Aprio Wealth Management
Latest statistics and disclosures from Aprio Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DUHP, DIHP, EMXC, TOLZ, TUA, and represent 32.65% of Aprio Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IBB (+$19M), DUHP (+$6.6M), DIHP (+$5.2M), FHLC, TOLZ, REZ, TUA, EMXC, CGXU, AAPL.
- Started 40 new stock positions in CBOE, EA, KGC, MSCI, DFS, IBHE, CRWD, BAP, VEEV, SPOT.
- Reduced shares in these 10 stocks: VHT (-$16M), Ishares Tr ibonds 24 trm hg, VOX, JPST, , AVRE, VGT, , MDLZ, SCHB.
- Sold out of its positions in CX, GSK, INTC, Ishares Tr ibonds 24 trm hg, MPC, MDLZ, NOC, NVS, SSL, SCHB. XLV, TEF, UBER, UMC.
- Aprio Wealth Management was a net buyer of stock by $82M.
- Aprio Wealth Management has $685M in assets under management (AUM), dropping by 9.62%.
- Central Index Key (CIK): 0001803519
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Portfolio Holdings for Aprio Wealth Management
Aprio Wealth Management holds 316 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us High Profitab (DUHP) | 12.7 | $87M | +8% | 2.6M | 33.79 |
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 7.4 | $51M | +11% | 2.0M | 25.23 |
|
| Ishares Msci Emrg Chn (EMXC) | 4.6 | $32M | +8% | 571k | 55.45 |
|
| Proshares Tr DJ BRKFLD GLB (TOLZ) | 4.2 | $29M | +15% | 591k | 49.12 |
|
| Simplify Exchange Traded Fun Short Term Trea (TUA) | 3.7 | $26M | +14% | 1.2M | 21.22 |
|
| Ishares Tr Residential Mult (REZ) | 3.6 | $25M | +17% | 303k | 81.02 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 3.0 | $20M | +10% | 362k | 56.48 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.8 | $19M | 33k | 586.07 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 2.7 | $19M | NEW | 140k | 132.21 |
|
| First Tr Exchange-traded Nasd Tech Div (TDIV) | 2.2 | $15M | +9% | 196k | 78.46 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 2.1 | $14M | +10% | 148k | 96.53 |
|
| Apple (AAPL) | 2.1 | $14M | +17% | 56k | 250.42 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.6 | $11M | +14% | 44k | 253.75 |
|
| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 1.6 | $11M | +22% | 92k | 119.34 |
|
| Ishares Tr Us Digital Infra (IDGT) | 1.6 | $11M | +22% | 133k | 80.55 |
|
| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 1.5 | $10M | +16% | 207k | 49.69 |
|
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 1.4 | $9.7M | +31% | 391k | 24.67 |
|
| Dimensional Etf Trust Us Real Estate E (DFAR) | 1.3 | $8.7M | +27% | 373k | 23.27 |
|
| Microsoft Corporation (MSFT) | 1.2 | $7.9M | +14% | 19k | 421.49 |
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 1.1 | $7.2M | +8% | 201k | 35.85 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.0 | $7.0M | +9% | 121k | 57.53 |
|
| Ishares Tr Core Div Grwth (DGRO) | 1.0 | $6.8M | 110k | 61.34 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.9 | $6.3M | +15% | 126k | 50.13 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.8 | $5.2M | -3% | 74k | 70.28 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.7 | $5.1M | -11% | 102k | 50.37 |
|
| Wisdomtree Tr Emerging Mkt Exc (XC) | 0.7 | $4.9M | +13% | 158k | 30.74 |
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.7 | $4.7M | NEW | 71k | 65.35 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $4.5M | 72k | 62.31 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.7 | $4.5M | +38% | 21k | 215.49 |
|
| Home Depot (HD) | 0.6 | $4.2M | +3% | 11k | 388.98 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.6 | $4.0M | +4% | 66k | 59.77 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $3.9M | 7.6k | 511.26 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $3.7M | +8% | 16k | 239.72 |
|
| Doubleline Etf Trust Opportunistic Bd (DBND) | 0.5 | $3.7M | +7% | 82k | 45.29 |
|
| NVIDIA Corporation (NVDA) | 0.5 | $3.6M | +14% | 27k | 134.29 |
|
| Ishares Tr Cybersecurity (IHAK) | 0.5 | $3.5M | +62% | 71k | 48.79 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.5 | $3.4M | 98k | 34.59 |
|
|
