Aprio Wealth Management, LLC holdings history

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277 is the total number of securities Aprio Wealth Management, LLC has owned. The longest Aprio Wealth Management, LLC has owned a single stock is 15 quarters.

Aprio Wealth Management, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
AGG ISHARES TR1050.16%11.48%25.86%Q4 2019Q3 202315
SPY SPDR S&P 500 ETF TR1054.78%8.25%14.07%Q4 2019Q3 202315
IEFA ISHARES TR1051.08%3.52%6.80%Q4 2019Q3 202315
JPST JP MORGAN EXCHANGE TRA...1050.27%1.78%5.03%Q4 2019Q3 202315
IWD ISHARES TR1050.69%1.40%4.20%Q4 2019Q3 202315
IWF ISHARES TR1050.39%1.39%7.36%Q4 2019Q3 202315
AAPL APPLE INC1050.63%1.17%1.79%Q4 2019Q3 202315
IVV ISHARES TR1050.55%1.02%1.53%Q4 2019Q3 202315
FTSM FIRST TR EXCHANGE-TRAD...1050.33%1.00%3.81%Q4 2019Q3 202315
MSFT MICROSOFT CORP1050.29%0.75%1.34%Q4 2019Q3 202315
TFC TRUIST FINL CORP1050.07%0.47%0.96%Q4 2019Q3 202315
JPM JPMORGAN CHASE & CO1050.17%0.46%1.46%Q4 2019Q3 202315
HD HOME DEPOT INC1050.27%0.44%0.83%Q4 2019Q3 202315
IWN ISHARES TR1050.13%0.36%1.15%Q4 2019Q3 202315
BRKB BERKSHIRE HATHAWAY INC...1050.22%0.34%0.55%Q4 2019Q3 202315
SCHP SCHWAB STRATEGIC TR1050.13%0.31%0.81%Q4 2019Q3 202315
VEA VANGUARD TAX-MANAGED I...1050.16%0.26%0.35%Q4 2019Q3 202315
IWO ISHARES TR1050.07%0.25%1.67%Q4 2019Q3 202315
BAC BK OF AMERICA CORP1050.14%0.23%0.38%Q4 2019Q3 202315
MA MASTERCARD INCORPORATED1050.14%0.21%0.40%Q4 2019Q3 202315
PG PROCTER & GAMBLE CO1050.10%0.20%0.47%Q4 2019Q3 202315
IQV IQVIA HLDGS INC1050.07%0.16%0.30%Q4 2019Q3 202315
EFA ISHARES TR1050.07%0.16%0.38%Q4 2019Q3 202315
DLHC DLH HLDGS CORP1050.06%0.15%0.27%Q4 2019Q3 202315
FEM FIRST TR EXCH TRD ALPH...1040.18%0.53%0.91%Q1 2020Q3 202314
VUG VANGUARD INDEX FDS1040.21%0.47%0.84%Q4 2019Q3 202314
IEF ISHARES TR950.14%0.42%1.30%Q4 2019Q2 202314
SCHD SCHWAB STRATEGIC TR1040.16%0.31%0.60%Q1 2020Q3 202314
PFE PFIZER INC810.09%0.20%0.42%Q4 2019Q3 202314
V VISA INC1040.12%0.19%0.33%Q1 2020Q3 202314
CMCSA COMCAST CORP NEW1040.08%0.17%0.28%Q1 2020Q3 202314
TOLZ PROSHARES TR1032.01%3.06%4.24%Q2 2020Q3 202313
QQQ INVESCO QQQ TR1030.22%2.06%6.54%Q2 2020Q3 202313
VWO VANGUARD INTL EQUITY I...1030.82%1.56%3.85%Q2 2020Q3 202313
IWM ISHARES TR1010.11%1.12%5.03%Q4 2019Q3 202313
KO COCA COLA CO1030.41%1.12%2.70%Q2 2020Q3 202313
PEP PEPSICO INC1010.10%0.13%0.22%Q4 2019Q3 202313
