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
AMD
Advanced Micro Devices Inc

Technology
1.01K
+ 45.5%
$96.63 - $129.55 $97.2K - $130K
3.22K $330K
SHOP
Shopify Inc.

Technology
1.05K
+ 30.01%
$90.59 - $129.31 $95.2K - $136K
4.55K $434K
AXP
American Express CO

Financial Services
335
+ 30.23%
$255.39 - $325.87 $85.6K - $109K
1.44K $388K
GE
General Electric CO

Industrials
54
+ 3.74%
$168.59 - $212.13 $9.1K - $11.5K
1.5K $299K
REG
Regency Centers Corp

Real Estate
771
+ 25.42%
$68.83 - $77.74 $53.1K - $59.9K
3.8K $280K
UBS
Ubs Group Ag

Financial Services
1.71K
+ 14.98%
$30.28 - $35.78 $51.6K - $61K
13.1K $400K
EMLP
First Tr Exchange Traded Iv

ETFs
105
+ 0.42%
$35.79 - $38.28 $3.76K - $4.02K
25.2K $944K
WM
Waste Management Inc

Industrials
79
+ 7.75%
$200.54 - $233.78 $15.8K - $18.5K
1.1K $254K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
565
+ 18.2%
$76.94 - $78.28 $43.5K - $44.2K
3.67K $287K
DVY
Ishares Tr

ETFs
200
+ 2.84%
$128.58 - $138.1 $25.7K - $27.6K
7.23K $971K
PEP
Pepsico Inc

Consumer Defensive
354
+ 8.4%
$142.64 - $156.42 $50.5K - $55.4K
4.57K $684K
KT
Kt Corp

Communication Services
104
+ 0.62%
$15.57 - $18.63 $1.62K - $1.94K
16.8K $298K
BDX
Becton Dickinson & CO

Healthcare
149
+ 12.82%
$222.79 - $249.08 $33.2K - $37.1K
1.31K $300K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
574
+ 4.43%
$46.26 - $47.48 $26.6K - $27.3K
13.5K $640K
IVE
Ishares S&P 500 Value ETF

ETFs
201
+ 4.06%
$185.78 - $198.58 $37.3K - $39.9K
5.15K $980K
MCO
Moodys Corp

Financial Services
93
+ 10.68%
$437.8 - $527.48 $40.7K - $49.1K
964 $448K
MFC
Manulife Financial Corp

Financial Services
926
+ 7.43%
$28.41 - $31.82 $26.3K - $29.5K
13.4K $417K
ABEV
Ambev S.A.

Consumer Defensive
9.81K
+ 94.46%
$1.77 - $2.37 $17.4K - $23.3K
20.2K $47K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.18K
+ 20.59%
$165.25 - $224.62 $360K - $489K
12.7K $2.12M
MSCI
Msci Inc.

Financial Services
72
+ 19.05%
$541.46 - $628.34 $39K - $45.2K
450 $254K
INTU
Intuit Inc

Technology
56
+ 11.0%
$555.63 - $630.23 $31.1K - $35.3K
565 $346K
SHV
Ishares Tr

ETFs
215
+ 7.99%
$110.11 - $110.51 $23.7K - $23.8K
2.91K $321K
TJX
Tjx Companies Inc

Consumer Cyclical
189
+ 9.36%
$112.81 - $126.16 $21.3K - $23.8K
2.21K $269K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
586
+ 1.9%
$24.6 - $24.99 $14.4K - $14.6K
31.4K $785K
TDG
Trans Digm Group Inc

Industrials
1
+ 0.53%
$1251.32 - $1394.11 $1.25K - $1.39K
189 $261K
WMT
Walmart Inc.

Consumer Defensive
672
+ 4.75%
$84.5 - $105.05 $56.8K - $70.6K
14.8K $1.3M
ABC
Amerisourcebergen Corp

Healthcare
106
+ 10.23%
N/A
1.14K $211K
PFF
Ishares Trust Ishares Pfd And

ETFs
2.77K
+ 2.89%
$30.73 - $32.26 $85.1K - $89.3K
98.5K $3.03M
LMT
Lockheed Martin Corp

Industrials
83
+ 15.75%
$423.19 - $506.29 $35.1K - $42K
610 $272K
VTV
Vanguard Value ETF

ETFs
29
+ 1.01%
$167.73 - $179.21 $4.86K - $5.2K
2.91K $503K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
779
+ 2.73%
N/A
29.3K $570K
INFY
Infosys LTD

Technology
2.84K
+ 26.79%
$18.06 - $22.89 $51.3K - $65K
13.4K $245K
GD
General Dynamics Corp

Industrials
9
+ 0.87%
$241.94 - $272.58 $2.18K - $2.45K
1.05K $285K
VGT
Vanguard Information Technolog

ETFs
77
+ 18.87%
$542.38 - $646.34 $41.8K - $49.8K
485 $263K
OEF
Ishares S&P 100 ETF

ETFs
28
+ 1.96%
N/A
1.46K $387K
SCHV
Schwab Strategic Tr Us Large C

ETFs
46
+ 0.55%
$25.77 - $27.6 $1.19K - $1.27K
8.46K $224K
APD
Air Products & Chemicals, Inc.

Basic Materials
5
+ 0.68%
$283.24 - $338.07 $1.42K - $1.69K
736 $217K
FTA
First Tr Large Cap Value

ETFs
15
+ 0.54%
$74.42 - $80.34 $1.12K - $1.21K
2.78K $213K
LOW
Lowes Companies Inc

Consumer Cyclical
192
+ 6.17%
$222.66 - $268.42 $42.8K - $51.5K
3.31K $770K
PRF
Invesco Exchange Traded Fd Tr

ETFs
5
+ 0.06%
$39.4 - $42.61 $197 - $213
8.87K $358K
Nuveen Churchill Direct Lend
867
+ 0.78%
N/A
112K $0
IGN
Ishares Tr North Amern Tech Mu

ETFs
23.6K
+ 17.67%
N/A
157K $0
Simplify Exchange Traded Fun
89K
+ 42.96%
N/A
296K $0
Ishares Bitcoin Trust ETF
16.7K
+ 76.26%
N/A
38.5K $0
APH
Amphenol Corp

Technology
339
+ 5.74%
$61.62 - $78.55 $20.9K - $26.6K
6.24K $409K
XC
Wisdomtree Tr Emerging Mkts Ex
24.6K
+ 15.58%
N/A
182K $0
KB
Kb Financial Group Inc.

Financial Services
446
+ 4.86%
$53.14 - $62.87 $23.7K - $28K
9.62K $520K
CSX
Csx Corp

Industrials
716
+ 8.87%
$29.11 - $33.67 $20.8K - $24.1K
8.79K $258K
DFS
Discover Financial Services

Financial Services
1
+ 0.08%
$152.99 - $203.25 $153 - $203
1.3K $222K
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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