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CIK: 0001803519
Total reported value
$2.0B
$2.0B
241 檔
10.2%
In Q1 2024, Aprio Wealth Management, LLC's U.S. equity holdings reached a combined market value of $2.0B, distributed across 241 disclosed stock positions.
During Q1 2024, Aprio Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 241 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DUHP | Dimensional US High Profi Et | ETF-Other | 15.18% | -0.08% | +26.84% | |
| 2 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 9.02% | +0.29% | +39.45% | |
| 3 | DIHP | Dimensional International Hi | ETF-Other | 7.99% | -0.41% | +14.25% | |
| 4 | VHT | Vanguard Health Care ETF | ETF-Other | 4.39% | — | +29.62% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 4.07% | -0.39% | +3.05% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.82% | +0.01% | +0.12% | |
| 7 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 3.67% | -0.06% | — | |
| 8 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 2.53% | +0.17% | +0.84% | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.31% | +0.01% | +13.27% | |
| 10 | AVRE | Avantis Real Estate ETF | ETF-Other | 2.02% | -0.01% | +22.19% | |
| 11 | TOLZ | Proshares Glb Infrastructure | ETF-Other | 1.98% | -0.18% | +16.67% | |
| 12 | VOX | Vanguard Communication Servi | ETF-Other | 1.69% | — | +21.42% | |
| 13 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.62% | +0.01% | +18.72% | |
| 14 | MTBA | Simplify Mbs ETF | ETF-Other | 1.50% | -0.07% | — | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.41% | -0.13% | +20.25% | |
| 16 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.39% | -0.02% | +22.17% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.38% | +0.02% | +22.37% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.32% | -0.02% | -5.18% | |
| 19 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.23% | -0.01% | +12.59% | |
| 20 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.18% | +0.05% | -82.11% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.17% | +0.04% | +36.99% | |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.98% | -0.11% | +89.84% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.89% | +0.05% | +3712.28% | |
| 24 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.85% | -0.02% | +96.89% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.71% | +0.10% | +55.68% | |
| 26 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 0.66% | -0.07% | +19.78% | |
| 27 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.60% | +0.01% | -10.72% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.60% | +0.10% | +1.38% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | — | +108.74% | |
| 30 | HDEF | Xtrackers Msci Eafe High Div | ETF-Other | 0.51% | -0.03% | +15.31% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.50% | +0.01% | -4.49% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | +0.06% | +6.09% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.47% | +0.02% | +17.29% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.45% | +0.13% | +28.45% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | +0.07% | +78.03% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.38% | +0.12% | +102.08% | |
| 37 | EYLD | Cambria Emerg Shrhldr Yield | ETF-Other | 0.37% | — | +18.61% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.35% | -0.01% | +5.84% | |
| 39 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.34% | +0.01% | — | |
| 40 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.32% | +0.01% | -2.63% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.30% | +0.07% | -7.01% | |
| 42 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.28% | +1.63% | -79.87% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.27% | -0.04% | +29.20% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | +0.08% | +22.49% | |
| 45 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.27% | — | +5.16% | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.26% | +0.03% | +19.83% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.26% | +0.01% | +5.31% | |
| 48 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.26% | -0.01% | -84.42% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | -0.01% | +28.95% | |
| 50 | GLD | Spdr Gold Shares | ETF-Commodities | 0.25% | -0.03% | — |
According to official SEC Form 13F filings, Aprio Wealth Management, LLC reported a total U.S. public equity portfolio value of $2.0B across 241 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including DUHP, EMXC, DIHP) accounted for 10.2% of total reported equity market value during Q1 2024.
During Q1 2024, Aprio Wealth Management, LLC's top holdings by market value included DUHP (15.2%)、EMXC (9.0%)、DIHP (8.0%). The largest single position, DUHP, represented 15.2% of total portfolio value.
In Q1 2024, Aprio Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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