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CIK: 0001803519
Total reported value
$2.0B
$2.0B
316 檔
11.1%
In Q4 2024, Aprio Wealth Management, LLC's U.S. equity holdings reached a combined market value of $2.0B, distributed across 316 disclosed stock positions.
In Q4 2024, Aprio Wealth Management, LLC displayed an active expansion posture, initiating 8 new positions and adding to 34 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 316 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DUHP | Dimensional US High Profi Et | ETF-Other | 12.67% | -0.08% | +8.24% | |
| 2 | DIHP | Dimensional International Hi | ETF-Other | 7.39% | -0.41% | +11.49% | |
| 3 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 4.62% | +0.29% | +8.36% | |
| 4 | TOLZ | Proshares Glb Infrastructure | ETF-Other | 4.24% | -0.18% | +15.71% | |
| 5 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 3.73% | -0.06% | +14.30% | |
| 6 | REZ | Ishars Res And Multi Reales | ETF-Other | 3.58% | -0.05% | +17.74% | |
| 7 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.98% | -0.39% | +10.33% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.83% | +0.01% | -0.92% | |
| 9 | IBB | Ishares Biotechnology ETF | ETF-Tech | 2.70% | — | — | |
| 10 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 2.24% | +0.17% | +9.59% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.09% | +0.01% | +10.29% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.05% | +0.04% | +17.15% | |
| 13 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.63% | +0.01% | +14.21% | |
| 14 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 1.60% | +0.14% | +22.43% | |
| 15 | IDGT | Ishares US Dgtl Infra & R/e | ETF-Other | 1.57% | +0.17% | +22.31% | |
| 16 | MTBA | Simplify Mbs ETF | ETF-Other | 1.50% | -0.07% | +16.86% | |
| 17 | CGXU | Cap Group Intl Focus | ETF-Other | 1.41% | -0.26% | +31.42% | |
| 18 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.27% | -0.01% | +27.99% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.16% | -0.13% | +14.94% | |
| 20 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.05% | -0.01% | +8.53% | |
| 21 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.02% | -0.02% | +9.98% | |
| 22 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.99% | +0.02% | -1.29% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.92% | -0.11% | +15.08% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.76% | -0.02% | -3.29% | |
| 25 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.75% | +0.05% | -11.01% | |
| 26 | XC | Wisdomtree True Emerging Mar | ETF-Emerging Markets | 0.71% | -0.08% | +13.51% | |
| 27 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.68% | -0.01% | — | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.66% | +0.05% | +1.05% | |
| 29 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.66% | +0.17% | +38.12% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.61% | +0.02% | +3.84% | |
| 31 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.58% | -0.02% | +4.69% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.56% | +0.10% | -0.33% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.54% | — | +8.59% | |
| 34 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 0.54% | -0.07% | +7.23% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.52% | +0.12% | +14.02% | |
| 36 | IHAK | Ishares Cybersecurity & Tech | ETF-Tech | 0.51% | +0.01% | +62.86% | |
| 37 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.49% | +0.01% | -1.07% | |
| 38 | AVRE | Avantis Real Estate ETF | ETF-Other | 0.47% | -0.01% | -11.50% | |
| 39 | AMLP | Alerian Mlp ETF | ETF-Other | 0.47% | -0.08% | +42.67% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.46% | -0.02% | +7.68% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.46% | +0.10% | -2.78% | |
| 42 | HDEF | Xtrackers Msci Eafe High Div | ETF-Other | 0.45% | -0.03% | +7.20% | |
| 43 | PFF | Ishares Preferred & Income S | ETF-Other | 0.44% | -0.01% | +15.99% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.42% | +0.07% | +25.35% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.41% | +0.13% | -0.44% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | +0.06% | +10.34% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.38% | +0.08% | +41.78% | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.35% | +0.01% | +203.10% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.35% | -0.04% | +44.15% | |
