Assuredpartners-Investment-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "SE", "JOBY", "ABSI", "SNOW", "MU", "FNDF", "MPLX", "ACN", null, null, "ABT", "ABBV", "BABA", null, "ALL", "GOOGL", "AXP", "ABCL", "AIG", "T", "BLK", null, "CAT", "AVGO", "APP", "LOW", null, "BRO", "ARCC", "FUL", null, null, "CMI", null, null, "DUK", null, null, "EOG", null, null, null, "RLAY", "GD", "GIS", "HON", "HD", null, null, null, null, "MCD", null, null, null, null, null, "FE", "UNP", null, "QCOM", null, "HSBC", null, null, null, null, null, "AMAT", "EMR", null, null, null, null, null, "NWL", "ICE", null, null, "META", null, null, null, null, null, "LCTX", "IVW", null, null, null, null, null, null, null, null, "LHX", "LIN", null, null, null, null, "MPC", "MA", "MDT", "MSFT", "MDLZ", "MS", "DUOL", "EXPO", "GPC", "HAS", "HRL", "NU", null, null, "BX", "AMP", "IJR", "KLAC", "IWD", "ORCL", "KHC", null, "PAYX", null, null, "VHT", "DOC", null, null, null, null, "IWF", "PYPL", "PEP", "PNC", "IVV", null, "DOW", "UNH", "AAPL", "SPY", "NVDA", "ENB", "PLTR", "PFE", null, "LMT", "SPRY", "PG", "MRK", "VZ", "KEYS", null, "MPW", "MSTR", null, null, null, "ROK", "SPGI", "SCHX", "NOW", "SHOP", "O", "RIO", "RTX", "SPDW", null, "BP", "AMT", "SPLG", null, "IBM", "SYK", "SBUX", "CI", "TGT", "TDG", "TFC", "TSN", "UBER", "UPS", "VNQ", "SOUN", null, "VWO", "ACHR", null, null, "PRF", null, null, "EME", "VIG", null, "TTE", "TOST", "IEF", null, "TSM", null, "VYM", null, "ATO", "AMCR", "ACGL", "AFL", "AXON", "APH", "AMD", "CPAY", "F", "WEC", "DEO", "AJG", "WM", "FTNT", "FOUR", "TTC", "AEP", "GAN", "IEX", "AOS", "AMZN", "HCA", null, null, null, null, "HBAN", null, "VUG", "VEA", "VALE", null, "VB", "VOO", "V", "VST", "WMT", "WFC", "WAL", null, null, "WMB", "WT", null, null, null, null, null, null, null, null, null, null, null, "MTB", "SCHD", "ET", "SCHG", "MNDY", null, "SO", "SJM", "CRM", "SNAP", "ORI", null, "IXUS", "LYB", null, "MELI", "DGRO", null, "PSA", "KMB", "AZO", "BAC", "BRK-B", "BDX", "BA", "BTI", "BR", "CASY", "CNP", "CVX", "CINF", "CB", "CTAS", "CSCO", "CLX", "KO", "STZ", "ED", "COST", "DHR", "DE", "FANG", null, "DFAX", "DFAC", "DFS", "RSP", "IJJ", "IWB", "NEE", "NKE", "QQQ", null, "IWM", "EPD", "DIS", "ELV", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PM", "PH", "XLK", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-23
- Total Holdings
- 326
- Total Value
- 518089791
- Accession Number
- 0001667731-25-000487
- Form Type
- 13F-HR
- Manager Name
- Assuredpartners-Investment-Advisors
Data Enrichment
68% identified221 identified105 unidentified
Holdings
326 positions • $518.1M total value
Manager:
Search and click to pin securities to the top
Page 4 of 17
45782C334
Shares:49.1K
Value:$2.3M
