Aprio Wealth Management, LLC New Holdings in Q4 2024

Aprio Wealth Management, LLC

  • $631 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBB
Ishares Biotechnology ETF

ETFs
140K
New
$131.21 - $148.85 $18.3M - $20.8M
140K $18.5M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
71.3K
New
$64.85 - $73.04 $4.62M - $5.21M
71.3K $4.66M
RF
Regions Financial Corp

Financial Services
53K
New
$22.45 - $27.47 $1.19M - $1.46M
53K $1.25M
IVE
Ishares S&P 500 Value ETF

ETFs
4.95K
New
$189.5 - $206.17 $937K - $1.02M
4.95K $944K
PPA
Invesco Exchange Traded Fd Tr

ETFs
4.84K
New
$113.79 - $124.5 $550K - $602K
4.84K $554K
VNQ
Vanguard Specialized Funds Van

ETFs
6.16K
New
$87.85 - $98.6 $542K - $608K
6.16K $549K
IAI
Ishares Tr Us Broker Dealers &

ETFs
3.61K
New
$127.59 - $153.41 $461K - $554K
3.61K $520K
ARGT
Global X Msci Argentina ETF

ETFs
4.88K
New
$66.16 - $88.28 $323K - $430K
4.88K $403K
SPOT
Spotify Technology S.A.

Communication Services
755
New
$362.95 - $502.38 $274K - $379K
755 $337K
PLTR
Palantir Technologies Inc.

Technology
4.29K
New
$36.46 - $82.38 $156K - $353K
4.29K $324K
SAP
Sap Se

Technology
1.24K
New
$218.13 - $255.54 $271K - $317K
1.24K $305K
IBHE
Ishares Ibonds 2025 Term High

ETFs
12.7K
New
$23.08 - $23.28 $293K - $295K
12.7K $294K
ITB
Ishares Tr

ETFs
2.49K
New
$103.31 - $129.34 $257K - $322K
2.49K $257K
HDB
Hdfc Bank LTD

Financial Services
4.02K
New
$59.45 - $68.01 $239K - $273K
4.02K $256K
CRWD
Crowd Strike Holdings, Inc.

Technology
725
New
$275.15 - $388.2 $199K - $281K
725 $248K
TMUS
T Mobile Us, Inc.

Communication Services
1.12K
New
$206.1 - $246.94 $230K - $276K
1.12K $246K
AEP
American Electric Power CO Inc

Utilities
2.63K
New
$90.91 - $102.21 $239K - $269K
2.63K $242K
BR
Broadridge Financial Solutions, Inc.

Technology
1.05K
New
$209.64 - $236.44 $219K - $247K
1.05K $236K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.59K
New
$148.29 - $166.93 $235K - $265K
1.59K $236K
BP
Bp PLC

Energy
7.95K
New
$28.16 - $33.14 $224K - $263K
7.95K $234K
BLK
Black Rock Inc.

Financial Services
229
New
$934.02 - $1065.26 $214K - $244K
229 $234K
INFY
Infosys LTD

Technology
10.6K
New
$20.71 - $23.42 $220K - $248K
10.6K $232K
CBOE
Cboe Global Markets, Inc.

Financial Services
1.18K
New
$191.61 - $217.84 $226K - $257K
1.18K $230K
MSCI
Msci Inc.

Financial Services
378
New
$569.09 - $635.99 $215K - $240K
378 $226K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.65K
New
$77.25 - $91.3 $205K - $242K
2.65K $226K
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.08K
New
$104.59 - $118.05 $217K - $245K
2.08K $225K
DFS
Discover Financial Services

Financial Services
1.3K
New
$136.3 - $182.67 $177K - $237K
1.3K $225K
REG
Regency Centers Corp

Real Estate
3.03K
New
$69.77 - $75.91 $212K - $230K
3.03K $224K
EEM
Ishares Msci Emerging Markets

ETFs
5.32K
New
$41.82 - $47.36 $223K - $252K
5.32K $222K
FAST
Fastenal CO

Industrials
3.02K
New
$69.99 - $84.35 $212K - $255K
3.02K $217K
EA
Electronic Arts Inc.

Communication Services
1.48K
New
$140.69 - $167.97 $208K - $248K
1.48K $216K
AJG
Arthur J. Gallagher & Co.

Financial Services
752
New
$278.49 - $315.16 $209K - $237K
752 $213K
VEEV
Veeva Systems Inc

Healthcare
963
New
$201.81 - $250.45 $194K - $241K
963 $202K
YY
Joyy Inc.

Communication Services
4.83K
New
$33.1 - $42.36 $160K - $205K
4.83K $202K
BAP
Credicorp LTD

Financial Services
1.09K
New
$180.17 - $198.65 $197K - $217K
1.09K $200K
TIMB
Tim S.A.

Communication Services
16.5K
New
$11.71 - $17.19 $194K - $284K
16.5K $194K
KGC
Kinross Gold Corp

Basic Materials
14.4K
New
$9.03 - $10.75 $130K - $154K
14.4K $133K
NOK
Nokia Corp

Technology
18.6K
New
$4.13 - $4.95 $76.8K - $92K
18.6K $82K
Ishares Bitcoin Trust ETF
21.9K
New
N/A
21.9K $0
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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