Aprio Wealth Management, LLC Incresed Positions in Q4 2024

Aprio Wealth Management, LLC

  • $631 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DUHP
Dimensional ETF Tr Dimensional

ETFs
196K
+ 8.24%
$33.62 - $35.69 $6.58M - $6.98M
2.57M $86.9M
TOLZ
Dj Brookfield Global

ETFs
80.3K
+ 15.71%
$48.31 - $52.66 $3.88M - $4.23M
591K $29M
AAPL
Apple Inc.

Technology
8.23K
+ 17.15%
$221.69 - $259.02 $1.82M - $2.13M
56.2K $14.1M
VOT
Vanguard Mid Cap Growth Index

ETFs
5.49K
+ 14.21%
$241.48 - $274.89 $1.33M - $1.51M
44.1K $11.2M
REZ
Ishares Tr Residential And Mul

ETFs
45.7K
+ 17.74%
$79.04 - $89.77 $3.61M - $4.1M
303K $24.6M
CGXU
Capital Group Intl Focus Equit

ETFs
93.6K
+ 31.42%
$24.67 - $26.94 $2.31M - $2.52M
391K $9.65M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
33.9K
+ 10.33%
$56.06 - $61.35 $1.9M - $2.08M
362K $20.4M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
16.9K
+ 22.43%
$119.34 - $127.78 $2.01M - $2.16M
92.1K $11M
AVUV
American Centy ETF Tr Avantis

ETFs
13.8K
+ 10.29%
$94.37 - $106.41 $1.31M - $1.47M
148K $14.3M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
27.5K
+ 62.86%
$47.66 - $51.97 $1.31M - $1.43M
71.2K $3.47M
DFAR
Dimensional ETF Tr Dimensional

ETFs
81.5K
+ 27.99%
$22.72 - $25.76 $1.85M - $2.1M
373K $8.67M
TDIV
First Trust Nasdaq Technology

ETFs
17.2K
+ 9.59%
$78.03 - $82.13 $1.34M - $1.41M
196K $15.4M
SOXX
Ishares Semiconductor ETF

ETFs
5.77K
+ 38.12%
$211.27 - $239.8 $1.22M - $1.38M
20.9K $4.5M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
19.8K
+ 42.67%
$46.48 - $51.32 $921K - $1.02M
66.2K $3.19M
GOOGL
Alphabet Inc.

Communication Services
4.02K
+ 41.78%
$161.86 - $196.66 $651K - $791K
13.7K $2.59M
AMZN
Amazon Com Inc

Consumer Cyclical
2.64K
+ 25.35%
$180.88 - $232.93 $478K - $615K
13.1K $2.87M
MSFT
Microsoft Corp

Technology
2.45K
+ 14.94%
$406.35 - $454.46 $994K - $1.11M
18.8K $7.93M
DIHP
Dimensional ETF Tr Dimensional

ETFs
207K
+ 11.49%
$25.15 - $27.57 $5.21M - $5.71M
2.01M $50.7M
META
Meta Platforms, Inc.

Communication Services
1.25K
+ 44.15%
$554.08 - $632.68 $690K - $788K
4.07K $2.4M
NVDA
Nvidia Corp

Technology
3.26K
+ 14.02%
$117.0 - $148.88 $382K - $486K
26.5K $3.57M
V
Visa Inc.

Financial Services
1.64K
+ 32.8%
$273.87 - $320.91 $449K - $526K
6.64K $2.1M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
16.6K
+ 15.08%
$49.79 - $51.14 $825K - $847K
126K $6.34M
JPM
Jpmorgan Chase & CO

Financial Services
1.23K
+ 8.59%
$205.18 - $250.29 $252K - $308K
15.5K $3.73M
NFLX
Netflix Inc

Communication Services
295
+ 15.6%
$687.65 - $936.56 $203K - $276K
2.19K $1.95M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.77K
+ 20.14%
$172.07 - $207.36 $305K - $367K
10.6K $2.09M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.27K
+ 31.82%
$442.29 - $483.08 $560K - $612K
5.25K $2.38M
CRM
Salesforce, Inc.

Technology
1.04K
+ 35.71%
$270.87 - $367.87 $281K - $382K
3.95K $1.32M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
15.8K
+ 8.53%
$35.45 - $40.33 $561K - $638K
201K $7.22M
GILD
Gilead Sciences, Inc.

Healthcare
4.31K
+ 124.71%
$83.95 - $97.9 $362K - $422K
7.77K $717K
JEPI
J P Morgan Exchange Traded Fd

ETFs
11K
+ 9.98%
$57.53 - $60.83 $632K - $668K
121K $6.97M
GOOG
Alphabet Inc.

Communication Services
1.15K
+ 14.84%
$163.08 - $198.16 $187K - $228K
8.89K $1.69M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
2.45K
+ 15.92%
$118.0 - $127.04 $289K - $311K
17.8K $2.17M
IVV
Ishares Core S&P 500 ETF

ETFs
443
+ 10.34%
$570.51 - $610.59 $253K - $270K
4.73K $2.78M
MA
Mastercard Inc

Financial Services
410
+ 16.13%
$491.3 - $536.15 $201K - $220K
2.95K $1.55M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.27K
+ 52.98%
$96.64 - $101.23 $316K - $331K
9.45K $915K
HSBC
Hsbc Holdings PLC

Financial Services
4.74K
+ 37.89%
$43.83 - $49.51 $208K - $235K
17.3K $853K
CAT
Caterpillar Inc

Industrials
845
+ 80.63%
$360.37 - $416.88 $305K - $352K
1.89K $686K
PFF
Ishares Trust Ishares Pfd And

ETFs
13.2K
+ 15.99%
$31.23 - $33.51 $412K - $442K
95.7K $3.01M
PH
Parker Hannifin Corp

Industrials
402
+ 67.34%
$621.74 - $709.46 $250K - $285K
999 $635K
CSCO
Cisco Systems, Inc.

Technology
3.58K
+ 47.97%
$52.45 - $60.02 $188K - $215K
11.1K $654K
XOM
Exxon Mobil Corp

Energy
3.17K
+ 30.12%
$105.51 - $125.37 $335K - $398K
13.7K $1.47M
BMY
Bristol Myers Squibb CO

Healthcare
3.49K
+ 72.94%
$51.92 - $59.94 $181K - $209K
8.28K $468K
MO
Altria Group, Inc.

Consumer Defensive
3.85K
+ 30.71%
$49.06 - $57.74 $189K - $222K
16.4K $855K
SO
Southern CO

Utilities
3.36K
+ 42.18%
$81.5 - $94.15 $274K - $317K
11.3K $933K
WMT
Walmart Inc.

Consumer Defensive
900
+ 6.79%
$79.1 - $95.7 $71.2K - $86.1K
14.2K $1.28M
BAC
Bank Of America Corp

Financial Services
1.75K
+ 6.08%
$39.22 - $47.77 $68.7K - $83.7K
30.6K $1.34M
ABT
Abbott Laboratories

Healthcare
1.72K
+ 46.9%
$111.93 - $119.39 $193K - $206K
5.4K $610K
DIS
Walt Disney CO

Communication Services
279
+ 2.68%
$92.39 - $117.6 $25.8K - $32.8K
10.7K $1.19M
ADP
Automatic Data Processing Inc

Industrials
575
+ 66.78%
$280.08 - $307.97 $161K - $177K
1.44K $420K
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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