Assuredpartners Investment Advisors, LLC Top Holdings and 13F Report (2026) About Assuredpartners Investment Advisors, LLCInvestment ActivityAssuredpartners Investment Advisors, LLC has $919.18 million in total holdings as of March 31, 2026.Assuredpartners Investment Advisors, LLC owns shares of 402 different stocks, but just 121 companies or ETFs make up 80% of its holdings.Approximately 35.53% of the portfolio was purchased this quarter.About 8.23% of the portfolio was sold this quarter.This quarter, Assuredpartners Investment Advisors, LLC has purchased 342 new stocks and bought additional shares in 141 stocks.Assuredpartners Investment Advisors, LLC sold shares of 136 stocks and completely divested from 36 stocks this quarter.Largest Holdings SPDR Bloomberg 1-3 Month T-Bill ETF $34,032,870Vanguard Large-Cap ETF $22,106,957Fidelity High Dividend ETF $22,092,292Fidelity Blue Chip Growth ETF $21,388,834Apple $21,152,860 Largest New Holdings this Quarter 922908637 - Vanguard Large-Cap ETF $22,106,957 Holding46434V290 - iShares U.S. Small Cap Equity Factor ETF $12,494,999 Holding47103U845 - Janus Henderson AAA CLO ETF $7,495,659 Holding316092402 - Fidelity MSCI Energy Index ETF $6,078,186 Holding46137V746 - Invesco Large Cap Growth ETF $5,896,199 Holding Largest Purchases this Quarter SPDR Bloomberg 1-3 Month T-Bill ETF 317,949 shares (about $29.07M)Vanguard Large-Cap ETF 73,021 shares (about $22.11M)iShares Core MSCI Total International Stock ETF 174,518 shares (about $15.28M)iShares U.S. Small Cap Equity Factor ETF 163,184 shares (about $12.49M)Janus Henderson AAA CLO ETF 148,547 shares (about $7.50M) Largest Sales this Quarter iShares Gold Trust 102,454 shares (about $8.98M)Fidelity Blue Chip Growth ETF 100,668 shares (about $5.17M)Invesco NASDAQ 100 ETF 16,323 shares (about $3.96M)iShares Russell Top 200 Growth ETF 11,780 shares (about $2.97M)iShares Core Dividend Growth ETF 38,776 shares (about $2.74M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAssuredpartners Investment Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBILSPDR Bloomberg 1-3 Month T-Bill ETF$34,032,870$29,073,256 ▲586.2%372,1883.7%ETFVVVanguard Large-Cap ETF$22,106,957$22,106,957 ▲New Holding73,0212.4%ETFFDVVFidelity High Dividend ETF$22,092,292$480,121 ▲2.2%395,3522.4%ETFFBCGFidelity Blue Chip Growth ETF$21,388,834$5,167,284 ▼-19.5%416,6932.3%ETFAAPLApple$21,152,860$4,860,900 ▲29.8%81,7152.3%Computer and TechnologyVOOVanguard S&P 500 ETF$21,135,623$877,017 ▲4.3%34,8962.3%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$19,819,438$179,264 ▲0.9%247,4342.2%ETFGOOGLAlphabet$19,682,465$5,914,339 ▲43.0%65,6102.1%Computer and TechnologyXMMOInvesco S&P MidCap Momentum ETF$17,646,648$1,659,785 ▼-8.6%119,6301.9%ETFNVDANVIDIA$17,076,926$4,661,461 ▲37.5%96,1321.9%Computer and TechnologyMSFTMicrosoft$16,376,337$6,053,267 ▲58.6%43,9191.8%Computer and TechnologyIXUSiShares Core MSCI Total International Stock ETF$15,529,385$15,284,249 ▲6,235.0%177,3171.7%ManufacturingSMLFiShares U.S. Small Cap Equity Factor ETF$12,494,999$12,494,999 ▲New Holding163,1841.4%ETFJPMJPMorgan Chase & Co.