IEMG ISHARES INC610.06%4.76%13.00%Q4 2019Q2 202312
RSP INVESCO EXCHANGE TRADE...1020.15%1.07%2.67%Q3 2020Q3 202312
SCHG SCHWAB STRATEGIC TR750.18%0.43%1.17%Q4 2019Q3 202312
DIS DISNEY WALT CO530.08%0.22%0.49%Q4 2019Q3 202312
GD GENERAL DYNAMICS CORP1010.06%0.10%0.20%Q4 2019Q3 202312
VHT VANGUARD WORLD FDS1013.80%5.47%7.36%Q4 2020Q3 202311
TIP ISHARES TR410.16%0.43%0.97%Q4 2019Q2 202311
VTI VANGUARD INDEX FDS1010.11%0.18%0.62%Q1 2020Q3 202311
GOOGL ALPHABET INC1010.10%0.13%0.25%Q4 2020Q3 202311
AVUV AMERICAN CENTY ETF TR10100.76%3.57%7.05%Q2 2021Q3 202310
XSOE WISDOMTREE TR10100.09%0.78%3.10%Q2 2021Q3 202310
SYK STRYKER CORPORATION420.07%0.16%0.34%Q4 2019Q3 202310
AMZN AMAZON COM INC910.11%0.16%0.23%Q3 2020Q3 202310
WMT WALMART INC410.07%0.15%0.33%Q1 2020Q3 202310
PRF INVESCO EXCHANGE TRADE...10100.07%0.10%0.12%Q2 2021Q3 202310
VFH VANGUARD WORLD FDS991.06%2.06%3.93%Q2 2021Q2 20239
SPYG SPDR SER TR420.10%1.56%3.99%Q4 2019Q3 20239
GLD SPDR GOLD TRUST540.13%1.38%3.07%Q1 2020Q2 20229
DFAC DIMENSIONAL ETF TRUST630.71%0.89%1.16%Q2 2021Q3 20239
DFUS DIMENSIONAL ETF TRUST630.39%0.56%0.84%Q2 2021Q3 20239
VZ VERIZON COMMUNICATIONS...540.09%0.15%0.27%Q4 2019Q2 20229
DE DEERE & CO540.07%0.15%0.26%Q4 2019Q3 20239
VB VANGUARD INDEX FDS630.06%0.13%0.21%Q2 2021Q3 20239
TGT TARGET CORP990.06%0.10%0.14%Q2 2021Q2 20239
VNQ VANGUARD INDEX FDS320.06%0.99%1.85%Q4 2019Q2 20238
CERS CERUS CORP880.01%0.02%0.04%Q4 2021Q3 20238
BSV VANGUARD BD INDEX FDS770.09%3.70%7.83%Q1 2022Q3 20237
DGS WISDOMTREE TR610.07%3.58%6.87%Q4 2019Q2 20237
TDIV FIRST TR EXCHANGE-TRAD...772.24%2.66%2.88%Q1 2022Q3 20237
ICSH ISHARES TR770.33%1.70%5.56%Q2 2021Q4 20227
SDVY FIRST TR EXCHANGE-TRAD...770.94%1.35%1.83%Q1 2022Q3 20237
HYZD WISDOMTREE TR770.07%0.92%2.90%Q1 2022Q3 20237
DGRO ISHARES TR770.11%0.40%1.10%Q1 2022Q3 20237
MRK MERCK & CO. INC430.08%0.17%0.30%Q4 2019Q3 20237
AVDE AMERICAN CENTY ETF TR430.08%0.09%0.10%Q3 2021Q3 20237
MS MORGAN STANLEY610.07%0.08%0.09%Q4 2021Q3 20237
DIMENSIONAL ETF TRUST660.55%9.62%14.00%Q2 2022Q3 20236
DIMENSIONAL ETF TRUST660.26%5.79%9.26%Q2 2022Q3 20236
SRLN SSGA ACTIVE ETF TR660.07%3.36%9.77%Q1 2022Q2 20236
JAAA JANUS DETROIT STR TR660.08%1.90%5.48%Q1 2022Q2 20236
XLE SELECT SECTOR SPDR TR660.06%1.66%3.21%Q1 2022Q2 20236
GCC WISDOMTREE TR660.10%1.60%2.84%Q4 2021Q1 20236
VOX VANGUARD WORLD FDS661.14%1.42%1.83%Q2 2022Q3 20236
