Aprio Wealth Management, LLC Incresed Positions in Q3 2025

Aprio Wealth Management, LLC

  • $902 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DUHP
Dimensional ETF Tr Dimensional

ETFs
28.5K
+ 1.22%
$35.76 - $37.93 $1.02M - $1.08M
2.37M $89.5M
HGER
Harbor ETF Tr All Weather Infl
205K
+ 66.07%
$24.26 - $25.91 $4.98M - $5.32M
516K $13.3M
AAPL
Apple Inc.

Technology
6.6K
+ 10.05%
$202.38 - $256.87 $1.34M - $1.7M
72.3K $18.4M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
65K
+ 94.02%
$61.56 - $66.95 $4M - $4.35M
134K $8.97M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
81.9K
+ 16.62%
$50.53 - $50.82 $4.14M - $4.16M
574K $29.2M
DIHP
Dimensional ETF Tr Dimensional

ETFs
70K
+ 3.21%
$28.69 - $30.59 $2.01M - $2.14M
2.25M $68.4M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
19.5K
+ 3.14%
$62.54 - $68.42 $1.22M - $1.33M
640K $43.2M
TDIV
First Trust Nasdaq Technology

ETFs
7.53K
+ 2.13%
$89.27 - $100.33 $672K - $756K
361K $35.6M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
28K
+ 4.38%
$55.15 - $58.11 $1.55M - $1.63M
668K $38.4M
VTI
Vanguard Total Stock Market Et

ETFs
8.62K
+ 314.4%
$303.93 - $329.86 $2.62M - $2.84M
11.4K $3.73M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.19K
+ 39.96%
$546.99 - $602.2 $1.74M - $1.92M
11.2K $6.7M
NVDA
Nvidia Corp

Technology
4.57K
+ 9.64%
$153.3 - $186.58 $701K - $853K
52K $9.7M
GOOGL
Alphabet Inc.

Communication Services
3.89K
+ 23.69%
$174.36 - $254.72 $678K - $991K
20.3K $4.94M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
48.3K
+ 15.49%
$46.51 - $50.07 $2.24M - $2.42M
360K $16.9M
IGF
Ishares Global Infrastructure

ETFs
24.2K
+ 33.31%
$58.29 - $61.43 $1.41M - $1.49M
96.9K $5.92M
AMZN
Amazon Com Inc

Consumer Cyclical
7.04K
+ 35.65%
$211.65 - $238.24 $1.49M - $1.68M
26.8K $5.88M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.78K
+ 1.71%
$138.08 - $151.2 $246K - $269K
106K $16M
GOOG
Alphabet Inc.

Communication Services
2.53K
+ 20.06%
$175.16 - $255.24 $443K - $646K
15.1K $3.69M
CGXU
Capital Group Intl Focus Equit

ETFs
3.33K
+ 0.62%
$26.49 - $29.62 $88.1K - $98.5K
537K $15.9M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.31K
+ 22.18%
$224.68 - $282.71 $519K - $652K
12.7K $3.55M
HD
Home Depot, Inc.

Consumer Cyclical
1.89K
+ 17.72%
$357.4 - $423.42 $674K - $799K
12.5K $5.08M
AVGO
Broadcom Inc.

Technology
923
+ 8.34%
$264.74 - $369.57 $244K - $341K
12K $3.96M
JNJ
Johnson & Johnson

Healthcare
3.12K
+ 35.97%
$155.17 - $185.42 $484K - $578K
11.8K $2.18M
DBND
Doubleline ETF Tr Opportunisti

ETFs
15.1K
+ 9.39%
$45.57 - $46.76 $688K - $706K
176K $8.18M
DGRO
Ishares Core Dividend Growth E

ETFs
3.67K
+ 3.06%
$64.12 - $68.08 $235K - $250K
123K $8.4M
JPM
Jpmorgan Chase & CO

Financial Services
754
+ 4.4%
$282.78 - $316.06 $213K - $238K
17.9K $5.65M
XOM
Exxon Mobil Corp

Energy
4.65K
+ 33.61%
$105.83 - $117.22 $492K - $545K
18.5K $2.08M
PLTR
Palantir Technologies Inc.

Technology
1.03K
+ 12.37%
$130.68 - $186.97 $135K - $193K
9.38K $1.71M
VZ
Verizon Communications Inc

Communication Services
12.7K
+ 73.11%
$40.84 - $45.06 $518K - $571K
30K $1.32M
MEAR
Blackrock Short Maturity Munic

ETFs
10.5K
+ 35.19%
$50.17 - $50.56 $526K - $530K
40.3K $2.03M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
10.5K
+ 157.22%
$44.22 - $45.74 $466K - $482K
17.2K $785K
TMO
Thermo Fisher Scientific Inc.

Healthcare
851
+ 161.17%
$404.94 - $499.99 $345K - $425K
1.38K $668K
C
Citigroup Inc

Financial Services
3.13K
+ 42.69%
$85.57 - $103.49 $268K - $324K
10.5K $1.06M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.01K
+ 4.26%
$62.09 - $66.51 $187K - $200K
73.7K $4.81M
META
Meta Platforms, Inc.

Communication Services
603
+ 11.09%
$695.21 - $791.73 $419K - $477K
6.04K $4.44M
PANW
Palo Alto Networks Inc

Technology
2.08K
+ 98.25%
$167.06 - $208.19 $347K - $432K
4.19K $852K
SOXX
Ishares Semiconductor ETF

ETFs
255
+ 2.52%
$236.93 - $271.12 $60.4K - $69.1K
10.4K $2.82M
ABBV
Abb Vie Inc.

Healthcare
655
+ 12.34%
$184.85 - $231.54 $121K - $152K
5.96K $1.38M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
122
+ 0.09%
$36.04 - $38.78 $4.4K - $4.73K
142K $5.46M
PHM
Pultegroup Inc

Consumer Cyclical
1.38K
+ 18.55%
$108.0 - $141.42 $149K - $195K
8.79K $1.16M
FOXA
Fox Corp

Communication Services
5.16K
+ 71.02%
$53.87 - $63.06 $278K - $326K
12.4K $783K
PEP
Pepsico Inc

Consumer Defensive
2.15K
+ 30.11%
$133.81 - $152.16 $287K - $326K
9.27K $1.3M
ASML
Asml Holding Nv

Technology
262
+ 43.59%
$689.63 - $968.09 $181K - $254K
863 $835K
PLD
Prologis, Inc.

Real Estate
2.89K
+ 114.65%
$104.08 - $115.35 $300K - $333K
5.41K $618K
WMT
Walmart Inc.

Consumer Defensive
2.45K
+ 14.69%
$94.4 - $104.27 $231K - $256K
19.1K $1.97M
CVX
Chevron Corp

Energy
1.6K
+ 21.88%
$145.57 - $161.83 $232K - $258K
8.89K $1.38M
ORCL
Oracle Corp

Technology
210
+ 4.75%
$218.96 - $328.33 $46K - $68.9K
4.63K $1.3M
LOW
Lowes Companies Inc

Consumer Cyclical
697
+ 18.19%
$215.01 - $273.02 $150K - $190K
4.53K $1.14M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
6.56K
+ 4.06%
$28.42 - $30.45 $186K - $200K
168K $4.95M
Activity Summary
Buys All Purchases 310 New Holdings 51 Increased Positions 259 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 0 Puts 0
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