| American Centy Etf Tr Real Estate Etf (AVRE) | 0.5 | $3.2M | -11% | 77k | 41.92 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.5 | $3.2M | +42% | 66k | 48.16 |
|
| Tesla Motors (TSLA) | 0.5 | $3.2M | +7% | 7.8k | 403.84 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $3.1M | -2% | 17k | 185.13 |
|
| Dbx Etf Tr Xtrack Msci Eafe (HDEF) | 0.5 | $3.1M | +7% | 128k | 24.29 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.4 | $3.0M | +15% | 96k | 31.44 |
|
| Amazon (AMZN) | 0.4 | $2.9M | +25% | 13k | 219.39 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $2.8M | 7.1k | 401.59 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $2.8M | +10% | 4.7k | 588.69 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $2.6M | +41% | 14k | 189.31 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $2.4M | +203% | 88k | 27.32 |
|
| Meta Platforms Cl A (META) | 0.3 | $2.4M | +44% | 4.1k | 585.49 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.3 | $2.4M | -22% | 15k | 154.96 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $2.4M | +31% | 5.2k | 453.28 |
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.3 | $2.2M | +15% | 18k | 121.59 |
|
| Visa Com Cl A (V) | 0.3 | $2.1M | +32% | 6.6k | 316.04 |
|
| Broadcom (AVGO) | 0.3 | $2.1M | -2% | 9.0k | 231.84 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $2.1M | +20% | 11k | 197.49 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $2.0M | +10% | 2.6k | 771.93 |
|
| Coca-Cola Company (KO) | 0.3 | $2.0M | -2% | 32k | 62.26 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.3 | $2.0M | 38k | 51.70 |
|
|
| Netflix (NFLX) | 0.3 | $1.9M | +15% | 2.2k | 891.32 |
|
| Vanguard World Health Car Etf (VHT) | 0.3 | $1.9M | -89% | 7.5k | 253.71 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.3 | $1.9M | -2% | 30k | 63.75 |
|
| Nuveen Churchill Direct Lend Com Shs (NCDL) | 0.3 | $1.9M | +104% | 112k | 16.78 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.7M | +14% | 8.9k | 190.45 |
|
| Procter & Gamble Company (PG) | 0.2 | $1.6M | +13% | 9.5k | 167.65 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.6M | +16% | 3.0k | 526.51 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $1.5M | +3% | 6.2k | 242.13 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $1.5M | +30% | 14k | 107.57 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $1.5M | +4% | 1.6k | 916.02 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $1.4M | +12% | 7.9k | 175.23 |
|
| Bank of America Corporation (BAC) | 0.2 | $1.3M | +6% | 31k | 43.95 |
|
| salesforce (CRM) | 0.2 | $1.3M | +35% | 3.9k | 334.32 |
|
| Wal-Mart Stores (WMT) | 0.2 | $1.3M | +6% | 14k | 90.35 |
|
| Regions Financial Corporation (RF) | 0.2 | $1.2M | NEW | 53k | 23.52 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.2M | +3% | 5.6k | 220.97 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $1.2M | 3.0k | 410.51 |
|
|
| Cambria Etf Tr Emrg Sharehldr (EYLD) | 0.2 | $1.2M | -8% | 39k | 31.31 |
|
| Walt Disney Company (DIS) | 0.2 | $1.2M | +2% | 11k | 111.35 |
|
| Johnson & Johnson (JNJ) | 0.2 | $1.2M | +2% | 8.1k | 144.63 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $1.2M | NEW | 22k | 53.05 |
|
| Rbc Cad (RY) | 0.2 | $1.1M | +10% | 9.3k | 120.51 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.2 | $1.1M | 24k | 46.44 |
|
|
| Ishares U S Etf Tr Blackrock Short (MEAR) | 0.2 | $1.1M | +7% | 21k | 49.95 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $1.1M | +302% | 38k | 27.87 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $1.0M | 12k | 90.93 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $1.0M | 14k | 76.14 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.0M | 10k | 101.53 |
|
|
| Abbvie (ABBV) | 0.1 | $979k | +5% | 5.5k | 177.69 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $944k | NEW | 4.9k | 190.88 |
|
| Southern Company (SO) | 0.1 | $934k | +42% | 11k | 82.32 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $924k | 7.0k | 131.29 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $916k | +52% | 9.5k | 96.90 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $912k | 2.7k | 334.25 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $898k | -8% | 5.6k | 159.52 |