ANGL VANECK VECTORS ETF TR660.08%1.31%2.06%Q3 2021Q4 20226
SPYV SPDR SER TR210.29%1.15%3.12%Q4 2019Q3 20236
IWP ISHARES TR210.32%1.03%1.92%Q4 2019Q3 20236
VAW VANGUARD WORLD FDS660.10%0.78%2.10%Q4 2021Q1 20236
BKLN INVESCO EXCH TRADED FD...660.08%0.74%2.07%Q3 2021Q4 20226
JEPI J P MORGAN EXCHANGE TR...660.16%0.50%1.19%Q2 2022Q3 20236
DVY ISHARES TR660.15%0.25%0.33%Q2 2022Q3 20236
INTC INTEL CORP420.06%0.20%0.41%Q1 2020Q3 20236
IWR ISHARES TR510.11%0.16%0.31%Q2 2021Q1 20236
XOM EXXON MOBIL CORP660.13%0.16%0.20%Q2 2022Q3 20236
IJH ISHARES TR510.10%0.15%0.18%Q2 2021Q3 20236
MUB ISHARES TR330.09%0.14%0.23%Q2 2020Q4 20216
CVX CHEVRON CORP NEW210.06%0.14%0.32%Q4 2019Q3 20236
LLY LILLY ELI & CO660.10%0.13%0.17%Q2 2022Q3 20236
CSCO CISCO SYS INC410.08%0.12%0.22%Q2 2020Q3 20236
UNH UNITEDHEALTH GROUP INC660.07%0.11%0.14%Q2 2022Q3 20236
JNJ JOHNSON & JOHNSON660.09%0.11%0.13%Q2 2022Q3 20236
FB META PLATFORMS INC330.08%0.10%0.14%Q2 2021Q3 20236
HIG HARTFORD FINL SVCS GRO...660.08%0.10%0.15%Q1 2022Q2 20236
COWZ PACER FDS TR554.01%4.57%5.56%Q3 2022Q3 20235
DJP BARCLAYS BANK PLC551.15%1.27%1.38%Q2 2021Q2 20225
MINT PIMCO ETF TR550.10%1.05%4.67%Q3 2022Q3 20235
XLRE SELECT SECTOR SPDR TR550.54%0.95%1.18%Q1 2022Q1 20235
RY ROYAL BK CDA SUSTAINABL550.40%0.46%0.53%Q3 2022Q3 20235
SUSA ISHARES TR550.18%0.32%0.39%Q3 2022Q3 20235
SUSC ISHARES TR550.09%0.22%0.32%Q3 2022Q3 20235
EAGG ISHARES TR550.10%0.22%0.32%Q3 2022Q3 20235
IVW ISHARES TR550.19%0.21%0.26%Q3 2022Q3 20235
HDEF DBX ETF TR550.07%0.21%0.43%Q3 2022Q3 20235
IWV ISHARES TR550.18%0.20%0.23%Q3 2022Q3 20235
AVUS AMERICAN CENTY ETF TR550.18%0.20%0.22%Q3 2022Q3 20235
UCBI UNITED CMNTY BKS BLAIR...550.14%0.19%0.26%Q3 2022Q3 20235
VOO VANGUARD INDEX FDS550.12%0.15%0.20%Q3 2022Q3 20235
AVGO BROADCOM INC410.08%0.13%0.23%Q2 2022Q3 20235
DIA SPDR DOW JONES INDL AV...550.10%0.11%0.11%Q3 2022Q3 20235
OEF ISHARES TR550.08%0.10%0.13%Q3 2022Q3 20235
IJK ISHARES TR550.07%0.08%0.10%Q3 2022Q3 20235
MDY SPDR S&P MIDCAP 400 ET...550.06%0.07%0.08%Q3 2022Q3 20235
SHV ISHARES TR440.20%9.09%20.71%Q4 2019Q3 20204
WISDOMTREE TR440.22%4.84%18.07%Q4 2022Q3 20234
XLK SELECT SECTOR SPDR TR440.81%1.80%3.07%Q4 2019Q3 20204
USIG ISHARES TR220.12%1.73%6.29%Q3 2022Q3 20234
IWS ISHARES TR440.41%1.20%2.01%Q2 2021Q1 20224
SCHV SCHWAB STRATEGIC TR440.32%0.66%1.14%Q4 2019Q3 20204
GE GENERAL ELECTRIC CO440.14%0.28%0.38%Q4 2019Q3 20204
