account_balance
Investment manager · 13F filer · SEC CIK 2055492
AssuredPartners Investment Advisors, LLC
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Reported value$1.03Bas of Jun 30, 2026
Positions414 37 new, 25 sold out
Top 10 weight23.8%XMMO alone is 3%
FiledAug 1041 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
XMMOInvesco Exchange Traded Fd T
3.1%Added +57%
FBCGFidelity Covington Trust
2.5%
AAPLApple Inc.
2.5%Added +9%
VVVanguard Index FDS
2.4%
VOOVanguard Index FDS
2.4%Added +2%
FDVVFidelity Covington Trust
2.4%Added +2%
GOOGLAlphabet Inc.
2.2%
SPTMSPDR Series Trust
2.2%
MUMicron Technology Inc
2.2%Trimmed −28%
NVDANVIDIA Corp
1.8%
IXUSiShares Tr
1.6%
MSFTMicrosoft Corp
1.6%
XMMOInvesco Exchange Traded Fd T
3.1%+57%
FBCGFidelity Covington Trust
2.5%
AAPLApple Inc.
2.5%
VVVanguard Index FDS
2.4%
VOOVanguard Index FDS
2.4%+2%
FDVVFidelity Covington Trust
2.4%+2%
GOOGLAlphabet Inc.
2.2%
SPTMSPDR Series Trust
2.2%
MUMicron Technology Inc
2.2%−28%
NVDANVIDIA Corp
1.8%
IXUSiShares Tr
1.6%
MSFTMicrosoft Corp
1.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
XMMO Invesco Exchange Traded Fd T 3.1% Added +57%
FBCG Fidelity Covington Trust 2.5% Held
AAPL Apple Inc. 2.5% Added +9%VV Vanguard Index FDS 2.4% Held
VOO Vanguard Index FDS 2.4% Added +2%
FDVV Fidelity Covington Trust 2.4% Added +2%
GOOGL Alphabet Inc. 2.2% HeldSPTM SPDR Series Trust 2.2% Held
MU Micron Technology Inc 2.2% Trimmed −28%NVDA NVIDIA Corp 1.8% HeldIXUS iShares Tr 1.6% Held
MSFT Microsoft Corp 1.6% HeldWhat changed
Biggest moves since Mar 31, 2026
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