$11,941,989$3,694,571 ▲44.8%40,4201.3%FinanceLHXL3Harris Technologies$11,446,161$4,502,126 ▲64.8%31,9071.2%AerospaceFSMDFidelity Small-Mid Multifactor ETF$11,260,412$155,542 ▲1.4%247,3731.2%ETFMUMicron Technology$10,219,862$2,450,893 ▼-19.3%27,0541.1%Computer and TechnologyXOMExxonMobil$10,078,853$1,445,017 ▲16.7%61,6931.1%EnergyIHDGWisdomTree International Hedged Quality Dividend Growth Fund$9,991,550$154,977 ▲1.6%203,5351.1%FinanceDFACDimensional U.S. Core Equity 2 ETF$9,892,992$669,459 ▼-6.3%251,2191.1%ETFAMZNAmazon.com$8,822,900$4,802,877 ▲119.5%41,4631.0%Retail/WholesaleDEMWisdomTree Emerging Markets High Dividend Fund$8,448,805$144,961 ▲1.7%170,3040.9%FinanceCSCOCisco Systems$8,378,005$1,192,124 ▲16.6%104,1590.9%Computer and TechnologyDFSDDimensional Short-Duration Fixed Income ETF$8,335,839$157,380 ▲1.9%174,1530.9%ETFAVGOBroadcom$7,603,286$1,535,373 ▲25.3%24,1810.8%Computer and TechnologyVYMVanguard High Dividend Yield ETF$7,553,449$5,320,721 ▲238.3%50,8000.8%ETFJAAAJanus Henderson AAA CLO ETF$7,495,659$7,495,659 ▲New Holding148,5470.8%ETFDFCFDimensional Core Fixed Income ETF$7,292,999$86,949 ▼-1.2%172,5340.8%ETFBACBank of America$7,186,952$1,542,596 ▲27.3%143,5670.8%FinanceTSLATesla$7,166,007$54,333 ▲0.8%20,3110.8%Auto/Tires/TrucksJPIBJPMorgan International Bond Opportunities ETF$6,889,097$146,664 ▲2.2%144,4860.7%ETFVYMIVanguard International High Dividend Yield ETF$6,840,386$5,630,898 ▲465.6%71,7470.7%ETFVTIVanguard Total Stock Market ETF$6,564,099$2,006,564 ▲44.0%20,1840.7%ETFLLYEli Lilly and Company$6,454,133$4,494,346 ▲229.3%6,9620.7%MedicalMETAMeta Platforms$6,399,045$2,985,495 ▲87.5%11,1670.7%Computer and TechnologyFENYFidelity MSCI Energy Index ETF$6,078,186$6,078,186 ▲New Holding182,6930.7%ETFCASYCasey's General Stores$5,991,536$82,998 ▲1.4%8,0130.7%Retail/WholesalePWBInvesco Large Cap Growth ETF$5,896,199$5,896,199 ▲New Holding45,5200.6%ETFGLWCorning$5,516,289$5,516,289 ▲New Holding37,6540.6%Computer and TechnologyLAM RESEARCH CORP$5,511,837$5,511,837 ▲New Holding24,9800.6%COM NEWVVisa$5,390,150$2,440,886 ▲82.8%17,7700.6%Business ServicesFIRST TR EXCHNG TRADED FD VI$5,382,3200.0%128,0590.6%FT VEST U.S EQTFLQMFranklin U.S. Mid Cap Multifactor Index ETF$5,338,648$5,338,648 ▲New Holding95,9840.6%ETFILCViShares Morningstar Value ETF$5,269,795$5,269,795 ▲New Holding56,1120.6%ETFABBVAbbVie$5,053,917$3,466,559 ▲218.4%24,4520.5%MedicalAXPAmerican Express$4,918,886$220,431 ▲4.7%16,0890.5%FinanceVSTVistra$4,888,543$824,661 ▲20.3%32,2480.5%UtilitiesSCHISchwab 5-10 Year Corporate Bond ETF$4,819,715$169,431 ▲3.6%212,9790.5%ETFCSXCSX$4,795,042$149,577 ▲3.2%115,5990.5%TransportationDIMENSIONAL ETF TRUST$4,662,615$100,719 ▲2.2%91,8920.5%ULTRASHORT FIXEDCVXChevron$4,646,154$2,791,192 ▲150.5%23,3640.5%EnergyMTUMiShares MSCI USA Momentum Factor ETF$4,601,316$4,601,316 ▲New Holding18,5770.5%ETFVWOBVanguard Emerging Markets Government Bond ETF$4,571,268$133,937 ▲3.0%69,5570.5%ETFIEFiShares 7-10 Year Treasury Bond ETF$4,470,836$123,609 ▲2.8%47,0560.5%ETFPGIM ROCK ETF TR$4,470,669$94,648 ▼-2.1%149,0720.5%LADDERED S&P 500DFICDimensional International Core Equity 2 ETF$4,405,010$62,959 ▲1.4%122,0220.5%ETFBXBlackstone$4,404,895$4,013,062 ▲1,024.2%39,2450.5%FinancePEPPepsiCo$4,400,648$2,729,599 ▲163.3%28,0780.5%Consumer StaplesMSMorgan