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, COWZ, TDIV, and represent 27.36% of Aprio Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: UTES (+$15M), VNQ (+$6.9M), CGGR (+$6.6M), HGER (+$5.3M), FHLC, JAAA, PYLD, VTI, FNDF, AMLP.
- Started 51 new stock positions in QQQM, WELL, EXPE, PSX, WEC, NSC, MDT, CAH, AWK, HPE.
- Reduced shares in these 10 stocks: DFAR (-$13M), REZ (-$6.5M), JPST, VOT, VTEB, IBB, TOLZ, AVUV, SBAC, SDVY.
- Sold out of its positions in BUD, ELV, BINC, BRF Brasil Foods SA, CI, CSL, CHTR, KOF, EFX, FDS. HLN, HON, INFY, TLT, IBHE, NOK, OTIS, PSA, QLYS, ROP, SBAC, TKC, VRTX, WIT.
- Aprio Wealth Management was a net buyer of stock by $71M.
- Aprio Wealth Management has $1.0B in assets under management (AUM), dropping by 13.41%.
- Central Index Key (CIK): 0001803519
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Portfolio Holdings for Aprio Wealth Management
Aprio Wealth Management holds 437 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us High Profitab (DUHP) | 8.9 | $90M | 2.4M | 37.77 |
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| Dimensional Etf Trust Intl High Profit (DIHP) | 6.8 | $68M | +3% | 2.3M | 30.39 |
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| Ishares Msci Emrg Chn (EMXC) | 4.3 | $43M | +3% | 640k | 67.51 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 3.8 | $38M | +4% | 668k | 57.47 |
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| First Tr Exchange Traded Nasd Tech Div (TDIV) | 3.5 | $36M | +2% | 361k | 98.59 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 2.9 | $29M | +16% | 574k | 50.78 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 2.7 | $27M | +17% | 1.0M | 26.84 |
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| Proshares Tr DJ BRKFLD GLB (TOLZ) | 2.2 | $22M | -4% | 407k | 54.12 |
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| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 2.1 | $21M | +7% | 415k | 50.35 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.1 | $21M | 31k | 666.18 |
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| Apple (AAPL) | 1.8 | $18M | +10% | 72k | 254.63 |
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| Microsoft Corporation (MSFT) | 1.8 | $18M | +10% | 35k | 517.94 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 1.7 | $17M | +15% | 360k | 46.93 |
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| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 1.6 | $16M | 106k | 151.08 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 1.6 | $16M | 537k | 29.62 |
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| Ishares Tr Residential Mult (REZ) | 1.5 | $15M | -29% | 178k | 84.97 |
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| Etfis Ser Tr I Virtus Reaves Ut (UTES) | 1.5 | $15M | NEW | 178k | 83.44 |
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| Ishares Tr Us Digital Infra (IDGT) | 1.4 | $14M | +4% | 163k | 86.74 |
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| Harbor Etf Trust Harbor Commodity (HGER) | 1.3 | $13M | +66% | 516k | 25.80 |
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| Tesla Motors (TSLA) | 1.1 | $11M | 25k | 444.71 |
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| NVIDIA Corporation (NVDA) | 1.0 | $9.7M | +9% | 52k | 186.58 |
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| Wisdomtree Tr True Emerging Mk (XC) | 0.9 | $9.1M | +17% | 264k | 34.63 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.9 | $9.0M | +94% | 134k | 66.87 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.9 | $8.6M | -15% | 172k | 50.07 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.8 | $8.4M | +3% | 123k | 68.08 |
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| Doubleline Etf Trust Opportunistic Co (DBND) | 0.8 | $8.2M | +9% | 176k | 46.53 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $8.1M | -3% | 12k | 669.29 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.8 | $7.5M | -26% | 26k | 293.78 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.7 | $7.0M | 122k | 57.10 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.7 | $6.9M | NEW | 76k | 91.42 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $6.7M | +39% | 11k | 600.40 |
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| Simplify Exchange Traded Fun Short Term Trea (TUA) | 0.7 | $6.6M | -3% | 304k | 21.87 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.7 | $6.6M | NEW | 151k | 43.92 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.6 | $6.4M | -5% | 169k | 38.02 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.6 | $6.1M | -2% | 70k | 87.31 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.6 | $5.9M | +33% | 97k | 61.12 |
