Aprio Wealth Management, LLC has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $577 Million distributed in 290 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Dimensional with a value of $80.9M, Dimensional ETF Tr Dimensional with a value of $49.9M, Ishares Inc Msci Emerging Mkts with a value of $32.2M, Dj Brookfield Global with a value of $25.8M, and Ishares Tr Residential And Mul with a value of $22.9M.
Examining the 13F form we can see an increase of $63.2M in the current position value, from $514M to 577M.
Below you can find more details about Aprio Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$577 Million
ETFs: $463 Million
Technology: $33.2 Million
Financial Services: $19.3 Million
Consumer Cyclical: $12 Million
Healthcare: $11 Million
Consumer Defensive: $9.97 Million
Communication Services: $9.46 Million
Industrials: $6.27 Million
Other: $8.26 Million
Stock Holdings Table Market Cap. of $200 Billions or more
