Aprio Wealth Management, LLC Reduced Holdings in Q1 2025

Aprio Wealth Management, LLC

  • $731 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DUHP
Dimensional ETF Tr Dimensional

ETFs
-164K
- 6.39%
$32.57 - $35.82 $5.35M - $5.89M
2.41M $79.7M
IBB
Ishares Biotechnology ETF

ETFs
-29.7K
- 21.22%
$127.9 - $140.56 $3.79M - $4.17M
110K $14.1M
AVUV
American Centy ETF Tr Avantis

ETFs
-30.4K
- 20.51%
$84.95 - $100.62 $2.58M - $3.06M
118K $10.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
-626
- 1.89%
$551.42 - $612.93 $345K - $384K
32.5K $18.2M
SOXX
Ishares Semiconductor ETF

ETFs
-1.04K
- 4.95%
$188.17 - $235.81 $195K - $244K
19.9K $3.74M
AVGO
Broadcom Inc.

Technology
-56
- 0.62%
$167.43 - $244.7 $9.38K - $13.7K
8.97K $1.5M
TOLZ
Dj Brookfield Global

ETFs
-50.7K
- 8.57%
$48.2 - $52.75 $2.44M - $2.67M
540K $28.5M
VOX
Vanguard Communication Service

ETFs
-2.74K
- 17.86%
$147.73 - $169.24 $405K - $464K
12.6K $1.87M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.41K
- 1.95%
$57.21 - $65.8 $80.7K - $92.8K
70.9K $4.14M
HD
Home Depot, Inc.

Consumer Cyclical
-208
- 1.93%
$347.25 - $424.87 $72.2K - $88.4K
10.6K $3.87M
AVRE
American Centy ETF Tr Avantis
-6.41K
- 8.35%
$40.62 - $44.31 $260K - $284K
70.3K $3.03M
VNQ
Vanguard Specialized Funds Van

ETFs
-2.15K
- 34.8%
$85.55 - $94.34 $184K - $202K
4.02K $363K
VUG
Vanguard Growth ETF

ETFs
-179
- 5.98%
$369.1 - $427.61 $66.1K - $76.5K
2.82K $1.04M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-637
- 0.89%
$46.77 - $52.97 $29.8K - $33.7K
70.6K $3.32M
RDY
Dr Reddys Laboratories LTD

Healthcare
-8.33K
- 44.29%
$12.53 - $15.81 $104K - $132K
10.5K $138K
NOW
Service Now, Inc.

Technology
-41
- 9.05%
$783.83 - $1170.39 $32.1K - $48K
412 $328K
PHM
Pultegroup Inc

Consumer Cyclical
-1.09K
- 17.43%
$101.09 - $118.51 $110K - $129K
5.14K $528K
BAC
Bank Of America Corp

Financial Services
-1.13K
- 3.71%
$39.61 - $47.74 $44.9K - $54.1K
29.4K $1.23M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-1.59K
- 10.15%
$50.44 - $50.7 $80K - $80.5K
14K $712K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.71K
- 5.32%
$27.01 - $28.54 $127K - $134K
83.7K $2.34M
MRK
Merck & Co., Inc.

Healthcare
-77
- 1.13%
$83.01 - $101.02 $6.39K - $7.78K
6.74K $604K
IWN
Ishares Russell2000 Val ETF

ETFs
-71
- 1.51%
$149.27 - $169.4 $10.6K - $12K
4.64K $700K
SKM
Sk Telecom CO LTD

Communication Services
-3.29K
- 23.74%
$20.91 - $23.05 $68.8K - $75.8K
10.6K $224K
TGT
Target Corp

Consumer Defensive
-60
- 3.03%
$103.65 - $142.5 $6.22K - $8.55K
1.92K $200K
USB
Us Bancorp \De\

Financial Services
-725
- 11.39%
$40.92 - $50.9 $29.7K - $36.9K
5.64K $238K
IBHE
Ishares Ibonds 2025 Term High

ETFs
-2.87K
- 22.63%
$23.16 - $23.32 $66.5K - $67K
9.82K $228K
MS
Morgan Stanley

Financial Services
-250
- 6.26%
$111.68 - $141.08 $27.9K - $35.3K
3.74K $436K
VB
Vanguard Small Cap ETF

ETFs
-101
- 5.6%
$217.89 - $252.64 $22K - $25.5K
1.7K $377K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-5.57K
- 25.35%
$12.61 - $14.92 $70.2K - $83.1K
16.4K $235K
ASX
Ase Technology Holding Co., Ltd.

Technology
-801
- 2.68%
$8.76 - $11.36 $7.02K - $9.1K
29.1K $254K
VEA
Vanguard Ftse Developed Market

ETFs
-1.66K
- 11.45%
$47.4 - $52.99 $78.6K - $87.9K
12.8K $652K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
-290
- 8.9%
$111.29 - $123.42 $32.3K - $35.8K
2.97K $338K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.24K
- 1.21%
$50.39 - $50.66 $62.2K - $62.6K
101K $5.09M
NEE
Nextera Energy Inc

Utilities
-412
- 9.8%
$66.96 - $76.16 $27.6K - $31.4K
3.79K $268K
FIW
First Trust Water ETF

ETFs
-274
- 7.68%
$99.48 - $106.74 $27.3K - $29.2K
3.29K $331K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-839
- 15.23%
$42.5 - $46.71 $35.7K - $39.2K
4.67K $211K
FITB
Fifth Third Bancorp

Financial Services
-55
- 0.62%
$37.48 - $44.96 $2.06K - $2.47K
8.89K $348K
TFC
Truist Financial Corp

Financial Services
-47
- 0.66%
$39.48 - $48.15 $1.86K - $2.26K
7.04K $289K
MET
Metlife Inc

Financial Services
-94
- 2.23%
$77.7 - $87.0 $7.3K - $8.18K
4.13K $331K
TXN
Texas Instruments Inc

Technology
-61
- 3.18%
N/A
1.86K $361K
CTAS
Cintas Corp

Industrials
-219
- 13.15%
$182.09 - $208.14 $39.9K - $45.6K
1.45K $297K
AMT
American Tower Corp

Real Estate
-309
- 16.35%
$173.46 - $217.6 $53.6K - $67.2K
1.58K $344K
ADSK
Autodesk, Inc.

Technology
-1
- 0.1%
N/A
1.02K $250K
TUA
Simpl Exch Traded Fds Sht Term
-304K
- 25.23%
N/A
902K $0
AVEM
American Centy ETF Tr Avantis

ETFs
-41
- 0.77%
$57.11 - $62.4 $2.34K - $2.56K
5.28K $317K
FAST
Fastenal CO

Industrials
-80
- 2.65%
$71.11 - $79.98 $5.69K - $6.4K
2.94K $228K
BR
Broadridge Financial Solutions, Inc.

Technology
-12
- 1.15%
$221.46 - $244.83 $2.66K - $2.94K
1.03K $250K
SPOT
Spotify Technology S.A.

Communication Services
-98
- 12.98%
$457.79 - $648.32 $44.9K - $63.5K
657 $361K
IWD
Ishares Russell 1000 Val ETF

ETFs
-81
- 0.48%
$182.82 - $196.21 $14.8K - $15.9K
16.9K $3.18M
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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