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
SCHV
Schwab Strategic Tr Us Large C

ETFs
46
+ 0.55%
$25.77 - $27.6 $1.19K - $1.27K
8.46K $224K
FTA
First Tr Large Cap Value

ETFs
15
+ 0.54%
$74.42 - $80.34 $1.12K - $1.21K
2.78K $213K
LOW
Lowes Companies Inc

Consumer Cyclical
192
+ 6.17%
$222.66 - $268.42 $42.8K - $51.5K
3.31K $770K
PRF
Invesco Exchange Traded Fd Tr

ETFs
5
+ 0.06%
$39.4 - $42.61 $197 - $213
8.87K $358K
XC
Wisdomtree Tr Emerging Mkts Ex
24.6K
+ 15.58%
N/A
182K $0
Blackrock ETF Trust Ii
9K
New
N/A
9K $0
Blackrock Inc
249
New
N/A
249 $0
APH
Amphenol Corp

Technology
339
+ 5.74%
$61.62 - $78.55 $20.9K - $26.6K
6.24K $409K
Arista Networks Inc
2.69K
New
N/A
2.69K $0
Natwest Group PLC
13.2K
New
N/A
13.2K $0
IGN
Ishares Tr North Amern Tech Mu

ETFs
23.6K
+ 17.67%
N/A
157K $0
Ishares Bitcoin Trust ETF
16.7K
+ 76.26%
N/A
38.5K $0
Perimeter Solutions Inc
21.5K
New
N/A
21.5K $0
Linde PLC
491
New
N/A
491 $0
Simplify Exchange Traded Fun
89K
+ 42.96%
N/A
296K $0
Gsk PLC
6.4K
New
N/A
6.4K $0
Nuveen Churchill Direct Lend
867
+ 0.78%
N/A
112K $0
KB
Kb Financial Group Inc.

Financial Services
446
+ 4.86%
$53.14 - $62.87 $23.7K - $28K
9.62K $520K
CSX
Csx Corp

Industrials
716
+ 8.87%
$29.11 - $33.67 $20.8K - $24.1K
8.79K $258K
DFS
Discover Financial Services

Financial Services
1
+ 0.08%
$152.99 - $203.25 $153 - $203
1.3K $222K
VTI
Vanguard Total Stock Market Et

ETFs
122
+ 4.78%
$271.18 - $303.12 $33.1K - $37K
2.67K $734K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
13.9K
+ 6.93%
$32.49 - $37.99 $453K - $530K
215K $7.21M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1
+ 0.05%
$117.4 - $131.02 $117 - $131
2.07K $247K
RSP
Invesco S&P 500 Equal Weight E

ETFs
30
+ 0.38%
$169.43 - $182.84 $5.08K - $5.49K
7.9K $1.37M
FDX
Fedex Corp

Industrials
167
+ 12.2%
$230.33 - $281.53 $38.5K - $47K
1.54K $374K
IWR
Ishares Russell Mid Cap ETF

ETFs
12
+ 0.3%
$82.81 - $92.93 $994 - $1.12K
4.05K $344K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
348
+ 6.37%
$77.67 - $90.15 $27K - $31.4K
5.81K $454K
AMAT
Applied Materials Inc

Technology
72
+ 4.88%
$145.06 - $195.51 $10.4K - $14.1K
1.55K $224K
DHI
Horton D R Inc

Consumer Cyclical
33
+ 1.86%
$125.29 - $147.65 $4.13K - $4.87K
1.81K $230K
SCHX
Schwab Strategic Tr Us Large C

ETFs
36
+ 0.21%
$21.75 - $24.28 $783 - $874
16.8K $371K
ORCL
Oracle Corp

Technology
346
+ 13.18%
$139.81 - $186.47 $48.4K - $64.5K
2.97K $415K
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 2.33%
$4295.4 - $5141.88 $8.59K - $10.3K
88 $405K
ADBE
Adobe Inc.

Technology
85
+ 8.12%
$377.84 - $464.11 $32.1K - $39.4K
1.13K $434K
NVO
Novo Nordisk A S

Healthcare
499
+ 12.27%
$69.3 - $90.95 $34.6K - $45.4K
4.57K $317K
XLK
Technology Sector Spdr

ETFs
28
+ 1.89%
$206.38 - $242.18 $5.78K - $6.78K
1.51K $311K
AVUS
American Centy ETF Tr Avantis

ETFs
46
+ 0.54%
$90.7 - $101.57 $4.17K - $4.67K
8.59K $793K
RY
Royal Bank Of Canada

Financial Services
300
+ 3.21%
$108.81 - $123.4 $32.6K - $37K
9.65K $1.09M
SPYG
Spdr Portfolio

ETFs
188
+ 2.57%
$80.05 - $92.39 $15K - $17.4K
7.5K $602K
CAT
Caterpillar Inc

Industrials
65
+ 3.43%
$326.75 - $407.63 $21.2K - $26.5K
1.96K $645K
BX
Blackstone Inc.

Financial Services
293
+ 11.62%
$136.53 - $186.74 $40K - $54.7K
2.81K $393K
DIS
Walt Disney CO

Communication Services
830
+ 7.78%
$96.87 - $114.0 $80.4K - $94.6K
11.5K $1.14M
ACN
Accenture PLC

Technology
33
+ 2.05%
$300.91 - $398.25 $9.93K - $13.1K
1.64K $511K
RF
Regions Financial Corp

Financial Services
1.05K
+ 1.99%
$20.84 - $24.77 $21.9K - $26.1K
54.1K $1.17M
IJK
Ishares S&P Midcap 400 Growth

ETFs
160
+ 1.39%
$81.62 - $96.63 $13.1K - $15.5K
11.7K $974K
DFUS
Dimensional ETF Tr U S Equity

ETFs
5
+ 0.02%
$59.61 - $66.71 $298 - $334
29.8K $1.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
23
+ 0.06%
$24.91 - $29.02 $573 - $667
37.7K $944K
IWM
Ishares Russell 2000 ETF

ETFs
65
+ 1.16%
$198.1 - $229.79 $12.9K - $14.9K
5.68K $1.13M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
17
+ 0.1%
$113.22 - $126.36 $1.92K - $2.15K
17.8K $2.05M
STRL
Sterling Construction CO Inc

Industrials
2
+ 0.06%
$108.65 - $200.56 $217 - $401
3.16K $358K
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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