Aprio Wealth Management, LLC has filed its 13F form on January 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $631 Million distributed in 316 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Dimensional with a value of $86.9M, Dimensional ETF Tr Dimensional with a value of $50.7M, Ishares Inc Msci Emerging Mkts with a value of $31.7M, Dj Brookfield Global with a value of $29M, and Ishares Tr Residential And Mul with a value of $24.6M.
Examining the 13F form we can see an increase of $53.5M in the current position value, from $577M to 631M.
Below you can find more details about Aprio Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$631 Million
ETFs: $494 Million
Technology: $41.3 Million
Financial Services: $26.6 Million
Consumer Cyclical: $14.2 Million
Communication Services: $13.5 Million
Healthcare: $10.8 Million
Consumer Defensive: $10.2 Million
Industrials: $7.26 Million
Other: $9.69 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
