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Portfolio (Quarterly) Guide ↗

AssuredPartners Investment Advisors, LLC

· CIK 0002055492
13F Portfolio $1.0B AUM 416 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 40 New 169 Added 138 Reduced 26 Exited
Page 7 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FEX FIRST TR EXCHANGE-TRADED ALP 15,877.0 $2.2M 0.21% -998.0 -5.9% $139.88 +0.3%
122 IYK ISHARES TR 30,180.0 $2.2M 0.21% +14K +89.8% $72.66 +3.3%
123 SPMO INVESCO EXCH TRADED FD TR II 13,189.0 $2.1M 0.21% +5K +55.6% $161.54 -8.2%
124 NEE NEXTERA ENERGY INC Utilities 24,131.0 $2.1M 0.20% -2K -7.5% $87.77 -2.1%
125 SHLD GLOBAL X FDS 34,560.0 $2.1M 0.20% +3K +8.7% $59.71 +15.9%
126 VRTX VERTEX PHARMACEUTICALS INC Healthcare 4,147.0 $2.1M 0.20% +691.0 +20.0% $496.68 +11.1%
127 AIRR FIRST TR EXCHANGE TRADED FD 15,154.0 $2.0M 0.20% +5K +56.7% $133.25 -11.3%
128 ADI ANALOG DEVICES INC Technology 4,994.0 $2.0M 0.19% -294.0 -5.6% $397.17 -6.0%
129 PM PHILIP MORRIS INTL INC Consumer Defensive 10,889.0 $2.0M 0.19% -329.0 -2.9% $180.91 +5.0%
130 IBDW ISHARES TR 91,206.0 $1.9M 0.18% +26K +39.6% $20.84 -0.9%
131 DTD WISDOMTREE TR 20,333.0 $1.9M 0.18% +112.0 +0.6% $93.25 +4.8%
132 PFE PFIZER INC Healthcare 77,949.0 $1.9M 0.18% -2K -1.9% $24.08 +17.3%
133 BA BOEING CO Industrials 8,632.0 $1.9M 0.18% -267.0 -3.0% $216.46 +2.7%
134 UJUL INNOVATOR ETFS TRUST 45,664.0 $1.9M 0.18% $40.77 +1.5%
135 SGOV ISHARES TR 18,444.0 $1.9M 0.18% -4K -16.2% $100.67 -0.1%
136 BUFS FIRST TR EXCHNG TRADED FD VI 73,676.0 $1.8M 0.18% -2K -2.9% $25.09 +1.3%
137 DFEM DIMENSIONAL ETF TRUST 45,353.0 $1.8M 0.18% +9K +23.1% $40.64 -2.7%
138 DFAR DIMENSIONAL ETF TRUST 68,536.0 $1.8M 0.17% +14K +26.8% $26.16 +1.1%
139 VTIP VANGUARD MALVERN FDS 35,323.0 $1.8M 0.17% +11K +43.0% $50.23 -0.9%
140 FIRST TR EXCHNG TRADED FD VI 75,643.0 $1.8M 0.17% -2K -2.0% $23.41
Page 7 of 21  ·  416 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.8%
Financial Services 16.7%
Industrials 9.7%
Consumer Cyclical 9.4%
Communication Services 8.5%
Healthcare 7.7%
Energy 4.9%
Consumer Defensive 3.8%
Utilities 3.4%
Real Estate 1.3%