Aprio Wealth Management, LLC Purchases in Q4 2024

Aprio Wealth Management, LLC

  • $631 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
T
At&T Inc.

Communication Services
902
+ 3.59%
$21.22 - $23.88 $19.1K - $21.5K
26K $592K
INTU
Intuit Inc

Technology
57
+ 12.61%
$602.01 - $706.25 $34.3K - $40.3K
509 $319K
ANET
Arista Networks, Inc.

Technology
2K
+ 300.0%
$104.78 - $431.02 $210K - $864K
2.67K $295K
TM
Toyota Motor Corp

Consumer Cyclical
86
+ 6.49%
$169.2 - $199.52 $14.6K - $17.2K
1.41K $274K
IWM
Ishares Russell 2000 ETF

ETFs
166
+ 3.05%
$216.13 - $242.4 $35.9K - $40.2K
5.61K $1.24M
SBUX
Starbucks Corp

Consumer Cyclical
584
+ 23.43%
$87.44 - $102.5 $51.1K - $59.9K
3.08K $280K
CTAS
Cintas Corp

Industrials
355
+ 27.08%
$182.7 - $226.47 $64.9K - $80.4K
1.67K $304K
KMB
Kimberly Clark Corp

Consumer Defensive
466
+ 20.03%
$130.37 - $146.09 $60.8K - $68.1K
2.79K $365K
APH
Amphenol Corp

Technology
108
+ 1.86%
$62.07 - $75.35 $6.7K - $8.14K
5.9K $409K
TRV
Travelers Companies, Inc.

Financial Services
101
+ 10.37%
$225.97 - $266.66 $22.8K - $26.9K
1.08K $258K
KB
Kb Financial Group Inc.

Financial Services
1.17K
+ 14.64%
$56.9 - $72.19 $66.6K - $84.5K
9.17K $521K
HIMX
Himax Technologies, Inc.

Technology
28
+ 0.27%
$5.14 - $9.71 $144 - $272
10.2K $82K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
3.95K
+ 21.94%
$12.61 - $15.33 $49.8K - $60.6K
22K $282K
TGT
Target Corp

Consumer Defensive
411
+ 26.2%
$121.59 - $160.69 $50K - $66K
1.98K $267K
HMY
Harmony Gold Mining CO LTD

Basic Materials
7.19K
+ 38.2%
$8.14 - $12.23 $58.5K - $87.9K
26K $213K
IWY
Ishares Tr Russell 200 Growth

ETFs
27
+ 2.86%
$216.72 - $244.71 $5.85K - $6.61K
971 $228K
TXN
Texas Instruments Inc

Technology
102
+ 5.61%
N/A
1.92K $373K
VTI
Vanguard Total Stock Market Et

ETFs
10
+ 0.39%
$280.04 - $302.45 $2.8K - $3.02K
2.55K $739K
IBM
International Business Machines Corp

Technology
101
+ 6.76%
$204.9 - $238.04 $20.7K - $24K
1.6K $350K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
18
+ 0.33%
$81.6 - $90.89 $1.47K - $1.64K
5.46K $468K
AVUS
American Centy ETF Tr Avantis

ETFs
25
+ 0.29%
$94.36 - $102.06 $2.36K - $2.55K
8.55K $828K
UL
Unilever PLC

Consumer Defensive
1.39K
+ 18.79%
$56.7 - $64.64 $78.7K - $89.7K
8.78K $497K
TFC
Truist Financial Corp

Financial Services
300
+ 4.42%
$41.51 - $48.1 $12.5K - $14.4K
7.09K $307K
ETN
Eaton Corp PLC

Industrials
39
+ 5.72%
$326.96 - $377.52 $12.8K - $14.7K
721 $239K
TJX
Tjx Companies Inc

Consumer Cyclical
41
+ 2.07%
$112.15 - $127.2 $4.6K - $5.22K
2.02K $244K
RTX
Raytheon Technologies Corp

Industrials
229
+ 8.63%
$114.45 - $127.21 $26.2K - $29.1K
2.88K $333K
VZ
Verizon Communications Inc

Communication Services
1.67K
+ 15.05%
$39.6 - $45.21 $66.1K - $75.5K
12.8K $510K
QUAL
Ishares Msci Usa Quality Facto

ETFs
78
+ 3.95%
$176.42 - $186.91 $13.8K - $14.6K
2.05K $365K
LMT
Lockheed Martin Corp

Industrials
107
+ 25.48%
$479.66 - $614.62 $51.3K - $65.8K
527 $256K
AFL
Aflac Inc

Financial Services
397
+ 10.55%
$100.37 - $115.27 $39.8K - $45.8K
4.16K $430K
KT
Kt Corp

Communication Services
497
+ 3.06%
$14.79 - $18.29 $7.35K - $9.09K
16.7K $259K
CB
Chubb LTD

Financial Services
69
+ 8.66%
$271.57 - $301.89 $18.7K - $20.8K
866 $239K
UNP
Union Pacific Corp

Industrials
124
+ 12.88%
$223.15 - $249.32 $27.7K - $30.9K
1.09K $247K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
624
+ 12.78%
$44.04 - $49.49 $27.5K - $30.9K
5.51K $242K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
12
+ 0.37%
$113.29 - $121.45 $1.36K - $1.46K
3.26K $377K
FICO
Fair Isaac Corp

Technology
1
+ 0.68%
$1911.01 - $2382.4 $1.91K - $2.38K
147 $292K
WF
Woori Financial Group Inc.

Financial Services
1.13K
+ 18.55%
$31.21 - $37.04 $35.3K - $41.9K
7.23K $225K
ABC
Amerisourcebergen Corp

Healthcare
38
+ 3.81%
N/A
1.04K $191K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
138
+ 4.65%
$77.02 - $78.58 $10.6K - $10.8K
3.11K $239K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
5
+ 0.31%
$124.61 - $133.96 $623 - $670
1.6K $206K
ADSK
Autodesk, Inc.

Technology
22
+ 2.2%
N/A
1.02K $250K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.09%
$278.19 - $315.36 $278 - $315
1.06K $305K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3
+ 0.31%
$417.69 - $450.94 $1.25K - $1.35K
985 $419K
SHV
Ishares Tr

ETFs
43
+ 1.62%
$109.92 - $110.57 $4.73K - $4.75K
2.69K $296K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1
+ 0.05%
$121.89 - $135.52 $122 - $136
2.07K $258K
KLAC
Kla Corp

Technology
93
+ 24.22%
$614.46 - $829.55 $57.1K - $77.1K
477 $300K
UNH
Unitedhealth Group Inc

Healthcare
183
+ 15.86%
$485.52 - $625.25 $88.9K - $114K
1.34K $676K
FITB
Fifth Third Bancorp

Financial Services
147
+ 1.67%
$41.76 - $48.44 $6.14K - $7.12K
8.94K $378K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2
+ 0.38%
$563.99 - $620.12 $1.13K - $1.24K
523 $297K
Activity Summary
Buys All Purchases 244 New Holdings 40 Increased Positions 204 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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