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CIK: 0001803519
Total reported value
$2.0B
$2.0B
261 檔
9.9%
During the Q2 2024 filing period, Aprio Wealth Management, LLC (CIK: 0001803519) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.0B across 261 reported positions.
During Q2 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 261 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DUHP | Dimensional US High Profi Et | ETF-Other | 12.99% | -0.08% | -9.01% | |
| 2 | DIHP | Dimensional International Hi | ETF-Other | 9.39% | -0.41% | +29.33% | |
| 3 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 6.45% | +0.29% | -25.22% | |
| 4 | VHT | Vanguard Health Care ETF | ETF-Other | 3.91% | — | -2.59% | |
| 5 | AVRE | Avantis Real Estate ETF | ETF-Other | 3.88% | -0.01% | +111.31% | |
| 6 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 3.83% | -0.06% | +15.10% | |
| 7 | TOLZ | Proshares Glb Infrastructure | ETF-Other | 3.69% | -0.18% | +104.35% | |
| 8 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 3.49% | -0.39% | -1.84% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.46% | +0.01% | -6.41% | |
| 10 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 2.39% | +0.17% | -6.29% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.09% | +0.01% | +1.58% | |
| 12 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.50% | +0.01% | +2.67% | |
| 13 | MTBA | Simplify Mbs ETF | ETF-Other | 1.50% | -0.07% | +9.14% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.35% | -0.13% | -3.14% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.33% | +0.04% | +0.15% | |
| 16 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.15% | +0.02% | -9.55% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.14% | -0.02% | -10.09% | |
| 18 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 1.14% | +0.14% | +2366.53% | |
| 19 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.11% | -0.01% | +0.70% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.06% | -0.02% | -11.56% | |
| 21 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.04% | +0.05% | -5.37% | |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.03% | -0.11% | +14.17% | |
| 23 | IDGT | Ishares US Dgtl Infra & R/e | ETF-Other | 0.95% | +0.17% | — | |
| 24 | VOX | Vanguard Communication Servi | ETF-Other | 0.85% | — | -48.58% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.77% | +0.05% | -4.13% | |
| 26 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.70% | -0.02% | -11.81% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.66% | +0.10% | -7.95% | |
| 28 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.65% | -0.01% | — | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.64% | +0.02% | +63.53% | |
| 30 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 0.64% | -0.07% | +5.34% | |
| 31 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.58% | +0.01% | +2.51% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.54% | +0.10% | -0.33% | |
| 33 | HDEF | Xtrackers Msci Eafe High Div | ETF-Other | 0.53% | -0.03% | +14.70% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | — | +3.04% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.49% | +0.12% | +920.38% | |
| 36 | PFF | Ishares Preferred & Income S | ETF-Other | 0.47% | -0.01% | +108.76% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | +0.06% | -2.09% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.45% | +0.13% | -0.65% | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.42% | +0.01% | -6.71% | |
| 40 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.40% | -0.01% | +16.60% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.38% | +0.07% | -1.05% | |
| 42 | AMLP | Alerian Mlp ETF | ETF-Other | 0.33% | -0.08% | +81.06% | |
| 43 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.33% | +0.01% | — | |
| 44 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.31% | +0.01% | +0.58% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.31% | -0.01% | +33.40% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.30% | +0.07% | -11.31% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.30% | +0.08% | +0.27% | |
| 48 | EYLD | Cambria Emerg Shrhldr Yield | ETF-Other | 0.27% | — | -24.45% | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.26% | +0.12% | +10.20% | |
| 50 | PFE | Pfizer Inc | Stock-Healthcare | 0.26% | -0.02% | +20.33% |
According to official SEC Form 13F filings, Aprio Wealth Management, LLC reported a total U.S. public equity portfolio value of $2.0B across 261 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DUHP, DIHP, EMXC) accounted for 9.9% of total reported equity market value during Q2 2024.
During Q2 2024, Aprio Wealth Management, LLC's top holdings by market value included DUHP (13.0%)、DIHP (9.4%)、EMXC (6.5%). The largest single position, DUHP, represented 13.0% of total portfolio value.
In Q2 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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