Aprio Wealth Management, LLC New Holdings in Q3 2024

Aprio Wealth Management, LLC

  • $577 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
REZ
Ishares Tr Residential And Mul

ETFs
258K
New
$76.42 - $91.19 $19.7M - $23.5M
258K $22.9M
CGXU
Capital Group Intl Focus Equit

ETFs
298K
New
$24.27 - $27.46 $7.23M - $8.18M
298K $8.03M
SOXX
Ishares Semiconductor ETF

ETFs
15.1K
New
$199.29 - $265.49 $3.01M - $4.02M
15.1K $3.49M
IBHD
Ishares Ibonds 2024 Term High

ETFs
120K
New
$23.11 - $23.29 $2.77M - $2.8M
120K $2.8M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
43.7K
New
$43.42 - $48.95 $1.9M - $2.14M
43.7K $2.13M
STRL
Sterling Construction CO Inc

Industrials
3K
New
$102.56 - $148.9 $308K - $447K
3K $434K
USB
Us Bancorp \De\

Financial Services
6.62K
New
$39.04 - $47.23 $258K - $312K
6.62K $302K
SHV
Ishares Tr

ETFs
2.65K
New
$110.05 - $110.63 $292K - $293K
2.65K $293K
MET
Metlife Inc

Financial Services
3.53K
New
$67.96 - $82.48 $240K - $291K
3.53K $291K
GILD
Gilead Sciences, Inc.

Healthcare
3.46K
New
$66.59 - $83.99 $230K - $290K
3.46K $289K
NVS
Novartis Ag

Healthcare
2.4K
New
$106.13 - $120.89 $255K - $290K
2.4K $276K
ING
Ing Groep Nv

Financial Services
13.6K
New
$16.55 - $18.66 $226K - $255K
13.6K $247K
ADP
Automatic Data Processing Inc

Industrials
861
New
$233.44 - $279.45 $201K - $241K
861 $238K
SHOP
Shopify Inc.

Technology
2.95K
New
$52.26 - $80.75 $154K - $238K
2.95K $236K
SKM
Sk Telecom CO LTD

Communication Services
9.73K
New
$20.68 - $24.47 $201K - $238K
9.73K $231K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.97K
New
$105.53 - $118.34 $208K - $233K
1.97K $230K
SONY
Sony Group Corp

Technology
2.39K
New
$81.61 - $98.65 $195K - $235K
2.39K $230K
CB
Chubb LTD

Financial Services
797
New
$252.51 - $292.2 $201K - $233K
797 $229K
TRV
Travelers Companies, Inc.

Financial Services
974
New
$201.87 - $242.35 $197K - $236K
974 $228K
HON
Honeywell International Inc

Industrials
1.1K
New
$196.73 - $220.21 $216K - $242K
1.1K $226K
PAYX
Paychex Inc

Industrials
1.68K
New
$116.17 - $135.19 $195K - $227K
1.68K $225K
APD
Air Products & Chemicals, Inc.

Basic Materials
740
New
$247.34 - $300.11 $183K - $222K
740 $220K
WF
Woori Financial Group Inc.

Financial Services
6.1K
New
$31.41 - $37.84 $191K - $231K
6.1K $217K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.27K
New
$59.93 - $66.52 $196K - $217K
3.27K $217K
SU
Suncor Energy Inc

Energy
5.82K
New
$36.06 - $41.7 $210K - $243K
5.82K $214K
NOC
Northrop Grumman Corp

Industrials
398
New
$423.73 - $533.14 $169K - $212K
398 $210K
IMO
Imperial Oil LTD

Energy
2.96K
New
$65.73 - $77.23 $194K - $228K
2.96K $208K
IWY
Ishares Tr Russell 200 Growth

ETFs
944
New
$194.66 - $225.97 $184K - $213K
944 $207K
UBER
Uber Technologies, Inc

Technology
2.74K
New
$58.48 - $77.47 $160K - $212K
2.74K $206K
C
Citigroup Inc

Financial Services
3.28K
New
$56.11 - $67.61 $184K - $221K
3.28K $205K
PKG
Packaging Corp Of America

Consumer Cyclical
946
New
$176.32 - $215.7 $167K - $204K
946 $203K
HMY
Harmony Gold Mining CO LTD

Basic Materials
18.8K
New
$8.48 - $11.22 $160K - $211K
18.8K $191K
VIV
Telefonica Brasil S.A.

Communication Services
13K
New
$8.08 - $10.27 $105K - $134K
13K $133K
WIT
Wipro LTD

Technology
15.1K
New
$5.66 - $6.89 $85.4K - $104K
15.1K $97K
HIMX
Himax Technologies, Inc.

Technology
10.2K
New
$5.3 - $8.35 $54.1K - $85.3K
10.2K $56K
ABEV
Ambev S.A.

Consumer Defensive
19K
New
$2.04 - $2.44 $38.7K - $46.3K
19K $46K
XC
Wisdomtree Tr Emerging Mkts Ex
139K
New
N/A
139K $0
Gsk PLC
4.93K
New
N/A
4.93K $0
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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