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ASSUREDPARTNERS INVESTMENT ADVISORS, LLC 13F portfolio summary

ASSUREDPARTNERS INVESTMENT ADVISORS, LLC of ASSUREDPARTNERS INVESTMENT ADVISORS, LLC has 416 current stock holdings with a reported portfolio value of $1.03B. The portfolio 1 year return is +22.74%. Top holdings include XMMO (3.10%), FBCG (2.55%), AAPL (2.49%), VV (2.41%), VOO (2.37%).

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ASSUREDPARTNERS INVESTMENT ADVISORS, LLC

ASSUREDPARTNERS INVESTMENT ADVISORS, LLC
Latest filing: 2026-06-30

ASSUREDPARTNERS INVESTMENT ADVISORS, LLC runs ASSUREDPARTNERS INVESTMENT ADVISORS, LLC and currently holds 416 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $1.03B. Their top holdings are XMMO, FBCG, AAPL, VV, VOO. The top five represent 12.9% of reported portfolio weight. ASSUREDPARTNERS INVESTMENT ADVISORS, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, ASSUREDPARTNERS INVESTMENT ADVISORS, LLC initiated 4 new positions. They added to 68 existing positions. They trimmed 28 positions. Their current best-performing preview position is MU with returns of +216.13%.

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Top 5 Holdings
XMMO3.1%
FBCG2.5%
AAPL2.5%
VV2.4%
VOO2.4%
Top 5: 12.9%
Portfolio Returns
1 Year
+22.74%
#0/1000
3 Year
+28.27%
#0/1000
5 Year
+28.27%
#0/1000

Portfolio Value

$1.03B

Alpha Score

25.6

#0 of 1000

Holdings

416

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416 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
XMMO
INVESCO EXCHANGE TRADED FD T
3.10%$144.36$157.00+8.75%
Added
+57.48%
FBCG
FIDELITY COVINGTON TRUST
2.55%$47.91$61.56+28.48%
Added
+1.73%
AAPL
APPLE INC
2.49%$261.95$309.35+18.10%
Added
+8.77%
VV
VANGUARD INDEX FDS
2.41%$298.85$352.59+17.98%
Trimmed
-0.77%
VOO
VANGUARD INDEX FDS
2.37%$574.59$703.77+22.48%
Added
+2.13%
FDVV
FIDELITY COVINGTON TRUST
2.36%$50.66$63.12+24.60%
Added
+2.16%
GOOGL
ALPHABET INC
2.24%$221.05$344.82+55.99%
Trimmed
-1.15%
SPTM
SPDR SERIES TRUST
2.22%$75.65$92.91+22.82%
Added
+1.92%
MU
MICRON TECHNOLOGY INC
2.19%$96.56$966.78+901.22%
Trimmed
-27.58%
NVDA
NVIDIA CORPORATION
1.84%$154.72$214.76+38.81%
Trimmed
-1.30%

Showing 1-10 of 416