Aprio Wealth Management, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$798.2B
Holdings
374
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (374 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ESGDISHARES TR | 13,319 | $1.1B | 0.14% | |
| 102 | RYROYAL BK CDA | 9,645 | $1.1B | 0.14% | |
| 103 | IYWISHARES TR | 7,623 | $1.1B | 0.13% | |
| 104 | VUGVANGUARD INDEX FDS | 2,816 | $1.0B | 0.13% | |
| 105 | QUALISHARES TR | 5,917 | $1.0B | 0.13% | |
| 106 | ESGUISHARES TR | 8,146 | $993.1M | 0.12% | |
| 107 | IVEISHARES TR | 5,147 | $980.9M | 0.12% | |
| 108 | IJKISHARES TR | 11,707 | $974.9M | 0.12% | |
| 109 | AQLTISHARES TR | 7,234 | $971.5M | 0.12% | |
| 110 | EMLPFIRST TR EXCHANGE-TRADED FD | 25,199 | $944.7M | 0.12% | |
| 111 | SCHGSCHWAB STRATEGIC TR | 37,710 | $944.3M | 0.12% | |
| 112 | EFGISHARES TR | 9,412 | $941.2M | 0.12% | |
| 113 | ABTABBOTT LABS | 7,011 | $929.9M | 0.12% | |
| 114 | IJRISHARES TR | 8,844 | $924.8M | 0.12% | |
| 115 | PHPARKER-HANNIFIN CORP | 1,497 | $910.1M | 0.11% | |
| 116 | IAU*ISHARES GOLD TR | 15,037 | $886.6M | 0.11% | |
| 117 | VALEVALE S A | 88,485 | $883.1M | 0.11% | |
| 118 | MCDMCDONALDS CORP | 2,808 | $877.2M | 0.11% | |
| 119 | IWVISHARES TR | 2,729 | $866.8M | 0.11% | |
| 120 | QCOMQUALCOMM INC | 5,634 | $865.5M | 0.11% | |
| 121 | MBBISHARES TR | 9,223 | $864.9M | 0.11% | |
| 122 | SPGIS&P GLOBAL INC | 1,674 | $850.7M | 0.11% | |
| 123 | PPAINVESCO EXCHANGE TRADED FD T | 7,228 | $842.4M | 0.11% | |
| 124 | TAT&T INC | 28,856 | $816.0M | 0.10% | |
| 125 | IAIISHARES TR | 5,768 | $808.1M | 0.10% | |
| 126 | BMTABRITISH AMERN TOB PLC | 19,296 | $798.3M | 0.10% | |
| 127 | AVUSAMERICAN CENTY ETF TR | 8,591 | $793.7M | 0.10% | |
| 128 | ECLECOLAB INC | 3,098 | $785.3M | 0.10% | |
| 129 | SUSBISHARES TR | 31,420 | $785.2M | 0.10% | |
| 130 | TMOTHERMO FISHER SCIENTIFIC INC | 1,561 | $777.0M | 0.10% | |
| 131 | LOWLOWES COS INC | 3,305 | $770.8M | 0.10% | |
| 132 | UNHUNITEDHEALTH GROUP INC | 1,471 | $770.3M | 0.10% | |
| 133 | AZNASTRAZENECA PLC | 10,452 | $768.2M | 0.10% | |
| 134 | VTIVANGUARD INDEX FDS | 2,673 | $734.6M | 0.09% | |
| 135 | ADPAUTOMATIC DATA PROCESSING IN | 2,365 | $722.6M | 0.09% | |
| 136 | MRSHMARSH & MCLENNAN COS INC | 2,948 | $719.3M | 0.09% | |
| 137 | PDXPIMCO DYNAMIC INCOME STRATEG | 29,305 | $719.2M | 0.09% | |
| 138 | ICSHISHARES TR | 14,045 | $712.1M | 0.09% | |
| 139 | FPFFIRST TR EXCH TRD ALPHDX FD | 31,100 | $710.9M | 0.09% | |
| 140 | SONYSONY GROUP CORP | 27,628 | $701.5M | 0.09% | |
| 141 | IWNISHARES TR | 4,641 | $700.7M | 0.09% | |
| 142 | SHELSHELL PLC | 9,542 | $699.3M | 0.09% | |
| 143 | CMCSACOMCAST CORP NEW | 18,686 | $689.5M | 0.09% | |
| 144 | PEPPEPSICO INC | 4,568 | $684.9M | 0.09% | |
| 145 | VEAVANGUARD TAX-MANAGED FDS | 12,828 | $652.1M | 0.08% | |
| 146 | CATCATERPILLAR INC | 1,958 | $645.9M | 0.08% | |
| 147 | BACVERIZON COMMUNICATIONS INC | 14,206 | $644.4M | 0.08% | |
| 148 | ULUNILEVER PLC | 10,820 | $644.3M | 0.08% | |
| 149 | BGRNISHARES TR | 13,518 | $640.2M | 0.08% | |