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| Amazon (AMZN) | 0.6 | $5.9M | +35% | 27k | 219.57 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $5.6M | +4% | 18k | 315.43 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.5 | $5.5M | 142k | 38.57 |
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| Home Depot (HD) | 0.5 | $5.1M | +17% | 13k | 405.18 |
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| Dbx Etf Tr Xtrack Msci Eafe (HDEF) | 0.5 | $4.9M | +4% | 168k | 29.42 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $4.9M | +23% | 20k | 243.10 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $4.8M | +4% | 74k | 65.26 |
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| Meta Platforms Cl A (META) | 0.4 | $4.4M | +11% | 6.0k | 734.43 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.4 | $4.0M | +12% | 62k | 65.00 |
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| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.4 | $4.0M | 67k | 59.91 |
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| Broadcom (AVGO) | 0.4 | $4.0M | +8% | 12k | 329.90 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $3.8M | 5.00 | 754200.00 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $3.7M | +314% | 11k | 328.16 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $3.7M | +20% | 15k | 243.55 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $3.6M | +22% | 13k | 279.29 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $3.4M | 17k | 203.59 |
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| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.3 | $3.4M | -79% | 143k | 23.85 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $3.4M | 5.5k | 612.38 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $3.3M | 7.1k | 468.43 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $3.1M | +5% | 6.2k | 502.78 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.3 | $3.1M | +2% | 98k | 31.62 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.3 | $3.0M | -21% | 31k | 99.53 |
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| Netflix (NFLX) | 0.3 | $2.9M | -4% | 2.4k | 1199.07 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.3 | $2.8M | +2% | 10k | 271.13 |
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| Visa Com Cl A (V) | 0.3 | $2.8M | +4% | 8.2k | 341.39 |
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| American Centy Etf Tr Real Estate Etf (AVRE) | 0.3 | $2.7M | 62k | 44.48 |
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| Ishares Tr Cybersecurity (IHAK) | 0.3 | $2.7M | 52k | 52.33 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.3 | $2.7M | NEW | 63k | 42.96 |
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| Aptar (ATR) | 0.3 | $2.6M | 19k | 133.66 |
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| Ishares Tr Esg Optimized (SUSA) | 0.2 | $2.4M | 18k | 135.65 |
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| Coca-Cola Company (KO) | 0.2 | $2.3M | 34k | 66.32 |
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| Cambria Etf Tr Emrg Sharehldr (EYLD) | 0.2 | $2.2M | +5% | 59k | 37.20 |
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| Johnson & Johnson (JNJ) | 0.2 | $2.2M | +35% | 12k | 185.42 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $2.2M | -7% | 79k | 27.30 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.2 | $2.1M | 30k | 72.44 |
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| Spdr Series Trust Nuveen Ice High (HYMB) | 0.2 | $2.1M | NEW | 86k | 24.93 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $2.1M | +7% | 3.7k | 568.87 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $2.1M | 5.9k | 355.47 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $2.1M | +33% | 19k | 112.75 |
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| Ishares U S Etf Tr Short Maturity M (MEAR) | 0.2 | $2.0M | +35% | 40k | 50.51 |
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| Eli Lilly & Co. (LLY) | 0.2 | $2.0M | 2.7k | 763.01 |
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| Wal-Mart Stores (WMT) | 0.2 | $2.0M | +14% | 19k | 103.06 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $2.0M | -4% | 37k | 53.03 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $2.0M | -3% | 16k | 120.72 |
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| Vanguard World Comm Srvc Etf (VOX) | 0.2 | $1.9M | -10% | 10k | 187.73 |
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| Vanguard World Health Car Etf (VHT) | 0.2 | $1.7M | 6.7k | 259.58 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $1.7M | -3% | 26k | 65.92 |
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| Altria (MO) | 0.2 | $1.7M | +3% | 26k | 66.06 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $1.7M | +12% | 9.4k | 182.42 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.7M | +3% | 1.8k | 925.55 |