MTW MANITOWOC CO INC440.17%0.26%0.31%Q4 2019Q3 20204
COP CONOCOPHILLIPS210.06%0.23%0.42%Q2 2022Q3 20234
ESGD ISHARES TR440.13%0.19%0.22%Q4 2022Q3 20234
BGRN ISHARES TR440.14%0.16%0.21%Q4 2022Q3 20234
TSLA TESLA INC310.11%0.14%0.19%Q3 2022Q3 20234
GOOG ALPHABET INC310.08%0.12%0.15%Q3 2022Q3 20234
ABBV ABBVIE INC210.08%0.11%0.14%Q2 2022Q3 20234
WFC WELLS FARGO CO NEW210.06%0.11%0.20%Q4 2019Q3 20234
ACN ACCENTURE PLC IRELAND310.07%0.09%0.13%Q1 2022Q3 20234
MCD MCDONALDS CORP440.07%0.09%0.10%Q4 2022Q3 20234
FIW FIRST TR EXCHANGE TRAD...440.07%0.08%0.08%Q4 2022Q3 20234
SHE SPDR SER TR440.07%0.08%0.08%Q4 2022Q3 20234
DHI D R HORTON INC310.06%0.07%0.10%Q4 2021Q3 20234
IJJ ISHARES TR440.06%0.06%0.07%Q4 2022Q3 20234
IGSB ISHARES TR332.20%6.20%8.30%Q1 2023Q3 20233
AVEM AMERICAN CENTY ETF TR330.21%5.49%8.45%Q1 2023Q3 20233
JNK SPDR SER TR330.74%0.79%0.87%Q4 2022Q2 20233
BA BOEING CO210.14%0.19%0.22%Q4 2019Q3 20203
LDEM ISHARES TR330.12%0.18%0.21%Q4 2022Q2 20233
SUSB ISHARES TR330.13%0.13%0.14%Q1 2023Q3 20233
IAU ISHARES GOLD TR330.06%0.11%0.16%Q1 2023Q3 20233
TSM TAIWAN SEMICONDUCTOR M...330.08%0.11%0.13%Q1 2023Q3 20233
VO VANGUARD INDEX FDS210.07%0.09%0.10%Q2 2021Q4 20223
NULG NUSHARES ETF TR330.09%0.09%0.09%Q1 2023Q3 20233
QCOM QUALCOMM INC210.06%0.09%0.11%Q1 2022Q3 20233
ASML ASML HOLDING N V330.06%0.07%0.08%Q1 2023Q3 20233
ESGU ISHARES TR330.06%0.07%0.09%Q1 2023Q3 20233
ICLN ISHARES TR330.06%0.07%0.08%Q1 2023Q3 20233
VTEB VANGUARD MUN BD FDS222.95%3.47%3.99%Q2 2020Q3 20202
AMERICAN CENTY ETF TR222.00%2.22%2.44%Q2 2023Q3 20232
FDIS FIDELITY COVINGTON TRUST221.98%2.08%2.19%Q1 2023Q2 20232
SCHF SCHWAB STRATEGIC TR110.14%1.75%3.37%Q4 2019Q3 20222
RWR SPDR SER TR221.50%1.59%1.68%Q4 2019Q1 20202
EWT ISHARES INC220.24%1.17%2.10%Q2 2020Q3 20202
SCHH SCHWAB STRATEGIC TR220.98%1.09%1.20%Q4 2019Q1 20202
TLT ISHARES TR220.22%1.01%1.80%Q2 2023Q3 20232
FRI FIRST TR S&P REIT INDE...220.61%0.69%0.76%Q4 2019Q1 20202
VYM VANGUARD WHITEHALL FDS220.50%0.58%0.66%Q2 2020Q3 20202
IJR ISHARES TR220.43%0.49%0.54%Q4 2019Q1 20202
EEM ISHARES TR220.39%0.41%0.44%Q4 2019Q1 20202
IRBT IROBOT CORP220.28%0.33%0.38%Q4 2019Q1 20202
PFF ISHARES TR220.16%0.33%0.49%Q2 2023Q3 20232
VTV VANGUARD INDEX FDS110.19%0.26%0.32%Q4 2019Q2 20202
SCHZ SCHWAB STRATEGIC TR220.21%0.25%0.29%Q1 2020Q2 20202
DOL WISDOMTREE TR220.21%0.25%0.28%Q2 2020Q3 20202
DON WISDOMTREE TR220.18%0.21%0.24%Q2 2020Q3 20202
