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
FBCG
Fidelity Covington Tr Blue Chi

ETFs
396K
New
$42.05 - $48.31 $16.7M - $19.1M
396K $18.3B
FDVV
Fidelity High Dividend ETF

ETFs
359K
New
$49.66 - $52.63 $17.8M - $18.9M
359K $17.9B
AAPL
Apple Inc.

Technology
67.4K
New
$221.69 - $259.02 $14.9M - $17.5M
67.4K $16.9B
FEX
First Tr Large Cap Core Alphde

ETFs
150K
New
$103.29 - $112.88 $15.5M - $17M
150K $15.7B
FNX
First Tr Mid Cap Core Alphadex

ETFs
108K
New
$114.77 - $127.28 $12.4M - $13.8M
108K $12.5B
MSFT
Microsoft Corp

Technology
25.9K
New
$406.35 - $454.46 $10.5M - $11.8M
25.9K $10.9B
TSLA
Tesla, Inc.

Consumer Cyclical
23.8K
New
$213.65 - $479.86 $5.08M - $11.4M
23.8K $9.61B
FSMD
Fidelity Covington Tr Small Mi

ETFs
226K
New
$40.75 - $44.85 $9.2M - $10.1M
226K $9.3B
GOOGL
Alphabet Inc.

Communication Services
41.6K
New
$161.86 - $196.66 $6.73M - $8.18M
41.6K $7.88B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
224K
New
$33.92 - $36.6 $7.6M - $8.2M
224K $7.75B
IHDG
Wisdomtree Tr

ETFs
166K
New
$43.38 - $46.0 $7.19M - $7.63M
166K $7.21B
JPM
Jpmorgan Chase & CO

Financial Services
28.6K
New
$205.18 - $250.29 $5.87M - $7.16M
28.6K $6.85B
DFSD
Dimensional ETF Tr Short Durat

ETFs
135K
New
$46.75 - $47.8 $6.29M - $6.43M
135K $6.31B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
150K
New
$41.17 - $43.34 $6.16M - $6.48M
150K $6.17B
IWY
Ishares Tr Russell 200 Growth

ETFs
24.4K
New
$216.72 - $244.71 $5.28M - $5.96M
24.4K $5.73B
NVDA
Nvidia Corp

Technology
42.5K
New
$117.0 - $148.88 $4.98M - $6.33M
42.5K $5.71B
CSCO
Cisco Systems, Inc.

Technology
85.4K
New
$52.45 - $60.02 $4.48M - $5.12M
85.4K $5.05B
AVGO
Broadcom Inc.

Technology
21.6K
New
$159.67 - $250.0 $3.45M - $5.4M
21.6K $5.01B
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
64.5K
New
$70.54 - $79.61 $4.55M - $5.13M
64.5K $4.91B
VTI
Vanguard Total Stock Market Et

ETFs
16.9K
New
$280.04 - $302.45 $4.73M - $5.11M
16.9K $4.9B
First Tr Exchng Traded Fd Vi
126K
New
N/A
126K $4.72B
IEF
Ishares Barclays

ETFs
49.6K
New
$92.08 - $98.18 $4.57M - $4.87M
49.6K $4.59B
XOM
Exxon Mobil Corp

Energy
42.5K
New
$105.51 - $125.37 $4.48M - $5.32M
42.5K $4.57B
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
112K
New
$40.41 - $45.12 $4.52M - $5.04M
112K $4.53B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
165K
New
$26.93 - $84.95 $4.44M - $14M
165K $4.51B
JCPB
J P Morgan Exchange Traded Fd

ETFs
95.7K
New
$46.07 - $48.17 $4.41M - $4.61M
95.7K $4.41B
AXP
American Express CO

Financial Services
14.1K
New
$267.35 - $305.57 $3.76M - $4.3M
14.1K $4.17B
BAC
Bank Of America Corp

Financial Services
94.9K
New
$39.22 - $47.77 $3.72M - $4.53M
94.9K $4.17B
AMZN
Amazon Com Inc

Consumer Cyclical
18.8K
New
$180.88 - $232.93 $3.4M - $4.38M
18.8K $4.12B
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
131K
New
$30.02 - $31.23 $3.94M - $4.1M
131K $4.04B
DGRO
Ishares Core Dividend Growth E

ETFs
64.6K
New
$60.73 - $64.94 $3.92M - $4.2M
64.6K $3.96B
FANG
Diamondback Energy, Inc.

Energy
23.6K
New
$153.06 - $199.5 $3.61M - $4.7M
23.6K $3.86B
Rbb Fd Inc
87.5K
New
N/A
87.5K $3.8B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
102K
New
$35.45 - $40.33 $3.63M - $4.13M
102K $3.67B
UNH
Unitedhealth Group Inc

Healthcare
7.2K
New
$485.52 - $625.25 $3.49M - $4.5M
7.2K $3.64B
Pgim ETF Tr
71.4K
New
N/A
71.4K $3.62B
HON
Honeywell International Inc

Industrials
15.8K
New
$202.84 - $236.0 $3.21M - $3.73M
15.8K $3.57B
JPIB
Jpmorgan International Bond Op

ETFs
74.6K
New
$47.26 - $48.47 $3.53M - $3.62M
74.6K $3.53B
RWL
Invesco Exchange Traded Fd Tr

ETFs
34.3K
New
$97.11 - $104.1 $3.33M - $3.57M
34.3K $3.36B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
27.1K
New
$119.61 - $136.3 $3.25M - $3.7M
27.1K $3.35B
LHX
L3 Harris Technologies, Inc.

Industrials
15.7K
New
$208.94 - $264.22 $3.29M - $4.16M
15.7K $3.31B
CASY
Caseys General Stores Inc

Consumer Cyclical
7.73K
New
$366.65 - $427.88 $2.83M - $3.31M
7.73K $3.06B
Innovator Etfs Trust
118K
New
N/A
118K $3.01B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
121K
New
$24.55 - $25.16 $2.96M - $3.03M
121K $2.97B
VZ
Verizon Communications Inc

Communication Services
73.2K
New
$39.6 - $45.21 $2.9M - $3.31M
73.2K $2.93B
V
Visa Inc.

Financial Services
8.9K
New
$273.87 - $320.91 $2.44M - $2.86M
8.9K $2.81B
HYG
Ishares Tr

ETFs
34.9K
New
$78.09 - $80.04 $2.72M - $2.79M
34.9K $2.74B
EPS
Wisdomtree U.S. Largecap Fund

ETFs
44.5K
New
$59.58 - $63.93 $2.65M - $2.84M
44.5K $2.72B
Pimco ETF Tr
105K
New
N/A
105K $2.71B
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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