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
IWR
Ishares Russell Mid Cap ETF

ETFs
17
+ 0.42%
$79.92 - $88.19 $1.36K - $1.5K
4.06K $357K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
605
+ 2.44%
$9.55 - $11.13 $5.78K - $6.73K
25.4K $275K
BAC
Bank Of America Corp

Financial Services
701
+ 2.49%
$36.65 - $44.13 $25.7K - $30.9K
28.8K $1.14M
SAN
Banco Santander, S.A.

Financial Services
2.78K
+ 12.42%
$4.37 - $5.16 $12.2K - $14.4K
25.2K $128K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
36
+ 0.28%
$46.29 - $48.52 $1.67K - $1.75K
12.8K $617K
ERIC
Ericsson Lm Telephone CO

Technology
382
+ 2.48%
$6.19 - $7.77 $2.36K - $2.97K
15.8K $119K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
255
+ 1.74%
$14.08 - $17.36 $3.59K - $4.43K
14.9K $258K
AZO
Autozone Inc

Consumer Cyclical
1
+ 1.04%
$2815.0 - $3212.87 $2.82K - $3.21K
97 $305K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2
+ 0.1%
$111.9 - $124.28 $224 - $249
2.07K $255K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
40
+ 0.13%
$24.38 - $25.2 $975 - $1.01K
30.4K $764K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
1.35K
+ 8.07%
$13.31 - $15.65 $17.9K - $21K
18K $259K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
3
+ 0.09%
$102.79 - $114.21 $308 - $343
3.25K $368K
TGT
Target Corp

Consumer Defensive
16
+ 1.03%
$133.47 - $159.25 $2.14K - $2.55K
1.57K $244K
UMC
United Microelectronics Corp

Technology
2.2K
+ 20.3%
$7.43 - $8.89 $16.3K - $19.5K
13K $109K
AOA
Ishares Tr Core Aggressive All

ETFs
21
+ 0.72%
$72.11 - $79.05 $1.51K - $1.66K
2.94K $232K
AMGN
Amgen Inc

Healthcare
9
+ 0.79%
$309.38 - $337.38 $2.78K - $3.04K
1.15K $371K
SHEL
Shell PLC

Energy
489
+ 14.07%
$65.65 - $73.28 $32.1K - $35.8K
3.97K $261K
MGK
Vanguard Mega Cap Growth ETF

ETFs
12
+ 1.29%
$285.48 - $330.24 $3.43K - $3.96K
945 $304K
AMD
Advanced Micro Devices Inc

Technology
25
+ 1.09%
$128.67 - $183.96 $3.22K - $4.6K
2.31K $379K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
22
+ 0.41%
$73.86 - $84.2 $1.62K - $1.85K
5.45K $449K
QCOM
Qualcomm Inc

Technology
556
+ 18.52%
$156.12 - $209.64 $86.8K - $117K
3.56K $605K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
1.75K
+ 17.14%
$6.68 - $8.2 $11.7K - $14.3K
11.9K $82K
FDX
Fedex Corp

Industrials
120
+ 10.82%
$254.64 - $313.52 $30.6K - $37.6K
1.23K $336K
MFG
Mizuho Financial Group Inc

Financial Services
1.08K
+ 5.56%
$3.69 - $4.62 $4K - $5K
20.6K $85K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
863
+ 7.89%
$11.38 - $14.48 $9.82K - $12.5K
11.8K $148K
APH
Amphenol Corp

Technology
222
+ 3.98%
$58.39 - $70.41 $13K - $15.6K
5.79K $377K
Simplify Exchange Traded Fun
13.6K
+ 8.31%
N/A
177K $0
ABC
Amerisourcebergen Corp

Healthcare
2
+ 0.2%
N/A
998 $184K
IGN
Ishares Tr North Amern Tech Mu

ETFs
35.2K
+ 47.67%
N/A
109K $0
TUA
Simpl Exch Traded Fds Sht Term
68.7K
+ 6.97%
N/A
1.06M $0
Nuveen Churchill Direct Lend
39.1K
+ 250.23%
N/A
54.7K $0
SHG
Shinhan Financial Group CO LTD

Financial Services
36
+ 0.33%
$34.61 - $34.61 $1.25K - $1.25K
11.1K $384K
WM
Waste Management Inc

Industrials
5
+ 0.5%
$196.96 - $223.45 $985 - $1.12K
1.01K $209K
GOOG
Alphabet Inc.

Communication Services
650
+ 9.16%
$149.54 - $192.66 $97.2K - $125K
7.74K $1.29M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
403
+ 2.05%
$9.27 - $11.62 $3.74K - $4.68K
20.1K $204K
COP
Conocophillips

Energy
97
+ 4.78%
$102.3 - $116.61 $9.92K - $11.3K
2.13K $223K
MPC
Marathon Petroleum Corp

Energy
8
+ 0.63%
$158.61 - $180.75 $1.27K - $1.45K
1.28K $208K
KLAC
Kla Corp

Technology
7
+ 1.86%
$696.17 - $892.35 $4.87K - $6.25K
384 $297K
INTU
Intuit Inc

Technology
6
+ 1.35%
$602.97 - $670.49 $3.62K - $4.02K
452 $280K
TM
Toyota Motor Corp

Consumer Cyclical
24
+ 1.84%
$167.18 - $207.59 $4.01K - $4.98K
1.33K $236K
AVGO
Broadcom Inc.

Technology
8.25K
+ 797.0%
$136.27 - $1745.86 $1.12M - $14.4M
9.28K $1.6M
GOOGL
Alphabet Inc.

Communication Services
512
+ 5.61%
$148.65 - $191.18 $76.1K - $97.9K
9.63K $1.6M
NVO
Novo Nordisk A S

Healthcare
230
+ 4.68%
$119.07 - $145.42 $27.4K - $33.4K
5.15K $612K
ASML
Asml Holding Nv

Technology
10
+ 1.53%
$749.82 - $1098.95 $7.5K - $11K
663 $552K
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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