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| Bank of America Corporation (BAC) | 0.2 | $1.7M | +9% | 32k | 51.59 |
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| Ishares Tr Core Total Usd (IUSB) | 0.2 | $1.6M | -6% | 35k | 46.71 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $1.6M | -3% | 24k | 67.83 |
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| Rbc Cad (RY) | 0.2 | $1.6M | +2% | 11k | 147.32 |
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| Nuveen Churchill Direct Lend Com Shs (NCDL) | 0.2 | $1.6M | 114k | 13.80 |
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| Cisco Systems (CSCO) | 0.2 | $1.6M | +6% | 23k | 68.42 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.2 | $1.5M | -67% | 30k | 50.73 |
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| Southern Company (SO) | 0.1 | $1.5M | +13% | 16k | 94.77 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.5M | 7.9k | 189.71 |
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| Regions Financial Corporation (RF) | 0.1 | $1.5M | 56k | 26.37 |
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| Procter & Gamble Company (PG) | 0.1 | $1.4M | +2% | 9.3k | 153.65 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $1.4M | 7.2k | 195.87 |
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| Walt Disney Company (DIS) | 0.1 | $1.4M | +10% | 12k | 114.50 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.1 | $1.4M | +9% | 8.9k | 155.45 |
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| Abbvie (ABBV) | 0.1 | $1.4M | +12% | 6.0k | 231.53 |
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| Chevron Corporation (CVX) | 0.1 | $1.4M | +21% | 8.9k | 155.29 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.4M | 2.8k | 479.63 |
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| Gilead Sciences (GILD) | 0.1 | $1.3M | +3% | 12k | 111.00 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $1.3M | +5% | 19k | 70.98 |
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| Verizon Communications (VZ) | 0.1 | $1.3M | +73% | 30k | 43.95 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.3M | -5% | 41k | 31.91 |
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| At&t (T) | 0.1 | $1.3M | +21% | 46k | 28.24 |
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| Oracle Corporation (ORCL) | 0.1 | $1.3M | +4% | 4.6k | 281.23 |
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| Pepsi (PEP) | 0.1 | $1.3M | +30% | 9.3k | 140.43 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.2M | 5.1k | 241.94 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $1.2M | 13k | 92.98 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $1.2M | 8.1k | 145.60 |
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| Pulte (PHM) | 0.1 | $1.2M | +18% | 8.8k | 132.13 |
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| Lowe's Companies (LOW) | 0.1 | $1.1M | +18% | 4.5k | 251.34 |
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| British Amern Tob Sponsored Adr (BTI) | 0.1 | $1.1M | +9% | 21k | 53.08 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $1.1M | 12k | 95.89 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $1.1M | 11k | 100.25 |
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| Philip Morris International (PM) | 0.1 | $1.1M | -2% | 6.7k | 162.20 |
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| Sterling Construction Company (STRL) | 0.1 | $1.1M | 3.2k | 339.68 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $1.1M | -3% | 22k | 48.03 |
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| Citigroup Com New (C) | 0.1 | $1.1M | +42% | 11k | 101.50 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $1.0M | 2.7k | 378.94 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.0M | 7.2k | 142.10 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $1.0M | 5.2k | 194.49 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $997k | -6% | 10k | 99.95 |
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| Caterpillar (CAT) | 0.1 | $973k | +13% | 2.0k | 477.13 |
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| First Tr Exchange-traded No Amer Energy (EMLP) | 0.1 | $969k | 25k | 38.29 |
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| Ishares Tr Us Br Del Se Etf (IAI) | 0.1 | $966k | 5.5k | 176.89 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $938k | 8.6k | 108.70 |
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| Qualcomm (QCOM) | 0.1 | $937k | +26% | 5.6k | 166.36 |
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| International Business Machines (IBM) | 0.1 | $917k | +15% | 3.3k | 282.19 |
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| Abbott Laboratories (ABT) | 0.1 | $916k | +11% | 6.8k | 133.94 |
