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
VTI
Vanguard Total Stock Market Et

ETFs
122
+ 4.78%
$271.18 - $303.12 $33.1K - $37K
2.67K $734K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
13.9K
+ 6.93%
$32.49 - $37.99 $453K - $530K
215K $7.21M
RSP
Invesco S&P 500 Equal Weight E

ETFs
30
+ 0.38%
$169.43 - $182.84 $5.08K - $5.49K
7.9K $1.37M
FDX
Fedex Corp

Industrials
167
+ 12.2%
$230.33 - $281.53 $38.5K - $47K
1.54K $374K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1
+ 0.05%
$117.4 - $131.02 $117 - $131
2.07K $247K
IWR
Ishares Russell Mid Cap ETF

ETFs
12
+ 0.3%
$82.81 - $92.93 $994 - $1.12K
4.05K $344K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
348
+ 6.37%
$77.67 - $90.15 $27K - $31.4K
5.81K $454K
AMAT
Applied Materials Inc

Technology
72
+ 4.88%
$145.06 - $195.51 $10.4K - $14.1K
1.55K $224K
SCHX
Schwab Strategic Tr Us Large C

ETFs
36
+ 0.21%
$21.75 - $24.28 $783 - $874
16.8K $371K
DHI
Horton D R Inc

Consumer Cyclical
33
+ 1.86%
$125.29 - $147.65 $4.13K - $4.87K
1.81K $230K
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 2.33%
$4295.4 - $5141.88 $8.59K - $10.3K
88 $405K
ADBE
Adobe Inc.

Technology
85
+ 8.12%
$377.84 - $464.11 $32.1K - $39.4K
1.13K $434K
NVO
Novo Nordisk A S

Healthcare
499
+ 12.27%
$69.3 - $90.95 $34.6K - $45.4K
4.57K $317K
XLK
Technology Sector Spdr

ETFs
28
+ 1.89%
$206.38 - $242.18 $5.78K - $6.78K
1.51K $311K
AVUS
American Centy ETF Tr Avantis

ETFs
46
+ 0.54%
$90.7 - $101.57 $4.17K - $4.67K
8.59K $793K
RY
Royal Bank Of Canada

Financial Services
300
+ 3.21%
$108.81 - $123.4 $32.6K - $37K
9.65K $1.09M
SPYG
Spdr Portfolio

ETFs
188
+ 2.57%
$80.05 - $92.39 $15K - $17.4K
7.5K $602K
CAT
Caterpillar Inc

Industrials
65
+ 3.43%
$326.75 - $407.63 $21.2K - $26.5K
1.96K $645K
BX
Blackstone Inc.

Financial Services
293
+ 11.62%
$136.53 - $186.74 $40K - $54.7K
2.81K $393K
DIS
Walt Disney CO

Communication Services
830
+ 7.78%
$96.87 - $114.0 $80.4K - $94.6K
11.5K $1.14M
ACN
Accenture PLC

Technology
33
+ 2.05%
$300.91 - $398.25 $9.93K - $13.1K
1.64K $511K
RF
Regions Financial Corp

Financial Services
1.05K
+ 1.99%
$20.84 - $24.77 $21.9K - $26.1K
54.1K $1.17M
IJK
Ishares S&P Midcap 400 Growth

ETFs
160
+ 1.39%
$81.62 - $96.63 $13.1K - $15.5K
11.7K $974K
DFUS
Dimensional ETF Tr U S Equity

ETFs
5
+ 0.02%
$59.61 - $66.71 $298 - $334
29.8K $1.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
23
+ 0.06%
$24.91 - $29.02 $573 - $667
37.7K $944K
IWM
Ishares Russell 2000 ETF

ETFs
65
+ 1.16%
$198.1 - $229.79 $12.9K - $14.9K
5.68K $1.13M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
17
+ 0.1%
$113.22 - $126.36 $1.92K - $2.15K
17.8K $2.05M
STRL
Sterling Construction CO Inc

Industrials
2
+ 0.06%
$108.65 - $200.56 $217 - $401
3.16K $358K
CRM
Salesforce, Inc.

Technology
282
+ 7.15%
$268.36 - $359.95 $75.7K - $102K
4.23K $1.13M
QQQ
Invesco Qqq Trust, Series 1

ETFs
269
+ 3.55%
$468.34 - $539.52 $126K - $145K
7.84K $3.68M
GOOGL
Alphabet Inc.

Communication Services
1.72K
+ 12.62%
$154.33 - $206.19 $266K - $355K
15.4K $2.38M
GOOG
Alphabet Inc.

Communication Services
590
+ 6.63%
$156.06 - $207.71 $92.1K - $123K
9.48K $1.48M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2
+ 0.03%
$360.07 - $417.26 $720 - $835
7.08K $2.56M
AAPL
Apple Inc.

Technology
4.39K
+ 7.81%
$209.68 - $247.1 $920K - $1.08M
60.6K $13.5M
NVDA
Nvidia Corp

Technology
348
+ 1.31%
$106.98 - $149.43 $37.2K - $52K
26.9K $2.92M
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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