Aprio Wealth Management
Latest statistics and disclosures from Aprio Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DUHP, EMXC, DIHP, VHT, COWZ, and represent 40.65% of Aprio Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: TUA (+$19M), DUHP (+$16M), EMXC (+$13M), MTBA (+$7.6M), VHT (+$5.1M), DIHP (+$5.1M), IJH, VTEB, FTSM, AVRE.
- Started 60 new stock positions in PGR, TMO, UNP, RDY, EMLP, MO, WM, AMLP, DELL, SCHX.
- Reduced shares in these 10 stocks: JPST (-$28M), AGG (-$13M), FHLC (-$7.2M), IGSB (-$7.1M), USFR (-$5.6M), MEAR, VWO, , RY, HGER.
- Sold out of its positions in APD, BTI, FHLC, FBND, GILD, HGER, IAU, EEMV, IEF, IJS. USIG, EFG, GOVT, HDV, MTUM, IUSB, ICVT, IFRA, SPYV, SUZ, UL, UCBI.
- Aprio Wealth Management was a net buyer of stock by $38M.
- Aprio Wealth Management has $510M in assets under management (AUM), dropping by 13.92%.
- Central Index Key (CIK): 0001803519
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Portfolio Holdings for Aprio Wealth Management
Aprio Wealth Management holds 241 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us High Profitab (DUHP) | 15.2 | $77M | +26% | 2.4M | 31.61 |
|
| Ishares Msci Emrg Chn (EMXC) | 9.0 | $46M | +39% | 800k | 57.57 |
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 8.0 | $41M | +14% | 1.5M | 26.94 |
|
| Vanguard World Fds Health Car Etf (VHT) | 4.4 | $22M | +29% | 83k | 270.52 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 4.1 | $21M | +3% | 358k | 58.11 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.8 | $20M | 37k | 523.07 |
|
|
| Simplify Exchange Traded Fun Short Term Trea (TUA) | 3.7 | $19M | NEW | 857k | 21.87 |
|
| First Tr Exchange-traded Nasd Tech Div (TDIV) | 2.5 | $13M | 185k | 69.67 |
|
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 2.3 | $12M | +13% | 126k | 93.71 |
|
| American Centy Etf Tr Real Estate Etf (AVRE) | 2.0 | $10M | +22% | 244k | 42.28 |
|
| Proshares Tr DJ BRKFLD GLB (TOLZ) | 2.0 | $10M | +16% | 220k | 45.93 |
|
| Vanguard World Fds Comm Srvc Etf (VOX) | 1.7 | $8.6M | +21% | 66k | 131.22 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.6 | $8.2M | +18% | 35k | 235.79 |
|
| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 1.5 | $7.6M | NEW | 150k | 50.91 |
|
| Microsoft Corporation (MSFT) | 1.4 | $7.2M | +20% | 17k | 420.71 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.4 | $7.1M | +22% | 123k | 57.86 |
|
| Ishares Tr Core Div Grwth (DGRO) | 1.4 | $7.0M | +22% | 121k | 58.06 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.3 | $6.7M | -5% | 91k | 74.22 |
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 1.2 | $6.3M | +12% | 181k | 34.82 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 1.2 | $6.0M | -82% | 120k | 50.45 |
|
| Apple (AAPL) | 1.2 | $5.9M | +36% | 35k | 171.48 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.0 | $5.0M | +89% | 99k | 50.60 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.9 | $4.6M | +3712% | 75k | 60.74 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.8 | $4.3M | +96% | 73k | 59.62 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $3.6M | +55% | 8.2k | 443.99 |
|
| Doubleline Etf Trust Opportunistic Bd (DBND) | 0.7 | $3.4M | +19% | 73k | 45.88 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.6 | $3.1M | -10% | 96k | 31.95 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.6 | $3.1M | 17k | 179.11 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $2.8M | +108% | 14k | 200.30 |
|
| Dbx Etf Tr Xtrack Msci Eafe (HDEF) | 0.5 | $2.6M | +15% | 105k | 24.67 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.5 | $2.5M | -4% | 32k | 80.63 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $2.5M | +6% | 4.8k | 525.72 |
|
| Home Depot (HD) | 0.5 | $2.4M | +17% | 6.3k | 383.62 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $2.3M | +28% | 6.8k | 337.03 |
|
| Amazon (AMZN) | 0.4 | $2.0M | +78% | 11k | 180.38 |
|
| NVIDIA Corporation (NVDA) | 0.4 | $1.9M | +102% | 2.1k | 903.57 |
|
| Cambria Etf Tr Emrg Sharehldr (EYLD) | 0.4 | $1.9M | +18% | 57k | 33.54 |
|