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.1 | $895k | 25k | 35.65 |
|
|
| Altria (MO) | 0.1 | $856k | +30% | 16k | 52.29 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $854k | +37% | 17k | 49.46 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $839k | 16k | 52.47 |
|
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $828k | 8.5k | 96.93 |
|
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.1 | $790k | 35k | 22.72 |
|
|
| Ishares Tr Blackrock Ultra (ICSH) | 0.1 | $788k | -15% | 16k | 50.43 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $774k | 4.7k | 164.17 |
|
|
| Lowe's Companies (LOW) | 0.1 | $768k | +33% | 3.1k | 246.78 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $762k | 31k | 24.70 |
|
|
| Pimco Dynamic Income Strateg Com Shs Ben Int (PDX) | 0.1 | $745k | 29k | 26.13 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $739k | 2.6k | 289.85 |
|
|
| Chevron Corporation (CVX) | 0.1 | $731k | +10% | 5.0k | 144.83 |
|
| Gilead Sciences (GILD) | 0.1 | $717k | +124% | 7.8k | 92.37 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $693k | +9% | 15k | 47.82 |
|
| Caterpillar (CAT) | 0.1 | $687k | +80% | 1.9k | 362.73 |
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| Qualcomm (QCOM) | 0.1 | $686k | +25% | 4.5k | 153.62 |
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| First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) | 0.1 | $685k | 31k | 22.03 |
|
|
| Merck & Co (MRK) | 0.1 | $678k | -4% | 6.8k | 99.48 |
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| Pulte (PHM) | 0.1 | $678k | -2% | 6.2k | 108.91 |
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| UnitedHealth (UNH) | 0.1 | $676k | +15% | 1.3k | 505.73 |
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| Cisco Systems (CSCO) | 0.1 | $654k | +47% | 11k | 59.20 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $646k | 13k | 49.51 |
|
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $643k | -14% | 7.3k | 87.90 |
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| Pepsi (PEP) | 0.1 | $641k | +5% | 4.2k | 152.06 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $636k | +67% | 999.00 | 636.27 |
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| S&p Global (SPGI) | 0.1 | $626k | +19% | 1.3k | 497.88 |
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| Abbott Laboratories (ABT) | 0.1 | $611k | +46% | 5.4k | 113.10 |
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| Ishares Tr Usd Grn Bond Etf (BGRN) | 0.1 | $604k | 13k | 46.62 |
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| At&t (T) | 0.1 | $593k | +3% | 26k | 22.77 |
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| McDonald's Corporation (MCD) | 0.1 | $587k | +15% | 2.0k | 289.93 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $565k | +44% | 1.6k | 351.79 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.1 | $555k | NEW | 4.8k | 114.74 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $549k | NEW | 6.2k | 89.07 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $539k | +16% | 1.0k | 538.56 |
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| British Amern Tob Sponsored Adr (BTI) | 0.1 | $538k | +24% | 15k | 36.32 |
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| Sterling Construction Company (STRL) | 0.1 | $533k | +5% | 3.2k | 168.45 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $532k | +17% | 1.0k | 520.32 |
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| Kb Finl Group Sponsored Adr (KB) | 0.1 | $522k | +14% | 9.2k | 56.90 |
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| Ishares Tr Us Br Del Se Etf (IAI) | 0.1 | $520k | NEW | 3.6k | 144.08 |
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| Verizon Communications (VZ) | 0.1 | $510k | +15% | 13k | 39.99 |
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| Morgan Stanley Com New (MS) | 0.1 | $502k | +14% | 4.0k | 125.71 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $498k | +24% | 2.3k | 212.38 |
