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
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-556
- 1.42%
$51.68 - $52.76 $28.7K - $29.3K
38.5K $2.03M
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
-605
- 2.06%
N/A
28.7K $559K
SO
Southern CO

Utilities
-58
- 0.41%
$84.91 - $92.56 $4.92K - $5.37K
13.9K $1.28M
MMM
3 M CO

Industrials
-173
- 4.55%
$126.09 - $154.15 $21.8K - $26.7K
3.63K $552K
ENB
Enbridge Inc

Energy
-194
- 3.92%
$41.09 - $47.16 $7.97K - $9.15K
4.76K $215K
LYG
Lloyds Banking Group PLC

Financial Services
-12.1K
- 11.05%
$3.32 - $4.29 $40.2K - $52K
97.5K $414K
OEF
Ishares S&P 100 ETF

ETFs
-7
- 0.48%
N/A
1.45K $385K
ERJ
Embraer S.A.

Industrials
-1.16K
- 18.98%
$40.42 - $56.91 $47K - $66.2K
4.97K $282K
BK
Bank Of New York Mellon Corp

Financial Services
-221
- 8.38%
$73.31 - $91.62 $16.2K - $20.2K
2.42K $220K
Blackrock ETF Trust Ii
-4.78K
- 53.14%
N/A
4.22K $0
CSL
Carlisle Companies Inc

Industrials
-54
- 9.11%
$317.1 - $408.5 $17.1K - $22.1K
539 $201K
IGN
Ishares Tr North Amern Tech Mu

ETFs
-225
- 0.14%
N/A
157K $0
TUA
Simpl Exch Traded Fds Sht Term
-588K
- 65.16%
N/A
314K $0
Arista Networks Inc
-101
- 3.76%
N/A
2.59K $0
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-103
- 9.7%
$224.16 - $285.86 $23.1K - $29.4K
959 $274K
FIW
First Trust Water ETF

ETFs
-184
- 5.59%
$90.26 - $108.05 $16.6K - $19.9K
3.11K $335K
CBOE
Cboe Global Markets, Inc.

Financial Services
-14
- 1.0%
$205.81 - $234.23 $2.88K - $3.28K
1.39K $323K
UMC
United Microelectronics Corp

Technology
-612
- 2.64%
$6.12 - $8.32 $3.75K - $5.09K
22.6K $172K
KT
Kt Corp

Communication Services
-2.03K
- 12.08%
$16.71 - $20.78 $34K - $42.2K
14.8K $307K
BBDO
Banco Bradesco S.A.

Financial Services
-1.57K
- 7.6%
$1.86 - $2.73 $2.92K - $4.29K
19.1K $52K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
-176
- 5.93%
$102.11 - $124.82 $18K - $22K
2.79K $348K
SAP
Sap Se

Technology
-183
- 9.8%
$237.53 - $309.8 $43.5K - $56.7K
1.69K $512K
KR
Kroger CO

Consumer Defensive
-45
- 1.16%
$64.62 - $74.0 $2.91K - $3.33K
3.84K $275K
EFV
Msci Eafe Value ETF

ETFs
-1.52K
- 5.88%
$52.4 - $64.65 $79.9K - $98.5K
24.4K $1.55M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-173
- 2.19%
$152.93 - $181.74 $26.5K - $31.4K
7.72K $1.4M
GLD
Spdr Gold Trust

ETFs
-216
- 3.53%
$273.71 - $316.29 $59.1K - $68.3K
5.91K $1.8M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-179
- 1.04%
$26.69 - $33.44 $4.78K - $5.99K
17K $560K
KLAC
Kla Corp

Technology
-91
- 15.83%
$576.53 - $902.94 $52.5K - $82.2K
484 $433K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-14
- 1.52%
$273.67 - $366.17 $3.83K - $5.13K
910 $333K
VOX
Vanguard Communication Service

ETFs
-1.37K
- 10.87%
$133.12 - $171.03 $183K - $234K
11.2K $1.92M
KGC
Kinross Gold Corp

Basic Materials
-502
- 2.57%
$11.79 - $15.85 $5.92K - $7.96K
19.1K $298K
CAT
Caterpillar Inc

Industrials
-158
- 8.07%
$273.94 - $388.21 $43.3K - $61.3K
1.8K $698K
EMR
Emerson Electric CO

Industrials
-41
- 1.6%
$94.15 - $133.33 $3.86K - $5.47K
2.52K $335K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-470
- 3.53%
$73.02 - $90.22 $34.3K - $42.4K
12.8K $1.15M
SHOP
Shopify Inc.

Technology
-189
- 4.15%
$76.89 - $115.35 $14.5K - $21.8K
4.36K $503K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-70
- 0.6%
$73.7 - $90.98 $5.16K - $6.37K
11.6K $1.06M
TIMB
Tim S.A.

Communication Services
-2.47K
- 8.06%
$14.45 - $20.11 $35.7K - $49.7K
28.2K $566K
ATR
Aptargroup, Inc.

Healthcare
-426
- 2.18%
$133.66 - $158.53 $56.9K - $67.5K
19.1K $2.99M
VEEV
Veeva Systems Inc

Healthcare
-9
- 0.54%
$209.39 - $289.94 $1.88K - $2.61K
1.65K $475K
C
Citigroup Inc

Financial Services
-77
- 1.04%
$58.13 - $85.12 $4.48K - $6.55K
7.33K $624K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
-1.25K
- 4.99%
$19.5 - $30.4 $24.3K - $37.9K
23.8K $695K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-25
- 0.31%
$108.06 - $135.3 $2.7K - $3.38K
8.12K $1.1M
SPOT
Spotify Technology S.A.

Communication Services
-43
- 6.54%
$503.3 - $775.9 $21.6K - $33.4K
614 $471K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-37
- 0.19%
$39.43 - $49.34 $1.46K - $1.83K
19.3K $911K
IAI
Ishares Tr Us Broker Dealers &

ETFs
-287
- 4.98%
$122.04 - $169.14 $35K - $48.5K
5.48K $927K
PM
Philip Morris International Inc.

Consumer Defensive
-98
- 1.4%
$149.23 - $184.95 $14.6K - $18.1K
6.92K $1.26M
BAC
Bank Of America Corp

Financial Services
-37
- 0.13%
$34.39 - $47.46 $1.27K - $1.76K
29.4K $1.39M
IYW
Ishares Dj Us Tech ETF

ETFs
-411
- 5.39%
$122.57 - $173.27 $50.4K - $71.2K
7.21K $1.25M
WF
Woori Financial Group Inc.

Financial Services
-182
- 1.57%
$30.46 - $49.73 $5.54K - $9.05K
11.4K $567K
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
Track This Portfolio

Track Aprio Wealth Management, LLC Portfolio

Follow Aprio Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aprio Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aprio Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email