Assured Partners Investment Advisors, LLC Purchases in Q3 2025

Assured Partners Investment Advisors, LLC

  • $449 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SJM
J M Smucker CO

Consumer Defensive
3.28K
New
$102.24 - $113.2 $335K - $371K
3.28K $356M
BRO
Brown & Brown, Inc.

Financial Services
3.76K
New
$90.88 - $108.93 $342K - $410K
3.76K $353M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
222
+ 4.07%
$224.68 - $282.71 $49.9K - $62.8K
5.67K $1.58B
MCD
Mcdonalds Corp

Consumer Cyclical
1.02K
+ 31.83%
$291.67 - $316.99 $298K - $324K
4.23K $1.29B
AXP
American Express CO

Financial Services
461
+ 3.13%
$294.27 - $342.31 $136K - $158K
15.2K $5.04B
ED
Consolidated Edison Inc

Utilities
3.43K
+ 123.98%
$95.57 - $105.36 $328K - $361K
6.19K $622M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
8.6K
New
$37.4 - $39.31 $322K - $338K
8.6K $338M
CLX
Clorox CO

Consumer Defensive
2.73K
New
$117.67 - $131.43 $321K - $358K
2.73K $336M
Schwab Strategic Tr
3.32K
New
N/A
3.32K $334M
PG
Procter & Gamble CO

Consumer Defensive
2.27K
+ 48.69%
$150.47 - $161.22 $341K - $365K
6.92K $1.06B
PAUG
Innovator U.S. Equity Power Bu

ETFs
7.01K
New
$40.45 - $42.49 $283K - $298K
7.01K $298M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
4.16K
+ 2.81%
$45.07 - $47.56 $187K - $198K
152K $7B
WEC
Wec Energy Group, Inc.

Utilities
2.56K
New
$103.66 - $114.59 $265K - $293K
2.56K $294M
PSA
Public Storage

Real Estate
997
New
$271.94 - $298.09 $271K - $297K
997 $288M
XMTR
Xometry, Inc.

Industrials
5.17K
New
$30.97 - $55.91 $160K - $289K
5.17K $282M
SE
Sea LTD

Consumer Cyclical
1.01K
+ 19.97%
$146.23 - $196.5 $148K - $199K
6.08K $1.09B
EME
Emcor Group, Inc.

Industrials
35
+ 1.59%
$530.88 - $655.83 $18.6K - $23K
2.24K $1.46B
NEE
Nextera Energy Inc

Utilities
2.52K
+ 18.2%
$69.77 - $77.54 $176K - $195K
16.3K $1.23B
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.95K
New
$85.01 - $90.35 $251K - $267K
2.95K $264M
WM
Waste Management Inc

Industrials
1.19K
New
$213.88 - $237.1 $255K - $283K
1.19K $263M
GIS
General Mills Inc

Consumer Defensive
5.21K
New
$48.44 - $53.83 $253K - $281K
5.21K $263M
ORI
Old Republic International Corp

Financial Services
2.61K
+ 7.12%
$35.74 - $42.47 $93.4K - $111K
39.3K $1.67B
MDT
Medtronic PLC

Healthcare
2.7K
New
$87.67 - $95.74 $237K - $259K
2.7K $257M
ABT
Abbott Laboratories

Healthcare
1.99K
+ 46.01%
$120.51 - $136.62 $239K - $271K
6.3K $844M
UPS
United Parcel Service Inc

Industrials
3.07K
New
$82.58 - $105.54 $254K - $324K
3.07K $256M
ROK
Rockwell Automation, Inc

Industrials
719
New
$328.67 - $358.52 $236K - $258K
719 $251M
PEP
Pepsico Inc

Consumer Defensive
1.61K
+ 53.82%
$133.81 - $152.16 $215K - $244K
4.59K $645M
ALL
Allstate Corp

Financial Services
1.16K
New
$192.0 - $214.65 $223K - $249K
1.16K $249M
CB
Chubb LTD

Financial Services
925
+ 56.23%
$265.99 - $289.59 $246K - $268K
2.57K $725M
ATO
Atmos Energy Corp

Utilities
1.3K
+ 97.82%
$151.51 - $170.75 $197K - $222K
2.63K $450M
Pgim Rock ETF Tr
8.67K
New
N/A
8.67K $244M
AFL
Aflac Inc

Financial Services
2.06K
+ 101.23%
$98.09 - $111.7 $202K - $230K
4.09K $457M
First Tr Exchng Traded Fd Vi
11.1K
New
N/A
11.1K $242M
First Tr Exchng Traded Fd Vi
10.7K
New
N/A
10.7K $240M
APH
Amphenol Corp

Technology
1.93K
New
$97.39 - $125.4 $188K - $242K
1.93K $239M
CSCO
Cisco Systems, Inc.

Technology
4.62K
+ 5.68%
$66.2 - $71.79 $306K - $332K
86K $5.89B
GPC
Genuine Parts CO

Consumer Cyclical
1.7K
New
$122.23 - $142.77 $208K - $243K
1.7K $236M
EMR
Emerson Electric CO

Industrials
1.79K
New
$128.6 - $149.63 $230K - $268K
1.79K $235M
ALCC
Alt C Acquisition Corp.

Financial Services
2.08K
New
N/A
2.08K $232M
IGLB
Ishares 10+ Year Investment Gr

ETFs
4.39K
New
$48.96 - $52.08 $215K - $228K
4.39K $226M
AEP
American Electric Power CO Inc

Utilities
2K
New
$103.26 - $115.0 $206K - $230K
2K $225M
UBER
Uber Technologies, Inc

Technology
1.73K
+ 17.31%
$86.91 - $99.57 $150K - $172K
11.7K $1.15B
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.41K
New
$60.9 - $70.75 $208K - $241K
3.41K $213M
XLK
Technology Sector Spdr

ETFs
751
New
$250.97 - $282.66 $188K - $212K
751 $212M
IWF
Ishares Russell 1000 Gr ETF

ETFs
447
New
$420.11 - $472.68 $188K - $211K
447 $209M
IDA
Idacorp Inc

Utilities
1.57K
New
$115.16 - $132.15 $181K - $208K
1.57K $208M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
4.65K
New
$41.91 - $44.87 $195K - $209K
4.65K $208M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.79K
+ 58.85%
$107.66 - $112.36 $193K - $201K
4.83K $538M
Celestica Inc
832
New
N/A
832 $205M
Activity Summary
Buys All Purchases 158 New Holdings 50 Increased Positions 108 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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