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| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.1 | $890k | +3% | 18k | 50.37 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $881k | +6% | 5.2k | 170.84 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $864k | -54% | 6.0k | 144.38 |
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| Deutsche Bank A G Namen Akt (DB) | 0.1 | $854k | 24k | 35.41 |
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| Palo Alto Networks (PANW) | 0.1 | $853k | +98% | 4.2k | 203.60 |
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| ConocoPhillips (COP) | 0.1 | $844k | +19% | 8.9k | 94.59 |
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| First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) | 0.1 | $843k | 31k | 27.10 |
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| salesforce (CRM) | 0.1 | $842k | +8% | 3.6k | 236.98 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $835k | +43% | 863.00 | 967.97 |
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| Kb Finl Group Sponsored Adr (KB) | 0.1 | $832k | 10k | 82.91 |
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| Amphenol Corp Cl A (APH) | 0.1 | $825k | +4% | 6.7k | 123.75 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $818k | +20% | 6.6k | 123.76 |
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| McDonald's Corporation (MCD) | 0.1 | $807k | +13% | 2.7k | 303.87 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $805k | 28k | 28.79 |
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| Capital One Financial (COF) | 0.1 | $802k | +7% | 3.8k | 212.60 |
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| Wells Fargo & Company (WFC) | 0.1 | $792k | +12% | 9.4k | 83.82 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $789k | +2% | 13k | 59.92 |
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| Spdr Series Trust Nuveen Ice Munic (TFI) | 0.1 | $786k | +157% | 17k | 45.57 |
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| Fox Corp Cl A Com (FOXA) | 0.1 | $784k | +71% | 12k | 63.06 |
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| Ecolab (ECL) | 0.1 | $769k | 2.8k | 273.89 |
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| Morgan Stanley Com New (MS) | 0.1 | $762k | +19% | 4.8k | 158.95 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $759k | 3.7k | 206.52 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $759k | 1.0k | 758.19 |
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| Automatic Data Processing (ADP) | 0.1 | $742k | -20% | 2.5k | 293.49 |
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| S&p Global (SPGI) | 0.1 | $732k | +2% | 1.5k | 486.69 |
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| Pimco Dynamic Income Strateg Com Shs Ben Int (PDX) | 0.1 | $727k | 29k | 24.93 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $722k | +15% | 4.3k | 167.34 |
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| UnitedHealth (UNH) | 0.1 | $720k | +3% | 2.1k | 345.30 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $705k | -3% | 4.0k | 176.80 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $699k | +7% | 4.7k | 148.61 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $698k | -14% | 6.1k | 113.87 |
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| Nextera Energy (NEE) | 0.1 | $692k | +38% | 9.2k | 75.49 |
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| Valero Energy Corporation (VLO) | 0.1 | $686k | 4.0k | 170.27 |
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| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.1 | $684k | 29k | 23.56 |
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| Ishares Tr Usd Grn Bond Etf (BGRN) | 0.1 | $681k | 14k | 48.13 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $681k | 7.3k | 93.37 |
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| D.R. Horton (DHI) | 0.1 | $678k | +28% | 4.0k | 169.46 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $669k | +161% | 1.4k | 485.02 |
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| American Electric Power Company (AEP) | 0.1 | $665k | +35% | 5.9k | 112.50 |
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| Unilever Spon Adr New (UL) | 0.1 | $665k | 11k | 59.28 |
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| Union Pacific Corporation (UNP) | 0.1 | $664k | +51% | 2.8k | 236.38 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $662k | -12% | 26k | 25.31 |
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| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.1 | $660k | +2% | 6.3k | 104.52 |
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| Woori Finl Group Sponsored Ads (WF) | 0.1 | $656k | +2% | 12k | 56.15 |
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| Merck & Co (MRK) | 0.1 | $655k | +11% | 7.8k | 83.92 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $652k | 5.5k | 118.83 |