Stanley$4,366,905$4,115,417 ▲1,636.4%26,2200.5%FinanceJCPBJPMorgan Core Plus Bond ETF$4,290,998$73,993 ▼-1.7%91,4530.5%ETFCOSTCostco Wholesale$4,272,925$3,834,937 ▲875.6%4,1950.5%Retail/WholesaleJNJJohnson & Johnson$4,045,414$1,234,974 ▲43.9%16,7880.4%MedicalNFLXNetflix$3,841,046$3,222,537 ▲521.0%38,8260.4%Consumer DiscretionaryFVFirst Trust Dorsey Wright Focus 5 ETF$3,790,371$3,790,371 ▲New Holding61,7630.4%ManufacturingGOOGAlphabet$3,681,976$389,331 ▲11.8%12,3700.4%Computer and TechnologyCTRACoterra Energy$3,518,354$3,518,354 ▲New Holding101,4810.4%EnergyPLDPrologis$3,383,792$3,383,792 ▲New Holding25,5670.4%FinanceNEMNewmont$3,342,418$107,416 ▲3.3%29,6230.4%Basic MaterialsMINOPIMCO Municipal Income Opportunities Active Exchange-Traded Fund$3,312,298$223,246 ▲7.2%73,2650.4%ETFUAPRInnovator U.S. Equity Ultra Buffer ETF - April$3,297,6630.0%98,2910.4%ETFCMECME Group$3,258,808$3,258,808 ▲New Holding10,5610.4%FinancePWRQuanta Services$3,251,085$2,909,011 ▲850.4%5,8640.4%ConstructionQQQMInvesco NASDAQ 100 ETF$3,217,739$3,955,355 ▼-55.1%13,2790.4%ETFDFAUDimensional US Core Equity Market ETF$3,169,525$44,740 ▲1.4%69,3550.3%ETFUCONFirst Trust TCW Unconstrained Plus Bond ETF$3,112,259$43,701 ▼-1.4%125,3430.3%ETFETNEaton$3,094,120$3,094,120 ▲New Holding8,5030.3%IndustrialsFLMIFranklin Dynamic Municipal Bond ETF$3,057,330$177,100 ▲6.1%123,3290.3%ETFEPSWisdomTree U.S. LargeCap Fund$2,978,423$5,725 ▼-0.2%43,1840.3%FinanceDELLDell Technologies$2,972,759$2,972,759 ▲New Holding17,1660.3%Computer and TechnologyGSThe Goldman Sachs Group$2,945,683$2,658,130 ▲924.4%3,4010.3%FinanceTSCOTractor Supply$2,895,656$2,895,656 ▲New Holding63,7950.3%Retail/WholesaleEAPRInnovator MSCI Emerging Markets Power Buffer ETF - April$2,844,587$105,086 ▼-3.6%93,6320.3%ETFHDHome Depot$2,766,528$1,676,119 ▲153.7%8,4690.3%Retail/WholesalePGIM ROCK ETF TR$2,731,554$933,489 ▲51.9%95,2880.3%LADDERED NASDAQTOLToll Brothers$2,716,511$2,716,511 ▲New Holding19,7120.3%ConstructionVWOVanguard FTSE Emerging Markets ETF$2,716,072$83,068 ▼-3.0%50,2880.3%ETFCRWDCrowdStrike$2,707,511$2,707,511 ▲New Holding6,7920.3%Computer and TechnologyTRVTravelers Companies$2,692,494$88,962 ▲3.4%9,1100.3%FinanceHYGiShares iBoxx $ High Yield Corporate Bond ETF$2,650,324$75,714 ▲2.9%33,2540.3%ETFBLACKROCK INC$2,617,131$114,164 ▲4.6%2,7280.3%COMFNDFSchwab Fundamental International Equity ETF$2,610,661$270,075 ▼-9.4%52,6240.3%ETFPYLDPIMCO Multi Sector Bond Active ETF$2,597,476$120,632 ▼-4.4%99,0270.3%ETFMSIMotorola Solutions$2,524,309$2,524,309 ▲New Holding5,7190.3%Computer and TechnologyIBDTiShares iBonds Dec 2028 Term Corporate ETF$2,501,630$2,501,630 ▲New Holding99,1140.3%ETFPGProcter & Gamble$2,488,162$894,870 ▲56.2%17,4280.3%Consumer StaplesIBDUiShares iBonds Dec 2029 Term Corporate ETF$2,470,012$2,470,012 ▲New Holding106,6040.3%ETFPFXFVanEck Preferred Securities ex Financials ETF$2,466,657$15,867 ▼-0.6%139,7540.3%ETFNEENextEra Energy$2,419,128$316,393 ▼-11.6%26,0880.3%UtilitiesIWYiShares Russell Top 200 Growth ETF$2,399,727$2,968,475 ▼-55.3%9,5230.3%ETFDIMENSIONAL ETF TRUST$2,391,682$9,943 ▲0.4%31,9910.3%WORLD EQUITY ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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