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Colleen Keefe

Assuredpartners Investment Advisors, Llc

Assets Managed
$919.185M
Holdings
402
Last Quarter
2026 - Q1
Filed Date
1mo 18d ago
Growth Rate
36.76%(2Q avg: 43.19%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Assuredpartners Investment Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 402 positions.

Assets under management

The assets under management (AUM) of Assuredpartners Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 919.185M in assets, with a quarterly growth rate of 36.76% and a 2-quarter average growth rate of 43.19%. The portfolio is managed by Colleen Keefe, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 586.2%
3.71%
$34.033M
372,188 shares@ $91.44 avg price
VV
Vanguard Large-cap Etf
Recent Activity
New Position
2.41%
$22.107M
73,021 shares@ $302.75 avg price
FDVV
Fidelity High Dividend Etf
Recent Activity
Increased 2.23%
2.41%
$22.092M
395,352 shares@ $55.89 avg price
FBCG
Fidelity Blue Chip Growth
Recent Activity
Decreased -19.45%
2.33%
$21.389M
416,693 shares@ $51.33 avg price
AAPL
Apple Inc
Recent Activity
Increased 29.84%
2.31%
$21.153M
81,715 shares@ $258.87 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 4.33%
2.3%
$21.136M
34,896 shares@ $605.68 avg price
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Increased 0.92%
2.16%
$19.819M
247,434 shares@ $80.1 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 42.96%
2.15%
$19.682M
65,610 shares@ $300.0 avg price
XMMO
Invesco S&p Midcap Momentum
Recent Activity
Decreased -8.59%
1.92%
$17.647M
119,630 shares@ $147.52 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 37.55%
1.86%
$17.077M
96,132 shares@ $177.65 avg price

1-10 of 402