$752K
IGLBISHARES TR
$743K
KMBKIMBERLY-CLARK CORP
$739K
PNCPNC FINL SVCS GROUP INC
$739K
DFARDIMENSIONAL ETF TRUST
$732K
AFLAFLAC INC
$731K
ZECPZACKS TRUST
$726K
MPTMEDICAL PPTYS TRUST INC
$722K
DFEMDIMENSIONAL ETF TRUST
$719K
CINFCINCINNATI FINL CORP
$708K
AZOAUTOZONE INC
$701K
FNCLFIDELITY COVINGTON TRUST
$692K
ATOATMOS ENERGY CORP
$679K
GDGENERAL DYNAMICS CORP
$671K
MPCMARATHON PETE CORP
$660K
BROBROWN & BROWN INC
$658K
ENBENBRIDGE INC
$658K
GBTCGRAYSCALE BITCOIN TRUST ETF
$658K
ICEINTERCONTINENTAL EXCHANGE IN
$656K
CLXCLOROX CO DEL
$649K
DISDISNEY WALT CO
$647K
DONWISDOMTREE TR
$638K
CITCINTAS CORP
$637K
VOOVANGUARD INDEX FDS
$635K
ACGLARCH CAP GROUP LTD
$635K
COSTCOSTCO WHSL CORP NEW
$632K
ABGCENCORA INC
$621K
PHPARKER-HANNIFIN CORP
$604K
FQALFIDELITY COVINGTON TRUST
$601K
XLISELECT SECTOR SPDR TR
$597K
JAJLINNOVATOR ETFS TRUST
$596K
DUOLDUOLINGO INC
$595K
NDQINVESCO QQQ TR
$594K
DGSWISDOMTREE TR
$583K
AMCRAMCOR PLC
$580K
DESWISDOMTREE TR
$580K
DEDEERE & CO
$579K
BMYBRISTOL-MYERS SQUIBB CO
$577K
WEAWESTERN ALLIANCE BANCORP
$573K
UJUNINNOVATOR ETFS TRUST
$568K
BXBLACKSTONE INC
$566K
SJMSMUCKER J M CO
$559K
VIGVANGUARD SPECIALIZED FUNDS
$558K
ROKROCKWELL AUTOMATION INC
$539K
FOURSHIFT4 PMTS INC
$536K
FTNTFORTINET INC
$528K
TRVCCITIGROUP INC
$528K
HBC2HSBC HLDGS PLC
$522K
DDOGDATADOG INC
$516K
FRTFEDERAL RLTY INVT TR NEW
$511K
BPBP PLC
$509K
AMLPALPS ETF TR
$505K
FBNDFIDELITY MERRIMACK STR TR
$504K
KOCOCA COLA CO
$501K
PreviousPage 2 of 4Next