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
BAP
Credicorp LTD

Financial Services
741
+ 67.86%
$178.97 - $197.4 $133K - $146K
1.83K $341K
UNP
Union Pacific Corp

Industrials
542
+ 49.86%
$225.21 - $254.42 $122K - $138K
1.63K $384K
DUK
Duke Energy Corp

Utilities
686
+ 18.14%
$105.87 - $121.97 $72.6K - $83.7K
4.47K $544K
VIV
Telefonica Brasil S.A.

Communication Services
13.9K
+ 107.74%
$7.5 - $9.4 $104K - $131K
26.8K $233K
VZ
Verizon Communications Inc

Communication Services
1.44K
+ 11.31%
$37.81 - $46.49 $54.6K - $67.1K
14.2K $644K
SAN
Banco Santander, S.A.

Financial Services
10.7K
+ 39.09%
$4.46 - $7.14 $47.6K - $76.3K
38K $254K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.49K
+ 26.52%
$44.41 - $45.98 $111K - $115K
11.9K $543K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
3.69K
+ 20.77%
$9.49 - $14.83 $35K - $54.7K
21.4K $291K
ALL
Allstate Corp

Financial Services
447
+ 26.0%
$180.99 - $210.18 $80.9K - $94K
2.17K $448K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
6.44K
+ 45.18%
$14.13 - $16.72 $91K - $108K
20.7K $319K
RIO
Rio Tinto PLC

Basic Materials
1.76K
+ 39.02%
$58.19 - $64.29 $103K - $113K
6.28K $377K
AFL
Aflac Inc

Financial Services
714
+ 17.16%
$100.99 - $111.19 $72.1K - $79.4K
4.88K $542K
ERIC
Ericsson Lm Telephone CO

Technology
15.4K
+ 48.03%
$7.47 - $8.9 $115K - $137K
47.3K $367K
PAYX
Paychex Inc

Industrials
456
+ 16.76%
$136.06 - $154.52 $62K - $70.5K
3.18K $489K
SBUX
Starbucks Corp

Consumer Cyclical
888
+ 28.86%
$91.75 - $115.81 $81.5K - $103K
3.97K $388K
AMGN
Amgen Inc

Healthcare
139
+ 11.17%
$258.59 - $327.36 $35.9K - $45.5K
1.38K $430K
BHP
Bhp Group LTD

Basic Materials
2.2K
+ 36.55%
$48.18 - $52.11 $106K - $114K
8.2K $398K
HDB
Hdfc Bank LTD

Financial Services
1.41K
+ 34.99%
$58.06 - $66.85 $81.6K - $94K
5.42K $360K
COP
Conocophillips

Energy
801
+ 35.62%
$88.6 - $105.85 $71K - $84.8K
3.05K $320K
BMY
Bristol Myers Squibb CO

Healthcare
957
+ 11.56%
$53.9 - $63.11 $51.6K - $60.4K
9.24K $563K
UNH
Unitedhealth Group Inc

Healthcare
134
+ 10.02%
$461.52 - $548.18 $61.8K - $73.5K
1.47K $770K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.26K
+ 3.32%
$51.52 - $52.37 $64.7K - $65.7K
39K $2.04M
PFE
Pfizer Inc

Healthcare
4.32K
+ 26.35%
$25.01 - $27.13 $108K - $117K
20.7K $524K
PLTR
Palantir Technologies Inc.

Technology
625
+ 14.57%
$64.98 - $124.62 $40.6K - $77.9K
4.92K $414K
KLAC
Kla Corp

Technology
98
+ 20.55%
$636.62 - $777.63 $62.4K - $76.2K
575 $390K
MFG
Mizuho Financial Group Inc

Financial Services
13K
+ 49.16%
$4.83 - $6.04 $62.9K - $78.6K
39.5K $217K
CRWD
Crowd Strike Holdings, Inc.

Technology
226
+ 31.17%
$308.86 - $455.36 $69.8K - $103K
951 $335K
CBOE
Cboe Global Markets, Inc.

Financial Services
224
+ 19.0%
$190.84 - $226.29 $42.7K - $50.7K
1.4K $317K
NOK
Nokia Corp

Technology
13.2K
+ 70.86%
$4.43 - $5.42 $58.4K - $71.4K
31.8K $167K
BCS
Barclays PLC

Financial Services
3.38K
+ 22.21%
$12.69 - $16.25 $42.9K - $55K
18.6K $285K
IQV
Iqvia Holdings Inc.

Healthcare
609
+ 48.53%
$176.3 - $209.96 $107K - $128K
1.86K $328K
WFC
Wells Fargo & Company

Financial Services
990
+ 20.89%
$66.78 - $81.42 $66.1K - $80.6K
5.73K $411K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
13.2K
+ 130.92%
$5.83 - $7.58 $77K - $100K
23.3K $144K
RTX
Raytheon Technologies Corp

Industrials
196
+ 6.8%
$114.1 - $135.66 $22.4K - $26.6K
3.08K $407K
COST
Costco Wholesale Corp

Consumer Defensive
28
+ 1.76%
$890.62 - $1076.86 $24.9K - $30.2K
1.62K $1.53M
EEM
Ishares Msci Emerging Markets

ETFs
1.43K
+ 26.81%
$40.81 - $45.34 $58.2K - $64.7K
6.75K $294K
AEP
American Electric Power CO Inc

Utilities
243
+ 9.25%
$90.32 - $109.27 $21.9K - $26.6K
2.87K $313K
OTIS
Otis Worldwide Corp

Industrials
316
+ 8.73%
$90.77 - $104.01 $28.7K - $32.9K
3.94K $406K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
923
+ 3.84%
$45.92 - $47.58 $42.4K - $43.9K
24.9K $1.18M
WIT
Wipro LTD

Technology
30.9K
+ 59.06%
$3.0 - $3.77 $92.7K - $117K
83.2K $254K
TRV
Travelers Companies, Inc.

Financial Services
165
+ 15.35%
$232.43 - $265.13 $38.4K - $43.7K
1.24K $327K
DHR
Danaher Corp

Healthcare
494
+ 35.46%
$201.62 - $250.59 $99.6K - $124K
1.89K $386K
ARGT
Global X Msci Argentina ETF

ETFs
949
+ 19.46%
$78.45 - $89.29 $74.4K - $84.7K
5.83K $470K
YY
Joyy Inc.

Communication Services
1.6K
+ 33.04%
$38.19 - $52.08 $61K - $83.1K
6.43K $269K
AMZN
Amazon Com Inc

Consumer Cyclical
2.35K
+ 18.02%
$190.26 - $242.06 $448K - $570K
15.4K $2.93M
AZO
Autozone Inc

Consumer Cyclical
2
+ 2.13%
$3193.96 - $3828.11 $6.39K - $7.66K
96 $366K
CB
Chubb LTD

Financial Services
142
+ 16.4%
$257.71 - $301.99 $36.6K - $42.9K
1.01K $304K
HIMX
Himax Technologies, Inc.

Technology
9.62K
+ 93.93%
$7.2 - $12.85 $69.3K - $124K
19.9K $146K
DE
Deere & CO

Industrials
71
+ 10.63%
$408.57 - $509.27 $29K - $36.2K
739 $346K
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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