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

SEC FilingSEC DataHachi Filing

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
CIK: assuredpartners-investment-advisors
Manager Name: Assuredpartners-Investment-Advisors

Data Enrichment

68% identified

221 identified105 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

326 positions • $518.1M total value

SEC FilingSEC DataHachi Filing

Manager:

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ARES CAPITAL CORP

ARCC|04010L103

Shares:63.3K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$518.1M)

808524201

SCHX|808524201

Shares:61.6K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$518.1M)

33740F763

Shares:27.4K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$518.1M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:4.8K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$518.1M)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:30.6K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$518.1M)

TotalEnergies SE

TTE|89151E109

Shares:19.5K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$518.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.3K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$518.1M)

LOWES COMPANIES INC

LOW|548661107

Shares:5.1K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$518.1M)

BOEING CO

BA|097023105

Shares:6.9K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$518.1M)

97717X263

Shares:32.0K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$518.1M)

PEPSICO INC

PEP|713448108

Shares:7.9K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$518.1M)

ServiceNow, Inc.

NOW|81762P102

Shares:1.4K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$518.1M)

97717W208

Shares:11.6K

Value:$1.1M