ASSUREDPARTNERS INVESTMENT ADVISORS, LLC 13F Portfolio
ASSUREDPARTNERS INVESTMENT ADVISORS, LLC runs ASSUREDPARTNERS INVESTMENT ADVISORS, LLC and currently holds 416 stock positions, which is more than the average of 231 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%.
Portfolio Value
$1.03B
Alpha Score
25.6
#0 of 1000
Holdings
416
ASSUREDPARTNERS INVESTMENT ADVISORS, LLC Current 13F Holdings
Reported holdings from ASSUREDPARTNERS INVESTMENT ADVISORS, LLC's latest SEC 13F filing, ranked by portfolio weight.
416 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
XMMO INVESCO EXCHANGE TRADED FD T | 3.10% | $144.36 | $148.67 | +2.99% | Added +57.48% |
FBCG FIDELITY COVINGTON TRUST | 2.55% | $47.91 | $63.94 | +33.45% | Added +1.73% |
AAPL APPLE INC | 2.49% | $261.95 | $336.68 | +28.53% | Added +8.77% |
VV VANGUARD INDEX FDS | 2.41% | $298.85 | $359.11 | +20.16% | Trimmed -0.77% |
VOO VANGUARD INDEX FDS | 2.37% | $574.59 | $715.51 | +24.53% | Added +2.13% |
FDVV FIDELITY COVINGTON TRUST | 2.36% | $50.66 | $61.68 | +21.74% | Added +2.16% |
GOOGL ALPHABET INC | 2.24% | $221.05 | $351.66 | +59.09% | Trimmed -1.15% |
SPTM SPDR SERIES TRUST | 2.22% | $75.65 | $94.01 | +24.27% | Added +1.92% |
MU MICRON TECHNOLOGY INC | 2.19% | $96.56 | $1,029.00 | +965.66% | Trimmed -27.58% |
NVDA NVIDIA CORPORATION | 1.84% | $154.72 | $229.28 | +48.19% | Trimmed -1.30% |
Showing 1-10 of 416