Filer Name: ASSUREDPARTNERS INVESTMENT ADVISORS, LLC
CIK: 2055492
Period: 2024-12-31
Filed At: 2025-02-12
Number of Holdings: 320
Portfolio Value: $0.51B

Assuredpartners Investment Advisors, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
FBCG US FIDELITY BLUE CHIP GROWTH 396,060 $18M 3.57% - -
FDVV US FIDELITY HIGH DIVIDEND ETF 358,991 $18M 3.49% - -
AAPL US APPLE INC 67,402 $17M 3.29% - -
FEX US FIRST TRUST LARGE CAP CORE A 150,474 $16M 3.06% - -
FNX US FIRST TRUST MID CAP CORE ALP 108,171 $13M 2.44% - -
MSFT US MICROSOFT CORP 25,948 $11M 2.13% - -
TSLA US TESLA INC 23,789 $10M 1.87% - -
FSMD US FIDELITY SMALL-MID MULTIFACT 225,841 $9M 1.81% - -
GOOGL US ALPHABET INC-CL A 41,606 $8M 1.53% - -
DFAC US DIMENSIONAL US CORE EQUITY 2 224,092 $8M 1.51% - -
QQQM US INVESCO NASDAQ 100 ETF 34,945 $7M 1.43% - -
IHDG US WISDOMTREE INTERNATIONAL HED 165,783 $7M 1.40% - -
JPM US JPMORGAN CHASE & CO 28,595 $7M 1.34% - -
DFSD US DIMENSIONAL SHORT DURATION 134,557 $6M 1.23% - -
DFCF US DIMENSIONAL CORE FIXED INC 149,510 $6M 1.20% - -
IWY US ISHARES RUSSELL TOP 200 GROW 24,372 $6M 1.12% - -
NVDA US NVIDIA CORP 42,522 $6M 1.11% - -
AVGO US BROADCOM INC 21,601 $5M 0.98% - -
CSCO US CISCO SYSTEMS INC 85,363 $5M 0.98% - -
ONEQ US FIDELITY NASDAQ COMPOSITE IN 64,490 $5M 0.96% - -
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