Assured Partners Investment Advisors, LLC Sells in Q3 2025

Assured Partners Investment Advisors, LLC

  • $449 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
KEYS
Keysight Technologies, Inc.

Technology
-157
- 11.32%
$158.51 - $178.15 $24.9K - $28K
1.23K $215M
AJG
Arthur J. Gallagher & Co.

Financial Services
-2
- 0.2%
$284.17 - $319.49 $568 - $639
1.02K $315M
UNH
Unitedhealth Group Inc

Healthcare
-151
- 12.02%
$237.77 - $353.61 $35.9K - $53.4K
1.11K $382M
MPC
Marathon Petroleum Corp

Energy
-278
- 16.5%
$158.59 - $198.69 $44.1K - $55.2K
1.41K $271M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-392
- 3.36%
$25.21 - $25.99 $9.88K - $10.2K
11.3K $292M
FLMI
Franklin Dynamic Municipal Bon

ETFs
-537
- 3.5%
$23.96 - $24.81 $12.9K - $13.3K
14.8K $367M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-51
- 2.33%
$96.22 - $98.19 $4.91K - $5.01K
2.14K $210M
DHR
Danaher Corp

Healthcare
-3
- 0.19%
$181.46 - $212.2 $544 - $637
1.58K $313M
MA
Mastercard Inc

Financial Services
-3
- 0.58%
$550.18 - $598.96 $1.65K - $1.8K
518 $295M
UNP
Union Pacific Corp

Industrials
-12
- 1.01%
$214.91 - $237.16 $2.58K - $2.85K
1.18K $278M
MRK
Merck & Co., Inc.

Healthcare
-170
- 3.54%
$77.6 - $87.37 $13.2K - $14.9K
4.63K $389M
IXUS
Ishares Tr

ETFs
-52
- 1.83%
$76.35 - $82.58 $3.97K - $4.29K
2.8K $231M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-30
- 0.55%
$39.8 - $42.86 $1.19K - $1.29K
5.42K $232M
DFAI
Dimensional ETF Tr

ETFs
-420
- 2.73%
$34.05 - $36.55 $14.3K - $15.4K
14.9K $543M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
-945
- 3.73%
$36.37 - $38.37 $34.4K - $36.3K
24.4K $935M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-51
- 3.13%
$185.88 - $207.44 $9.48K - $10.6K
1.58K $317M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-249
- 2.83%
$82.96 - $95.7 $20.7K - $23.8K
8.56K $768M
DFAE
Dimensional ETF Tr

ETFs
-95
- 1.0%
$28.84 - $31.84 $2.74K - $3.02K
9.38K $296M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-91
- 0.99%
$28.92 - $32.19 $2.63K - $2.93K
9.06K $289M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-37
- 2.7%
$339.37 - $366.46 $12.6K - $13.6K
1.34K $488M
LMT
Lockheed Martin Corp

Industrials
-4
- 0.59%
$410.74 - $499.21 $1.64K - $2K
672 $336M
GS
Goldman Sachs Group Inc

Financial Services
-2
- 0.65%
$696.56 - $806.32 $1.39K - $1.61K
304 $242M
NU
Nu Holdings Ltd.

Financial Services
-270
- 2.04%
$11.92 - $16.3 $3.22K - $4.4K
13K $208M
FQAL
Fidelity Covington Tr Quality

ETFs
-69
- 0.87%
$69.69 - $74.72 $4.81K - $5.16K
7.87K $588M
KLAC
Kla Corp

Technology
-8
- 3.1%
$843.9 - $1078.6 $6.75K - $8.63K
250 $270M
PFE
Pfizer Inc

Healthcare
-788
- 1.64%
$23.29 - $25.88 $18.4K - $20.4K
47.1K $1.2B
HCA
Hca Healthcare, Inc.

Healthcare
-8
- 0.8%
$334.32 - $426.2 $2.67K - $3.41K
991 $422M
WMT
Walmart Inc.

Consumer Defensive
-44
- 0.47%
$94.4 - $104.27 $4.15K - $4.59K
9.3K $958M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-185
- 1.45%
$72.65 - $78.68 $13.4K - $14.6K
12.6K $988M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-75
- 0.81%
$108.46 - $120.63 $8.13K - $9.05K
9.17K $1.09B
TFC
Truist Financial Corp

Financial Services
-98
- 0.31%
$42.83 - $47.07 $4.2K - $4.61K
31.5K $1.44B
FNY
First Trust Mid Cap Growth Alp
-60
- 0.53%
N/A
11.2K $1.03B
RIO
Rio Tinto PLC

Basic Materials
-252
- 1.45%
$57.66 - $66.01 $14.5K - $16.6K
17.2K $1.13B
HD
Home Depot, Inc.

Consumer Cyclical
-137
- 3.04%
$357.4 - $423.42 $49K - $58K
4.38K $1.77B
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-91
- 0.21%
$64.14 - $69.37 $5.84K - $6.31K
43.3K $2.98B
GOOG
Alphabet Inc.

Communication Services
-163
- 3.23%
$175.16 - $255.24 $28.6K - $41.6K
4.88K $1.19B
PLTR
Palantir Technologies Inc.

Technology
-169
- 1.74%
$130.68 - $186.97 $22.1K - $31.6K
9.56K $1.74B
APP
App Lovin Corp

Technology
-548
- 20.93%
$335.1 - $718.54 $184K - $394K
2.07K $1.49B
AVGO
Broadcom Inc.

Technology
-50
- 0.28%
$264.74 - $369.57 $13.2K - $18.5K
17.6K $5.79B
MU
Micron Technology Inc

Technology
-304
- 0.95%
$104.88 - $168.89 $31.9K - $51.3K
31.8K $5.32B
NVDA
Nvidia Corp

Technology
-506
- 0.84%
$153.3 - $186.58 $77.6K - $94.4K
59.7K $11.1B
TSLA
Tesla, Inc.

Consumer Cyclical
-203
- 1.13%
$293.94 - $444.72 $59.7K - $90.3K
17.7K $7.88B
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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