Aprio Wealth Management, LLC New Holdings in Q2 2025

Aprio Wealth Management, LLC

  • $808 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HGER
Harbor ETF Tr All Weather Infl
311K
New
$22.13 - $25.39 $6.88M - $7.89M
311K $7.55M
COF
Capital One Financial Corp

Financial Services
3.52K
New
$150.57 - $212.76 $530K - $749K
3.52K $749K
VLO
Valero Energy Corp

Energy
3.95K
New
$104.69 - $141.77 $413K - $560K
3.95K $530K
MPC
Marathon Petroleum Corp

Energy
2.88K
New
$118.55 - $170.08 $341K - $490K
2.88K $478K
CSGP
Costar Group, Inc.

Real Estate
5.3K
New
$72.62 - $83.22 $385K - $441K
5.3K $426K
BLDR
Builders First Source, Inc.

Industrials
3.58K
New
$105.63 - $131.12 $378K - $470K
3.58K $417K
FOXA
Fox Corp

Communication Services
7.27K
New
$47.21 - $57.04 $343K - $415K
7.27K $407K
ETN
Eaton Corp PLC

Industrials
994
New
$246.52 - $356.99 $245K - $355K
994 $354K
HCA
Hca Healthcare, Inc.

Healthcare
906
New
$317.61 - $387.52 $288K - $351K
906 $347K
CBRE
Cbre Group, Inc.

Real Estate
2.46K
New
$113.94 - $140.12 $280K - $344K
2.46K $344K
ADI
Analog Devices Inc

Technology
1.43K
New
$164.6 - $238.02 $235K - $340K
1.43K $340K
SHW
Sherwin Williams CO

Basic Materials
992
New
$313.51 - $363.51 $311K - $361K
992 $340K
ISRG
Intuitive Surgical Inc

Healthcare
624
New
$451.58 - $565.94 $282K - $353K
624 $339K
ZTS
Zoetis Inc.

Healthcare
2.17K
New
$144.41 - $170.3 $313K - $370K
2.17K $338K
XEL
Xcel Energy Inc

Utilities
4.75K
New
$65.65 - $72.39 $312K - $343K
4.75K $323K
OXY
Occidental Petroleum Corp

Energy
7.7K
New
$36.11 - $49.33 $278K - $380K
7.7K $323K
KKR
Kkr & Co. Inc.

Financial Services
2.4K
New
$92.79 - $134.29 $223K - $322K
2.4K $319K
EQIX
Equinix Inc

Real Estate
401
New
$740.07 - $914.43 $297K - $367K
401 $318K
NET
Cloudflare, Inc.

Technology
1.62K
New
$97.08 - $195.83 $157K - $317K
1.62K $317K
GS
Goldman Sachs Group Inc

Financial Services
438
New
$462.22 - $707.75 $202K - $310K
438 $309K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
6.7K
New
$43.63 - $45.4 $292K - $304K
6.7K $299K
CVS
Cvs Health Corp

Healthcare
4.32K
New
$60.04 - $70.18 $259K - $303K
4.32K $297K
MU
Micron Technology Inc

Technology
2.41K
New
$64.72 - $127.91 $156K - $309K
2.41K $297K
FTNT
Fortinet, Inc.

Technology
2.7K
New
$84.71 - $108.69 $228K - $293K
2.7K $285K
SYF
Synchrony Financial

Financial Services
4.22K
New
$43.81 - $66.74 $185K - $282K
4.22K $281K
EOG
Eog Resources Inc

Energy
2.3K
New
$104.61 - $129.97 $241K - $299K
2.3K $275K
CHTR
Charter Communications, Inc.

Communication Services
667
New
$321.68 - $427.25 $215K - $285K
667 $272K
PLD
Prologis, Inc.

Real Estate
2.52K
New
$89.76 - $112.34 $226K - $283K
2.52K $264K
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.42K
New
$57.41 - $74.81 $196K - $256K
3.42K $254K
ETR
Entergy Corp

Utilities
3.02K
New
$79.01 - $86.61 $239K - $262K
3.02K $251K
NYT
New York Times CO

Communication Services
4.45K
New
$45.37 - $57.12 $202K - $254K
4.45K $249K
LDOS
Leidos Holdings, Inc.

Technology
1.58K
New
$132.9 - $160.3 $210K - $253K
1.58K $249K
SLB
Schlumberger Limited

Energy
7.27K
New
$31.95 - $42.2 $232K - $307K
7.27K $245K
ROP
Roper Technologies Inc

Industrials
432
New
$519.19 - $590.78 $224K - $255K
432 $244K
PWR
Quanta Services, Inc.

Industrials
645
New
$239.47 - $381.26 $154K - $246K
645 $243K
CDNS
Cadence Design Systems Inc

Technology
771
New
$231.64 - $323.08 $179K - $249K
771 $237K
PSA
Public Storage

Real Estate
804
New
$266.31 - $309.77 $214K - $249K
804 $235K
CI
Cigna Corp

Healthcare
708
New
$301.89 - $340.04 $214K - $241K
708 $234K
IWY
Ishares Tr Russell 200 Growth

ETFs
947
New
$187.5 - $246.51 $178K - $233K
947 $233K
CTVA
Corteva, Inc.

Basic Materials
3.12K
New
$55.52 - $74.53 $173K - $233K
3.12K $232K
DVN
Devon Energy Corp

Energy
7.22K
New
$26.8 - $37.92 $194K - $274K
7.22K $229K
XYL
Xylem Inc.

Industrials
1.77K
New
$102.86 - $129.5 $182K - $229K
1.77K $228K
FDS
Factset Research Systems Inc

Financial Services
504
New
$398.85 - $473.32 $201K - $239K
504 $225K
JBL
Jabil Inc

Technology
992
New
$116.88 - $218.1 $116K - $216K
992 $216K
SE
Sea LTD

Consumer Cyclical
1.34K
New
$105.57 - $170.4 $142K - $229K
1.34K $214K
LDEM
Ishares Tr Esg Msci Em Leaders

ETFs
3.92K
New
$43.17 - $53.94 $169K - $211K
3.92K $211K
UBER
Uber Technologies, Inc

Technology
2.21K
New
$64.62 - $93.3 $143K - $206K
2.21K $206K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
463
New
$421.16 - $509.5 $195K - $236K
463 $206K
HON
Honeywell International Inc

Industrials
887
New
$182.86 - $232.88 $162K - $207K
887 $206K
Activity Summary
Buys All Purchases 237 New Holdings 64 Increased Positions 173 Sells All Sells 162 Reductions 162 Sold out 0 Options Calls 0 Puts 0
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