Aprio Wealth Management, LLC Reduced Holdings in Q2 2025

Aprio Wealth Management, LLC

  • $808 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IBB
Ishares Biotechnology ETF

ETFs
-97K
- 88.1%
$112.02 - $129.0 $10.9M - $12.5M
13.1K $1.66M
AVUV
American Centy ETF Tr Avantis

ETFs
-78.9K
- 67.01%
$75.17 - $91.21 $5.93M - $7.2M
38.9K $3.54M
TOLZ
Dj Brookfield Global

ETFs
-116K
- 21.51%
$48.57 - $54.85 $5.65M - $6.38M
424K $22.8M
REZ
Ishares Tr Residential And Mul

ETFs
-46.9K
- 15.59%
$76.14 - $86.35 $3.57M - $4.05M
254K $20.9M
VOT
Vanguard Mid Cap Growth Index

ETFs
-19.4K
- 35.72%
$216.28 - $284.39 $4.2M - $5.52M
34.9K $9.93M
BRK-A
Berkshire Hathaway Inc

Financial Services
-3
- 37.5%
$725400.0 - $809350.0 $2.18M - $2.43M
5 $3.64M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-14.9K
- 17.73%
$61.03 - $67.59 $910K - $1.01M
69.2K $4.42M
SOXX
Ishares Semiconductor ETF

ETFs
-9.73K
- 49.0%
$154.86 - $239.07 $1.51M - $2.33M
10.1K $2.42M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-23.7K
- 38.52%
$45.12 - $46.23 $1.07M - $1.09M
37.8K $1.75M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-37.2K
- 17.26%
$29.52 - $35.31 $1.1M - $1.31M
178K $6.28M
IEFA
Ishares Tr

ETFs
-16K
- 18.36%
$67.83 - $84.09 $1.09M - $1.35M
71.3K $5.95M
VALE
Vale S.A.

Basic Materials
-56.6K
- 63.96%
$8.26 - $10.1 $467K - $572K
31.9K $309K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.03K
- 66.18%
$390.26 - $489.06 $403K - $505K
528 $214K
JNJ
Johnson & Johnson

Healthcare
-2.67K
- 23.58%
$146.36 - $159.82 $391K - $427K
8.67K $1.32M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-18.3K
- 25.87%
$42.95 - $53.21 $784K - $971K
52.3K $2.78M
XOM
Exxon Mobil Corp

Energy
-3.02K
- 17.91%
$99.93 - $119.04 $302K - $359K
13.8K $1.49M
AZN
Astrazeneca PLC

Healthcare
-6.62K
- 63.29%
$64.87 - $75.0 $429K - $496K
3.84K $268K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-7.08K
- 5.52%
$51.14 - $57.0 $362K - $404K
121K $6.89M
SHEL
Shell PLC

Energy
-5.18K
- 54.28%
$59.75 - $73.05 $309K - $378K
4.36K $307K
PG
Procter & Gamble CO

Consumer Defensive
-1.67K
- 15.62%
$157.66 - $172.39 $263K - $287K
9.01K $1.43M
LLY
Eli Lilly & CO

Healthcare
-314
- 10.71%
$713.71 - $898.95 $224K - $282K
2.62K $2.04M
AVRE
American Centy ETF Tr Avantis
-9.39K
- 13.35%
$38.75 - $44.92 $364K - $422K
61K $2.69M
BMY
Bristol Myers Squibb CO

Healthcare
-4.01K
- 43.42%
$44.12 - $59.6 $177K - $239K
5.23K $241K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.28K
- 37.1%
$90.56 - $109.49 $297K - $359K
5.56K $607K
VHT
Vanguard Health Care ETF

ETFs
-672
- 9.07%
$236.71 - $261.92 $159K - $176K
6.74K $1.67M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-5.67K
- 5.64%
$50.36 - $50.68 $286K - $288K
94.9K $4.81M
ABBV
Abb Vie Inc.

Healthcare
-717
- 11.9%
$170.16 - $206.27 $122K - $148K
5.31K $985K
EQNR
Equinor Asa

Energy
-9.69K
- 46.74%
$22.04 - $28.08 $214K - $272K
11K $277K
TTE
Total Energies Se

Energy
-3.66K
- 43.05%
N/A
4.84K $332K
IVE
Ishares S&P 500 Value ETF

ETFs
-1.41K
- 27.38%
$168.34 - $195.42 $237K - $275K
3.74K $730K
CRM
Salesforce, Inc.

Technology
-964
- 22.81%
$236.26 - $291.15 $228K - $281K
3.26K $889K
WIT
Wipro LTD

Technology
-71.7K
- 86.14%
$2.7 - $3.09 $194K - $222K
11.5K $34K
TMUS
T Mobile Us, Inc.

Communication Services
-681
- 35.47%
$220.99 - $268.54 $150K - $183K
1.24K $295K
CMCSA
Comcast Corp

Communication Services
-5.45K
- 29.16%
$32.84 - $36.72 $179K - $200K
13.2K $472K
ERIC
Ericsson Lm Telephone CO

Technology
-27.4K
- 57.86%
$6.77 - $8.86 $185K - $243K
19.9K $169K
MBB
Ishares Tr

ETFs
-2.13K
- 23.06%
$91.41 - $94.22 $194K - $200K
7.1K $666K
PH
Parker Hannifin Corp

Industrials
-477
- 31.86%
$517.23 - $700.54 $247K - $334K
1.02K $712K
MCD
Mcdonalds Corp

Consumer Cyclical
-459
- 16.35%
$285.55 - $321.23 $131K - $147K
2.35K $686K
PANW
Palo Alto Networks Inc

Technology
-1.47K
- 41.01%
$152.44 - $204.64 $224K - $301K
2.11K $432K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-2.21K
- 17.07%
$81.46 - $94.63 $180K - $209K
10.7K $1.01M
HSBC
Hsbc Holdings PLC

Financial Services
-3.86K
- 18.01%
$46.68 - $61.09 $180K - $236K
17.6K $1.07M
ASML
Asml Holding Nv

Technology
-363
- 37.66%
$595.37 - $815.24 $216K - $296K
601 $481K
QCOM
Qualcomm Inc

Technology
-1.18K
- 20.91%
$124.66 - $159.48 $147K - $188K
4.46K $709K
CL
Colgate Palmolive CO

Consumer Defensive
-1.5K
- 26.0%
$87.57 - $96.0 $132K - $144K
4.28K $389K
UGP
Ultrapar Holdings Inc

Energy
-50K
- 58.57%
$2.76 - $3.28 $138K - $164K
35.4K $115K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-7.56K
- 44.91%
$19.6 - $24.44 $148K - $185K
9.27K $226K
EFG
Msci Eafe Growth ETF

ETFs
-2.26K
- 24.05%
$89.8 - $112.0 $203K - $254K
7.15K $800K
KMB
Kimberly Clark Corp

Consumer Defensive
-698
- 18.72%
$126.84 - $145.22 $88.5K - $101K
3.03K $390K
AFL
Aflac Inc

Financial Services
-1.05K
- 21.52%
$99.77 - $112.45 $105K - $118K
3.83K $403K
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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