Aprio Wealth Management, LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$1.0T
Holdings
437
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (437 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ABBVABBVIE INC | 5,962 | $1.4B | 0.14% | |
| 102 | CVXCHEVRON CORP NEW | 8,886 | $1.4B | 0.14% | |
| 103 | VUGVANGUARD INDEX FDS | 2,818 | $1.4B | 0.13% | |
| 104 | GILDGILEAD SCIENCES INC | 12,074 | $1.3B | 0.13% | |
| 105 | HBC2HSBC HLDGS PLC | 18,596 | $1.3B | 0.13% | |
| 106 | BACVERIZON COMMUNICATIONS INC | 30,031 | $1.3B | 0.13% | |
| 107 | SCHGSCHWAB STRATEGIC TR | 41,246 | $1.3B | 0.13% | |
| 108 | TAT&T INC | 46,310 | $1.3B | 0.13% | |
| 109 | ORCLORACLE CORP | 4,630 | $1.3B | 0.13% | |
| 110 | PEPPEPSICO INC | 9,270 | $1.3B | 0.13% | |
| 111 | IWMISHARES TR | 5,085 | $1.2B | 0.12% | |
| 112 | ESGDISHARES TR | 12,956 | $1.2B | 0.12% | |
| 113 | ESGUISHARES TR | 8,134 | $1.2B | 0.12% | |
| 114 | PHMPULTE GROUP INC | 8,792 | $1.2B | 0.12% | |
| 115 | LOWLOWES COS INC | 4,528 | $1.1B | 0.11% | |
| 116 | BMTABRITISH AMERN TOB PLC | 21,132 | $1.1B | 0.11% | |
| 117 | IJKISHARES TR | 11,640 | $1.1B | 0.11% | |
| 118 | AGGISHARES TR | 10,975 | $1.1B | 0.11% | |
| 119 | 4I1PHILIP MORRIS INTL INC | 6,733 | $1.1B | 0.11% | |
| 120 | STRLSTERLING INFRASTRUCTURE INC | 3,161 | $1.1B | 0.11% | |
| 121 | EAGGISHARES TR | 22,211 | $1.1B | 0.11% | |
| 122 | TRVCCITIGROUP INC | 10,465 | $1.1B | 0.11% | |
| 123 | IWVISHARES TR | 2,729 | $1.0B | 0.10% | |
| 124 | AQLTISHARES TR | 7,175 | $1.0B | 0.10% | |
| 125 | QUALISHARES TR | 5,166 | $1.0B | 0.10% | |
| 126 | IUSVISHARES TR | 9,970 | $996.5M | 0.10% | |
| 127 | CATCATERPILLAR INC | 2,040 | $973.3M | 0.10% | |
| 128 | EMLPFIRST TR EXCHANGE-TRADED FD | 25,306 | $969.0M | 0.10% | |
| 129 | IAIISHARES TR | 5,462 | $966.2M | 0.10% | |
| 130 | AVUSAMERICAN CENTY ETF TR | 8,633 | $938.4M | 0.09% | |
| 131 | QCOMQUALCOMM INC | 5,632 | $936.9M | 0.09% | |
| 132 | IBMINTERNATIONAL BUSINESS MACHS | 3,251 | $917.4M | 0.09% | |
| 133 | ABTABBOTT LABS | 6,839 | $916.0M | 0.09% | |
| 134 | SHGSHINHAN FINANCIAL GROUP CO L | 17,663 | $889.7M | 0.09% | |
| 135 | BXBLACKSTONE INC | 5,154 | $880.5M | 0.09% | |
| 136 | IBBISHARES TR | 5,986 | $864.3M | 0.09% | |
| 137 | DBDEUTSCHE BANK A G | 24,114 | $853.9M | 0.08% | |
| 138 | PANWPALO ALTO NETWORKS INC | 4,189 | $852.9M | 0.08% | |
| 139 | COPCONOCOPHILLIPS | 8,924 | $844.1M | 0.08% | |
| 140 | FPFFIRST TR EXCH TRD ALPHDX FD | 31,100 | $842.8M | 0.08% | |
| 141 | CRMSALESFORCE INC | 3,551 | $841.5M | 0.08% | |
| 142 | ASMLASML HOLDING N V | 863 | $835.4M | 0.08% | |
| 143 | KBIAKB FINL GROUP INC | 10,032 | $831.8M | 0.08% | |
| 144 | APHAMPHENOL CORP NEW | 6,670 | $825.4M | 0.08% | |
| 145 | DUKDUKE ENERGY CORP NEW | 6,609 | $817.9M | 0.08% | |
| 146 | MCDMCDONALDS CORP | 2,657 | $807.4M | 0.08% | |
| 147 | SONYSONY GROUP CORP | 27,972 | $805.3M | 0.08% | |
| 148 | COFCAPITAL ONE FINL CORP | 3,774 | $802.3M | 0.08% | |
| 149 | WFCWELLS FARGO CO NEW | 9,447 | $791.9M | 0.08% | |