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| Unilever Spon Adr New (UL) | 0.1 | $498k | +18% | 8.8k | 56.70 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $494k | +7% | 713.00 | 693.08 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $488k | 2.9k | 169.30 |
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| Servicenow (NOW) | 0.1 | $480k | +28% | 453.00 | 1060.12 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $479k | +21% | 13k | 37.53 |
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| Philip Morris International (PM) | 0.1 | $471k | +38% | 3.9k | 120.34 |
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| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.1 | $469k | 5.5k | 85.83 |
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| Bristol Myers Squibb (BMY) | 0.1 | $468k | +72% | 8.3k | 56.56 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $466k | -4% | 1.0k | 444.68 |
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| Oracle Corporation (ORCL) | 0.1 | $438k | +14% | 2.6k | 166.67 |
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| Palo Alto Networks (PANW) | 0.1 | $437k | +154% | 2.4k | 181.96 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $435k | +2% | 2.5k | 172.41 |
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| Pfizer (PFE) | 0.1 | $435k | 16k | 26.53 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $433k | -18% | 1.8k | 240.26 |
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| Vale S A Sponsored Ads (VALE) | 0.1 | $432k | +95% | 49k | 8.87 |
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| AFLAC Incorporated (AFL) | 0.1 | $430k | +10% | 4.2k | 103.44 |
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| Booking Holdings (BKNG) | 0.1 | $428k | 86.00 | 4971.95 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $422k | 9.4k | 44.87 |
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| Automatic Data Processing (ADP) | 0.1 | $420k | +66% | 1.4k | 292.63 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $419k | 985.00 | 425.44 |
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| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.1 | $414k | +13% | 13k | 32.88 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $413k | 1.4k | 288.86 |
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| 3M Company (MMM) | 0.1 | $413k | +19% | 3.2k | 129.09 |
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| Moody's Corporation (MCO) | 0.1 | $412k | +11% | 871.00 | 473.15 |
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| Amphenol Corp Cl A (APH) | 0.1 | $410k | 5.9k | 69.45 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $407k | +62% | 3.8k | 107.73 |
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| Global X Fds Gb Msci Ar Etf (ARGT) | 0.1 | $403k | NEW | 4.9k | 82.67 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $394k | 15k | 26.33 |
|
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $389k | +166% | 17k | 23.18 |
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| Ecolab (ECL) | 0.1 | $385k | +31% | 1.6k | 234.28 |
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| FedEx Corporation (FDX) | 0.1 | $385k | +11% | 1.4k | 281.26 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.1 | $383k | 6.2k | 61.37 |
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| Manulife Finl Corp (MFC) | 0.1 | $383k | +7% | 13k | 30.71 |
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| Paychex (PAYX) | 0.1 | $381k | +61% | 2.7k | 140.24 |
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| Fifth Third Ban (FITB) | 0.1 | $378k | 8.9k | 42.28 |
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| Spdr Ser Tr Spdr Msci Usa Ge (SHE) | 0.1 | $377k | 3.3k | 115.80 |
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| Shopify Cl A (SHOP) | 0.1 | $372k | +18% | 3.5k | 106.33 |
