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
TMO
Thermo Fisher Scientific Inc.

Healthcare
539
+ 52.74%
$497.6 - $606.74 $268K - $327K
1.56K $776K
IAU
Ishares Gold Trust

ETFs
1.98K
+ 15.19%
$49.74 - $58.96 $98.6K - $117K
15K $886K
INTC
Intel Corp

Technology
10.6K
New
$19.1 - $27.39 $202K - $289K
10.6K $239K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.18K
New
$196.12 - $229.48 $231K - $270K
1.18K $238K
PTC
Ptc Inc.

Technology
1.5K
New
$153.3 - $193.48 $230K - $291K
1.5K $232K
EQNR
Equinor Asa

Energy
7.36K
+ 55.05%
$22.37 - $26.45 $165K - $195K
20.7K $548K
TD
Toronto Dominion Bank

Financial Services
3.85K
New
$53.12 - $61.15 $204K - $235K
3.85K $230K
SCHW
Schwab Charles Corp

Financial Services
2.92K
New
$71.24 - $83.64 $208K - $245K
2.92K $228K
CME
Cme Group Inc.

Financial Services
862
New
$225.82 - $266.54 $195K - $230K
862 $228K
NOC
Northrop Grumman Corp

Industrials
445
New
$433.45 - $513.82 $193K - $229K
445 $227K
SPGI
S&P Global Inc.

Financial Services
417
+ 33.17%
$478.26 - $543.77 $199K - $227K
1.67K $850K
PG
Procter & Gamble CO

Consumer Defensive
1.16K
+ 12.23%
$158.56 - $176.26 $184K - $205K
10.7K $1.82M
IMO
Imperial Oil LTD

Energy
2.45K
+ 59.25%
$62.41 - $73.34 $153K - $180K
6.58K $476K
RELX
Relx PLC

Communication Services
4.39K
New
$45.34 - $51.91 $199K - $228K
4.39K $221K
BK
Bank Of New York Mellon Corp

Financial Services
2.64K
New
$75.42 - $88.95 $199K - $235K
2.64K $221K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
602
+ 25.66%
$208.48 - $244.03 $126K - $147K
2.95K $719K
EFX
Equifax Inc

Industrials
906
New
$235.63 - $278.34 $213K - $252K
906 $220K
LYG
Lloyds Banking Group PLC

Financial Services
36.6K
+ 50.06%
$2.58 - $3.9 $94.3K - $143K
110K $418K
AON
Aon PLC

Financial Services
551
New
$348.44 - $409.32 $192K - $226K
551 $219K
ENB
Enbridge Inc

Energy
4.95K
New
$41.54 - $45.45 $206K - $225K
4.95K $219K
BA
Boeing CO

Industrials
1.28K
New
$148.15 - $186.25 $190K - $239K
1.28K $218K
PEG
Public Service Enterprise Group Inc

Utilities
2.65K
New
$78.2 - $90.39 $207K - $239K
2.65K $218K
PCAR
Paccar Inc

Industrials
2.24K
New
$96.91 - $112.51 $217K - $252K
2.24K $218K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.74K
New
$106.31 - $123.73 $185K - $215K
1.74K $215K
EMB
Ishares Tr

ETFs
2.36K
New
$88.64 - $92.03 $209K - $217K
2.36K $213K
RGLD
Royal Gold Inc

Basic Materials
1.29K
New
$132.55 - $163.51 $170K - $210K
1.29K $210K
CMCSA
Comcast Corp

Communication Services
5.92K
+ 46.32%
$33.19 - $38.23 $196K - $226K
18.7K $689K
IBN
Icici Bank LTD

Financial Services
6.68K
New
$27.55 - $31.67 $184K - $211K
6.68K $210K
AIG
American International Group, Inc.

Financial Services
2.38K
New
$70.5 - $86.94 $168K - $207K
2.38K $207K
IYE
Ishares Tr

ETFs
4.18K
New
$45.23 - $49.95 $189K - $209K
4.18K $206K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
11.6K
+ 46.87%
$11.66 - $14.98 $136K - $174K
36.5K $497K
SHG
Shinhan Financial Group CO LTD

Financial Services
5.92K
+ 47.06%
N/A
18.5K $640K
MEAR
Blackrock Short Maturity Munic

ETFs
3.95K
+ 18.68%
$49.97 - $50.36 $197K - $199K
25.1K $1.26M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
3.29K
New
$46.15 - $63.53 $152K - $209K
3.29K $202K
BSX
Boston Scientific Corp

Healthcare
1.99K
New
$89.38 - $106.18 $178K - $212K
1.99K $201K
CSL
Carlisle Companies Inc

Industrials
593
New
$326.43 - $408.24 $194K - $242K
593 $201K
DTE
Dte Energy CO

Utilities
1.45K
New
$117.6 - $138.27 $171K - $201K
1.45K $200K
TCOM
Trip.Com Group LTD

Consumer Cyclical
3.16K
New
$56.68 - $73.5 $179K - $232K
3.16K $200K
PGR
Progressive Corp

Financial Services
463
+ 29.95%
$235.61 - $291.22 $109K - $135K
2.01K $568K
IBM
International Business Machines Corp

Technology
608
+ 38.12%
$217.4 - $264.74 $132K - $161K
2.2K $547K
SAP
Sap Se

Technology
626
+ 50.4%
$241.4 - $293.69 $151K - $184K
1.87K $501K
VEEV
Veeva Systems Inc

Healthcare
698
+ 72.48%
$210.58 - $246.8 $147K - $172K
1.66K $384K
QCOM
Qualcomm Inc

Technology
1.17K
+ 26.18%
$151.94 - $175.86 $178K - $206K
5.63K $865K
C
Citigroup Inc

Financial Services
2.48K
+ 50.14%
$67.23 - $84.63 $166K - $209K
7.41K $526K
PANW
Palo Alto Networks Inc

Technology
1.18K
+ 49.19%
$167.82 - $208.28 $198K - $246K
3.58K $611K
TM
Toyota Motor Corp

Consumer Cyclical
1.13K
+ 80.23%
$176.53 - $195.35 $200K - $221K
2.54K $448K
IYW
Ishares Dj Us Tech ETF

ETFs
2K
+ 35.5%
$140.44 - $166.79 $280K - $333K
7.62K $1.07M
ING
Ing Groep Nv

Financial Services
6.08K
+ 46.72%
$15.51 - $20.74 $94.2K - $126K
19.1K $373K
UGP
Ultrapar Holdings Inc

Energy
49.6K
+ 138.85%
$2.56 - $3.2 $127K - $159K
85.4K $262K
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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