Aprio Wealth Management, LLC Q2 2023 Filing
Filed July 13, 2023
Portfolio Value
$364.5M
Holdings
152
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (152 positions)
| Stock | Value |
|---|---|
TIPISHARES TR | $987K |
DEMWISDOMTREE TR | $982K |
FPFFIRST TR EXCH TRD ALPHDX FD | $903K |
AQLTISHARES TR | $829K |
MAMASTERCARD INCORPORATED | $814K |
TLTISHARES TR | $787K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $782K |
ESGDISHARES TR | $773K |
SUSCISHARES TR | $755K |
RSPINVESCO EXCHANGE TRADED FD T | $742K |
EAGGISHARES TR | $728K |
LDEMISHARES TR | $723K |
IVWISHARES TR | $705K |
AMZNAMAZON COM INC | $704K |
SCHGSCHWAB STRATEGIC TR | $696K |
IWVISHARES TR | $694K |
AVUSAMERICAN CENTY ETF TR | $676K |
GOOGLALPHABET INC | $667K |
VOOVANGUARD INDEX FDS | $651K |
VEAVANGUARD TAX-MANAGED FDS | $616K |
BACBANK AMERICA CORP | $609K |
JPMJPMORGAN CHASE & CO | $608K |
PFFISHARES TR | $600K |
XOMEXXON MOBIL CORP | $591K |
SCHDSCHWAB STRATEGIC TR | $587K |
SCHPSCHWAB STRATEGIC TR | $577K |
IEFISHARES TR | $575K |
VVISA INC | $571K |
HIGHARTFORD FINL SVCS GROUP INC | $552K |
IWNISHARES TR | $526K |
IJHISHARES TR | $515K |
AVGOBROADCOM INC | $513K |
USIGISHARES TR | $504K |
BGRNISHARES TR | $500K |
UCBUNITED CMNTY BKS BLAIRSVLE G | $498K |
SUSBISHARES TR | $472K |
PGPROCTER AND GAMBLE CO | $470K |
LLYLILLY ELI & CO | $459K |
TSLATESLA INC | $454K |
XSOEWISDOMTREE TR | $442K |
PEPPEPSICO INC | $435K |
VTIVANGUARD INDEX FDS | $428K |
JNJJOHNSON & JOHNSON | $409K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $408K |
IAU*ISHARES GOLD TR | $406K |
MINTPIMCO ETF TR | $392K |
TLHISHARES TR | $379K |
DONSPDR DOW JONES INDL AVERAGE | $372K |
DISDISNEY WALT CO | $370K |
GOOGALPHABET INC | $364K |
HYZDWISDOMTREE TR | $364K |
METAMETA PLATFORMS INC | $353K |
SYKSTRYKER CORPORATION | $341K |
BSVVANGUARD BD INDEX FDS | $339K |
FBNDFIDELITY MERRIMACK STR TR | $333K |
NULGNUSHARES ETF TR | $333K |
NVDANVIDIA CORPORATION | $331K |
AVDEAMERICAN CENTY ETF TR | $330K |
MCDMCDONALDS CORP | $328K |
TFCTRUIST FINL CORP | $310K |
CSCOCISCO SYS INC | $308K |
ASMLASML HOLDING N V | $304K |
EFGISHARES TR | $303K |
FIWFIRST TR EXCHANGE TRADED FD | $298K |
CMCSACOMCAST CORP NEW | $293K |
OEFISHARES TR | $293K |
SHESPDR SER TR | $289K |
IQVIQVIA HLDGS INC | $284K |
IJKISHARES TR | $281K |
JAAAJANUS DETROIT STR TR | $275K |
DWDMORGAN STANLEY | $275K |
MRKMERCK & CO INC | $272K |
DEDEERE & CO | $271K |
WFCWELLS FARGO CO NEW | $270K |
LOWLOWES COS INC | $269K |
ACNACCENTURE PLC IRELAND | $267K |
EFVISHARES TR | $265K |
UNHUNITEDHEALTH GROUP INC | $262K |
PRFINVESCO EXCHANGE TRADED FD T | $259K |
EFAISHARES TR | $258K |
IWOISHARES TR | $257K |
WMTWALMART INC | $254K |
AQLTISHARES TR | $254K |
DGSWISDOMTREE TR | $253K |
NFLXNETFLIX INC | $251K |
SRLNSSGA ACTIVE ETF TR | $250K |
MDYSPDR S&P MIDCAP 400 ETF TR | $250K |
ICLNISHARES TR | $249K |
MOALTRIA GROUP INC | $246K |
DHID R HORTON INC | $243K |
VNQVANGUARD INDEX FDS | $235K |
CVXCHEVRON CORP NEW | $220K |
HDVISHARES TR | $218K |
GDGENERAL DYNAMICS CORP | $217K |
PHMPULTE GROUP INC | $217K |
XLESELECT SECTOR SPDR TR | $216K |
VBVANGUARD INDEX FDS | $214K |
IJJISHARES TR | $213K |
APDAIR PRODS & CHEMS INC | $212K |
ESGUISHARES TR | $210K |
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