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| Ishares Tr Mbs Etf (MBB) | 0.1 | $645k | -4% | 6.8k | 95.15 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $633k | 15k | 42.37 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $627k | -3% | 5.7k | 109.95 |
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| Intuit (INTU) | 0.1 | $627k | +9% | 919.00 | 682.57 |
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| Tim S A Sponsored Adr (TIMB) | 0.1 | $626k | 28k | 22.32 |
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| Prologis (PLD) | 0.1 | $619k | +114% | 5.4k | 114.52 |
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| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.1 | $616k | 6.2k | 99.44 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $615k | +54% | 4.8k | 128.23 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $611k | +20% | 1.2k | 490.53 |
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| American Tower Reit (AMT) | 0.1 | $610k | +47% | 3.2k | 192.30 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.1 | $609k | -11% | 12k | 50.75 |
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.1 | $605k | 17k | 35.48 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.1 | $601k | NEW | 12k | 50.27 |
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| Advanced Micro Devices (AMD) | 0.1 | $600k | +11% | 3.7k | 161.79 |
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| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $597k | +7% | 37k | 15.94 |
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| Ing Groep Sponsored Adr (ING) | 0.1 | $596k | +3% | 23k | 26.08 |
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| General Dynamics Corporation (GD) | 0.1 | $585k | +11% | 1.7k | 340.92 |
|
| Pfizer (PFE) | 0.1 | $578k | +32% | 23k | 25.48 |
|
| Danaher Corporation (DHR) | 0.1 | $575k | +28% | 2.9k | 198.26 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $571k | +2% | 3.0k | 192.72 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $555k | 3.0k | 186.50 |
|
|
| Kla Corp Com New (KLAC) | 0.1 | $554k | +6% | 514.00 | 1077.87 |
|
| Booking Holdings (BKNG) | 0.1 | $547k | +7% | 101.00 | 5414.72 |
|
| 3M Company (MMM) | 0.1 | $543k | -3% | 3.5k | 155.17 |
|
| TJX Companies (TJX) | 0.1 | $540k | +8% | 3.7k | 144.55 |
|
| Servicenow (NOW) | 0.1 | $538k | -19% | 585.00 | 919.73 |
|
| Gold Fields Sponsored Adr (GFI) | 0.1 | $534k | +6% | 13k | 41.96 |
|
| Boeing Company (BA) | 0.1 | $530k | +54% | 2.5k | 215.83 |
|
| Ishares Tr Ibonds 2026 Term (IBHF) | 0.1 | $529k | NEW | 23k | 23.39 |
|
| Cbre Group Cl A (CBRE) | 0.1 | $528k | +36% | 3.3k | 157.56 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $527k | +17% | 2.0k | 267.16 |
|
| Blackrock (BLK) | 0.1 | $524k | +24% | 450.00 | 1165.13 |
|
| Harmony Gold Mining Sponsored Adr (HMY) | 0.1 | $522k | -21% | 29k | 18.15 |
|
| CoStar (CSGP) | 0.1 | $519k | +16% | 6.2k | 84.37 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $515k | -7% | 1.5k | 352.85 |
|
| Xcel Energy (XEL) | 0.1 | $508k | +32% | 6.3k | 80.65 |
|
| CSX Corporation (CSX) | 0.1 | $508k | +5% | 14k | 35.51 |
|
| American Express Company (AXP) | 0.1 | $507k | +5% | 1.5k | 332.14 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $503k | +5% | 43k | 11.60 |
|
| Telefonica Brasil Sa Sponsored Ads (VIV) | 0.0 | $495k | 39k | 12.75 |
|
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.0 | $494k | 6.3k | 78.89 |
|
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $489k | +4% | 25k | 19.25 |
|
| Micron Technology (MU) | 0.0 | $488k | +20% | 2.9k | 167.34 |
|
| AFLAC Incorporated (AFL) | 0.0 | $487k | +13% | 4.4k | 111.69 |
|
| Ge Aerospace Com New (GE) | 0.0 | $484k | +6% | 1.6k | 300.84 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $483k | 1.5k | 332.89 |
|
|
| Perimeter Solutions Common Stock (PRM) | 0.0 | $480k | 22k | 22.39 |
|
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $480k | -2% | 1.6k | 297.96 |
|
| Moody's Corporation (MCO) | 0.0 | $476k | 999.00 | 476.39 |
|
|
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $473k | +106% | 14k | 34.16 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $472k | +13% | 15k | 31.42 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $471k | -9% | 10k | 46.24 |
|
| Kinross Gold Corp (KGC) | 0.0 | $470k | 19k | 24.85 |
|
|
| Amgen (AMGN) | 0.0 | $468k | 1.7k | 282.23 |
|
|
| Ubs Group SHS (UBS) | 0.0 | $467k | +21% | 11k | 41.00 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $462k | +4% | 102k | 4.54 |
|
| Vale S A Sponsored Ads (VALE) | 0.0 | $461k | +33% | 42k | 10.86 |
|
| Banco Santander Adr (SAN) | 0.0 | $459k | +8% | 44k | 10.48 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $457k | 1.8k | 254.28 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $457k | -6% | 986.00 | 463.51 |
