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
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
923
+ 3.84%
$45.92 - $47.58 $42.4K - $43.9K
24.9K $1.18M
TRV
Travelers Companies, Inc.

Financial Services
165
+ 15.35%
$232.43 - $265.13 $38.4K - $43.7K
1.24K $327K
WIT
Wipro LTD

Technology
30.9K
+ 59.06%
$3.0 - $3.77 $92.7K - $117K
83.2K $254K
AMZN
Amazon Com Inc

Consumer Cyclical
2.35K
+ 18.02%
$190.26 - $242.06 $448K - $570K
15.4K $2.93M
YY
Joyy Inc.

Communication Services
1.6K
+ 33.04%
$38.19 - $52.08 $61K - $83.1K
6.43K $269K
ARGT
Global X Msci Argentina ETF

ETFs
949
+ 19.46%
$78.45 - $89.29 $74.4K - $84.7K
5.83K $470K
DHR
Danaher Corp

Healthcare
494
+ 35.46%
$201.62 - $250.59 $99.6K - $124K
1.89K $386K
AZO
Autozone Inc

Consumer Cyclical
2
+ 2.13%
$3193.96 - $3828.11 $6.39K - $7.66K
96 $366K
CB
Chubb LTD

Financial Services
142
+ 16.4%
$257.71 - $301.99 $36.6K - $42.9K
1.01K $304K
HIMX
Himax Technologies, Inc.

Technology
9.62K
+ 93.93%
$7.2 - $12.85 $69.3K - $124K
19.9K $146K
DE
Deere & CO

Industrials
71
+ 10.63%
$408.57 - $509.27 $29K - $36.2K
739 $346K
SHOP
Shopify Inc.

Technology
1.05K
+ 30.01%
$90.59 - $129.31 $95.2K - $136K
4.55K $434K
AXP
American Express CO

Financial Services
335
+ 30.23%
$255.39 - $325.87 $85.6K - $109K
1.44K $388K
GE
General Electric CO

Industrials
54
+ 3.74%
$168.59 - $212.13 $9.1K - $11.5K
1.5K $299K
REG
Regency Centers Corp

Real Estate
771
+ 25.42%
$68.83 - $77.74 $53.1K - $59.9K
3.8K $280K
UBS
Ubs Group Ag

Financial Services
1.71K
+ 14.98%
$30.28 - $35.78 $51.6K - $61K
13.1K $400K
EMLP
First Tr Exchange Traded Iv

ETFs
105
+ 0.42%
$35.79 - $38.28 $3.76K - $4.02K
25.2K $944K
WM
Waste Management Inc

Industrials
79
+ 7.75%
$200.54 - $233.78 $15.8K - $18.5K
1.1K $254K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
565
+ 18.2%
$76.94 - $78.28 $43.5K - $44.2K
3.67K $287K
AJG
Arthur J. Gallagher & Co.

Financial Services
4
+ 0.53%
$275.89 - $345.24 $1.1K - $1.38K
756 $261K
DVY
Ishares Tr

ETFs
200
+ 2.84%
$128.58 - $138.1 $25.7K - $27.6K
7.23K $971K
PEP
Pepsico Inc

Consumer Defensive
354
+ 8.4%
$142.64 - $156.42 $50.5K - $55.4K
4.57K $684K
BBDO
Banco Bradesco S.A.

Financial Services
20.7K
New
$1.75 - $2.09 $36.2K - $43.2K
20.7K $43K
KT
Kt Corp

Communication Services
104
+ 0.62%
$15.57 - $18.63 $1.62K - $1.94K
16.8K $298K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
574
+ 4.43%
$46.26 - $47.48 $26.6K - $27.3K
13.5K $640K
BDX
Becton Dickinson & CO

Healthcare
149
+ 12.82%
$222.79 - $249.08 $33.2K - $37.1K
1.31K $300K
IVE
Ishares S&P 500 Value ETF

ETFs
201
+ 4.06%
$185.78 - $198.58 $37.3K - $39.9K
5.15K $980K
MCO
Moodys Corp

Financial Services
93
+ 10.68%
$437.8 - $527.48 $40.7K - $49.1K
964 $448K
MFC
Manulife Financial Corp

Financial Services
926
+ 7.43%
$28.41 - $31.82 $26.3K - $29.5K
13.4K $417K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.18K
+ 20.59%
$165.25 - $224.62 $360K - $489K
12.7K $2.12M
ABEV
Ambev S.A.

Consumer Defensive
9.81K
+ 94.46%
$1.77 - $2.37 $17.4K - $23.3K
20.2K $47K
MSCI
Msci Inc.

Financial Services
72
+ 19.05%
$541.46 - $628.34 $39K - $45.2K
450 $254K
INTU
Intuit Inc

Technology
56
+ 11.0%
$555.63 - $630.23 $31.1K - $35.3K
565 $346K
TJX
Tjx Companies Inc

Consumer Cyclical
189
+ 9.36%
$112.81 - $126.16 $21.3K - $23.8K
2.21K $269K
SHV
Ishares Tr

ETFs
215
+ 7.99%
$110.11 - $110.51 $23.7K - $23.8K
2.91K $321K
BBD
Bank Bradesco

Financial Services
11.4K
New
$1.85 - $2.32 $21K - $26.4K
11.4K $25K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
586
+ 1.9%
$24.6 - $24.99 $14.4K - $14.6K
31.4K $785K
TDG
Trans Digm Group Inc

Industrials
1
+ 0.53%
$1251.32 - $1394.11 $1.25K - $1.39K
189 $261K
WMT
Walmart Inc.

Consumer Defensive
672
+ 4.75%
$84.5 - $105.05 $56.8K - $70.6K
14.8K $1.3M
ABC
Amerisourcebergen Corp

Healthcare
106
+ 10.23%
N/A
1.14K $211K
PFF
Ishares Trust Ishares Pfd And

ETFs
2.77K
+ 2.89%
$30.73 - $32.26 $85.1K - $89.3K
98.5K $3.03M
LMT
Lockheed Martin Corp

Industrials
83
+ 15.75%
$423.19 - $506.29 $35.1K - $42K
610 $272K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
779
+ 2.73%
N/A
29.3K $570K
VTV
Vanguard Value ETF

ETFs
29
+ 1.01%
$167.73 - $179.21 $4.86K - $5.2K
2.91K $503K
INFY
Infosys LTD

Technology
2.84K
+ 26.79%
$18.06 - $22.89 $51.3K - $65K
13.4K $245K
GD
General Dynamics Corp

Industrials
9
+ 0.87%
$241.94 - $272.58 $2.18K - $2.45K
1.05K $285K
VGT
Vanguard Information Technolog

ETFs
77
+ 18.87%
$542.38 - $646.34 $41.8K - $49.8K
485 $263K
OEF
Ishares S&P 100 ETF

ETFs
28
+ 1.96%
N/A
1.46K $387K
APD
Air Products & Chemicals, Inc.

Basic Materials
5
+ 0.68%
$283.24 - $338.07 $1.42K - $1.69K
736 $217K
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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