Aprio Wealth Management, LLC Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$798.2M

Holdings

374

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (374 positions)

StockValue
WATWATERS CORP
$417K
ORCLORACLE CORP
$415K
PLTRPALANTIR TECHNOLOGIES INC
$415K
DONSPDR DOW JONES INDL AVERAGE
$414K
AVDEAMERICAN CENTY ETF TR
$414K
WFCWELLS FARGO CO NEW
$411K
APHAMPHENOL CORP NEW
$409K
RTXRTX CORPORATION
$408K
OTISOTIS WORLDWIDE CORP
$406K
BKNGBOOKING HOLDINGS INC
$406K
UBSUBS GROUP AG
$401K
BHPBHP GROUP LTD
$398K
OEFISHARES TR
$395K
BXBLACKSTONE INC
$393K
KLACKLA CORP
$391K
MUBISHARES TR
$390K
SBUXSTARBUCKS CORP
$389K
AXPAMERICAN EXPRESS CO
$388K
JCIJOHNSON CTLS INTL PLC
$388K
WFWOORI FINL GROUP INC
$387K
DHRDANAHER CORPORATION
$387K
UNPUNION PAC CORP
$385K
VEEVVEEVA SYS INC
$385K
ICEINTERCONTINENTAL EXCHANGE IN
$382K
VBVANGUARD INDEX FDS
$378K
RIORIO TINTO PLC
$377K
FDXFEDEX CORP
$374K
INGING GROEP N.V.
$374K
SCHXSCHWAB STRATEGIC TR
$371K
RMERESMED INC
$369K
ERICTELEFONAKTIEBOLAGET LM ERICS
$367K
AZOAUTOZONE INC
$366K
AQLTISHARES TR
$365K
VNQVANGUARD INDEX FDS
$364K
SPOTSPOTIFY TECHNOLOGY S A
$361K
HDBHDFC BANK LTD
$360K
PRFINVESCO EXCHANGE TRADED FD T
$358K
STRLSTERLING INFRASTRUCTURE INC
$358K
FITBFIFTH THIRD BANCORP
$348K
DEDEERE & CO
$347K
INTUINTUIT
$347K
IWRISHARES TR
$344K
AMTAMERICAN TOWER CORP NEW
$344K
BAPCREDICORP LTD
$341K
SHESPDR SER TR
$339K
SBACSBA COMMUNICATIONS CORP NEW
$339K
CRWDCROWDSTRIKE HLDGS INC
$335K
TXNTEXAS INSTRS INC
$334K
FIWFIRST TR EXCHANGE-TRADED FD
$332K
METMETLIFE INC
$332K
AMDADVANCED MICRO DEVICES INC
$331K
IQVIQVIA HLDGS INC
$329K
NOWSERVICENOW INC
$328K
TRVTRAVELERS COMPANIES INC
$328K
SHVISHARES TR
$321K
COPCONOCOPHILLIPS
$320K
SMFGSUMITOMO MITSUI FINL GROUP I
$320K
AVEMAMERICAN CENTY ETF TR
$318K
ABGCENCORA INC
$318K
CBOECBOE GLOBAL MKTS INC
$317K
NVONOVO-NORDISK A S
$317K
AEPAMERICAN ELEC PWR CO INC
$314K
XLKSELECT SECTOR SPDR TR
$312K
NVSNNOVARTIS AG
$308K
CBCHUBB LIMITED
$305K
BDXBECTON DICKINSON & CO
$300K
GEGE AEROSPACE
$300K
KTKT CORP
$298K
CITCINTAS CORP
$297K
MDTMEDTRONIC PLC
$297K
STESTERIS PLC
$295K
EEMISHARES TR
$295K
BBVABANCO BILBAO VIZCAYA ARGENTA
$292K
TFCTRUIST FINL CORP
$290K
BSVVANGUARD BD INDEX FDS
$287K
BCSBARCLAYS PLC
$286K
GDGENERAL DYNAMICS CORP
$286K
MGKVANGUARD WORLD FD
$285K
MDLZMONDELEZ INTL INC
$284K
EMBJEMBRAER S.A.
$283K
REGREGENCY CTRS CORP
$281K
EMREMERSON ELEC CO
$280K
MDYSPDR S&P MIDCAP 400 ETF TR
$279K
LMTLOCKHEED MARTIN CORP
$273K
MTDMETTLER TOLEDO INTERNATIONAL
$272K
IWOISHARES TR
$271K
FICOFAIR ISAAC CORP
$271K
JOYYJOYY INC
$270K
ITWILLINOIS TOOL WKS INC
$270K
TJXTJX COS INC NEW
$269K
TLHISHARES TR
$269K
NEENEXTERA ENERGY INC
$269K
ADSKAUTODESK INC
$267K
UGRULTRAPAR PARTICIPACOES SA
$263K
VGTVANGUARD WORLD FD
$263K
KRKROGER CO
$263K
T7DTRANSDIGM GROUP INC
$261K
AJGGALLAGHER ARTHUR J & CO
$261K
CSXCSX CORP
$259K
TLTISHARES TR
$258K
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