Aprio Wealth Management, LLC Incresed Positions in Q1 2025

Aprio Wealth Management, LLC

  • $731 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
138K
+ 38.16%
$53.6 - $58.97 $7.41M - $8.15M
500K $27.4M
DIHP
Dimensional ETF Tr Dimensional

ETFs
127K
+ 6.31%
$25.1 - $27.85 $3.18M - $3.53M
2.13M $57.5M
TDIV
First Trust Nasdaq Technology

ETFs
87.7K
+ 44.76%
$73.39 - $83.95 $6.44M - $7.37M
284K $20.9M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
94.6K
+ 142.8%
$48.65 - $53.06 $4.6M - $5.02M
161K $8.35M
IVV
Ishares Core S&P 500 ETF

ETFs
8.76K
+ 185.22%
$554.06 - $615.85 $4.85M - $5.39M
13.5K $7.58M
DFAR
Dimensional ETF Tr Dimensional

ETFs
178K
+ 47.87%
$22.35 - $24.52 $3.99M - $4.38M
551K $13.1M
TSLA
Tesla, Inc.

Consumer Cyclical
15.8K
+ 201.74%
$222.15 - $428.22 $3.5M - $6.75M
23.6K $6.11M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.45K
+ 444.8%
$507.05 - $563.67 $2.26M - $2.51M
5.45K $2.8M
VOT
Vanguard Mid Cap Growth Index

ETFs
10.2K
+ 23.18%
$237.72 - $276.98 $2.43M - $2.83M
54.3K $13.3M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
38.7K
+ 30.58%
$49.25 - $50.66 $1.9M - $1.96M
165K $8.19M
MSFT
Microsoft Corp

Technology
6.11K
+ 32.47%
$375.39 - $447.2 $2.29M - $2.73M
24.9K $9.35M
IEFA
Ishares Tr

ETFs
13K
+ 17.5%
$69.57 - $78.65 $904K - $1.02M
87.3K $6.6M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
45.1K
+ 46.27%
$32.42 - $36.13 $1.46M - $1.63M
143K $4.71M
DBND
Doubleline ETF Tr Opportunisti

ETFs
27.2K
+ 33.19%
$44.88 - $46.36 $1.22M - $1.26M
109K $5.03M
IEMG
Ishares Inc

ETFs
22.5K
+ 403.93%
N/A
28.1K $1.51M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
12.8K
+ 17.92%
$65.44 - $70.64 $836K - $902K
84.1K $5.74M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
14.2K
+ 15.38%
$113.13 - $127.79 $1.6M - $1.81M
106K $12M
CGXU
Capital Group Intl Focus Equit

ETFs
39.3K
+ 10.05%
$24.48 - $26.59 $962K - $1.05M
431K $10.5M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
16.9K
+ 13.15%
$24.1 - $27.73 $407K - $468K
145K $3.94M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
6.55K
+ 408.81%
$120.24 - $134.3 $787K - $879K
8.15K $993K
JNJ
Johnson & Johnson

Healthcare
3.29K
+ 40.78%
$142.06 - $167.7 $467K - $551K
11.3K $1.88M
EFV
Msci Eafe Value ETF

ETFs
9.94K
+ 62.12%
$51.88 - $60.73 $516K - $603K
25.9K $1.53M
GILD
Gilead Sciences, Inc.

Healthcare
4.42K
+ 56.95%
$89.14 - $117.41 $394K - $519K
12.2K $1.37M
V
Visa Inc.

Financial Services
1.2K
+ 18.01%
$306.92 - $362.71 $367K - $433K
7.83K $2.74M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.86K
+ 188.21%
$168.16 - $186.21 $650K - $720K
5.92K $1.01M
PM
Philip Morris International Inc.

Consumer Defensive
3.1K
+ 79.16%
$117.15 - $158.79 $363K - $492K
7.01K $1.11M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.37K
+ 257.77%
$102.49 - $119.96 $653K - $764K
8.84K $924K
EFG
Msci Eafe Growth ETF

ETFs
6.21K
+ 193.67%
$96.1 - $106.37 $596K - $660K
9.41K $941K
IVW
Ishares S&P 500 Growth ETF

ETFs
7.28K
+ 72.59%
$92.45 - $106.69 $673K - $777K
17.3K $1.61M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
301
+ 5.74%
$442.66 - $534.52 $133K - $161K
5.55K $2.95M
NFLX
Netflix Inc

Communication Services
506
+ 23.15%
$828.4 - $1058.6 $419K - $536K
2.69K $2.51M
KO
Coca Cola CO

Consumer Defensive
3.27K
+ 10.25%
$60.81 - $72.32 $199K - $236K
35.1K $2.52M
XOM
Exxon Mobil Corp

Energy
3.15K
+ 22.96%
$105.44 - $118.93 $332K - $374K
16.9K $2M
CSCO
Cisco Systems, Inc.

Technology
7.36K
+ 66.61%
$58.74 - $64.87 $432K - $478K
18.4K $1.14M
MO
Altria Group, Inc.

Consumer Defensive
5.78K
+ 35.33%
$50.81 - $60.02 $294K - $347K
22.1K $1.33M
CVX
Chevron Corp

Energy
2.14K
+ 42.36%
$146.71 - $167.97 $314K - $359K
7.19K $1.2M
DGRO
Ishares Core Dividend Growth E

ETFs
6.69K
+ 6.07%
$60.46 - $64.42 $405K - $431K
117K $7.23M
VALE
Vale S.A.

Basic Materials
39.8K
+ 81.72%
$8.5 - $10.19 $338K - $405K
88.5K $883K
AZN
Astrazeneca PLC

Healthcare
5.63K
+ 116.71%
$65.37 - $77.96 $368K - $439K
10.5K $768K
MA
Mastercard Inc

Financial Services
675
+ 22.87%
$504.67 - $576.31 $341K - $389K
3.63K $1.99M
ECL
Ecolab Inc.

Basic Materials
1.45K
+ 88.44%
$229.72 - $269.82 $334K - $392K
3.1K $785K
LLY
Eli Lilly & CO

Healthcare
304
+ 11.57%
$725.72 - $929.72 $221K - $283K
2.93K $2.42M
SONY
Sony Group Corp

Technology
12.6K
+ 84.37%
$19.88 - $25.64 $251K - $324K
27.6K $701K
HSBC
Hsbc Holdings PLC

Financial Services
4.19K
+ 24.3%
$48.68 - $61.58 $204K - $258K
21.5K $1.23M
HMY
Harmony Gold Mining CO LTD

Basic Materials
12.9K
+ 49.43%
$8.25 - $14.77 $106K - $190K
38.9K $574K
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.15K
+ 5.91%
$56.17 - $59.71 $402K - $427K
128K $7.33M
SO
Southern CO

Utilities
2.66K
+ 23.46%
$80.96 - $92.96 $215K - $247K
14K $1.29M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.93K
+ 116.21%
$74.85 - $84.89 $294K - $333K
7.31K $597K
SHEL
Shell PLC

Energy
3.77K
+ 65.26%
$62.84 - $73.29 $237K - $276K
9.54K $699K
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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