| Coca-Cola Company (KO) | 0.4 | $1.8M | +5% | 30k | 61.18 |
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.3 | $1.7M | 31k | 56.98 |
|
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.3 | $1.7M | -2% | 15k | 109.17 |
|
| Broadcom (AVGO) | 0.3 | $1.5M | -7% | 1.2k | 1325.38 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.3 | $1.4M | -79% | 28k | 50.29 |
|
| Meta Platforms Cl A (META) | 0.3 | $1.4M | +29% | 2.8k | 485.62 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.4M | +22% | 9.1k | 150.93 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.3 | $1.4M | +5% | 19k | 73.15 |
|
| Visa Com Cl A (V) | 0.3 | $1.3M | +19% | 4.8k | 279.06 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $1.3M | +5% | 6.3k | 210.32 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.3 | $1.3M | -84% | 26k | 51.28 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.3M | +28% | 3.1k | 420.52 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $1.3M | NEW | 6.2k | 205.72 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $1.3M | -36% | 39k | 32.23 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $1.2M | +32% | 1.6k | 778.14 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.2M | +24% | 2.5k | 481.66 |
|
| Pfizer (PFE) | 0.2 | $1.2M | +7% | 43k | 27.75 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.2 | $1.1M | 23k | 47.06 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $1.1M | +207% | 12k | 91.25 |
|
| Ishares U S Etf Tr Blackrock Short (MEAR) | 0.2 | $1.1M | -82% | 21k | 50.12 |
|
| Ishares Tr Blackrock Ultra (ICSH) | 0.2 | $1.0M | +20% | 21k | 50.56 |
|
| Tesla Motors (TSLA) | 0.2 | $1.0M | +191% | 5.9k | 175.79 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $1.0M | +12% | 7.6k | 136.05 |
|
| Netflix (NFLX) | 0.2 | $1.0M | +22% | 1.7k | 607.33 |
|
| Walt Disney Company (DIS) | 0.2 | $1.0M | +90% | 8.3k | 122.35 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.0M | +52% | 6.6k | 152.26 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $991k | 2.9k | 344.25 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.2 | $987k | NEW | 21k | 47.46 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.2 | $981k | -36% | 40k | 24.48 |
|
| Procter & Gamble Company (PG) | 0.2 | $978k | +12% | 6.0k | 162.25 |
|
| Bank of America Corporation (BAC) | 0.2 | $973k | +5% | 26k | 37.92 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $915k | +37% | 7.9k | 116.24 |
|
| Merck & Co (MRK) | 0.2 | $901k | +68% | 6.8k | 131.95 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $894k | +5% | 11k | 84.44 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $886k | 11k | 79.91 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $877k | 9.5k | 92.72 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $866k | -3% | 7.0k | 123.18 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $860k | -93% | 8.8k | 97.94 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.2 | $830k | +48% | 5.2k | 158.81 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $819k | 2.7k | 300.08 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $811k | -33% | 4.8k | 169.35 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $796k | 8.4k | 94.62 |
|
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.2 | $791k | NEW | 27k | 29.53 |
|
| Pimco Dynamic Income Strateg Com Shs Ben Int (PDX) | 0.2 | $783k | -2% | 37k | 21.21 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.2 | $773k | -6% | 8.6k | 89.50 |
|
| Rbc Cad (RY) | 0.2 | $769k | -57% | 7.6k | 100.88 |
|
| Abbvie (ABBV) | 0.1 | $718k | +40% | 3.9k | 182.12 |
|
| First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) | 0.1 | $711k | 31k | 22.87 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $690k | -40% | 13k | 54.40 |
|
| salesforce (CRM) | 0.1 | $682k | +35% | 2.3k | 301.18 |
|
| Stryker Corporation (SYK) | 0.1 | $677k | +99% | 1.9k | 357.95 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $658k | 13k | 50.17 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $642k | +4% | 2.5k | 259.94 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $610k | -3% | 628.00 | 970.47 |