|
| Leidos Holdings (LDOS) | 0.0 | $454k | +52% | 2.4k | 188.96 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $451k | +19% | 3.1k | 145.69 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $450k | +23% | 9.5k | 47.25 |
|
| Builders FirstSource (BLDR) | 0.0 | $446k | +2% | 3.7k | 121.25 |
|
| Applied Materials (AMAT) | 0.0 | $446k | +28% | 2.2k | 204.70 |
|
| Imperial Oil Com New (IMO) | 0.0 | $443k | 4.9k | 90.74 |
|
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $442k | +3% | 633.00 | 698.21 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $440k | -22% | 2.2k | 201.51 |
|
| Autodesk (ADSK) | 0.0 | $435k | +3% | 1.4k | 317.67 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $435k | 3.7k | 118.44 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $433k | +47% | 5.6k | 76.72 |
|
| Travelers Companies (TRV) | 0.0 | $432k | +4% | 1.5k | 279.17 |
|
| Deere & Company (DE) | 0.0 | $429k | 938.00 | 457.10 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $425k | +36% | 713.00 | 595.64 |
|
| Shell Spon Ads (SHEL) | 0.0 | $425k | +36% | 5.9k | 71.53 |
|
| Goldman Sachs (GS) | 0.0 | $422k | +21% | 530.00 | 796.52 |
|
| Global X Fds Gb Msci Ar Etf (ARGT) | 0.0 | $420k | 6.0k | 69.76 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $418k | 1.5k | 281.77 |
|
|
| Enbridge (ENB) | 0.0 | $417k | +73% | 8.3k | 50.46 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $416k | -34% | 1.7k | 246.56 |
|
| Barclays Adr (BCS) | 0.0 | $414k | +7% | 20k | 20.67 |
|
| Manulife Finl Corp (MFC) | 0.0 | $411k | -2% | 13k | 31.15 |
|
| Illinois Tool Works (ITW) | 0.0 | $407k | +43% | 1.6k | 260.78 |
|
| Intercontinental Exchange (ICE) | 0.0 | $407k | 2.4k | 168.47 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $407k | +8% | 667.00 | 609.70 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $404k | +11% | 3.0k | 133.91 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $401k | 8.9k | 45.21 |
|
|
| Allstate Corporation (ALL) | 0.0 | $400k | -17% | 1.9k | 214.70 |
|
| AutoZone (AZO) | 0.0 | $399k | -6% | 93.00 | 4290.24 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $399k | 5.3k | 75.11 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $397k | +20% | 4.2k | 95.47 |
|
| Eaton Corp SHS (ETN) | 0.0 | $396k | +6% | 1.1k | 374.37 |
|
| Metropcs Communications (TMUS) | 0.0 | $394k | +32% | 1.6k | 239.33 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $393k | 4.1k | 96.54 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $392k | +2% | 8.6k | 45.72 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $383k | +6% | 4.8k | 79.95 |
|
| Progressive Corporation (PGR) | 0.0 | $383k | -23% | 1.5k | 246.99 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $377k | +15% | 5.0k | 75.39 |
|
| Realty Income (O) | 0.0 | $375k | NEW | 6.2k | 60.79 |
|
| Hca Holdings (HCA) | 0.0 | $371k | -3% | 870.00 | 426.09 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $369k | 916.00 | 402.47 |
|
|
| Relx Sponsored Adr (RELX) | 0.0 | $366k | +51% | 7.7k | 47.76 |
|
| Analog Devices (ADI) | 0.0 | $364k | +3% | 1.5k | 245.77 |
|
| O'reilly Automotive (ORLY) | 0.0 | $363k | NEW | 3.4k | 107.81 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $363k | -4% | 2.0k | 183.74 |
|
| Dominion Resources (D) | 0.0 | $361k | NEW | 5.9k | 61.17 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $361k | NEW | 2.0k | 178.12 |
|
| Medtronic SHS (MDT) | 0.0 | $359k | NEW | 3.8k | 95.24 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $358k | -22% | 479.00 | 747.23 |
|
| Spdr Series Trust Spdr Msci Usa Ge (SHE) | 0.0 | $357k | 2.8k | 127.44 |
|
|
| Cloudflare Cl A Com (NET) | 0.0 | $356k | +2% | 1.7k | 214.59 |
|
| EOG Resources (EOG) | 0.0 | $356k | +38% | 3.2k | 112.11 |
|
| Iqvia Holdings (IQV) | 0.0 | $355k | 1.9k | 189.94 |
|
|
| Kkr & Co (KKR) | 0.0 | $352k | +12% | 2.7k | 129.94 |
|
| CBOE Holdings (CBOE) | 0.0 | $351k | +3% | 1.4k | 245.25 |
|
| Credicorp (BAP) | 0.0 | $351k | +5% | 1.3k | 266.28 |
|
| Expedia Group Com New (EXPE) | 0.0 | $350k | NEW | 1.6k | 213.71 |
|
| First Tr Exchange-traded Wtr Etf (FIW) | 0.0 | $348k | 3.1k | 112.33 |
|
|
| Emerson Electric (EMR) | 0.0 | $344k | +4% | 2.6k | 131.18 |
|
| Joyy Ads Repstg Com A (JOYY) | 0.0 | $341k | 5.8k | 58.61 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $340k | +44% | 7.5k | 45.10 |
|
| Steris Shs Usd (STE) | 0.0 | $340k | -5% | 1.4k | 247.44 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $339k | +16% | 4.3k | 78.92 |
|
| Xylem (XYL) | 0.0 | $338k | +29% | 2.3k | 147.52 |
|
| Vici Pptys (VICI) | 0.0 | $333k | NEW | 10k | 32.61 |
|
| Fifth Third Ban (FITB) | 0.0 | $333k | -2% | 7.5k | 44.55 |
|
| Embraer Sponsored Ads (ERJ) | 0.0 | $331k | +10% | 5.5k | 60.45 |