| 150 | VEAVANGUARD TAX-MANAGED FDS | 13,165 | $788.8M | 0.08% | |
| 151 | TFISPDR SERIES TRUST | 17,244 | $785.8M | 0.08% | |
| 152 | FOXAFOX CORP | 12,430 | $783.8M | 0.08% | |
| 153 | ECLECOLAB INC | 2,806 | $768.5M | 0.08% | |
| 154 | DWDMORGAN STANLEY | 4,793 | $761.9M | 0.08% | |
| 155 | IVEISHARES TR | 3,677 | $759.4M | 0.08% | |
| 156 | PHPARKER-HANNIFIN CORP | 1,001 | $759.0M | 0.08% | |
| 157 | ADPAUTOMATIC DATA PROCESSING IN | 2,528 | $741.9M | 0.07% | |
| 158 | SPGIS&P GLOBAL INC | 1,504 | $732.0M | 0.07% | |
| 159 | PDXPIMCO DYNAMIC INCOME STRATEG | 29,171 | $727.2M | 0.07% | |
| 160 | RTXRTX CORPORATION | 4,316 | $722.2M | 0.07% | |
| 161 | UNHUNITEDHEALTH GROUP INC | 2,085 | $719.9M | 0.07% | |
| 162 | IWNISHARES TR | 3,985 | $704.5M | 0.07% | |
| 163 | SHOPSHOPIFY INC | 4,705 | $699.2M | 0.07% | |
| 164 | EFGISHARES TR | 6,128 | $697.8M | 0.07% | |
| 165 | NEENEXTERA ENERGY INC | 9,169 | $692.2M | 0.07% | |
| 166 | VLOVALERO ENERGY CORP | 4,026 | $685.5M | 0.07% | |
| 167 | SUSCISHARES TR | 29,049 | $684.4M | 0.07% | |
| 168 | BGRNISHARES TR | 14,153 | $681.2M | 0.07% | |
| 169 | EFAISHARES TR | 7,290 | $680.7M | 0.07% | |
| 170 | DHID R HORTON INC | 4,000 | $677.8M | 0.07% | |
| 171 | TMOTHERMO FISHER SCIENTIFIC INC | 1,379 | $668.8M | 0.07% | |
| 172 | AEPAMERICAN ELEC PWR CO INC | 5,908 | $664.6M | 0.07% | |
| 173 | ULUNILEVER PLC | 11,210 | $664.6M | 0.07% | |
| 174 | UNPUNION PAC CORP | 2,809 | $664.0M | 0.07% | |
| 175 | SUSBISHARES TR | 26,171 | $662.4M | 0.07% | |
| 176 | SPYGSPDR SERIES TRUST | 6,313 | $659.8M | 0.07% | |
| 177 | WFWOORI FINL GROUP INC | 11,678 | $655.7M | 0.07% | |
| 178 | MRKMERCK & CO INC | 7,804 | $654.9M | 0.07% | |
| 179 | IJRISHARES TR | 5,490 | $652.4M | 0.06% | |
| 180 | MBBISHARES TR | 6,781 | $645.2M | 0.06% | |
| 181 | SLVISHARES SILVER TR | 14,947 | $633.3M | 0.06% | |
| 182 | JCIJOHNSON CTLS INTL PLC | 5,706 | $627.4M | 0.06% | |
| 183 | INTUINTUIT | 919 | $627.3M | 0.06% | |
| 184 | TIMBTIM S A | 28,032 | $625.7M | 0.06% | |
| 185 | PLDPROLOGIS INC. | 5,405 | $619.0M | 0.06% | |
| 186 | NULGNUSHARES ETF TR | 6,198 | $616.4M | 0.06% | |
| 187 | NVSNNOVARTIS AG | 4,792 | $614.5M | 0.06% | |
| 188 | CRWDCROWDSTRIKE HLDGS INC | 1,245 | $610.7M | 0.06% | |
| 189 | AMTAMERICAN TOWER CORP NEW | 3,171 | $609.8M | 0.06% | |
| 190 | ICSHISHARES TR | 12,003 | $609.2M | 0.06% | |
| 191 | IVLUISHARES TR | 17,046 | $604.8M | 0.06% | |
| 192 | USFRWISDOMTREE TR | 11,958 | $601.1M | 0.06% | |
| 193 | AMDADVANCED MICRO DEVICES INC | 3,711 | $600.4M | 0.06% | |
| 194 | MUFGMITSUBISHI UFJ FINL GROUP IN | 37,446 | $596.9M | 0.06% | |
| 195 | INGING GROEP N.V. | 22,870 | $596.4M | 0.06% | |
| 196 | GDGENERAL DYNAMICS CORP | 1,716 | $585.0M | 0.06% | |
| 197 | PFEPFIZER INC | 22,674 | $577.7M | 0.06% | |
| 198 | DHRDANAHER CORPORATION | 2,898 | $574.5M | 0.06% | |
| 199 | MPCMARATHON PETE CORP | 2,963 | $571.0M | 0.06% | |
| 200 | VTVVANGUARD INDEX FDS | 2,974 | $554.7M | 0.06% |