|
| Pulte (PHM) | 0.1 | $602k | +39% | 5.0k | 120.61 |
|
| Johnson & Johnson (JNJ) | 0.1 | $577k | +73% | 3.6k | 158.19 |
|
| Ishares Tr Usd Grn Bond Etf (BGRN) | 0.1 | $571k | +4% | 12k | 46.89 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $563k | +10% | 4.4k | 128.40 |
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.1 | $554k | NEW | 24k | 22.99 |
|
| McDonald's Corporation (MCD) | 0.1 | $544k | 1.9k | 281.93 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $542k | +320% | 9.0k | 60.17 |
|
| Pepsi (PEP) | 0.1 | $518k | 3.0k | 175.03 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $510k | -10% | 1.0k | 504.60 |
|
| Deere & Company (DE) | 0.1 | $501k | +80% | 1.2k | 410.90 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $494k | +51% | 674.00 | 732.85 |
|
| Advanced Micro Devices (AMD) | 0.1 | $483k | +67% | 2.7k | 180.49 |
|
| Lowe's Companies (LOW) | 0.1 | $482k | +35% | 1.9k | 254.71 |
|
| UnitedHealth (UNH) | 0.1 | $473k | +38% | 955.00 | 494.78 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $466k | +13% | 11k | 43.35 |
|
| Autodesk (ADSK) | 0.1 | $461k | +12% | 1.8k | 260.42 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $446k | +78% | 2.0k | 228.63 |
|
| Chevron Corporation (CVX) | 0.1 | $434k | +94% | 2.8k | 157.76 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $432k | +14% | 2.9k | 147.73 |
|
| Qualcomm (QCOM) | 0.1 | $431k | +23% | 2.5k | 169.31 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $423k | -48% | 880.00 | 480.70 |
|
| Intel Corporation (INTC) | 0.1 | $418k | +37% | 9.5k | 44.17 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $414k | +49% | 1.2k | 346.61 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $411k | +5% | 2.0k | 205.95 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $410k | NEW | 4.1k | 99.43 |
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.1 | $407k | -2% | 5.3k | 76.28 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $405k | NEW | 6.5k | 62.06 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $393k | -9% | 987.00 | 397.76 |
|
| Abbott Laboratories (ABT) | 0.1 | $390k | +33% | 3.4k | 113.66 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $380k | NEW | 7.5k | 50.74 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $378k | NEW | 2.3k | 162.83 |
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| Cisco Systems (CSCO) | 0.1 | $374k | -8% | 7.5k | 49.91 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.1 | $373k | 5.9k | 63.74 |
|
|
| American Tower Reit (AMT) | 0.1 | $365k | NEW | 1.8k | 197.54 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.1 | $362k | -26% | 6.3k | 57.96 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $360k | 3.4k | 105.03 |
|
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.1 | $359k | +9% | 33k | 10.99 |
|
| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.1 | $356k | +7% | 10k | 35.49 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $354k | 1.4k | 247.41 |
|
|
| First Tr Exchange Traded Wtr Etf (FIW) | 0.1 | $341k | -5% | 3.3k | 102.09 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.1 | $341k | +12% | 8.9k | 38.47 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $340k | NEW | 15k | 22.75 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $340k | NEW | 4.0k | 84.09 |
|
| At&t (T) | 0.1 | $338k | +25% | 19k | 17.60 |
|
| Morgan Stanley Com New (MS) | 0.1 | $333k | +14% | 3.5k | 94.16 |
|
| Wells Fargo & Company (WFC) | 0.1 | $331k | +13% | 5.7k | 57.96 |
|
| Spdr Ser Tr Spdr Msci Usa Ge (SHE) | 0.1 | $330k | -8% | 3.1k | 105.85 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $329k | 6.3k | 52.16 |
|
|
| Danaher Corporation (DHR) | 0.1 | $325k | NEW | 1.3k | 249.64 |
|
| Applied Materials (AMAT) | 0.1 | $325k | NEW | 1.6k | 206.23 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $325k | 2.0k | 164.35 |
|
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| Caterpillar (CAT) | 0.1 | $324k | +9% | 884.00 | 366.33 |
|
| Kb Finl Group Sponsored Adr (KB) | 0.1 | $324k | +19% | 6.2k | 52.07 |
|