|
| Linde SHS (LIN) | 0.0 | $331k | +32% | 697.00 | 474.78 |
|
| ResMed (RMD) | 0.0 | $330k | 1.2k | 273.84 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $327k | +24% | 3.0k | 108.97 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $326k | 3.0k | 110.49 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $324k | -5% | 936.00 | 346.21 |
|
| Entergy Corporation (ETR) | 0.0 | $322k | +14% | 3.5k | 93.18 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $321k | -38% | 643.00 | 499.15 |
|
| Synchrony Financial (SYF) | 0.0 | $320k | +6% | 4.5k | 71.05 |
|
| Ptc (PTC) | 0.0 | $320k | 1.6k | 203.02 |
|
|
| Intel Corporation (INTC) | 0.0 | $318k | -5% | 9.5k | 33.55 |
|
| Medpace Hldgs (MEDP) | 0.0 | $317k | NEW | 616.00 | 514.16 |
|
| Waste Management (WM) | 0.0 | $315k | 1.4k | 220.78 |
|
|
| Bhp Group Sponsored Ads (BHP) | 0.0 | $314k | NEW | 5.6k | 55.75 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $310k | -17% | 2.5k | 124.35 |
|
| FedEx Corporation (FDX) | 0.0 | $309k | +7% | 1.3k | 235.77 |
|
| Fastenal Company (FAST) | 0.0 | $308k | +10% | 6.3k | 49.04 |
|
| Uber Technologies (UBER) | 0.0 | $308k | +42% | 3.1k | 97.98 |
|
| Cme (CME) | 0.0 | $307k | +14% | 1.1k | 270.12 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $307k | +6% | 5.1k | 59.69 |
|
| Paychex (PAYX) | 0.0 | $306k | -24% | 2.4k | 126.75 |
|
| Starbucks Corporation (SBUX) | 0.0 | $305k | +9% | 3.6k | 84.61 |
|
| Icici Bank Adr (IBN) | 0.0 | $304k | +4% | 10k | 30.23 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $301k | 941.00 | 320.01 |
|
|
| Nike CL B (NKE) | 0.0 | $301k | NEW | 4.3k | 69.73 |
|
| Cadence Design Systems (CDNS) | 0.0 | $298k | +10% | 849.00 | 351.22 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $298k | -2% | 1.2k | 256.51 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $297k | 5.6k | 53.40 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $295k | 2.8k | 106.47 |
|
|
| Quanta Services (PWR) | 0.0 | $290k | +8% | 699.00 | 414.72 |
|
| Ge Vernova (GEV) | 0.0 | $290k | -11% | 471.00 | 614.86 |
|
| Kt Corp Sponsored Adr (KT) | 0.0 | $288k | 15k | 19.50 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $287k | -4% | 1.4k | 205.33 |
|
| Fortinet (FTNT) | 0.0 | $287k | +26% | 3.4k | 84.08 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $285k | +6% | 4.6k | 62.48 |
|
| Zoetis Cl A (ZTS) | 0.0 | $281k | -11% | 1.9k | 146.29 |
|
| MetLife (MET) | 0.0 | $281k | +2% | 3.4k | 82.37 |
|
| AmerisourceBergen (COR) | 0.0 | $280k | -3% | 894.00 | 312.70 |
|
| Hartford Financial Services (HIG) | 0.0 | $279k | +8% | 2.1k | 133.41 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $278k | +5% | 4.1k | 68.58 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $277k | +10% | 8.0k | 34.37 |
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $277k | +3% | 17k | 16.74 |
|
| Chubb (CB) | 0.0 | $276k | -11% | 977.00 | 282.24 |
|
| Cummins (CMI) | 0.0 | $272k | NEW | 643.00 | 422.26 |
|
| Ishares Tr Core 40/60 Moder (AOM) | 0.0 | $271k | 5.7k | 47.58 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $271k | +7% | 206.00 | 1316.29 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $270k | +6% | 5.0k | 54.18 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $269k | +16% | 2.8k | 97.64 |
|
| Ishares Tr Core 80/20 Aggre (AOA) | 0.0 | $266k | 3.0k | 88.15 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $264k | NEW | 1.1k | 247.16 |
|
| Devon Energy Corporation (DVN) | 0.0 | $264k | +4% | 7.5k | 35.06 |
|
| New York Times Cl A (NYT) | 0.0 | $264k | +3% | 4.6k | 57.40 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $263k | +7% | 10k | 26.34 |
|
| Kroger (KR) | 0.0 | $262k | 3.9k | 67.41 |
|
|
| Wec Energy Group (WEC) | 0.0 | $260k | NEW | 2.3k | 114.58 |
|
| Iron Mountain (IRM) | 0.0 | $260k | -23% | 2.6k | 101.95 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $260k | 2.0k | 129.71 |
|
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $259k | 948.00 | 273.63 |
|
|
| Broadridge Financial Solutions (BR) | 0.0 | $255k | -2% | 1.1k | 238.25 |
|
| Equinor Asa Sponsored Adr (EQNR) | 0.0 | $254k | -5% | 10k | 24.38 |
|
| Natwest Group Spons Adr (NWG) | 0.0 | $252k | 18k | 14.15 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $251k | -6% | 8.6k | 29.11 |
|
| Hershey Company (HSY) | 0.0 | $250k | +8% | 1.3k | 187.00 |
|
| American Intl Group Com New (AIG) | 0.0 | $250k | +10% | 3.2k | 78.55 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $248k | -12% | 11k | 23.12 |
|
| DTE Energy Company (DTE) | 0.0 | $248k | +5% | 1.8k | 141.41 |
|
| Paypal Holdings (PYPL) | 0.0 | $247k | +7% | 3.7k | 67.05 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $245k | NEW | 2.9k | 84.32 |
|
| Bank Of Montreal Cadcom (BMO) | 0.0 | $244k | NEW | 1.9k | 130.25 |
|
