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
META
Meta Platforms, Inc.

Communication Services
680
+ 16.73%
$576.36 - $736.67 $392K - $501K
4.75K $2.73M
JPM
Jpmorgan Chase & CO

Financial Services
982
+ 6.32%
$225.19 - $279.95 $221K - $275K
16.5K $4.05M
ABT
Abbott Laboratories

Healthcare
1.61K
+ 29.83%
$111.1 - $140.22 $179K - $226K
7.01K $930K
ADP
Automatic Data Processing Inc

Industrials
929
+ 64.69%
$286.85 - $318.64 $266K - $296K
2.37K $722K
MCD
Mcdonalds Corp

Consumer Cyclical
785
+ 38.8%
$279.74 - $321.29 $220K - $252K
2.81K $877K
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.39K
+ 49.46%
$113.59 - $123.29 $272K - $295K
7.23K $842K
IAI
Ishares Tr Us Broker Dealers &

ETFs
2.16K
+ 59.69%
$134.68 - $159.3 $290K - $343K
5.77K $808K
TIMB
Tim S.A.

Communication Services
14.1K
+ 85.37%
$11.42 - $15.65 $161K - $221K
30.7K $479K
TTE
Total Energies Se

Energy
4.15K
+ 95.49%
N/A
8.5K $583K
ABBV
Abb Vie Inc.

Healthcare
517
+ 9.39%
$169.2 - $216.66 $87.5K - $112K
6.02K $1.26M
PH
Parker Hannifin Corp

Industrials
498
+ 49.85%
$591.65 - $707.05 $295K - $352K
1.5K $909K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
7.99K
+ 20.48%
$30.59 - $33.02 $244K - $264K
47K $1.49M
BP
Bp PLC

Energy
6.99K
+ 87.91%
$29.93 - $35.31 $209K - $247K
14.9K $504K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
5.87K
+ 30.67%
$17.16 - $25.25 $101K - $148K
25K $595K
TMUS
T Mobile Us, Inc.

Communication Services
803
+ 71.89%
$211.3 - $272.83 $170K - $219K
1.92K $512K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.47K
+ 26.09%
$95.85 - $99.25 $236K - $245K
11.9K $1.18M
CL
Colgate Palmolive CO

Consumer Defensive
2.71K
+ 88.34%
$85.68 - $97.5 $232K - $265K
5.78K $541K
BTI
British American Tobacco P.L.C.

Consumer Defensive
4.49K
+ 30.36%
$35.35 - $42.74 $159K - $192K
19.3K $798K
TMO
Thermo Fisher Scientific Inc.

Healthcare
539
+ 52.74%
$497.6 - $606.74 $268K - $327K
1.56K $776K
IAU
Ishares Gold Trust

ETFs
1.98K
+ 15.19%
$49.74 - $58.96 $98.6K - $117K
15K $886K
EQNR
Equinor Asa

Energy
7.36K
+ 55.05%
$22.37 - $26.45 $165K - $195K
20.7K $548K
SPGI
S&P Global Inc.

Financial Services
417
+ 33.17%
$478.26 - $543.77 $199K - $227K
1.67K $850K
T
At&T Inc.

Communication Services
2.84K
+ 10.9%
$21.56 - $28.28 $61.1K - $80.2K
28.9K $816K
PG
Procter & Gamble CO

Consumer Defensive
1.16K
+ 12.23%
$158.56 - $176.26 $184K - $205K
10.7K $1.82M
IMO
Imperial Oil LTD

Energy
2.45K
+ 59.25%
$62.41 - $73.34 $153K - $180K
6.58K $476K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
602
+ 25.66%
$208.48 - $244.03 $126K - $147K
2.95K $719K
LYG
Lloyds Banking Group PLC

Financial Services
36.6K
+ 50.06%
$2.58 - $3.9 $94.3K - $143K
110K $418K
CMCSA
Comcast Corp

Communication Services
5.92K
+ 46.32%
$33.19 - $38.23 $196K - $226K
18.7K $689K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
11.6K
+ 46.87%
$11.66 - $14.98 $136K - $174K
36.5K $497K
SHG
Shinhan Financial Group CO LTD

Financial Services
5.92K
+ 47.06%
N/A
18.5K $640K
MEAR
Blackrock Short Maturity Munic

ETFs
3.95K
+ 18.68%
$49.97 - $50.36 $197K - $199K
25.1K $1.26M
PGR
Progressive Corp

Financial Services
463
+ 29.95%
$235.61 - $291.22 $109K - $135K
2.01K $568K
IBM
International Business Machines Corp

Technology
608
+ 38.12%
$217.4 - $264.74 $132K - $161K
2.2K $547K
SAP
Sap Se

Technology
626
+ 50.4%
$241.4 - $293.69 $151K - $184K
1.87K $501K
VEEV
Veeva Systems Inc

Healthcare
698
+ 72.48%
$210.58 - $246.8 $147K - $172K
1.66K $384K
QCOM
Qualcomm Inc

Technology
1.17K
+ 26.18%
$151.94 - $175.86 $178K - $206K
5.63K $865K
C
Citigroup Inc

Financial Services
2.48K
+ 50.14%
$67.23 - $84.63 $166K - $209K
7.41K $526K
PANW
Palo Alto Networks Inc

Technology
1.18K
+ 49.19%
$167.82 - $208.28 $198K - $246K
3.58K $611K
TM
Toyota Motor Corp

Consumer Cyclical
1.13K
+ 80.23%
$176.53 - $195.35 $200K - $221K
2.54K $448K
IYW
Ishares Dj Us Tech ETF

ETFs
2K
+ 35.5%
$140.44 - $166.79 $280K - $333K
7.62K $1.07M
ING
Ing Groep Nv

Financial Services
6.08K
+ 46.72%
$15.51 - $20.74 $94.2K - $126K
19.1K $373K
UGP
Ultrapar Holdings Inc

Energy
49.6K
+ 138.85%
$2.56 - $3.2 $127K - $159K
85.4K $262K
KMB
Kimberly Clark Corp

Consumer Defensive
936
+ 33.52%
$124.46 - $147.4 $116K - $138K
3.73K $530K
WF
Woori Financial Group Inc.

Financial Services
4.38K
+ 60.54%
$31.09 - $35.8 $136K - $157K
11.6K $387K
UL
Unilever PLC

Consumer Defensive
2.05K
+ 23.3%
$54.72 - $60.29 $112K - $123K
10.8K $644K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
2.39K
+ 3.6%
$59.78 - $60.03 $143K - $143K
68.7K $4.11M
ICE
Intercontinental Exchange, Inc.

Financial Services
628
+ 39.57%
$142.8 - $176.36 $89.7K - $111K
2.22K $382K
MMM
3 M CO

Industrials
608
+ 19.03%
$129.7 - $155.12 $78.9K - $94.3K
3.8K $558K
ASML
Asml Holding Nv

Technology
251
+ 35.2%
$662.63 - $776.99 $166K - $195K
964 $638K
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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