Assured Partners Investment Advisors, LLC Purchases in Q4 2024

Assured Partners Investment Advisors, LLC

  • $513 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BA
Boeing CO

Industrials
6.87K
New
$138.14 - $180.72 $949K - $1.24M
6.87K $1.22B
TFC
Truist Financial Corp

Financial Services
27.8K
New
$41.51 - $48.1 $1.15M - $1.34M
27.8K $1.21B
MELI
Mercadolibre Inc

Consumer Cyclical
707
New
$1666.0 - $2117.3 $1.18M - $1.5M
707 $1.2B
ABBV
Abb Vie Inc.

Healthcare
6.76K
New
$164.99 - $203.87 $1.12M - $1.38M
6.76K $1.2B
SCHX
Schwab Strategic Tr Us Large C

ETFs
51.7K
New
$22.4 - $68.28 $1.16M - $3.53M
51.7K $1.2B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
18.7K
New
N/A
18.7K $1.18B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
9.34K
New
$121.89 - $135.52 $1.14M - $1.27M
9.34K $1.17B
DHS
Wisdomtree Tr U.S

ETFs
12.4K
New
$92.66 - $100.58 $1.15M - $1.25M
12.4K $1.16B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10K
New
$113.92 - $127.38 $1.14M - $1.28M
10K $1.15B
Pgim Rock ETF Tr
40.5K
New
N/A
40.5K $1.15B
PFE
Pfizer Inc

Healthcare
40.8K
New
$24.8 - $30.19 $1.01M - $1.23M
40.8K $1.08B
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
31K
New
$34.21 - $38.73 $1.06M - $1.2M
31K $1.06B
MA
Mastercard Inc

Financial Services
1.98K
New
$491.3 - $536.15 $975K - $1.06M
1.98K $1.04B
APP
App Lovin Corp

Technology
3.22K
New
$130.67 - $401.5 $420K - $1.29M
3.22K $1.04B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
14.9K
New
$66.77 - $71.52 $995K - $1.07M
14.9K $1.03B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.27K
New
$442.29 - $483.08 $1M - $1.09M
2.27K $1.03B
Pgim ETF Tr
19.4K
New
N/A
19.4K $1.01B
BDX
Becton Dickinson & CO

Healthcare
4.46K
New
$220.02 - $243.75 $981K - $1.09M
4.46K $1.01B
META
Meta Platforms, Inc.

Communication Services
1.68K
New
$554.08 - $632.68 $928K - $1.06M
1.68K $980M
TTE
Total Energies Se

Energy
18K
New
N/A
18K $978M
FNY
First Trust Mid Cap Growth Alp
12K
New
N/A
12K $961M
SOUN
Soundhound Ai, Inc.

Technology
47.6K
New
$4.51 - $24.23 $215K - $1.15M
47.6K $945M
Ishares Bitcoin Trust ETF
17.8K
New
N/A
17.8K $944M
RIO
Rio Tinto PLC

Basic Materials
16K
New
$58.59 - $71.15 $935K - $1.13M
16K $938M
ITA
Ishares Tr

ETFs
6.42K
New
$144.31 - $157.31 $927K - $1.01M
6.42K $933M
QCOM
Qualcomm Inc

Technology
6.05K
New
$150.4 - $178.04 $910K - $1.08M
6.05K $930M
IBM
International Business Machines Corp

Technology
4.21K
New
$204.9 - $238.04 $863K - $1M
4.21K $926M
MDT
Medtronic PLC

Healthcare
11.5K
New
$79.61 - $92.24 $917K - $1.06M
11.5K $920M
PAYX
Paychex Inc

Industrials
6.55K
New
$135.86 - $148.73 $890K - $974K
6.55K $919M
ED
Consolidated Edison Inc

Utilities
10.3K
New
$88.87 - $107.38 $914K - $1.1M
10.3K $918M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4.61K
New
$172.07 - $207.36 $793K - $955K
4.61K $910M
XLK
Technology Sector Spdr

ETFs
3.9K
New
$220.26 - $241.44 $859K - $941K
3.9K $906M
WMT
Walmart Inc.

Consumer Defensive
10K
New
$79.1 - $95.7 $793K - $960K
10K $906M
VCR
Vanguard Consumer Discretionar

ETFs
2.4K
New
$328.51 - $401.37 $789K - $964K
2.4K $901M
PLTR
Palantir Technologies Inc.

Technology
11.8K
New
$36.46 - $82.38 $432K - $976K
11.8K $896M
LQD
Ishares Iboxx $ Investment Gra

ETFs
8.31K
New
$106.56 - $113.11 $886K - $940K
8.31K $888M
PFEB
Innovator U.S. Equity Power Bu

ETFs
23.4K
New
$35.94 - $36.85 $842K - $863K
23.4K $862M
PEP
Pepsico Inc

Consumer Defensive
5.5K
New
$151.29 - $176.1 $831K - $968K
5.5K $836M
IVV
Ishares Core S&P 500 ETF

ETFs
1.4K
New
$570.51 - $610.59 $798K - $854K
1.4K $824M
TLT
Ishares Barclays 20+ Year Trea

ETFs
9.32K
New
$87.1 - $98.49 $812K - $918K
9.32K $814M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
19.1K
New
$40.18 - $41.59 $767K - $794K
19.1K $789M
MRK
Merck & Co., Inc.

Healthcare
7.89K
New
$96.31 - $114.76 $760K - $906K
7.89K $785M
ORCL
Oracle Corp

Technology
4.61K
New
$165.41 - $192.43 $763K - $887K
4.61K $768M
CRM
Salesforce, Inc.

Technology
2.27K
New
$270.87 - $367.87 $614K - $834K
2.27K $758M
UPS
United Parcel Service Inc

Industrials
5.98K
New
$122.65 - $138.35 $734K - $828K
5.98K $754M
SPGI
S&P Global Inc.

Financial Services
1.51K
New
$480.36 - $529.17 $725K - $799K
1.51K $752M
IGLB
Ishares 10+ Year Investment Gr

ETFs
15K
New
$49.36 - $53.72 $742K - $808K
15K $743M
KMB
Kimberly Clark Corp

Consumer Defensive
5.64K
New
$130.37 - $146.09 $735K - $824K
5.64K $739M
PNC
Pnc Financial Services Group, Inc.

Financial Services
3.83K
New
$178.39 - $215.0 $683K - $823K
3.83K $739M
Activity Summary
Buys All Purchases 320 New Holdings 320 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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