Aprio Wealth Management, LLC New Holdings in Q3 2025

Aprio Wealth Management, LLC

  • $902 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
75.5K
New
$88.47 - $93.24 $6.68M - $7.04M
75.5K $6.9M
CGGR
Capital Group Growth ETF Shs C

ETFs
151K
New
$40.2 - $44.58 $6.07M - $6.73M
151K $6.63M
FNDF
Schwab Fundamental Intl Large

ETFs
62.8K
New
$39.84 - $43.15 $2.5M - $2.71M
62.8K $2.7M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
85.9K
New
$24.11 - $24.94 $2.07M - $2.14M
85.9K $2.14M
USFR
Wisdomtree Floating Rate Treas

ETFs
12K
New
$50.23 - $50.48 $601K - $604K
12K $601K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
22.6K
New
$23.09 - $23.43 $522K - $530K
22.6K $529K
O
Realty Income Corp

Real Estate
6.17K
New
$56.13 - $60.79 $346K - $375K
6.17K $374K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3.37K
New
$89.32 - $107.82 $301K - $363K
3.37K $362K
D
Dominion Energy, Inc

Utilities
5.91K
New
$56.32 - $62.1 $333K - $367K
5.91K $361K
WELL
Welltower Inc.

Real Estate
2.03K
New
$150.71 - $178.14 $305K - $361K
2.03K $360K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.64K
New
$171.01 - $228.24 $280K - $374K
1.64K $350K
VICI
Vici Properties Inc.

Real Estate
10.2K
New
$31.43 - $33.93 $321K - $347K
10.2K $333K
MEDP
Medpace Holdings, Inc.

Healthcare
616
New
$308.88 - $514.16 $190K - $317K
616 $316K
BHP
Bhp Group LTD

Basic Materials
5.64K
New
$48.67 - $56.22 $274K - $317K
5.64K $314K
NKE
Nike, Inc.

Consumer Cyclical
4.31K
New
$69.24 - $79.24 $299K - $342K
4.31K $300K
CMI
Cummins Inc

Industrials
643
New
$327.85 - $426.39 $211K - $274K
643 $271K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.07K
New
$225.11 - $247.9 $240K - $265K
1.07K $263K
WEC
Wec Energy Group, Inc.

Utilities
2.27K
New
$103.66 - $114.59 $236K - $260K
2.27K $260K
NEM
Newmont Corp

Basic Materials
2.9K
New
$57.35 - $85.25 $166K - $247K
2.9K $244K
BMO
Bank Of Montreal

Financial Services
1.87K
New
$110.44 - $130.66 $207K - $244K
1.87K $243K
UAL
United Airlines Holdings, Inc.

Industrials
2.48K
New
$80.05 - $109.36 $199K - $272K
2.48K $239K
CAH
Cardinal Health Inc

Healthcare
1.53K
New
$146.04 - $167.63 $223K - $256K
1.53K $239K
AWK
American Water Works Company, Inc.

Utilities
1.69K
New
$135.05 - $147.0 $228K - $249K
1.69K $235K
PSX
Phillips 66

Energy
1.72K
New
$118.37 - $139.46 $204K - $240K
1.72K $234K
USB
Us Bancorp \De\

Financial Services
4.8K
New
$43.94 - $50.41 $211K - $242K
4.8K $231K
URI
United Rentals, Inc.

Industrials
242
New
$774.14 - $975.23 $187K - $236K
242 $231K
SRE
Sempra Energy

Utilities
2.56K
New
$74.14 - $89.98 $190K - $230K
2.56K $230K
TM
Toyota Motor Corp

Consumer Cyclical
1.2K
New
$167.86 - $202.79 $202K - $244K
1.2K $230K
DASH
Door Dash, Inc.

Communication Services
842
New
$234.5 - $272.5 $197K - $229K
842 $229K
APP
App Lovin Corp

Technology
319
New
$335.1 - $718.54 $107K - $229K
319 $229K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.13K
New
$185.88 - $207.44 $209K - $234K
1.13K $226K
MSCI
Msci Inc.

Financial Services
397
New
$526.48 - $588.0 $209K - $233K
397 $225K
EXC
Exelon Corp

Utilities
4.96K
New
$42.73 - $45.54 $212K - $226K
4.96K $223K
MNST
Monster Beverage Corp

Consumer Defensive
3.28K
New
$58.65 - $67.31 $192K - $221K
3.28K $220K
HPE
Hewlett Packard Enterprise CO

Technology
8.9K
New
$19.81 - $25.24 $176K - $225K
8.9K $218K
LEN
Lennar Corp

Consumer Cyclical
1.67K
New
$107.73 - $142.4 $180K - $238K
1.67K $210K
DELL
Dell Technologies Inc.

Technology
1.48K
New
$120.96 - $141.77 $179K - $209K
1.48K $209K
ROK
Rockwell Automation, Inc

Industrials
585
New
$328.67 - $358.52 $192K - $210K
585 $204K
NSC
Norfolk Southern Corp

Industrials
682
New
$259.49 - $300.41 $177K - $205K
682 $204K
TT
Trane Technologies PLC

Industrials
485
New
$398.96 - $472.54 $193K - $229K
485 $204K
RIO
Rio Tinto PLC

Basic Materials
3.09K
New
$57.66 - $66.01 $178K - $204K
3.09K $203K
NRG
Nrg Energy, Inc.

Utilities
1.25K
New
$144.77 - $173.91 $181K - $218K
1.25K $202K
REG
Regency Centers Corp

Real Estate
2.77K
New
$68.62 - $73.81 $190K - $205K
2.77K $202K
AON
Aon PLC

Financial Services
567
New
$350.91 - $375.27 $199K - $213K
567 $202K
MAA
Mid America Apartment Communities Inc.

Real Estate
1.44K
New
$138.38 - $153.2 $199K - $220K
1.44K $200K
F
Ford Motor CO

Consumer Cyclical
14.3K
New
$10.82 - $12.09 $155K - $173K
14.3K $171K
ASX
Ase Technology Holding Co., Ltd.

Technology
10.8K
New
$9.5 - $11.71 $102K - $126K
10.8K $119K
Te Connectivity PLC
1.1K
New
N/A
1.1K $0
Anglogold Ashanti PLC
3.04K
New
N/A
3.04K $0
Activity Summary
Buys All Purchases 310 New Holdings 51 Increased Positions 259 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 0 Puts 0
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