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| Progressive Corporation (PGR) | 0.1 | $371k | +24% | 1.5k | 239.68 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $366k | +20% | 2.8k | 131.04 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $366k | +3% | 2.1k | 178.08 |
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| First Tr Exchange-traded Wtr Etf (FIW) | 0.1 | $364k | 3.6k | 102.06 |
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| Shell Spon Ads (SHEL) | 0.1 | $362k | +45% | 5.8k | 62.65 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $360k | +5% | 1.9k | 187.50 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.1 | $357k | 8.9k | 40.34 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $357k | 4.0k | 88.40 |
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| International Business Machines (IBM) | 0.1 | $351k | +6% | 1.6k | 219.83 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $350k | -20% | 4.1k | 86.02 |
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| Citigroup Com New (C) | 0.1 | $347k | +50% | 4.9k | 70.39 |
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| American Tower Reit (AMT) | 0.1 | $347k | -18% | 1.9k | 183.39 |
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| MetLife (MET) | 0.1 | $346k | +19% | 4.2k | 81.88 |
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| Ubs Group SHS (UBS) | 0.1 | $345k | +18% | 11k | 30.32 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $345k | -2% | 1.5k | 232.54 |
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| Spotify Technology S A SHS (SPOT) | 0.0 | $338k | NEW | 755.00 | 447.38 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $335k | +32% | 3.6k | 92.60 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $334k | +8% | 2.9k | 115.72 |
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| Wells Fargo & Company (WFC) | 0.0 | $333k | -25% | 4.7k | 70.25 |
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| Allstate Corporation (ALL) | 0.0 | $331k | +26% | 1.7k | 192.79 |
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| American Express Company (AXP) | 0.0 | $329k | +6% | 1.1k | 296.76 |
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| Deutsche Bank A G Namen Akt (DB) | 0.0 | $326k | +28% | 19k | 17.05 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $325k | NEW | 4.3k | 75.63 |
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| Amgen (AMGN) | 0.0 | $324k | +7% | 1.2k | 260.65 |
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| Intuit (INTU) | 0.0 | $320k | +12% | 509.00 | 629.08 |
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| Danaher Corporation (DHR) | 0.0 | $320k | -22% | 1.4k | 229.47 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $317k | -2% | 924.00 | 343.46 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $317k | +528% | 15k | 21.16 |
|
| Equinor Asa Sponsored Adr (EQNR) | 0.0 | $317k | NEW | 13k | 23.69 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $316k | -6% | 4.8k | 65.51 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $313k | -13% | 5.3k | 58.79 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $310k | 3.2k | 96.84 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $307k | +4% | 7.1k | 43.38 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $306k | NEW | 1.2k | 246.21 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $306k | 1.1k | 287.75 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $305k | -3% | 6.4k | 47.83 |
|
| Cintas Corporation (CTAS) | 0.0 | $304k | +27% | 1.7k | 182.68 |
|
| Autodesk (ADSK) | 0.0 | $302k | +2% | 1.0k | 295.57 |
|
| Nextera Energy (NEE) | 0.0 | $301k | +9% | 4.2k | 71.69 |
|
| AutoZone (AZO) | 0.0 | $301k | -3% | 94.00 | 3202.00 |
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $301k | -9% | 30k | 10.07 |
|
| Kla Corp Com New (KLAC) | 0.0 | $301k | +24% | 477.00 | 630.21 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $298k | 523.00 | 569.04 |
|
|
| Dr Reddys Labs Adr (RDY) | 0.0 | $297k | +515% | 19k | 15.79 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $296k | 2.7k | 110.10 |
|
|
| Arista Networks | 0.0 | $295k | +300% | 2.7k | 110.53 |
