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 |
|---|---|
IWNISHARES TR | $773.6M |
LOWLOWES COS INC | $768.2M |
SUSBISHARES TR | $761.6M |
PDXPIMCO DYNAMIC INCOME STRATEG | $745.4M |
VTIVANGUARD INDEX FDS | $739.4M |
CVXCHEVRON CORP NEW | $730.9M |
GILDGILEAD SCIENCES INC | $717.4M |
VEAVANGUARD TAX-MANAGED FDS | $692.7M |
CATCATERPILLAR INC | $686.6M |
QCOMQUALCOMM INC | $685.9M |
FPFFIRST TR EXCH TRD ALPHDX FD | $685.1M |
MRKMERCK & CO INC | $678.1M |
PHMPULTE GROUP INC | $677.8M |
UNHUNITEDHEALTH GROUP INC | $676.2M |
CSCOCISCO SYS INC | $654.3M |
IAU*ISHARES GOLD TR | $646.3M |
SPYGSPDR SER TR | $642.8M |
PEPPEPSICO INC | $640.8M |
PHPARKER-HANNIFIN CORP | $635.6M |
SPGIS&P GLOBAL INC | $625.8M |
ABTABBOTT LABS | $610.7M |
BGRNISHARES TR | $603.5M |
TAT&T INC | $592.5M |
MCDMCDONALDS CORP | $586.5M |
ACNACCENTURE PLC IRELAND | $565.3M |
PPAINVESCO EXCHANGE TRADED FD T | $554.9M |
VNQVANGUARD INDEX FDS | $549.0M |
VOOVANGUARD INDEX FDS | $538.6M |
BMTABRITISH AMERN TOB PLC | $537.6M |
STRLSTERLING INFRASTRUCTURE INC | $532.5M |
TMOTHERMO FISHER SCIENTIFIC INC | $531.8M |
KBIAKB FINL GROUP INC | $521.8M |
IAIISHARES TR | $520.4M |
BACVERIZON COMMUNICATIONS INC | $510.4M |
DWDMORGAN STANLEY | $502.0M |
MRSHMARSH & MCLENNAN COS INC | $498.3M |
ULUNILEVER PLC | $497.5M |
ASMLASML HOLDING N V | $494.2M |
VTVVANGUARD INDEX FDS | $488.4M |
NOWSERVICENOW INC | $480.2M |
CMCSACOMCAST CORP NEW | $479.3M |
4I1PHILIP MORRIS INTL INC | $471.1M |
NULGNUSHARES ETF TR | $468.9M |
BMYBRISTOL-MYERS SQUIBB CO | $468.4M |
ADBEADOBE INC | $465.6M |
ORCLORACLE CORP | $437.5M |
PANWPALO ALTO NETWORKS INC | $436.9M |
BXBLACKSTONE INC | $434.7M |
PFEPFIZER INC | $434.5M |
VBVANGUARD INDEX FDS | $433.4M |
VALEVALE S A | $431.9M |
AFLAFLAC INC | $430.4M |
BKNGBOOKING HOLDINGS INC | $427.6M |
FBNDFIDELITY MERRIMACK STR TR | $421.9M |
ADPAUTOMATIC DATA PROCESSING IN | $420.2M |
DONSPDR DOW JONES INDL AVERAGE | $419.1M |
SHGSHINHAN FINANCIAL GROUP CO L | $413.5M |
OEFISHARES TR | $412.8M |
MMM3M CO | $412.5M |
MCOMOODYS CORP | $412.1M |
APHAMPHENOL CORP NEW | $409.9M |
DUKDUKE ENERGY CORP NEW | $407.4M |
ARGTGLOBAL X FDS | $403.1M |
SLVISHARES SILVER TR | $393.6M |
SCHXSCHWAB STRATEGIC TR | $389.1M |
ECLECOLAB INC | $385.2M |
FDXFEDEX CORP | $385.0M |
AVDEAMERICAN CENTY ETF TR | $382.9M |
MFCMANULIFE FINL CORP | $382.9M |
PAYXPAYCHEX INC | $381.4M |
FITBFIFTH THIRD BANCORP | $378.0M |
SHESPDR SER TR | $377.4M |
SHOPSHOPIFY INC | $372.4M |
PGRPROGRESSIVE CORP | $370.6M |
KMBKIMBERLY-CLARK CORP | $365.9M |
QUALISHARES TR | $365.6M |
FIWFIRST TR EXCHANGE-TRADED FD | $364.0M |
SHELSHELL PLC | $361.7M |
TXNTEXAS INSTRS INC | $359.8M |
PRFINVESCO EXCHANGE TRADED FD T | $357.4M |
IWRISHARES TR | $356.7M |
IBMINTERNATIONAL BUSINESS MACHS | $350.6M |
NVONOVO-NORDISK A S | $349.8M |
TRVCCITIGROUP INC | $347.4M |
AMTAMERICAN TOWER CORP NEW | $346.6M |
METMETLIFE INC | $345.8M |
UBSUBS GROUP AG | $345.1M |
XLKSELECT SECTOR SPDR TR | $344.9M |
SPOTSPOTIFY TECHNOLOGY S A | $337.8M |
OTISOTIS WORLDWIDE CORP | $335.2M |
RTXRTX CORPORATION | $333.6M |
WFCWELLS FARGO CO NEW | $332.8M |
ALSALLSTATE CORP | $331.4M |
AXPAMERICAN EXPRESS CO | $328.8M |
DBDEUTSCHE BANK A G | $326.3M |
PLTRPALANTIR TECHNOLOGIES INC | $324.5M |
AMGNAMGEN INC | $324.2M |
INTUINTUIT | $320.2M |
DHRDANAHER CORPORATION | $319.7M |
MGKVANGUARD WORLD FD | $317.4M |