Long-term investor
Assuredpartners Investment Advisors, LLC @assuredpartnersinvestmen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002055492).
Record
- Tracked since 2025-06-30 (441 days), 286 trades recorded
- Returns: week n/a · month n/a · 90 days +8.0% · 6 months n/a · 1 year +18.0% · all +18.0%
- Max drawdown n/a · win rate 20% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- XMMO · 3.1% · long · since 2025-06-30
- FBCG · 2.5% · long · since 2025-06-30
- AAPL · 2.5% · long · since 2025-06-30
- VV · 2.4% · long · since 2026-03-31
- VOO · 2.4% · long · since 2025-06-30
- FDVV · 2.4% · long · since 2025-06-30
- GOOGL · 2.2% · long · since 2025-06-30
- SPTM · 2.2% · long · since 2025-06-30
- MU · 2.2% · long · since 2025-06-30
- NVDA · 1.8% · long · since 2025-06-30
- IXUS · 1.6% · long · since 2025-06-30
- MSFT · 1.6% · long · since 2025-06-30