|
| Ishares Tr Ibonds 25 Trm Hg (IBHE) | 0.0 | $294k | NEW | 13k | 23.20 |
|
| Bhp Group Sponsored Ads (BHP) | 0.0 | $293k | +56% | 6.0k | 48.83 |
|
| Fair Isaac Corporation (FICO) | 0.0 | $293k | 147.00 | 1990.93 |
|
|
| Sk Telecom Sponsored Adr (SKM) | 0.0 | $292k | +42% | 14k | 21.04 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $291k | +23% | 25k | 11.72 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $291k | -12% | 5.6k | 52.22 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $285k | +25% | 2.5k | 115.23 |
|
| Deere & Company (DE) | 0.0 | $283k | -8% | 668.00 | 424.02 |
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.0 | $283k | +21% | 22k | 12.86 |
|
| Starbucks Corporation (SBUX) | 0.0 | $281k | +23% | 3.1k | 91.25 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $279k | 3.1k | 90.92 |
|
|
| Toyota Motor Corp Ads (TM) | 0.0 | $275k | +6% | 1.4k | 194.61 |
|
| Perimeter Solutions Sa Common Stock | 0.0 | $274k | 22k | 12.78 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $274k | 1.0k | 263.36 |
|
|
| Target Corporation (TGT) | 0.0 | $268k | +26% | 2.0k | 135.17 |
|
| Advanced Micro Devices (AMD) | 0.0 | $267k | -4% | 2.2k | 120.79 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $266k | 4.5k | 58.80 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $264k | +33% | 1.2k | 226.89 |
|
| CSX Corporation (CSX) | 0.0 | $261k | 8.1k | 32.27 |
|
|
| Kt Corp Sponsored Adr (KT) | 0.0 | $260k | +3% | 17k | 15.52 |
|
| Travelers Companies (TRV) | 0.0 | $259k | +10% | 1.1k | 240.96 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $259k | 2.1k | 124.97 |
|
|
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.0 | $258k | +102% | 32k | 8.06 |
|
| Ishares Tr Us Home Cons Etf (ITB) | 0.0 | $257k | NEW | 2.5k | 103.38 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $257k | NEW | 4.0k | 63.86 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $256k | +25% | 527.00 | 486.09 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $256k | 3.4k | 75.61 |
|
|
| Imperial Oil Com New (IMO) | 0.0 | $255k | +39% | 4.1k | 61.60 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $254k | -56% | 408.00 | 621.94 |
|
| D.R. Horton (DHI) | 0.0 | $249k | 1.8k | 139.84 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $248k | NEW | 725.00 | 342.16 |
|
| Union Pacific Corporation (UNP) | 0.0 | $248k | +12% | 1.1k | 228.11 |
|
| Ishares Tr Modert Alloc Etf (AOM) | 0.0 | $248k | 5.7k | 43.44 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $247k | NEW | 1.1k | 220.82 |
|
| Iqvia Holdings (IQV) | 0.0 | $247k | -18% | 1.3k | 196.51 |
|
| TJX Companies (TJX) | 0.0 | $244k | +2% | 2.0k | 120.80 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $243k | +12% | 5.5k | 44.04 |
|
| American Electric Power Company (AEP) | 0.0 | $242k | NEW | 2.6k | 92.25 |
|
| Ge Aerospace Com New (GE) | 0.0 | $241k | -15% | 1.4k | 166.80 |
|
| Applied Materials (AMAT) | 0.0 | $240k | -7% | 1.5k | 162.64 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $240k | +4% | 3.1k | 77.28 |
|
| Chubb (CB) | 0.0 | $239k | +8% | 866.00 | 276.37 |
|
| Eaton Corp SHS (ETN) | 0.0 | $239k | +5% | 721.00 | 331.87 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $238k | 188.00 | 1267.28 |
|
|
| Honeywell International (HON) | 0.0 | $238k | -4% | 1.1k | 225.87 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $237k | -26% | 4.3k | 54.50 |
|
| Intercontinental Exchange (ICE) | 0.0 | $237k | NEW | 1.6k | 149.03 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $236k | NEW | 1.0k | 226.04 |
|
| BlackRock | 0.0 | $235k | NEW | 229.00 | 1026.97 |
|
| BP Sponsored Adr (BP) | 0.0 | $235k | NEW | 7.9k | 29.56 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $233k | -23% | 28k | 8.49 |
|
| AmerisourceBergen (COR) | 0.0 | $233k | +3% | 1.0k | 224.61 |
|
| Infosys Sponsored Adr (INFY) | 0.0 | $232k | NEW | 11k | 21.92 |
|
| Packaging Corporation of America (PKG) | 0.0 | $230k | +8% | 1.0k | 225.02 |
|
