Aprio Wealth Management, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $731 Million distributed in 374 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Dimensional with a value of $79.7M, Dimensional ETF Tr Dimensional with a value of $57.5M, Ishares Inc Msci Emerging Mkts with a value of $33.4M, Dj Brookfield Global with a value of $28.5M, and Pacer Fds Tr Us Cash Cows 100 with a value of $27.4M.
Examining the 13F form we can see an increase of $101M in the current position value, from $631M to 731M.
Below you can find more details about Aprio Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$731 Million
ETFs: $553 Million
Technology: $43.9 Million
Financial Services: $40 Million
Healthcare: $19.4 Million
Consumer Cyclical: $17.4 Million
Communication Services: $15.6 Million
Consumer Defensive: $13.9 Million
Industrials: $10.1 Million
Other: $15.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
