Portfolio (Quarterly)
Guide ↗
AssuredPartners Investment Advisors, LLC
· CIK 0002055492| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | GDEC | FIRST TR EXCHNG TRADED FD VI | — | 7,400 | $280K | 0.04% | SOLD |
| 22 | IEX | IDEX CORP | Industrials | 1,511 | $269K | 0.04% | SOLD |
| 23 | AOS | SMITH A O CORP | Industrials | 4,011 | $268K | 0.04% | SOLD |
| 24 | FUL | FULLER H B CO | Basic Materials | 4,508 | $268K | 0.04% | SOLD |
| 25 | DUOL | DUOLINGO INC | Technology | 1,431 | $251K | 0.04% | SOLD |
| 26 | EXPO | EXPONENT INC | Industrials | 3,595 | $250K | 0.04% | SOLD |
| 27 | AJG | GALLAGHER ARTHUR J & CO | Financial Services | 930 | $241K | 0.04% | SOLD |
| 28 | AXON | AXON ENTERPRISE INC | Industrials | 420 | $239K | 0.04% | SOLD |
| 29 | AMT | AMERICAN TOWER CORP NEW | Real Estate | 1,309 | $230K | 0.03% | SOLD |
| 30 | HRL | HORMEL FOODS CORP | Consumer Defensive | 9,489 | $225K | 0.03% | SOLD |
| 31 | XLY | SELECT SECTOR SPDR TR | — | 1,825 | $218K | 0.03% | SOLD |
| 32 | AIG | AMERICAN INTL GROUP INC | Financial Services | 2,531 | $217K | 0.03% | SOLD |
| 33 | AMP | AMERIPRISE FINL INC | Financial Services | 428 | $210K | 0.03% | SOLD |
| 34 | — | INNOVATOR ETFS TRUST | — | 9,826 | $202K | 0.03% | SOLD |
| 35 | IWP | ISHARES TR | — | 1,467 | $201K | 0.03% | SOLD |
| 36 | GT | GOODYEAR TIRE & RUBR CO | Consumer Cyclical | 22,227 | $195K | 0.03% | SOLD |
Sector Allocation
Technology
29.0%
Financial Services
18.0%
Industrials
10.0%
Communication Services
9.1%
Consumer Cyclical
9.0%
Healthcare
7.6%
Energy
6.4%
Consumer Defensive
4.2%
Utilities
3.6%
Basic Materials
1.6%