| CBOE Holdings (CBOE) | 0.0 | $230k | NEW | 1.2k | 195.36 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $228k | +2% | 971.00 | 235.27 |
|
| Ishares Tr Aggres Alloc Etf (AOA) | 0.0 | $228k | 3.0k | 76.60 |
|
|
| Msci (MSCI) | 0.0 | $227k | NEW | 378.00 | 600.15 |
|
| Paypal Holdings (PYPL) | 0.0 | $226k | NEW | 2.7k | 85.35 |
|
| Woori Finl Group Sponsored Ads (WF) | 0.0 | $226k | +18% | 7.2k | 31.25 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $225k | NEW | 2.1k | 108.59 |
|
| Discover Financial Services (DFS) | 0.0 | $225k | NEW | 1.3k | 173.23 |
|
| Regency Centers Corporation (REG) | 0.0 | $224k | NEW | 3.0k | 73.93 |
|
| ConocoPhillips (COP) | 0.0 | $223k | +5% | 2.2k | 99.15 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $223k | NEW | 5.3k | 41.82 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $219k | +201% | 8.4k | 26.07 |
|
| Fastenal Company (FAST) | 0.0 | $217k | NEW | 3.0k | 71.90 |
|
| Electronic Arts (EA) | 0.0 | $216k | NEW | 1.5k | 146.26 |
|
| Harmony Gold Mining Sponsored Adr (HMY) | 0.0 | $214k | +38% | 26k | 8.21 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $213k | NEW | 752.00 | 283.81 |
|
| Air Products & Chemicals (APD) | 0.0 | $212k | 731.00 | 290.06 |
|
|
| Suncor Energy (SU) | 0.0 | $212k | +2% | 5.9k | 35.68 |
|
| First Tr Lrg Cp Vl Alphadex Com Shs (FTA) | 0.0 | $212k | 2.8k | 76.47 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $207k | 2.1k | 100.59 |
|
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $207k | +20% | 14k | 14.49 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $206k | 1.6k | 128.83 |
|
|
| Waste Management (WM) | 0.0 | $206k | 1.0k | 201.88 |
|
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $204k | -4% | 13k | 15.67 |
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $203k | NEW | 963.00 | 210.25 |
|
| Barclays Adr (BCS) | 0.0 | $202k | +16% | 15k | 13.29 |
|
| Joyy Ads Repstg Com A (YY) | 0.0 | $202k | NEW | 4.8k | 41.85 |
|
| Credicorp (BAP) | 0.0 | $200k | NEW | 1.1k | 183.32 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $199k | -5% | 73k | 2.72 |
|
| Tim S A Sponsored Adr (TIMB) | 0.0 | $195k | NEW | 17k | 11.76 |
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $185k | +246% | 52k | 3.54 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $173k | -30% | 18k | 9.72 |
|
| Dlh Hldgs (DLHC) | 0.0 | $146k | 18k | 8.03 |
|
|
| Kinross Gold Corp (KGC) | 0.0 | $133k | NEW | 14k | 9.27 |
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $130k | +28% | 27k | 4.89 |
|
| Banco Santander Adr (SAN) | 0.0 | $125k | +8% | 27k | 4.56 |
|
| Telefonica Brasil Sa New Adr (VIV) | 0.0 | $98k | 13k | 7.55 |
|
|
| Ultrapar Participacoes Sa Sp Adr Rep Com (UGP) | 0.0 | $94k | -17% | 36k | 2.63 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $82k | NEW | 19k | 4.43 |
|
| Himax Technologies Sponsored Adr (HIMX) | 0.0 | $82k | 10k | 8.04 |
|
|
| Turkcell Iletisim Hizmetleri Spon Adr New (TKC) | 0.0 | $66k | -15% | 10k | 6.51 |
|
| Cerus Corporation (CERS) | 0.0 | $23k | 15k | 1.54 |
|
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $19k | -45% | 10k | 1.85 |
|
Past Filings by Aprio Wealth Management
SEC 13F filings are viewable for Aprio Wealth Management going back to 2019
- Aprio Wealth Management 2024 Q4 filed Jan. 13, 2025
- Aprio Wealth Management 2024 Q3 filed Oct. 8, 2024
- Aprio Wealth Management 2024 Q2 filed July 10, 2024
- Aprio Wealth Management 2024 Q1 filed April 10, 2024
- Aprio Wealth Management 2023 Q4 filed Jan. 17, 2024
- Aprio Wealth Management 2023 Q3 filed Oct. 10, 2023
- Aprio Wealth Management 2023 Q2 filed July 13, 2023
- Aprio Wealth Management 2023 Q1 filed April 14, 2023
- Aprio Wealth Management 2022 Q4 filed Jan. 11, 2023
- Aprio Wealth Management 2022 Q3 filed Oct. 13, 2022
- Aprio Wealth Management 2022 Q2 filed July 26, 2022
- Aprio Wealth Management 2022 Q1 filed April 19, 2022
- Aprio Wealth Management 2021 Q4 filed Jan. 26, 2022
- Aprio Wealth Management 2021 Q3 filed Oct. 14, 2021
- Aprio Wealth Management 2021 Q2 filed July 23, 2021
- Aprio Wealth Management 2020 Q4 filed Jan. 11, 2021