Aprio Wealth Management, LLC Q4 2024 Filing
Filed January 13, 2025
Portfolio Value
$685.4B
Holdings
316
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (316 positions)
| Stock | Value |
|---|---|
DUHPDIMENSIONAL ETF TRUST | $86.9M |
DIHPDIMENSIONAL ETF TRUST | $50.7M |
EMXCISHARES INC | $31.7M |
AGQPROSHARES TR | $29.0M |
TUASIMPLIFY EXCHANGE TRADED FUN | $25.6M |
REZISHARES TR | $24.6M |
COWZPACER FDS TR | $20.4M |
SPYSPDR S&P 500 ETF TR | $19.4M |
IBBISHARES TR | $18.5M |
TDIVFIRST TR EXCHANGE-TRADED FD | $15.4M |
AVUVAMERICAN CENTY ETF TR | $14.3M |
AAPLAPPLE INC | $14.1M |
VOTVANGUARD INDEX FDS | $11.2M |
GRIDFIRST TR EXCHANGE TRADED FD | $11.0M |
IDGTISHARES TR | $10.7M |
MTBASIMPLIFY EXCHANGE TRADED FUN | $10.3M |
CGXUCAPITAL GROUP INTL FOCUS EQT | $9.7M |
DFARDIMENSIONAL ETF TRUST | $8.7M |
MSFTMICROSOFT CORP | $7.9M |
SDVYFIRST TR EXCHANGE-TRADED FD | $7.2M |
JEPIJ P MORGAN EXCHANGE TRADED F | $7.0M |
DGROISHARES TR | $6.8M |
VTEBVANGUARD MUN BD FDS | $6.3M |
AQLTISHARES TR | $5.2M |
JPSTJ P MORGAN EXCHANGE TRADED F | $5.1M |
XCWISDOMTREE TR | $4.9M |
FHLCFIDELITY COVINGTON TRUST | $4.7M |
IJHISHARES TR | $4.5M |
SOXXISHARES TR | $4.5M |
HDHOME DEPOT INC | $4.2M |
FTSMFIRST TR EXCHANGE-TRADED FD | $4.0M |
NDQINVESCO QQQ TR | $3.9M |
JPMJPMORGAN CHASE & CO. | $3.7M |
DBNDDOUBLELINE ETF TRUST | $3.7M |
NVDANVIDIA CORPORATION | $3.6M |
IHAKISHARES TR | $3.5M |
DFACDIMENSIONAL ETF TRUST | $3.4M |
AVREAMERICAN CENTY ETF TR | $3.2M |
AMLPALPS ETF TR | $3.2M |
TSLATESLA INC | $3.2M |
IWDISHARES TR | $3.1M |
HDEFDBX ETF TR | $3.1M |
PFFISHARES TR | $3.0M |
AMZNAMAZON COM INC | $2.9M |
IWFISHARES TR | $2.8M |
IVVISHARES TR | $2.8M |
GOOGLALPHABET INC | $2.6M |
SCHDSCHWAB STRATEGIC TR | $2.4M |
METAMETA PLATFORMS INC | $2.4M |
VOXVANGUARD WORLD FD | $2.4M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.4M |
SUSAISHARES TR | $2.2M |
VVISA INC | $2.1M |
AVGOBROADCOM INC | $2.1M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $2.1M |
LLYELI LILLY & CO | $2.0M |
KOCOCA COLA CO | $2.0M |
IGSBISHARES TR | $2.0M |
NFLXNETFLIX INC | $1.9M |
VHTVANGUARD WORLD FD | $1.9M |
DFUSDIMENSIONAL ETF TRUST | $1.9M |
NCDLNUVEEN CHURCHILL DIRECT LEND | $1.9M |
GOOGALPHABET INC | $1.7M |
PGPROCTER AND GAMBLE CO | $1.6M |
MAMASTERCARD INCORPORATED | $1.6M |
GQ9SPDR GOLD TR | $1.5M |
XOMEXXON MOBIL CORP | $1.5M |
COSTCOSTCO WHSL CORP NEW | $1.5M |
RSPINVESCO EXCHANGE TRADED FD T | $1.4M |
BACBANK AMERICA CORP | $1.3M |
CRMSALESFORCE INC | $1.3M |
WMTWALMART INC | $1.3M |
RFREGIONS FINANCIAL CORP NEW | $1.2M |
IWMISHARES TR | $1.2M |
VUGVANGUARD INDEX FDS | $1.2M |
EYLDCAMBRIA ETF TR | $1.2M |
DISDISNEY WALT CO | $1.2M |
JNJJOHNSON & JOHNSON | $1.2M |
IBITISHARES BITCOIN TRUST ETF | $1.2M |
RYROYAL BK CDA | $1.1M |
EAGGISHARES TR | $1.1M |
MEARISHARES U S ETF TR | $1.1M |
SCHGSCHWAB STRATEGIC TR | $1.1M |
IJKISHARES TR | $1.0M |
ESGDISHARES TR | $1.0M |
IVWISHARES TR | $1.0M |
ABBVABBVIE INC | $979K |
IVEISHARES TR | $944K |
SOSOUTHERN CO | $933K |
AQLTISHARES TR | $923K |
AGGISHARES TR | $916K |
IWVISHARES TR | $912K |
IYWISHARES TR | $897K |
EMLPFIRST TR EXCHANGE-TRADED FD | $895K |
MOALTRIA GROUP INC | $856K |
HBC2HSBC HLDGS PLC | $854K |
EFVISHARES TR | $839K |
AVUSAMERICAN CENTY ETF TR | $828K |
SUSCISHARES TR | $790K |
ICSHISHARES TR | $788K |
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