Aprio Wealth Management, LLC Incresed Positions in Q3 2024

Aprio Wealth Management, LLC

  • $577 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DUHP
Dimensional ETF Tr Dimensional

ETFs
146K
+ 6.54%
$30.74 - $34.07 $4.48M - $4.96M
2.37M $80.9M
TOLZ
Dj Brookfield Global

ETFs
60.4K
+ 13.42%
$44.92 - $51.35 $2.72M - $3.1M
511K $25.8M
DFAR
Dimensional ETF Tr Dimensional

ETFs
131K
+ 81.76%
$21.91 - $26.03 $2.87M - $3.41M
291K $7.47M
AAPL
Apple Inc.

Technology
13.2K
+ 38.12%
$207.23 - $234.82 $2.74M - $3.11M
48K $11.2M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
21.2K
+ 39.32%
$110.06 - $128.44 $2.34M - $2.73M
75.3K $9.58M
AVUV
American Centy ETF Tr Avantis

ETFs
6.51K
+ 5.09%
$88.24 - $99.7 $574K - $649K
134K $12.9M
TDIV
First Trust Nasdaq Technology

ETFs
5.46K
+ 3.15%
$70.51 - $81.07 $385K - $443K
179K $14.4M
VOT
Vanguard Mid Cap Growth Index

ETFs
2.7K
+ 7.51%
$218.05 - $243.47 $589K - $657K
38.6K $9.4M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
13.6K
+ 54.82%
$51.02 - $52.74 $692K - $715K
38.3K $2.02M
LLY
Eli Lilly & CO

Healthcare
813
+ 52.22%
$772.14 - $960.02 $628K - $780K
2.37K $2.1M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
3.42K
+ 1.88%
$32.65 - $36.69 $112K - $125K
185K $6.75M
HD
Home Depot, Inc.

Consumer Cyclical
95
+ 0.92%
$333.64 - $405.2 $31.7K - $38.5K
10.4K $4.2M
TSLA
Tesla, Inc.

Consumer Cyclical
495
+ 7.32%
$191.76 - $263.26 $94.9K - $130K
7.26K $1.9M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
8.8K
+ 23.37%
$44.66 - $49.15 $393K - $432K
46.4K $2.19M
ABBV
Abb Vie Inc.

Healthcare
1.27K
+ 32.1%
$163.84 - $199.33 $207K - $252K
5.21K $1.03M
IWD
Ishares Russell 1000 Val ETF

ETFs
478
+ 2.81%
$173.36 - $189.8 $82.9K - $90.7K
17.5K $3.32M
VGT
Vanguard Information Technolog

ETFs
534
+ 132.18%
$514.43 - $606.85 $275K - $324K
938 $550K
JNJ
Johnson & Johnson

Healthcare
1.15K
+ 17.16%
$145.48 - $167.38 $167K - $192K
7.83K $1.27M
WMT
Walmart Inc.

Consumer Defensive
1.2K
+ 9.92%
$66.91 - $81.4 $80.1K - $97.4K
13.3K $1.07M
META
Meta Platforms, Inc.

Communication Services
65
+ 2.36%
$453.41 - $572.44 $29.5K - $37.2K
2.82K $1.61M
IWF
Ishares Russell 1000 Gr ETF

ETFs
386
+ 5.74%
$332.02 - $382.76 $128K - $148K
7.11K $2.67M
LOW
Lowes Companies Inc

Consumer Cyclical
452
+ 24.07%
$213.3 - $270.78 $96.4K - $122K
2.33K $630K
PHM
Pultegroup Inc

Consumer Cyclical
18
+ 0.28%
$103.95 - $144.98 $1.87K - $2.61K
6.36K $911K
RY
Royal Bank Of Canada

Financial Services
499
+ 6.29%
$105.65 - $124.73 $52.7K - $62.2K
8.43K $1.05M
CRM
Salesforce, Inc.

Technology
606
+ 26.34%
$238.42 - $276.53 $144K - $168K
2.91K $795K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5
+ 0.01%
$31.05 - $34.29 $155 - $171
98.6K $3.38M
HSBC
Hsbc Holdings PLC

Financial Services
4.04K
+ 47.57%
$40.42 - $45.91 $163K - $185K
12.5K $565K
MA
Mastercard Inc

Financial Services
128
+ 5.3%
$429.6 - $500.99 $55K - $64.1K
2.54K $1.26M
UNH
Unitedhealth Group Inc

Healthcare
179
+ 18.36%
$488.01 - $604.18 $87.4K - $108K
1.15K $674K
DHR
Danaher Corp

Healthcare
486
+ 37.36%
$239.25 - $280.76 $116K - $136K
1.79K $496K
AMT
American Tower Corp

Real Estate
390
+ 20.13%
$192.27 - $242.73 $75K - $94.7K
2.33K $541K
TTE
Total Energies Se

Energy
2.29K
+ 62.91%
$68.61 - $68.61 $157K - $157K
5.92K $406K
ABT
Abbott Laboratories

Healthcare
1.2K
+ 48.35%
$100.07 - $118.13 $120K - $142K
3.68K $419K
PFF
Ishares Trust Ishares Pfd And

ETFs
531
+ 0.65%
$31.18 - $33.5 $16.6K - $17.8K
82.5K $2.74M
MO
Altria Group, Inc.

Consumer Defensive
1.76K
+ 16.36%
$45.95 - $54.71 $80.9K - $96.3K
12.5K $639K
SPGI
S&P Global Inc.

Financial Services
164
+ 18.45%
$446.32 - $527.38 $73.2K - $86.5K
1.05K $544K
NVDA
Nvidia Corp

Technology
1.51K
+ 6.93%
$98.91 - $134.91 $149K - $204K
23.3K $2.83M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
125
+ 0.82%
$108.44 - $120.37 $13.6K - $15K
15.4K $1.85M
BTI
British American Tobacco P.L.C.

Consumer Defensive
2.17K
+ 22.33%
$31.07 - $39.36 $67.3K - $85.3K
11.9K $434K
PH
Parker Hannifin Corp

Industrials
100
+ 20.12%
$501.01 - $635.92 $50.1K - $63.6K
597 $377K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.02K
+ 19.87%
$96.25 - $101.98 $98.6K - $104K
6.18K $625K
GE
General Electric CO

Industrials
429
+ 33.67%
$156.66 - $189.66 $67.2K - $81.4K
1.7K $321K
VB
Vanguard Small Cap ETF

ETFs
353
+ 18.95%
$214.77 - $237.72 $75.8K - $83.9K
2.22K $525K
CAT
Caterpillar Inc

Industrials
170
+ 19.36%
$316.8 - $391.12 $53.9K - $66.5K
1.05K $409K
QQQ
Invesco Qqq Trust, Series 1

ETFs
92
+ 1.23%
$434.77 - $502.96 $40K - $46.3K
7.6K $3.71M
MMM
3 M CO

Industrials
159
+ 6.3%
$99.69 - $139.42 $15.9K - $22.2K
2.68K $366K
SO
Southern CO

Utilities
40
+ 0.5%
$77.0 - $90.52 $3.08K - $3.62K
7.98K $719K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1
+ 0.01%
$162.83 - $179.16 $163 - $179
6.97K $1.25M
AFL
Aflac Inc

Financial Services
175
+ 4.88%
$88.52 - $111.8 $15.5K - $19.6K
3.76K $420K
Activity Summary
Buys All Purchases 184 New Holdings 39 Increased Positions 145 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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