| 150 | ASMLASML HOLDING N V | 964 | $638.8M | 0.08% | |
| 151 | DYNFBLACKROCK ETF TRUST | 12,869 | $627.5M | 0.08% | |
| 152 | TYLTYLER TECHNOLOGIES INC | 1,068 | $620.9M | 0.08% | |
| 153 | PANWPALO ALTO NETWORKS INC | 3,582 | $611.2M | 0.08% | |
| 154 | MRKMERCK & CO INC | 6,740 | $605.0M | 0.08% | |
| 155 | SPYGSPDR SER TR | 7,501 | $602.9M | 0.08% | |
| 156 | EFAISHARES TR | 7,308 | $597.3M | 0.07% | |
| 157 | DBDEUTSCHE BANK A G | 25,008 | $595.9M | 0.07% | |
| 158 | SHGSHINHAN FINANCIAL GROUP CO L | 18,494 | $593.3M | 0.07% | |
| 159 | SUSCISHARES TR | 25,238 | $582.0M | 0.07% | |
| 160 | HAMHARMONY GOLD MINING CO LTD | 38,873 | $574.2M | 0.07% | |
| 161 | PGRPROGRESSIVE CORP | 2,009 | $568.5M | 0.07% | |
| 162 | BMYBRISTOL-MYERS SQUIBB CO | 9,239 | $563.5M | 0.07% | |
| 163 | MMM3M CO | 3,803 | $558.6M | 0.07% | |
| 164 | TTENTOTALENERGIES SE | 8,498 | $549.7M | 0.07% | |
| 165 | EQNREQUINOR ASA | 20,740 | $548.6M | 0.07% | |
| 166 | IBMINTERNATIONAL BUSINESS MACHS | 2,203 | $547.8M | 0.07% | |
| 167 | DUKDUKE ENERGY CORP NEW | 4,468 | $545.0M | 0.07% | |
| 168 | FBNDFIDELITY MERRIMACK STR TR | 11,897 | $543.1M | 0.07% | |
| 169 | AFLAFLAC INC | 4,875 | $542.1M | 0.07% | |
| 170 | CLCOLGATE PALMOLIVE CO | 5,784 | $542.0M | 0.07% | |
| 171 | KMBKIMBERLY-CLARK CORP | 3,728 | $530.2M | 0.07% | |
| 172 | PHMPULTE GROUP INC | 5,139 | $528.3M | 0.07% | |
| 173 | TRVCCITIGROUP INC | 7,411 | $526.1M | 0.07% | |
| 174 | PFEPFIZER INC | 20,693 | $524.4M | 0.07% | |
| 175 | IVLUISHARES TR | 17,225 | $522.1M | 0.07% | |
| 176 | KBIAKB FINL GROUP INC | 9,617 | $520.4M | 0.07% | |
| 177 | VODVODAFONE GROUP PLC NEW | 55,116 | $516.4M | 0.06% | |
| 178 | TMUST-MOBILE US INC | 1,920 | $512.0M | 0.06% | |
| 179 | ACNACCENTURE PLC IRELAND | 1,640 | $511.7M | 0.06% | |
| 180 | BPBP PLC | 14,937 | $504.7M | 0.06% | |
| 181 | VTVVANGUARD INDEX FDS | 2,914 | $503.4M | 0.06% | |
| 182 | SAPSAP SE | 1,868 | $501.4M | 0.06% | |
| 183 | MUFGMITSUBISHI UFJ FINL GROUP IN | 36,472 | $497.1M | 0.06% | |
| 184 | PAYXPAYCHEX INC | 3,176 | $490.0M | 0.06% | |
| 185 | TIMBTIM S A | 30,658 | $479.8M | 0.06% | |
| 186 | IMOIMPERIAL OIL LTD | 6,582 | $476.0M | 0.06% | |
| 187 | BINCBLACKROCK ETF TRUST II | 9,001 | $471.5M | 0.06% | |
| 188 | ARGTGLOBAL X FDS | 5,825 | $470.5M | 0.06% | |
| 189 | SLVISHARES SILVER TR | 14,947 | $463.2M | 0.06% | |
| 190 | NULGNUSHARES ETF TR | 5,811 | $454.9M | 0.06% | |
| 191 | ESGVVANGUARD WORLD FD | 4,617 | $452.3M | 0.06% | |
| 192 | TMTOYOTA MOTOR CORP | 2,543 | $448.9M | 0.06% | |
| 193 | MCOMOODYS CORP | 964 | $448.7M | 0.06% | |
| 194 | ALSALLSTATE CORP | 2,166 | $448.5M | 0.06% | |
| 195 | DWDMORGAN STANLEY | 3,743 | $436.7M | 0.05% | |
| 196 | SHOPSHOPIFY INC | 4,553 | $434.7M | 0.05% | |
| 197 | ADBEADOBE INC | 1,132 | $434.2M | 0.05% | |
| 198 | AMGNAMGEN INC | 1,383 | $430.9M | 0.05% | |
| 199 | LYGLLOYDS BANKING GROUP PLC | 109,587 | $418.6M | 0.05% | |
| 200 | MFCMANULIFE FINL CORP | 13,394 | $417.2M | 0.05% |