Aprio Wealth Management, LLC Incresed Positions in Q4 2024

Aprio Wealth Management, LLC

  • $631 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
2.97K
+ 4.69%
$59.74 - $60.03 $177K - $178K
66.3K $3.96M
ACN
Accenture PLC

Technology
495
+ 44.51%
$343.9 - $376.86 $170K - $187K
1.61K $565K
NOW
Service Now, Inc.

Technology
100
+ 28.33%
$867.18 - $1148.42 $86.7K - $115K
453 $480K
PAYX
Paychex Inc

Industrials
1.04K
+ 61.71%
$135.86 - $148.73 $141K - $154K
2.72K $381K
PG
Procter & Gamble CO

Consumer Defensive
1.12K
+ 13.34%
$161.05 - $179.7 $180K - $201K
9.51K $1.59M
C
Citigroup Inc

Financial Services
1.66K
+ 50.72%
$61.31 - $72.5 $102K - $120K
4.94K $347K
VALE
Vale S.A.

Basic Materials
23.8K
+ 95.96%
$8.74 - $11.78 $208K - $281K
48.7K $431K
DUK
Duke Energy Corp

Utilities
1.45K
+ 62.04%
$105.76 - $120.76 $153K - $175K
3.78K $407K
ERIC
Ericsson Lm Telephone CO

Technology
16.2K
+ 102.64%
$7.36 - $8.59 $119K - $139K
32K $257K
LOW
Lowes Companies Inc

Consumer Cyclical
783
+ 33.61%
$244.52 - $284.07 $191K - $222K
3.11K $768K
SHOP
Shopify Inc.

Technology
555
+ 18.83%
$78.14 - $119.49 $43.4K - $66.3K
3.5K $372K
PM
Philip Morris International Inc.

Consumer Defensive
1.1K
+ 38.98%
$118.38 - $133.06 $130K - $146K
3.92K $471K
RSP
Invesco S&P 500 Equal Weight E

ETFs
897
+ 12.87%
$174.22 - $187.62 $156K - $168K
7.87K $1.38M
PANW
Palo Alto Networks Inc

Technology
1.46K
+ 154.88%
$181.96 - $405.9 $265K - $592K
2.4K $436K
COST
Costco Wholesale Corp

Consumer Defensive
68
+ 4.46%
$873.59 - $994.69 $59.4K - $67.6K
1.59K $1.46M
BTI
British American Tobacco P.L.C.

Consumer Defensive
2.94K
+ 24.73%
$34.25 - $37.94 $101K - $111K
14.8K $537K
SHEL
Shell PLC

Energy
1.81K
+ 45.62%
$60.63 - $70.23 $110K - $127K
5.77K $362K
VUG
Vanguard Growth ETF

ETFs
50
+ 1.7%
$378.79 - $428.11 $18.9K - $21.4K
3K $1.23M
STRL
Sterling Construction CO Inc

Industrials
161
+ 5.37%
$142.94 - $199.03 $23K - $32K
3.16K $532K
DBND
Doubleline ETF Tr Opportunisti

ETFs
5.52K
+ 7.23%
$45.15 - $47.26 $249K - $261K
81.9K $3.71M
WIT
Wipro LTD

Technology
37.3K
+ 246.89%
$3.54 - $7.24 $132K - $270K
52.3K $185K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
145
+ 16.96%
$521.84 - $558.82 $75.7K - $81K
1K $538K
SONY
Sony Group Corp

Technology
12.6K
+ 528.04%
$17.53 - $96.8 $221K - $1.22M
15K $317K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
4.76K
+ 23.74%
$9.95 - $12.23 $47.4K - $58.3K
24.8K $291K
SPGI
S&P Global Inc.

Financial Services
204
+ 19.37%
$480.36 - $529.17 $98K - $108K
1.26K $626K
QCOM
Qualcomm Inc

Technology
907
+ 25.49%
$150.4 - $178.04 $136K - $161K
4.47K $685K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
456
+ 24.13%
$209.89 - $233.24 $95.7K - $106K
2.35K $498K
RY
Royal Bank Of Canada

Financial Services
915
+ 10.85%
$119.72 - $128.02 $110K - $117K
9.35K $1.13M
SCHG
Schwab Strategic Tr Us Large C

ETFs
28.3K
+ 302.47%
$25.93 - $105.3 $734K - $2.98M
37.7K $1.05M
ALL
Allstate Corp

Financial Services
359
+ 26.4%
$181.25 - $208.2 $65.1K - $74.7K
1.72K $331K
MEAR
Blackrock Short Maturity Munic

ETFs
1.55K
+ 7.92%
$49.94 - $50.28 $77.4K - $77.9K
21.1K $1.06M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
4.2K
+ 28.09%
$16.2 - $17.97 $68K - $75.4K
19.1K $326K
ECL
Ecolab Inc.

Basic Materials
398
+ 31.94%
$234.32 - $261.43 $93.3K - $104K
1.64K $385K
CVX
Chevron Corp

Energy
495
+ 10.87%
$141.15 - $162.53 $69.9K - $80.5K
5.05K $731K
SKM
Sk Telecom CO LTD

Communication Services
4.13K
+ 42.43%
$21.04 - $24.27 $86.9K - $100K
13.9K $291K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
2.46K
+ 20.86%
$12.27 - $15.41 $30.2K - $37.9K
14.3K $206K
BX
Blackstone Inc.

Financial Services
58
+ 2.35%
$148.45 - $199.05 $8.61K - $11.5K
2.52K $434K
BHP
Bhp Group LTD

Basic Materials
2.18K
+ 56.99%
$48.78 - $62.43 $106K - $136K
6.01K $293K
PGR
Progressive Corp

Financial Services
302
+ 24.28%
$239.6 - $268.88 $72.4K - $81.2K
1.55K $370K
EMLP
First Tr Exchange Traded Iv

ETFs
98
+ 0.39%
$33.69 - $38.24 $3.3K - $3.75K
25.1K $894K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
503
+ 25.55%
$113.92 - $127.38 $57.3K - $64.1K
2.47K $284K
MET
Metlife Inc

Financial Services
689
+ 19.5%
$78.15 - $88.25 $53.8K - $60.8K
4.22K $345K
RDY
Dr Reddys Laboratories LTD

Healthcare
15.8K
+ 515.61%
$13.99 - $79.75 $220K - $1.26M
18.8K $296K
BDX
Becton Dickinson & CO

Healthcare
294
+ 33.87%
$220.02 - $243.75 $64.7K - $71.7K
1.16K $263K
OTIS
Otis Worldwide Corp

Industrials
896
+ 32.89%
$92.57 - $106.01 $82.9K - $95K
3.62K $335K
MCD
Mcdonalds Corp

Consumer Cyclical
264
+ 15.01%
$288.47 - $316.54 $76.2K - $83.6K
2.02K $586K
SHG
Shinhan Financial Group CO LTD

Financial Services
1.46K
+ 13.17%
N/A
12.6K $435K
FDX
Fedex Corp

Industrials
140
+ 11.39%
$260.5 - $305.15 $36.5K - $42.7K
1.37K $385K
UBS
Ubs Group Ag

Financial Services
1.79K
+ 18.6%
$29.78 - $33.08 $53.2K - $59K
11.4K $345K
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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