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
XC
Wisdomtree Tr Emerging Mkts Ex
18.8K
+ 13.51%
N/A
158K $0
Nuveen Churchill Direct Lend
56.9K
+ 104.07%
N/A
112K $0
Ishares Bitcoin Trust ETF
21.9K
New
N/A
21.9K $0
IGN
Ishares Tr North Amern Tech Mu

ETFs
24.3K
+ 22.31%
N/A
133K $0
COP
Conocophillips

Energy
124
+ 5.84%
$95.12 - $114.72 $11.8K - $14.2K
2.25K $223K
TUA
Simpl Exch Traded Fds Sht Term
151K
+ 14.3%
N/A
1.21M $0
Simplify Exchange Traded Fun
29.9K
+ 16.86%
N/A
207K $0
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3
+ 0.15%
$100.24 - $101.35 $301 - $304
2.06K $207K
PRF
Invesco Exchange Traded Fd Tr

ETFs
6
+ 0.07%
$40.15 - $42.9 $241 - $257
8.86K $357K
SU
Suncor Energy Inc

Energy
126
+ 2.17%
$34.5 - $41.53 $4.35K - $5.23K
5.94K $212K
SAN
Banco Santander, S.A.

Financial Services
2.14K
+ 8.48%
$4.49 - $5.05 $9.59K - $10.8K
27.3K $124K
VEA
Vanguard Ftse Developed Market

ETFs
1.31K
+ 9.9%
$47.57 - $52.44 $62.1K - $68.4K
14.5K $692K
AOA
Ishares Tr Core Aggressive All

ETFs
39
+ 1.33%
$76.61 - $79.88 $2.99K - $3.12K
2.98K $228K
WM
Waste Management Inc

Industrials
13
+ 1.29%
$201.79 - $228.46 $2.62K - $2.97K
1.02K $205K
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.62K
+ 201.43%
$25.79 - $80.4 $145K - $452K
8.41K $219K
TMO
Thermo Fisher Scientific Inc.

Healthcare
155
+ 17.88%
$501.29 - $612.85 $77.7K - $95K
1.02K $531K
FTA
First Tr Large Cap Value

ETFs
16
+ 0.58%
$75.21 - $83.49 $1.2K - $1.34K
2.77K $211K
AOM
Ishares Tr Core Moderate Alloc

ETFs
33
+ 0.58%
$43.44 - $45.05 $1.43K - $1.49K
5.7K $247K
IJK
Ishares S&P Midcap 400 Growth

ETFs
5
+ 0.04%
$90.66 - $99.46 $453 - $497
11.5K $1.05M
HD
Home Depot, Inc.

Consumer Cyclical
398
+ 3.84%
$385.02 - $431.37 $153K - $172K
10.8K $4.19M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
167
+ 1.31%
$46.52 - $48.32 $7.77K - $8.07K
12.9K $603K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
61
+ 0.65%
$44.87 - $46.86 $2.74K - $2.86K
9.4K $421K
CSX
Csx Corp

Industrials
24
+ 0.3%
$31.58 - $36.88 $758 - $885
8.08K $260K
NEE
Nextera Energy Inc

Utilities
364
+ 9.48%
$69.77 - $85.43 $25.4K - $31.1K
4.2K $301K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
464
+ 1.35%
$22.65 - $23.8 $10.5K - $11K
34.8K $789K
PFE
Pfizer Inc

Healthcare
281
+ 1.75%
$24.8 - $30.19 $6.97K - $8.48K
16.4K $434K
EFG
Msci Eafe Growth ETF

ETFs
22
+ 0.69%
$96.83 - $106.88 $2.13K - $2.35K
3.21K $310K
AVDE
American Centy ETF Tr Avantis

ETFs
30
+ 0.48%
$60.9 - $66.69 $1.83K - $2K
6.24K $382K
CL
Colgate Palmolive CO

Consumer Defensive
37
+ 1.22%
$90.22 - $102.31 $3.34K - $3.79K
3.07K $279K
PEP
Pepsico Inc

Consumer Defensive
233
+ 5.85%
$151.29 - $176.1 $35.3K - $41K
4.21K $640K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
291
+ 1.23%
$46.33 - $48.6 $13.5K - $14.1K
24K $1.12M
SCHX
Schwab Strategic Tr Us Large C

ETFs
10.5K
+ 166.39%
$22.4 - $68.28 $235K - $716K
16.8K $389K
AMGN
Amgen Inc

Healthcare
91
+ 7.89%
$258.78 - $328.31 $23.5K - $29.9K
1.24K $324K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
59.2K
+ 203.1%
$26.93 - $84.95 $1.59M - $5.03M
88.4K $2.41M
ABBV
Abb Vie Inc.

Healthcare
301
+ 5.78%
$164.99 - $203.87 $49.7K - $61.4K
5.51K $978K
RIO
Rio Tinto PLC

Basic Materials
76
+ 1.71%
$58.59 - $71.15 $4.45K - $5.41K
4.52K $265K
ASML
Asml Holding Nv

Technology
50
+ 7.54%
$658.43 - $872.27 $32.9K - $43.6K
713 $494K
EFV
Msci Eafe Value ETF

ETFs
277
+ 1.76%
$51.78 - $57.15 $14.3K - $15.8K
16K $839K
LLY
Eli Lilly & CO

Healthcare
257
+ 10.84%
$727.2 - $932.06 $187K - $240K
2.63K $2.03M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
212
+ 1.59%
$75.65 - $83.47 $16K - $17.7K
13.6K $1.03M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
8.62K
+ 7.2%
$24.04 - $26.75 $207K - $231K
128K $3.12M
JNJ
Johnson & Johnson

Healthcare
225
+ 2.87%
$143.34 - $165.86 $32.3K - $37.3K
8.06K $1.16M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
44.1K
+ 8.36%
$55.45 - $61.08 $2.44M - $2.69M
571K $31.7M
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
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