Aprio Wealth Management, LLC Purchases in Q1 2025

Aprio Wealth Management, LLC

  • $731 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
4.62K
New
$96.93 - $109.51 $448K - $506K
4.62K $452K
MA
Mastercard Inc

Financial Services
675
+ 22.87%
$504.67 - $576.31 $341K - $389K
3.63K $1.99M
WAT
Waters Corp

Healthcare
1.13K
New
$362.16 - $417.28 $410K - $472K
1.13K $416K
ECL
Ecolab Inc.

Basic Materials
1.45K
+ 88.44%
$229.72 - $269.82 $334K - $392K
3.1K $785K
LLY
Eli Lilly & CO

Healthcare
304
+ 11.57%
$725.72 - $929.72 $221K - $283K
2.93K $2.42M
MUB
Ishares National Muni Bond ETF

ETFs
3.7K
New
$104.71 - $107.69 $387K - $398K
3.7K $389K
JCI
Johnson Controls International PLC

Industrials
4.84K
New
$76.12 - $90.6 $368K - $439K
4.84K $387K
SONY
Sony Group Corp

Technology
12.6K
+ 84.37%
$19.88 - $25.64 $251K - $324K
27.6K $701K
HSBC
Hsbc Holdings PLC

Financial Services
4.19K
+ 24.3%
$48.68 - $61.58 $204K - $258K
21.5K $1.23M
RMD
Resmed Inc

Healthcare
1.65K
New
$219.7 - $257.65 $362K - $425K
1.65K $368K
HMY
Harmony Gold Mining CO LTD

Basic Materials
12.9K
+ 49.43%
$8.25 - $14.77 $106K - $190K
38.9K $574K
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.15K
+ 5.91%
$56.17 - $59.71 $402K - $427K
128K $7.33M
SO
Southern CO

Utilities
2.66K
+ 23.46%
$80.96 - $92.96 $215K - $247K
14K $1.29M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.93K
+ 116.21%
$74.85 - $84.89 $294K - $333K
7.31K $597K
SBAC
Sba Communications Corp

Real Estate
1.54K
New
$192.76 - $224.91 $297K - $346K
1.54K $338K
META
Meta Platforms, Inc.

Communication Services
680
+ 16.73%
$576.36 - $736.67 $392K - $501K
4.75K $2.73M
SHEL
Shell PLC

Energy
3.77K
+ 65.26%
$62.84 - $73.29 $237K - $276K
9.54K $699K
JPM
Jpmorgan Chase & CO

Financial Services
982
+ 6.32%
$225.19 - $279.95 $221K - $275K
16.5K $4.05M
ABT
Abbott Laboratories

Healthcare
1.61K
+ 29.83%
$111.1 - $140.22 $179K - $226K
7.01K $930K
NVS
Novartis Ag

Healthcare
2.76K
New
$97.14 - $115.57 $268K - $319K
2.76K $307K
ADP
Automatic Data Processing Inc

Industrials
929
+ 64.69%
$286.85 - $318.64 $266K - $296K
2.37K $722K
MDT
Medtronic PLC

Healthcare
3.3K
New
$79.84 - $94.5 $263K - $312K
3.3K $296K
STE
Steris PLC

Healthcare
1.3K
New
$202.46 - $232.74 $264K - $303K
1.3K $295K
MCD
Mcdonalds Corp

Consumer Cyclical
785
+ 38.8%
$279.74 - $321.29 $220K - $252K
2.81K $877K
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.39K
+ 49.46%
$113.59 - $123.29 $272K - $295K
7.23K $842K
IAI
Ishares Tr Us Broker Dealers &

ETFs
2.16K
+ 59.69%
$134.68 - $159.3 $290K - $343K
5.77K $808K
TTE
Total Energies Se

Energy
4.15K
+ 95.49%
N/A
8.5K $583K
TIMB
Tim S.A.

Communication Services
14.1K
+ 85.37%
$11.42 - $15.65 $161K - $221K
30.7K $479K
ABBV
Abb Vie Inc.

Healthcare
517
+ 9.39%
$169.2 - $216.66 $87.5K - $112K
6.02K $1.26M
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.19K
New
$56.12 - $68.15 $235K - $285K
4.19K $284K
ERJ
Embraer S.A.

Industrials
6.13K
New
$37.11 - $56.4 $227K - $346K
6.13K $283K
VOD
Vodafone Group Public LTD CO

Communication Services
27.6K
+ 100.58%
$8.05 - $9.86 $222K - $273K
55.1K $516K
EMR
Emerson Electric CO

Industrials
2.56K
New
$108.64 - $131.17 $278K - $335K
2.56K $280K
PH
Parker Hannifin Corp

Industrials
498
+ 49.85%
$591.65 - $707.05 $295K - $352K
1.5K $909K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
7.99K
+ 20.48%
$30.59 - $33.02 $244K - $264K
47K $1.49M
MTD
Mettler Toledo International Inc

Healthcare
230
New
$1177.09 - $1390.0 $271K - $320K
230 $271K
BP
Bp PLC

Energy
6.99K
+ 87.91%
$29.93 - $35.31 $209K - $247K
14.9K $504K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
5.87K
+ 30.67%
$17.16 - $25.25 $101K - $148K
25K $595K
ITW
Illinois Tool Works Inc

Industrials
1.09K
New
$244.9 - $274.48 $266K - $299K
1.09K $269K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.59K
New
$97.25 - $104.79 $252K - $272K
2.59K $268K
TMUS
T Mobile Us, Inc.

Communication Services
803
+ 71.89%
$211.3 - $272.83 $170K - $219K
1.92K $512K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.47K
+ 26.09%
$95.85 - $99.25 $236K - $245K
11.9K $1.18M
KR
Kroger CO

Consumer Defensive
3.88K
New
$58.36 - $67.72 $226K - $263K
3.88K $262K
CL
Colgate Palmolive CO

Consumer Defensive
2.71K
+ 88.34%
$85.68 - $97.5 $232K - $265K
5.78K $541K
BTI
British American Tobacco P.L.C.

Consumer Defensive
4.49K
+ 30.36%
$35.35 - $42.74 $159K - $192K
19.3K $798K
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.84K
New
$85.29 - $92.57 $242K - $263K
2.84K $258K
ICVT
Ishares Tr Convertible Bond Et

ETFs
3.03K
New
$83.18 - $89.27 $252K - $270K
3.03K $253K
FLGV
Franklin Templeton ETF Trfrank

ETFs
12.1K
New
$19.92 - $20.57 $242K - $250K
12.1K $249K
GFI
Gold Fields LTD

Basic Materials
11.2K
New
$13.84 - $22.09 $154K - $246K
11.2K $246K
Activity Summary
Buys All Purchases 307 New Holdings 71 Increased Positions 236 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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