DEM WISDOMTREE TR220.08%0.18%0.27%Q1 2023Q2 20232
EFV ISHARES TR220.07%0.16%0.24%Q2 2023Q3 20232
BND VANGUARD BD INDEX FDS220.13%0.15%0.16%Q2 2021Q3 20212
EFG ISHARES TR220.08%0.14%0.20%Q2 2023Q3 20232
ARKK ARK ETF TR220.11%0.14%0.17%Q2 2021Q3 20212
AMT AMERICAN TOWER CORP NEW110.10%0.12%0.15%Q4 2020Q2 20222
HDV ISHARES TR220.06%0.11%0.16%Q2 2023Q3 20232
QUAL ISHARES TR110.07%0.11%0.15%Q4 2022Q3 20232
NVDA NVIDIA CORPORATION220.09%0.11%0.12%Q2 2023Q3 20232
FBND FIDELITY MERRIMACK STR TR220.09%0.10%0.12%Q2 2023Q3 20232
TLH ISHARES TR220.09%0.10%0.10%Q2 2023Q3 20232
SPHD INVESCO EXCH TRADED FD...220.09%0.10%0.10%Q3 2022Q4 20222
SPYD SPDR SER TR220.09%0.09%0.09%Q3 2022Q4 20222
F FORD MTR CO DEL220.08%0.09%0.10%Q2 2020Q3 20202
SO SOUTHERN CO110.07%0.09%0.10%Q2 2022Q3 20232
NFLX NETFLIX INC220.07%0.09%0.10%Q2 2023Q3 20232
VIG VANGUARD SPECIALIZED F...220.08%0.08%0.08%Q3 2022Q4 20222
MO ALTRIA GROUP INC110.07%0.08%0.08%Q2 2022Q2 20232
GOVT ISHARES TR220.07%0.07%0.08%Q2 2023Q3 20232
LOW LOWES COS INC220.07%0.07%0.07%Q2 2023Q3 20232
PHM PULTE GROUP INC220.06%0.07%0.07%Q2 2023Q3 20232
APD AIR PRODS & CHEMS INC220.06%0.06%0.06%Q2 2023Q3 20232
VTRS VIATRIS INC220.04%0.04%0.04%Q2 2023Q3 20232
GNUS GENIUS BRANDS INTL INC220.02%0.03%0.04%Q2 2020Q3 20202
CALAMP CORP220.02%0.02%0.02%Q4 2019Q1 20202
PERIMETER SOLUTIONS SA220.02%0.02%0.02%Q2 2023Q3 20232
CHK CHESAPEAKE ENERGY CORP220.00%0.00%0.01%Q4 2019Q1 20202
MATTERPORT INC220.00%0.00%0.00%Q2 2022Q3 20222
EMXC ISHARES INC117.56%7.56%7.56%Q3 2023Q3 20231
XLF SELECT SECTOR SPDR TR111.96%1.96%1.96%Q4 2019Q4 20191
SCHA SCHWAB STRATEGIC TR111.67%1.67%1.67%Q4 2019Q4 20191
XLB SELECT SECTOR SPDR TR111.64%1.64%1.64%Q4 2020Q4 20201
XLI SELECT SECTOR SPDR TR111.44%1.44%1.44%Q4 2020Q4 20201
VOT VANGUARD INDEX FDS111.37%1.37%1.37%Q3 2023Q3 20231
IUSV ISHARES TR111.23%1.23%1.23%Q4 2019Q4 20191
AMLP ALPS ETF TR110.88%0.88%0.88%Q2 2020Q2 20201
DOUBLELINE ETF TRUST110.68%0.68%0.68%Q3 2023Q3 20231
XLY SELECT SECTOR SPDR TR110.68%0.68%0.68%Q3 2020Q3 20201
XLV SELECT SECTOR SPDR TR110.67%0.67%0.67%Q2 2020Q2 20201
XLC SELECT SECTOR SPDR TR110.63%0.63%0.63%Q3 2020Q3 20201
NRGX PIMCO ENERGY & TACTICA...110.39%0.39%0.39%Q3 2023Q3 20231
SCHE SCHWAB STRATEGIC TR110.37%0.37%0.37%Q4 2019Q4 20191
EYLD CAMBRIA ETF TR110.30%0.30%0.30%Q3 2023Q3 20231
TENB TENABLE HLDGS INC110.23%0.23%0.23%Q2 2020Q2 20201