% of Portfolio:0.5% ($2.3M/$518.1M)
46138E537
Shares:100.4K
Value:$2.3M
% of Portfolio:0.4% ($2.3M/$518.1M)
46137V241
Shares:34.6K
Value:$2.3M
% of Portfolio:0.4% ($2.3M/$518.1M)
45782C870
Shares:63.1K
Value:$2.3M
% of Portfolio:0.4% ($2.3M/$518.1M)
25434V104
Shares:58.4K
Value:$2.2M
% of Portfolio:0.4% ($2.2M/$518.1M)
45782C318
Shares:60.4K
Value:$2.2M
% of Portfolio:0.4% ($2.2M/$518.1M)
33738R704
Shares:31.5K
Value:$2.2M
% of Portfolio:0.4% ($2.2M/$518.1M)
97717W109
Shares:25.1K
Value:$1.9M
% of Portfolio:0.4% ($1.9M/$518.1M)
92189F429
Shares:113.0K
Value:$1.9M
% of Portfolio:0.4% ($1.9M/$518.1M)
33740U687
Shares:54.2K
Value:$1.9M
% of Portfolio:0.4% ($1.9M/$518.1M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 52.0K | QoQ +0.37% (+195)YoY- | All Managers (Combined) | $2.4M | 0.5% ($2.4M/$518.1M) | YoY- | |
(cusip45782C334)✕ | 49.1K | YoY- | All Managers (Combined) | $2.3M | 0.5% ($2.3M/$518.1M) | YoY- |
(cusip46138E537)✕ | 100.4K | YoY- | All Managers (Combined) | $2.3M | 0.4% ($2.3M/$518.1M) | YoY- |
(cusip46137V241)✕ | 34.6K | YoY- | All Managers (Combined) | $2.3M | 0.4% ($2.3M/$518.1M) | YoY- |
(cusip45782C870)✕ | 63.1K | YoY- | All Managers (Combined) | $2.3M | 0.4% ($2.3M/$518.1M) | YoY- |
(cusip25434V104)✕ | 58.4K | YoY- | All Managers (Combined) | $2.2M | 0.4% ($2.2M/$518.1M) | YoY- |
| 61.2K | YoY- | All Managers (Combined) | $2.2M | 0.4% ($2.2M/$518.1M) | YoY- | |
(cusip45782C318)✕ | 60.4K | YoY- | All Managers (Combined) | $2.2M | 0.4% ($2.2M/$518.1M) | YoY- |
Duke Energy CORP(DUKcusip26441C204) | 17.7K | QoQ -2.99% (-546)YoY- | All Managers (Combined) | $2.2M | 0.4% ($2.2M/$518.1M) | YoY- |
(cusip33738R704)✕ | 31.5K | YoY- | All Managers (Combined) | $2.2M | 0.4% ($2.2M/$518.1M) | YoY- |
| 12.2K | QoQ +0.67% (-82)YoY- | All Managers (Combined) | $2.1M | 0.4% ($2.1M/$518.1M) | YoY- | |
| 16.3K | QoQ -0.49% (-82)YoY- | All Managers (Combined) | $2.1M | 0.4% ($2.1M/$518.1M) | YoY- | |
| 28.4K | YoY- | All Managers (Combined) | $2.0M | 0.4% ($2.0M/$518.1M) | YoY- | |
(cusip97717W109)✕ | 25.1K | YoY- | All Managers (Combined) | $1.9M | 0.4% ($1.9M/$518.1M) | YoY- |
ELI LILLY & Co(LLYcusip532457108) | 2.3K | YoY- | All Managers (Combined) | $1.9M | 0.4% ($1.9M/$518.1M) | YoY- |
(cusip92189F429)✕ | 113.0K | YoY- | All Managers (Combined) | $1.9M | 0.4% ($1.9M/$518.1M) | YoY- |
| 3.4K | QoQ -4.22% (-149)YoY- | All Managers (Combined) | $1.9M | 0.4% ($1.9M/$518.1M) | YoY- | |
| 7.1K | QoQ -0.42% (-30)YoY- | All Managers (Combined) | $1.9M | 0.4% ($1.9M/$518.1M) | YoY- | |
(cusip33740U687)✕ | 54.2K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $1.9M | 0.4% ($1.9M/$518.1M) | YoY- |
| 12.1K | QoQ -0.44% (-54)YoY- | All Managers (Combined) | $1.8M | 0.4% ($1.8M/$518.1M) | YoY- |