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
NFLX
Netflix Inc

Communication Services
51
+ 2.77%
$598.55 - $722.26 $30.5K - $36.8K
1.89K $1.34M
KT
Kt Corp

Communication Services
5.2K
+ 47.15%
$13.14 - $15.8 $68.3K - $82.2K
16.2K $249K
TMO
Thermo Fisher Scientific Inc.

Healthcare
75
+ 9.47%
$531.86 - $624.21 $39.9K - $46.8K
867 $536K
IQV
Iqvia Holdings Inc.

Healthcare
278
+ 21.91%
$206.81 - $251.55 $57.5K - $69.9K
1.55K $366K
FITB
Fifth Third Bancorp

Financial Services
1.16K
+ 15.26%
$36.01 - $43.64 $41.9K - $50.8K
8.79K $376K
ADBE
Adobe Inc.

Technology
247
+ 29.23%
$508.13 - $586.55 $126K - $145K
1.09K $565K
ORCL
Oracle Corp

Technology
209
+ 10.0%
$125.9 - $170.35 $26.3K - $35.6K
2.3K $391K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.23K
+ 1.09%
$50.25 - $50.74 $61.8K - $62.4K
114K $5.8M
KB
Kb Financial Group Inc.

Financial Services
868
+ 12.17%
$56.85 - $67.06 $49.3K - $58.2K
8K $494K
IYW
Ishares Dj Us Tech ETF

ETFs
500
+ 8.89%
$133.16 - $158.73 $66.6K - $79.4K
6.13K $928K
MCO
Moodys Corp

Financial Services
91
+ 13.19%
$421.49 - $494.67 $38.4K - $45K
781 $370K
BX
Blackstone Inc.

Financial Services
52
+ 2.16%
$120.77 - $159.66 $6.28K - $8.3K
2.46K $377K
IEMG
Ishares Inc

ETFs
1.46K
+ 29.77%
$53.64 - $53.64 $78.4K - $78.4K
6.37K $341K
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.46K
+ 8.51%
$50.32 - $50.75 $73.2K - $73.8K
18.6K $941K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
76
+ 0.57%
$75.63 - $84.89 $5.75K - $6.45K
13.4K $1.12M
ACN
Accenture PLC

Technology
72
+ 6.92%
$295.44 - $355.81 $21.3K - $25.6K
1.11K $393K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
454
+ 5.44%
$147.95 - $191.05 $67.2K - $86.7K
8.8K $1.53M
XLV
Select Sector Spdr Fund Health

ETFs
319
+ 9.97%
$143.3 - $157.24 $45.7K - $50.2K
3.52K $541K
PGR
Progressive Corp

Financial Services
60
+ 5.07%
$209.46 - $259.24 $12.6K - $15.6K
1.24K $315K
VUG
Vanguard Growth ETF

ETFs
103
+ 3.62%
$341.08 - $391.94 $35.1K - $40.4K
2.95K $1.13M
CL
Colgate Palmolive CO

Consumer Defensive
481
+ 18.84%
$95.54 - $108.77 $46K - $52.3K
3.03K $314K
AZN
Astrazeneca PLC

Healthcare
860
+ 19.99%
$76.67 - $87.62 $65.9K - $75.4K
5.16K $402K
LYG
Lloyds Banking Group PLC

Financial Services
13.3K
+ 20.7%
$2.73 - $3.17 $36.2K - $42.1K
77.4K $240K
UGP
Ultrapar Holdings Inc

Energy
17K
+ 63.91%
$3.81 - $4.44 $64.6K - $75.3K
43.5K $168K
VOD
Vodafone Group Public LTD CO

Communication Services
2.67K
+ 8.05%
$8.8 - $10.35 $23.5K - $27.6K
35.8K $358K
V
Visa Inc.

Financial Services
2
+ 0.04%
$253.74 - $291.56 $507 - $583
5K $1.37M
RTX
Raytheon Technologies Corp

Industrials
73
+ 2.83%
$99.55 - $123.34 $7.27K - $9K
2.65K $321K
VTV
Vanguard Value ETF

ETFs
123
+ 4.44%
$159.75 - $174.57 $19.6K - $21.5K
2.89K $505K
BKNG
Booking Holdings Inc.

Consumer Cyclical
9
+ 11.69%
$3305.62 - $4268.05 $29.8K - $38.4K
86 $362K
AXP
American Express CO

Financial Services
58
+ 5.91%
$225.92 - $271.17 $13.1K - $15.7K
1.04K $282K
NEE
Nextera Energy Inc

Utilities
13
+ 0.34%
$69.9 - $84.97 $909 - $1.1K
3.84K $324K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
139
+ 7.94%
$210.25 - $231.86 $29.2K - $32.2K
1.89K $421K
VEA
Vanguard Ftse Developed Market

ETFs
140
+ 1.07%
$47.6 - $53.31 $6.66K - $7.46K
13.2K $696K
ALL
Allstate Corp

Financial Services
76
+ 5.92%
$158.43 - $192.86 $12K - $14.7K
1.36K $257K
CMCSA
Comcast Corp

Communication Services
603
+ 6.1%
$37.33 - $41.78 $22.5K - $25.2K
10.5K $438K
ECL
Ecolab Inc.

Basic Materials
117
+ 10.36%
$228.86 - $255.76 $26.8K - $29.9K
1.25K $317K
CSCO
Cisco Systems, Inc.

Technology
139
+ 1.9%
$44.74 - $53.22 $6.22K - $7.4K
7.47K $397K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
53
+ 0.22%
$46.18 - $48.92 $2.45K - $2.59K
23.7K $1.15M
NOW
Service Now, Inc.

Technology
9
+ 2.62%
$730.87 - $937.36 $6.58K - $8.44K
353 $315K
IJK
Ishares S&P Midcap 400 Growth

ETFs
5
+ 0.04%
$84.81 - $93.54 $424 - $468
11.5K $1.06M
DIS
Walt Disney CO

Communication Services
732
+ 7.58%
$85.6 - $98.61 $62.7K - $72.2K
10.4K $999K
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.08%
$255.18 - $283.2 $510 - $566
2.54K $719K
AVDE
American Centy ETF Tr Avantis

ETFs
170
+ 2.81%
$60.09 - $67.67 $10.2K - $11.5K
6.21K $416K
RDY
Dr Reddys Laboratories LTD

Healthcare
380
+ 14.21%
$75.41 - $84.21 $28.7K - $32K
3.06K $242K
FIW
First Trust Water ETF

ETFs
50
+ 1.42%
$98.0 - $109.33 $4.9K - $5.47K
3.57K $390K
CTAS
Cintas Corp

Industrials
982
+ 298.48%
$201.38 - $819.83 $198K - $805K
1.31K $269K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
66
+ 0.19%
$22.51 - $23.92 $1.49K - $1.58K
34.3K $815K
MFC
Manulife Financial Corp

Financial Services
125
+ 1.09%
$24.13 - $29.63 $3.02K - $3.7K
11.6K $342K
UNP
Union Pacific Corp

Industrials
74
+ 8.32%
$221.78 - $256.09 $16.4K - $19K
963 $237K
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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