Aprio Wealth Management, LLC New Holdings in Q1 2025

Aprio Wealth Management, LLC

  • $731 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
197K
New
$50.48 - $51.04 $9.94M - $10.1M
197K $9.99M
BRK-A
Berkshire Hathaway Inc

Financial Services
8
New
$663000.0 - $801950.0 $5.3M - $6.42M
8 $6.39M
ATR
Aptargroup, Inc.

Healthcare
19.5K
New
$141.7 - $159.83 $2.77M - $3.12M
19.5K $2.9M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
61.5K
New
$44.72 - $46.25 $2.75M - $2.84M
61.5K $2.83M
IGF
Ishares Global Infrastructure

ETFs
32.7K
New
$51.96 - $54.84 $1.7M - $1.79M
32.7K $1.79M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
12.9K
New
$90.0 - $96.32 $1.16M - $1.25M
12.9K $1.19M
MBB
Ishares Tr

ETFs
9.22K
New
$90.37 - $94.08 $833K - $868K
9.22K $864K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
12.9K
New
$48.06 - $53.73 $618K - $691K
12.9K $627K
TYL
Tyler Technologies Inc

Technology
1.07K
New
$553.41 - $646.74 $591K - $691K
1.07K $620K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
17.2K
New
$26.71 - $31.58 $460K - $544K
17.2K $522K
WAT
Waters Corp

Healthcare
1.13K
New
$362.16 - $417.28 $410K - $472K
1.13K $416K
MUB
Ishares National Muni Bond ETF

ETFs
3.7K
New
$104.71 - $107.69 $387K - $398K
3.7K $389K
JCI
Johnson Controls International PLC

Industrials
4.84K
New
$76.12 - $90.6 $368K - $439K
4.84K $387K
RMD
Resmed Inc

Healthcare
1.65K
New
$219.7 - $257.65 $362K - $425K
1.65K $368K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
15.9K
New
$22.25 - $23.0 $353K - $365K
15.9K $364K
SBAC
Sba Communications Corp

Real Estate
1.54K
New
$192.76 - $224.91 $297K - $346K
1.54K $338K
NVS
Novartis Ag

Healthcare
2.76K
New
$97.14 - $115.57 $268K - $319K
2.76K $307K
MDT
Medtronic PLC

Healthcare
3.3K
New
$79.84 - $94.5 $263K - $312K
3.3K $296K
STE
Steris PLC

Healthcare
1.3K
New
$202.46 - $232.74 $264K - $303K
1.3K $295K
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.19K
New
$56.12 - $68.15 $235K - $285K
4.19K $284K
ERJ
Embraer S.A.

Industrials
6.13K
New
$37.11 - $56.4 $227K - $346K
6.13K $283K
EMR
Emerson Electric CO

Industrials
2.56K
New
$108.64 - $131.17 $278K - $335K
2.56K $280K
MTD
Mettler Toledo International Inc

Healthcare
230
New
$1177.09 - $1390.0 $271K - $320K
230 $271K
ITW
Illinois Tool Works Inc

Industrials
1.09K
New
$244.9 - $274.48 $266K - $299K
1.09K $269K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.59K
New
$97.25 - $104.79 $252K - $272K
2.59K $268K
KR
Kroger CO

Consumer Defensive
3.88K
New
$58.36 - $67.72 $226K - $263K
3.88K $262K
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.84K
New
$85.29 - $92.57 $242K - $263K
2.84K $258K
ICVT
Ishares Tr Convertible Bond Et

ETFs
3.03K
New
$83.18 - $89.27 $252K - $270K
3.03K $253K
FLGV
Franklin Templeton ETF Trfrank

ETFs
12.1K
New
$19.92 - $20.57 $242K - $250K
12.1K $249K
GFI
Gold Fields LTD

Basic Materials
11.2K
New
$13.84 - $22.09 $154K - $246K
11.2K $246K
INTC
Intel Corp

Technology
10.6K
New
$19.1 - $27.39 $202K - $289K
10.6K $239K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.18K
New
$196.12 - $229.48 $231K - $270K
1.18K $238K
PTC
Ptc Inc.

Technology
1.5K
New
$153.3 - $193.48 $230K - $291K
1.5K $232K
TD
Toronto Dominion Bank

Financial Services
3.85K
New
$53.12 - $61.15 $204K - $235K
3.85K $230K
SCHW
Schwab Charles Corp

Financial Services
2.92K
New
$71.24 - $83.64 $208K - $245K
2.92K $228K
CME
Cme Group Inc.

Financial Services
862
New
$225.82 - $266.54 $195K - $230K
862 $228K
NOC
Northrop Grumman Corp

Industrials
445
New
$433.45 - $513.82 $193K - $229K
445 $227K
BK
Bank Of New York Mellon Corp

Financial Services
2.64K
New
$75.42 - $88.95 $199K - $235K
2.64K $221K
RELX
Relx PLC

Communication Services
4.39K
New
$45.34 - $51.91 $199K - $228K
4.39K $221K
EFX
Equifax Inc

Industrials
906
New
$235.63 - $278.34 $213K - $252K
906 $220K
ENB
Enbridge Inc

Energy
4.95K
New
$41.54 - $45.45 $206K - $225K
4.95K $219K
AON
Aon PLC

Financial Services
551
New
$348.44 - $409.32 $192K - $226K
551 $219K
PEG
Public Service Enterprise Group Inc

Utilities
2.65K
New
$78.2 - $90.39 $207K - $239K
2.65K $218K
PCAR
Paccar Inc

Industrials
2.24K
New
$96.91 - $112.51 $217K - $252K
2.24K $218K
BA
Boeing CO

Industrials
1.28K
New
$148.15 - $186.25 $190K - $239K
1.28K $218K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.74K
New
$106.31 - $123.73 $185K - $215K
1.74K $215K
EMB
Ishares Tr

ETFs
2.36K
New
$88.64 - $92.03 $209K - $217K
2.36K $213K
RGLD
Royal Gold Inc

Basic Materials
1.29K
New
$132.55 - $163.51 $170K - $210K
1.29K $210K
IBN
Icici Bank LTD

Financial Services
6.68K
New
$27.55 - $31.67 $184K - $211K
6.68K $210K
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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