| Sea Sponsord Ads (SE) | 0.0 | $243k | 1.4k | 178.72 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $242k | NEW | 1.1k | 219.46 |
|
| Jabil Circuit (JBL) | 0.0 | $241k | +11% | 1.1k | 217.17 |
|
| Cemex Sab De Cv Spon Adr New (CX) | 0.0 | $240k | +6% | 27k | 8.99 |
|
| Cardinal Health (CAH) | 0.0 | $240k | NEW | 1.5k | 156.95 |
|
| Hldgs (UAL) | 0.0 | $240k | NEW | 2.5k | 96.50 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $239k | -14% | 535.00 | 447.00 |
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $239k | +6% | 36k | 6.70 |
|
| American Water Works (AWK) | 0.0 | $235k | NEW | 1.7k | 139.19 |
|
| Phillips 66 (PSX) | 0.0 | $234k | NEW | 1.7k | 136.00 |
|
| Target Corporation (TGT) | 0.0 | $234k | -20% | 2.6k | 89.70 |
|
| First Tr Exchange-traded A Com Shs (FTA) | 0.0 | $234k | 2.8k | 83.33 |
|
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.0 | $233k | +11% | 18k | 12.66 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $232k | NEW | 4.8k | 48.33 |
|
| United Rentals (URI) | 0.0 | $231k | NEW | 242.00 | 956.01 |
|
| Ishares Tr Esg Msci Em Ldrs (LDEM) | 0.0 | $231k | 3.9k | 58.93 |
|
|
| Sempra Energy (SRE) | 0.0 | $230k | NEW | 2.6k | 89.98 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $230k | NEW | 1.2k | 191.04 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $229k | NEW | 319.00 | 718.90 |
|
| Doordash Cl A (DASH) | 0.0 | $229k | NEW | 842.00 | 272.00 |
|
| Apollo Global Mgmt (APO) | 0.0 | $228k | +19% | 1.7k | 133.25 |
|
| JBS Cl A Shs (JBS) | 0.0 | $228k | -4% | 15k | 14.93 |
|
| Franklin Templeton Etf Tr Us Treasury Bond (FLGV) | 0.0 | $227k | -2% | 11k | 20.64 |
|
| PNC Financial Services (PNC) | 0.0 | $226k | NEW | 1.1k | 200.92 |
|
| Msci (MSCI) | 0.0 | $225k | NEW | 397.00 | 566.96 |
|
| Exelon Corporation (EXC) | 0.0 | $223k | NEW | 5.0k | 45.01 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $222k | -12% | 717.00 | 309.67 |
|
| Monster Beverage Corp (MNST) | 0.0 | $221k | NEW | 3.3k | 67.31 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $220k | -8% | 3.0k | 72.77 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $219k | NEW | 8.9k | 24.56 |
|
| Fair Isaac Corporation (FICO) | 0.0 | $218k | -2% | 145.00 | 1500.97 |
|
| Corteva (CTVA) | 0.0 | $217k | +2% | 3.2k | 67.63 |
|
| Equinix (EQIX) | 0.0 | $216k | -31% | 275.00 | 784.18 |
|
| Qxo Com New (QXO) | 0.0 | $216k | +15% | 11k | 19.06 |
|
| Royal Gold (RGLD) | 0.0 | $215k | -22% | 1.1k | 200.62 |
|
| Anglogold Ashanti Com Shs (AU) | 0.0 | $214k | NEW | 3.0k | 70.33 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $213k | 2.1k | 103.35 |
|
|
| Nucor Corporation (NUE) | 0.0 | $211k | 1.6k | 135.46 |
|
|
| Lennar Corp Cl A (LEN) | 0.0 | $211k | NEW | 1.7k | 126.06 |
|
| Dell Technologies CL C (DELL) | 0.0 | $209k | NEW | 1.5k | 141.73 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $206k | +25% | 3.7k | 55.49 |
|
| Norfolk Southern (NSC) | 0.0 | $205k | NEW | 682.00 | 300.55 |
|
| Trane Technologies SHS (TT) | 0.0 | $205k | NEW | 485.00 | 421.96 |
|
| Rockwell Automation (ROK) | 0.0 | $205k | NEW | 585.00 | 349.78 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $204k | NEW | 3.1k | 66.01 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $204k | -40% | 2.5k | 79.94 |
|
| Nrg Energy Com New (NRG) | 0.0 | $203k | NEW | 1.3k | 161.99 |
|
| Regency Centers Corporation (REG) | 0.0 | $202k | NEW | 2.8k | 72.90 |
|
| Aon Shs Cl A (AON) | 0.0 | $202k | NEW | 567.00 | 356.34 |
|
| Mid-America Apartment (MAA) | 0.0 | $201k | NEW | 1.4k | 139.78 |
|
| Ford Motor Company (F) | 0.0 | $171k | NEW | 14k | 11.96 |
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $167k | -2% | 22k | 7.58 |
|
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.0 | $132k | -20% | 16k | 8.27 |
|
| Enerflex (EFXT) | 0.0 | $127k | 12k | 10.78 |
|
|
| Ultrapar Participacoes Sa Sp Adr Rep Com (UGP) | 0.0 | $125k | -13% | 30k | 4.10 |
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $120k | NEW | 11k | 11.09 |
|
| Himax Technologies Sponsored Adr (HIMX) | 0.0 | $111k | 13k | 8.83 |
|
|
| Icl Group SHS (ICL) | 0.0 | $96k | -39% | 15k | 6.27 |
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $72k | -27% | 32k | 2.23 |
|
| Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.0 | $72k | +38% | 21k | 3.38 |
|
| Banco Bradesco S A Sponsored Adr (BBDO) | 0.0 | $56k | 19k | 2.93 |
|
|
| New Fortress Energy Com Cl A (NFE) | 0.0 | $32k | 14k | 2.21 |
|
|
| Cerus Corporation (CERS) | 0.0 | $24k | 15k | 1.59 |
|
Past Filings by Aprio Wealth Management
SEC 13F filings are viewable for Aprio Wealth Management going back to 2019
- Aprio Wealth Management 2025 Q3 filed Nov. 12, 2025
- Aprio Wealth Management 2025 Q2 filed Aug. 14, 2025
- Aprio Wealth Management 2025 Q1 filed May 15, 2025
- 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