| D.R. Horton (DHI) | 0.1 | $321k | +9% | 2.0k | 164.56 |
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| Iqvia Holdings (IQV) | 0.1 | $321k | 1.3k | 252.89 |
|
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| Verizon Communications (VZ) | 0.1 | $320k | +11% | 7.6k | 41.96 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $315k | NEW | 1.5k | 208.27 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $315k | NEW | 5.8k | 54.23 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $314k | -2% | 2.4k | 131.38 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $314k | +38% | 1.8k | 174.20 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $313k | +21% | 2.7k | 115.35 |
|
| Ubs Group SHS (UBS) | 0.1 | $306k | +9% | 10k | 30.72 |
|
| General Dynamics Corporation (GD) | 0.1 | $303k | +7% | 1.1k | 282.37 |
|
| Toyota Motor Corp Ads (TM) | 0.1 | $302k | +8% | 1.2k | 251.68 |
|
| S&p Global (SPGI) | 0.1 | $297k | +23% | 699.00 | 425.22 |
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.1 | $294k | 7.9k | 37.23 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $292k | NEW | 502.00 | 581.37 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $291k | -77% | 2.5k | 114.14 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $290k | 521.00 | 556.40 |
|
|
| CVS Caremark Corporation (CVS) | 0.1 | $289k | -8% | 3.6k | 79.75 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $287k | 1.1k | 270.80 |
|
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| Intuit (INTU) | 0.1 | $286k | +26% | 440.00 | 650.08 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $286k | -93% | 6.8k | 41.77 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $284k | -4% | 7.3k | 38.98 |
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| Fifth Third Ban (FITB) | 0.1 | $284k | NEW | 7.6k | 37.21 |
|
| Booking Holdings (BKNG) | 0.1 | $283k | +25% | 78.00 | 3627.88 |
|
| Southern Company (SO) | 0.1 | $282k | -15% | 3.9k | 71.74 |
|
| Altria (MO) | 0.1 | $279k | NEW | 6.4k | 43.62 |
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| Oracle Corporation (ORCL) | 0.1 | $278k | NEW | 2.2k | 125.61 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $278k | +7% | 24k | 11.84 |
|
| AFLAC Incorporated (AFL) | 0.1 | $278k | +32% | 3.2k | 85.87 |
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| Target Corporation (TGT) | 0.1 | $277k | NEW | 1.6k | 177.18 |
|
| Manulife Finl Corp (MFC) | 0.1 | $271k | +16% | 11k | 24.99 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $270k | -5% | 3.4k | 79.86 |
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| AutoZone (AZO) | 0.1 | $268k | NEW | 85.00 | 3151.65 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $267k | NEW | 933.00 | 286.61 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.1 | $263k | -4% | 4.1k | 63.74 |
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| Philip Morris International (PM) | 0.1 | $262k | +15% | 2.9k | 91.63 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $261k | NEW | 1.3k | 201.50 |
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| Servicenow (NOW) | 0.1 | $259k | NEW | 340.00 | 762.40 |
|
| International Business Machines (IBM) | 0.1 | $259k | +6% | 1.4k | 190.98 |
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| ConocoPhillips (COP) | 0.1 | $258k | +8% | 2.0k | 127.29 |
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| Ishares Tr Modert Alloc Etf (AOM) | 0.0 | $252k | NEW | 5.9k | 42.78 |
|
| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 0.0 | $251k | +12% | 2.2k | 114.61 |
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| Astrazeneca Sponsored Adr (AZN) | 0.0 | $248k | NEW | 3.7k | 67.75 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $248k | NEW | 2.5k | 99.27 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $244k | +3% | 2.1k | 118.29 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $244k | -32% | 2.1k | 114.97 |
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| AmerisourceBergen (COR) | 0.0 | $242k | NEW | 997.00 | 242.99 |
|
| Dlh Hldgs (DLHC) | 0.0 | $241k | 18k | 13.27 |