| 50 | VOX | Vanguard Communication Servi | ETF-Other | 0.35% | — | -22.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IBB | Ishares Biotechnology ETF | +2.7% | NEW | New buy |
| 2 | FHLC | Fidelity Msci Health Care | +0.7% | NEW | New buy |
| 3 | AAPL | Apple Inc | +0.3% | +17.15% | Add |
| 4 | IDGT | Ishares US Dgtl Infra & R/e | +0.2% | +22.31% | Add |
| 5 | RF | Regions Financial CORP | +0.2% | NEW | New buy |
| 6 | IHAK | Ishares Cybersecurity & Tech | +0.2% | +62.86% | Add |
| 7 | IBIT | Ishares Bitcoin Trust ETF | +0.2% | NEW | New buy |
| 8 | TSLA | Tesla Inc | +0.2% | +7.68% | Add |
| 9 | IVE | Ishares S&p 500 Value ETF | +0.1% | NEW | New buy |
| 10 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | +14.21% | Add |
| 11 | CGXU | Cap Group Intl Focus | +0.1% | +31.42% | Add |
| 12 | AMLP | Alerian Mlp ETF | +0.1% | +42.67% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | +41.78% | Add |
| 14 | NCDL | Nuveen Churchill Direct Lend | +0.1% | +104.07% | Add |
| 15 | TOLZ | Proshares Glb Infrastructure | +0.1% | +15.71% | Add |
| 16 | AMZN | Amazon.com Inc | +0.1% | +25.35% | Add |
| 17 | SOXX | Ishares Semiconductor ETF | +0.1% | +38.12% | Add |
| 18 | META | Meta Platforms Inc-class A | +0.1% | +44.15% | Add |
| 19 | V | Visa Inc-class A Shares | +0.1% | +32.80% | Add |
| 20 | DFAR | Dimensional US Real Est ETF | +0.1% | +27.99% | Add |
| 21 | PPA | Invesco Aerospace & Defense | +0.1% | NEW | New buy |
| 22 | VNQ | Vanguard Real Estate ETF | +0.1% | NEW | New buy |
| 23 | IAI | Ishares U.s. Broker-dealers | +0.1% | NEW | New buy |
| 24 | GRID | First Trst Nasd Cl Edg Sgiif | +0.1% | +22.43% | Add |
| 25 | NVDA | Nvidia CORP | +0.1% | +14.02% | Add |
| 26 | NFLX | Netflix Inc | +0.1% | +15.60% | Add |
| 27 | JPM | Jpmorgan Chase & Co | +0.1% | +8.59% | Add |
| 28 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +20.14% | Add |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +31.82% | Add |
| 30 | CRM | Salesforce Inc | +0.1% | +35.71% | Add |
| 31 | AVGO | Broadcom Inc | +0.1% | -2.80% | Trim |
| 32 | MTBA | Simplify Mbs ETF | 0% | +16.86% | Add |
| 33 | AVUV | Avantis US Small Cap Value | 0% | +10.29% | Add |
| 34 | MSFT | Microsoft CORP | 0% | +14.94% | Add |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +15.08% | Add |
| 36 | SDVY | First Trust Smid Cap Rising | 0% | +8.53% | Add |
| 37 | COWZ | Pacer US Cash Cows 100 ETF | -0.1% | +10.33% | Add |
| 38 | TDIV | Ft Nasdaq Tech Dvd Index Fd | -0.1% | +9.59% | Add |
| 39 | REZ | Ishars Res And Multi Reales | -0.1% | +17.74% | Add |
| 40 | XLV | Ss Health Care Select Sector | -0.1% | EXIT | Sold out |
| 41 | VOX | Vanguard Communication Servi | -0.1% | -22.71% | Trim |
| 42 | TUA | Sim St Treas Fut Strat ETF | -0.2% | +14.30% | Add |
| 43 | AVRE | Avantis Real Estate ETF | -0.2% | -11.50% | Trim |
| 44 | JPST | Jpmorgan Ultra-short Income | -0.2% | -11.01% | Trim |
| 45 | IEFA | Ishares Core Msci Eafe ETF | -0.2% | -3.29% | Trim |
| 46 | DUHP | Dimensional US High Profi Et | -0.3% | +8.24% | Add |
| 47 | IBHD | Ishares Ibonds 2024 H/y Inc | -0.5% | EXIT | Sold out |
| 48 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.5% | +8.36% | Add |
| 49 | DIHP | Dimensional International Hi | -0.6% | +11.49% | Add |
| 50 | VHT | Vanguard Health Care ETF | -2.9% | -89.35% | Trim |
According to official SEC Form 13F filings, Aprio Wealth Management, LLC reported a total U.S. public equity portfolio value of $2.0B across 316 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DUHP, DIHP, EMXC) accounted for 11.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
IBB
市值: $18.5M
Top Position Liquidated / Trimmed
IBHD
前期市值: $2.8M
During Q4 2024, Aprio Wealth Management, LLC's top holdings by market value included DUHP (12.7%)、DIHP (7.4%)、EMXC (4.6%). The largest single position, DUHP, represented 12.7% of total portfolio value.
In Q4 2024, Aprio Wealth Management, LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 34 positions, trimming 6 holdings, and fully liquidating 2 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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