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
DFAR
Dimensional ETF Tr Dimensional

ETFs
31.4K
New
$22.72 - $25.76 $714K - $810K
31.4K $732M
AFL
Aflac Inc

Financial Services
7.07K
New
$100.37 - $115.27 $710K - $815K
7.07K $731M
ZECP
Zacks Tr Earnings Constant Por

ETFs
23.8K
New
$30.35 - $32.25 $724K - $769K
23.8K $726M
MPW
Medical Properties Trust Inc

Real Estate
183K
New
$3.72 - $5.77 $680K - $1.05M
183K $722M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
27.4K
New
$26.16 - $28.82 $718K - $791K
27.4K $719M
CINF
Cincinnati Financial Corp

Financial Services
4.93K
New
$132.86 - $160.16 $655K - $789K
4.93K $708M
AZO
Autozone Inc

Consumer Cyclical
219
New
$2981.19 - $3370.27 $653K - $738K
219 $701M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
10.1K
New
$63.19 - $73.31 $636K - $738K
10.1K $692M
ATO
Atmos Energy Corp

Utilities
4.87K
New
$136.41 - $151.43 $665K - $738K
4.87K $679M
GD
General Dynamics Corp

Industrials
2.55K
New
$260.28 - $314.03 $663K - $800K
2.55K $671M
BRO
Brown & Brown, Inc.

Financial Services
6.45K
New
$100.93 - $113.42 $651K - $732K
6.45K $658M
ENB
Enbridge Inc

Energy
15.5K
New
$40.4 - $43.92 $627K - $681K
15.5K $658M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
8.89K
New
$47.29 - $84.74 $420K - $753K
8.89K $658M
ICE
Intercontinental Exchange, Inc.

Financial Services
4.41K
New
$148.29 - $166.93 $653K - $735K
4.41K $656M
CLX
Clorox CO

Consumer Defensive
4K
New
$156.51 - $169.74 $625K - $678K
4K $649M
DIS
Walt Disney CO

Communication Services
5.81K
New
$92.39 - $117.6 $537K - $683K
5.81K $647M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
12.5K
New
$50.53 - $55.55 $633K - $696K
12.5K $638M
CTAS
Cintas Corp

Industrials
3.49K
New
$182.7 - $226.47 $637K - $790K
3.49K $637M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.18K
New
$521.84 - $558.82 $615K - $658K
1.18K $635M
ACGL
Arch Capital Group Ltd.

Financial Services
6.87K
New
$88.71 - $114.86 $610K - $789K
6.87K $635M
COST
Costco Wholesale Corp

Consumer Defensive
690
New
$873.59 - $994.69 $603K - $686K
690 $632M
ABC
Amerisourcebergen Corp

Healthcare
2.77K
New
N/A
2.77K $621M
PH
Parker Hannifin Corp

Industrials
950
New
$621.74 - $709.46 $591K - $674K
950 $604M
FQAL
Fidelity Covington Tr Quality

ETFs
9.19K
New
$64.43 - $68.47 $592K - $629K
9.19K $601M
XLI
Industrial Sector Spdr

ETFs
4.53K
New
$131.76 - $143.99 $597K - $652K
4.53K $597M
Innovator Etfs Trust
21.9K
New
N/A
21.9K $596M
DUOL
Duolingo, Inc.

Technology
1.84K
New
$278.75 - $373.03 $512K - $685K
1.84K $595M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.16K
New
$481.22 - $538.17 $559K - $625K
1.16K $594M
DGS
Wisdomtree Emerging Markets Sm

ETFs
11.9K
New
$48.87 - $53.53 $582K - $638K
11.9K $583M
AMCR
Amcor PLC

Consumer Cyclical
61.6K
New
$9.34 - $11.37 $576K - $701K
61.6K $580M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
16.9K
New
$33.7 - $37.69 $569K - $636K
16.9K $580M
DE
Deere & CO

Industrials
1.37K
New
$389.45 - $466.0 $532K - $637K
1.37K $579M
BMY
Bristol Myers Squibb CO

Healthcare
10.2K
New
$51.92 - $59.94 $530K - $612K
10.2K $577M
WAL
Western Alliance Bancorporation

Financial Services
6.85K
New
$80.51 - $96.1 $552K - $659K
6.85K $573M
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
16.8K
New
$33.03 - $34.15 $555K - $574K
16.8K $568M
BX
Blackstone Inc.

Financial Services
3.29K
New
$148.45 - $199.05 $488K - $654K
3.29K $566M
SJM
J M Smucker CO

Consumer Defensive
5.08K
New
$106.92 - $121.75 $543K - $618K
5.08K $559M
VIG
Vanguard Dividend Appreciation

ETFs
2.85K
New
N/A
2.85K $558M
ROK
Rockwell Automation, Inc

Industrials
1.89K
New
$264.65 - $302.92 $499K - $571K
1.89K $539M
FOUR
Shift4 Payments, Inc.

Technology
5.16K
New
$88.26 - $114.95 $456K - $593K
5.16K $536M
FTNT
Fortinet, Inc.

Technology
5.59K
New
$76.49 - $99.21 $428K - $555K
5.59K $528M
C
Citigroup Inc

Financial Services
7.5K
New
$61.31 - $72.5 $460K - $544K
7.5K $528M
HSBC
Hsbc Holdings PLC

Financial Services
10.5K
New
$43.83 - $49.51 $462K - $522K
10.5K $522M
DDOG
Datadog, Inc.

Technology
3.61K
New
$113.98 - $168.65 $411K - $608K
3.61K $516M
FRT
Federal Realty Investment Trust

Real Estate
4.56K
New
$109.55 - $117.53 $500K - $536K
4.56K $511M
BP
Bp PLC

Energy
17.2K
New
$28.16 - $33.14 $485K - $570K
17.2K $509M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
10.5K
New
$46.48 - $51.32 $487K - $538K
10.5K $505M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
11.2K
New
$44.87 - $46.86 $504K - $526K
11.2K $504M
KO
Coca Cola CO

Consumer Defensive
8.04K
New
$61.74 - $71.71 $497K - $577K
8.04K $501M
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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