|
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| Moody's Corporation (MCO) | 0.0 | $238k | NEW | 605.00 | 393.05 |
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.0 | $237k | -6% | 16k | 15.21 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $232k | NEW | 188.00 | 1231.60 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $231k | NEW | 2.7k | 86.48 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $230k | NEW | 413.00 | 555.79 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $228k | -55% | 3.0k | 76.67 |
|
| Cintas Corporation (CTAS) | 0.0 | $224k | NEW | 326.00 | 687.24 |
|
| Deutsche Bank A G Namen Akt (DB) | 0.0 | $222k | +8% | 14k | 15.77 |
|
| Travelers Companies (TRV) | 0.0 | $220k | NEW | 954.00 | 230.17 |
|
| Fair Isaac Corporation (FICO) | 0.0 | $219k | NEW | 175.00 | 1249.61 |
|
| Kla Corp Com New (KLAC) | 0.0 | $218k | NEW | 313.00 | 697.83 |
|
| American Intl Group Com New (AIG) | 0.0 | $216k | NEW | 2.8k | 78.18 |
|
| American Express Company (AXP) | 0.0 | $215k | NEW | 945.00 | 227.69 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $215k | -21% | 3.1k | 68.83 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $215k | +140% | 24k | 8.90 |
|
| Ishares Tr Aggres Alloc Etf (AOA) | 0.0 | $214k | NEW | 2.9k | 73.46 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $213k | -2% | 5.4k | 39.36 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $213k | NEW | 1.1k | 186.81 |
|
| Nike CL B (NKE) | 0.0 | $212k | +18% | 2.3k | 94.00 |
|
| Dr Reddys Labs Adr (RDY) | 0.0 | $212k | NEW | 2.9k | 73.35 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $212k | NEW | 404.00 | 523.75 |
|
| Ecolab (ECL) | 0.0 | $211k | NEW | 914.00 | 230.99 |
|
| Eaton Corp SHS (ETN) | 0.0 | $211k | NEW | 675.00 | 312.68 |
|
| TJX Companies (TJX) | 0.0 | $211k | NEW | 2.1k | 101.43 |
|
| Lam Research Corporation (LRCX) | 0.0 | $211k | NEW | 217.00 | 970.05 |
|
| First Tr Lrg Cp Vl Alphadex Com Shs (FTA) | 0.0 | $210k | NEW | 2.8k | 76.38 |
|
| Nextera Energy (NEE) | 0.0 | $210k | NEW | 3.3k | 63.91 |
|
| Waste Management (WM) | 0.0 | $209k | NEW | 980.00 | 213.14 |
|
| Vale S A Sponsored Ads (VALE) | 0.0 | $207k | -4% | 17k | 12.19 |
|
| Shell Spon Ads (SHEL) | 0.0 | $206k | NEW | 3.1k | 67.05 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $206k | NEW | 2.8k | 72.35 |
|
| Progressive Corporation (PGR) | 0.0 | $203k | NEW | 982.00 | 206.91 |
|
| Dell Technologies CL C (DELL) | 0.0 | $202k | NEW | 1.8k | 114.11 |
|
| Union Pacific Corporation (UNP) | 0.0 | $202k | NEW | 821.00 | 245.84 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $202k | NEW | 1.9k | 107.41 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $201k | NEW | 1.1k | 182.53 |
|
| Bhp Group Sponsored Ads (BHP) | 0.0 | $201k | -6% | 3.5k | 57.69 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $181k | +11% | 18k | 10.23 |
|
| Ultrapar Participacoes Sa Sp Adr Rep Com (UGP) | 0.0 | $162k | +22% | 28k | 5.72 |
|
| Telefonica Brasil Sa New Adr (VIV) | 0.0 | $161k | +21% | 16k | 10.07 |
|
| Perimeter Solutions Sa Common Stock (PRM) | 0.0 | $159k | 22k | 7.42 |
|
|
| Cemex Sab De Cv Spon Adr New (CX) | 0.0 | $158k | +8% | 18k | 9.01 |
|
| Viatris (VTRS) | 0.0 | $143k | 12k | 11.94 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $123k | +71% | 48k | 2.59 |
|
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.0 | $97k | +17% | 18k | 5.51 |
|
| Barclays Adr (BCS) | 0.0 | $96k | NEW | 10k | 9.45 |
|
| Banco Santander Adr (SAN) | 0.0 | $94k | +6% | 19k | 4.84 |
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $69k | +39% | 17k | 3.98 |
|
| Telefonica S A Sponsored Adr (TEF) | 0.0 | $59k | NEW | 13k | 4.41 |
|
| Cerus Corporation (CERS) | 0.0 | $28k | 15k | 1.89 |
|
Past Filings by Aprio Wealth Management
SEC 13F filings are viewable for Aprio Wealth Management going back to 2019
- 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
- Aprio Wealth Management 2020 Q3 filed Oct. 14, 2020
- Aprio Wealth Management 2020 Q2 filed July 20, 2020
- Aprio Wealth Management 2020 Q1 filed April 16, 2020