Aprio Wealth Management, LLC Purchases in Q4 2024

Aprio Wealth Management, LLC

  • $631 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CAT
Caterpillar Inc

Industrials
845
+ 80.63%
$360.37 - $416.88 $305K - $352K
1.89K $686K
PFF
Ishares Trust Ishares Pfd And

ETFs
13.2K
+ 15.99%
$31.23 - $33.51 $412K - $442K
95.7K $3.01M
PH
Parker Hannifin Corp

Industrials
402
+ 67.34%
$621.74 - $709.46 $250K - $285K
999 $635K
CSCO
Cisco Systems, Inc.

Technology
3.58K
+ 47.97%
$52.45 - $60.02 $188K - $215K
11.1K $654K
ITB
Ishares Tr

ETFs
2.49K
New
$103.31 - $129.34 $257K - $322K
2.49K $257K
HDB
Hdfc Bank LTD

Financial Services
4.02K
New
$59.45 - $68.01 $239K - $273K
4.02K $256K
CRWD
Crowd Strike Holdings, Inc.

Technology
725
New
$275.15 - $388.2 $199K - $281K
725 $248K
TMUS
T Mobile Us, Inc.

Communication Services
1.12K
New
$206.1 - $246.94 $230K - $276K
1.12K $246K
AEP
American Electric Power CO Inc

Utilities
2.63K
New
$90.91 - $102.21 $239K - $269K
2.63K $242K
XOM
Exxon Mobil Corp

Energy
3.17K
+ 30.12%
$105.51 - $125.37 $335K - $398K
13.7K $1.47M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.59K
New
$148.29 - $166.93 $235K - $265K
1.59K $236K
BLK
Black Rock Inc.

Financial Services
229
New
$934.02 - $1065.26 $214K - $244K
229 $234K
BP
Bp PLC

Energy
7.95K
New
$28.16 - $33.14 $224K - $263K
7.95K $234K
INFY
Infosys LTD

Technology
10.6K
New
$20.71 - $23.42 $220K - $248K
10.6K $232K
CBOE
Cboe Global Markets, Inc.

Financial Services
1.18K
New
$191.61 - $217.84 $226K - $257K
1.18K $230K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.65K
New
$77.25 - $91.3 $205K - $242K
2.65K $226K
MSCI
Msci Inc.

Financial Services
378
New
$569.09 - $635.99 $215K - $240K
378 $226K
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.08K
New
$104.59 - $118.05 $217K - $245K
2.08K $225K
DFS
Discover Financial Services

Financial Services
1.3K
New
$136.3 - $182.67 $177K - $237K
1.3K $225K
REG
Regency Centers Corp

Real Estate
3.03K
New
$69.77 - $75.91 $212K - $230K
3.03K $224K
EEM
Ishares Msci Emerging Markets

ETFs
5.32K
New
$41.82 - $47.36 $223K - $252K
5.32K $222K
BMY
Bristol Myers Squibb CO

Healthcare
3.49K
+ 72.94%
$51.92 - $59.94 $181K - $209K
8.28K $468K
FAST
Fastenal CO

Industrials
3.02K
New
$69.99 - $84.35 $212K - $255K
3.02K $217K
EA
Electronic Arts Inc.

Communication Services
1.48K
New
$140.69 - $167.97 $208K - $248K
1.48K $216K
MO
Altria Group, Inc.

Consumer Defensive
3.85K
+ 30.71%
$49.06 - $57.74 $189K - $222K
16.4K $855K
SO
Southern CO

Utilities
3.36K
+ 42.18%
$81.5 - $94.15 $274K - $317K
11.3K $933K
AJG
Arthur J. Gallagher & Co.

Financial Services
752
New
$278.49 - $315.16 $209K - $237K
752 $213K
WMT
Walmart Inc.

Consumer Defensive
900
+ 6.79%
$79.1 - $95.7 $71.2K - $86.1K
14.2K $1.28M
VEEV
Veeva Systems Inc

Healthcare
963
New
$201.81 - $250.45 $194K - $241K
963 $202K
YY
Joyy Inc.

Communication Services
4.83K
New
$33.1 - $42.36 $160K - $205K
4.83K $202K
BAC
Bank Of America Corp

Financial Services
1.75K
+ 6.08%
$39.22 - $47.77 $68.7K - $83.7K
30.6K $1.34M
BAP
Credicorp LTD

Financial Services
1.09K
New
$180.17 - $198.65 $197K - $217K
1.09K $200K
TIMB
Tim S.A.

Communication Services
16.5K
New
$11.71 - $17.19 $194K - $284K
16.5K $194K
ABT
Abbott Laboratories

Healthcare
1.72K
+ 46.9%
$111.93 - $119.39 $193K - $206K
5.4K $610K
DIS
Walt Disney CO

Communication Services
279
+ 2.68%
$92.39 - $117.6 $25.8K - $32.8K
10.7K $1.19M
ADP
Automatic Data Processing Inc

Industrials
575
+ 66.78%
$280.08 - $307.97 $161K - $177K
1.44K $420K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
2.97K
+ 4.69%
$59.74 - $60.03 $177K - $178K
66.3K $3.96M
ACN
Accenture PLC

Technology
495
+ 44.51%
$343.9 - $376.86 $170K - $187K
1.61K $565K
NOW
Service Now, Inc.

Technology
100
+ 28.33%
$867.18 - $1148.42 $86.7K - $115K
453 $480K
PAYX
Paychex Inc

Industrials
1.04K
+ 61.71%
$135.86 - $148.73 $141K - $154K
2.72K $381K
C
Citigroup Inc

Financial Services
1.66K
+ 50.72%
$61.31 - $72.5 $102K - $120K
4.94K $347K
PG
Procter & Gamble CO

Consumer Defensive
1.12K
+ 13.34%
$161.05 - $179.7 $180K - $201K
9.51K $1.59M
VALE
Vale S.A.

Basic Materials
23.8K
+ 95.96%
$8.74 - $11.78 $208K - $281K
48.7K $431K
DUK
Duke Energy Corp

Utilities
1.45K
+ 62.04%
$105.76 - $120.76 $153K - $175K
3.78K $407K
ERIC
Ericsson Lm Telephone CO

Technology
16.2K
+ 102.64%
$7.36 - $8.59 $119K - $139K
32K $257K
LOW
Lowes Companies Inc

Consumer Cyclical
783
+ 33.61%
$244.52 - $284.07 $191K - $222K
3.11K $768K
MS
Morgan Stanley

Financial Services
492
+ 14.05%
$104.42 - $134.99 $51.4K - $66.4K
3.99K $501K
SHOP
Shopify Inc.

Technology
555
+ 18.83%
$78.14 - $119.49 $43.4K - $66.3K
3.5K $372K
KGC
Kinross Gold Corp

Basic Materials
14.4K
New
$9.03 - $10.75 $130K - $154K
14.4K $133K
Activity Summary
Buys All Purchases 244 New Holdings 40 Increased Positions 204 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Aprio Wealth Management, LLC Portfolio

Follow Aprio Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aprio Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aprio Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email