AssuredPartners Investment Advisors, LLC - Portfolio overview

AssuredPartners Investment Advisors, LLC has 432 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. BIL - SPDR SERIES TRUST, 3.65%
2. VV - VANGUARD INDEX FDS, 2.37%
3. FDVV - FIDELITY COVINGTON TRUST, 2.37%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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