VNQI VANGUARD INTL EQUITY I...110.21%0.21%0.21%Q4 2019Q4 20191
C CITIGROUP INC110.18%0.18%0.18%Q4 2019Q4 20191
ACWI ISHARES TR110.17%0.17%0.17%Q4 2019Q4 20191
EEMV ISHARES INC110.16%0.16%0.16%Q3 2023Q3 20231
LDSF FIRST TR EXCHNG TRADED...110.14%0.14%0.14%Q3 2020Q3 20201
ADBE ADOBE INC110.14%0.14%0.14%Q3 2023Q3 20231
SCHO SCHWAB STRATEGIC TR110.14%0.14%0.14%Q3 2021Q3 20211
VBR VANGUARD INDEX FDS110.14%0.14%0.14%Q4 2021Q4 20211
PINS PINTEREST INC110.12%0.12%0.12%Q2 2021Q2 20211
AXP AMERICAN EXPRESS CO110.12%0.12%0.12%Q2 2022Q2 20221
IWB ISHARES TR110.12%0.12%0.12%Q1 2023Q1 20231
UNP UNION PAC CORP110.11%0.11%0.11%Q2 2022Q2 20221
IUSG ISHARES TR110.10%0.10%0.10%Q2 2021Q2 20211
MAT MATTEL INC110.10%0.10%0.10%Q4 2019Q4 20191
NEE NEXTERA ENERGY INC110.10%0.10%0.10%Q2 2022Q2 20221
ITOT ISHARES TR110.10%0.10%0.10%Q2 2021Q2 20211
IUSB ISHARES TR110.09%0.09%0.09%Q3 2023Q3 20231
GILD GILEAD SCIENCES INC110.09%0.09%0.09%Q3 2023Q3 20231
NVO NOVO-NORDISK A S110.09%0.09%0.09%Q3 2023Q3 20231
AOA ISHARES TR110.09%0.09%0.09%Q4 2021Q4 20211
INTU INTUIT110.08%0.08%0.08%Q4 2021Q4 20211
IJS ISHARES TR110.08%0.08%0.08%Q3 2023Q3 20231
AZO AUTOZONE INC110.08%0.08%0.08%Q4 2022Q4 20221
ADSK AUTODESK INC110.08%0.08%0.08%Q3 2023Q3 20231
SABR SABRE CORP110.08%0.08%0.08%Q1 2020Q1 20201
CVS CVS HEALTH CORP110.07%0.07%0.07%Q3 2023Q3 20231
MMC MARSH & MCLENNAN COS INC110.07%0.07%0.07%Q3 2023Q3 20231
CRM SALESFORCE INC110.06%0.06%0.06%Q3 2023Q3 20231
ABT ABBOTT LABS110.06%0.06%0.06%Q3 2023Q3 20231
BX BLACKSTONE INC110.06%0.06%0.06%Q3 2023Q3 20231
T AT&T INC110.06%0.06%0.06%Q3 2023Q3 20231
COST COSTCO WHSL CORP NEW110.06%0.06%0.06%Q3 2023Q3 20231
CAT CATERPILLAR INC110.06%0.06%0.06%Q3 2023Q3 20231
MTUM ISHARES TR110.06%0.06%0.06%Q3 2023Q3 20231
SHG SHINHAN FINANCIAL GROU...110.06%0.06%0.06%Q3 2023Q3 20231
PKX POSCO HOLDINGS INC110.06%0.06%0.06%Q3 2023Q3 20231
UBS UBS GROUP AG110.06%0.06%0.06%Q3 2023Q3 20231
RIO RIO TINTO PLC110.06%0.06%0.06%Q3 2023Q3 20231
DHR DANAHER CORPORATION110.06%0.06%0.06%Q3 2023Q3 20231
TXN TEXAS INSTRS INC110.06%0.06%0.06%Q3 2023Q3 20231
FICO FAIR ISAAC CORP110.06%0.06%0.06%Q2 2023Q2 20231
HON HONEYWELL INTL INC110.06%0.06%0.06%Q3 2023Q3 20231
ORCL ORACLE CORP110.06%0.06%0.06%Q2 2023Q2 20231
BP BP PLC110.06%0.06%0.06%Q3 2023Q3 20231
PGF INVESCO EXCHANGE TRADE...110.05%0.05%0.05%Q4 2022Q4 20221
BBVA BANCO BILBAO VIZCAYA A...110.05%0.05%0.05%Q3 2023Q3 20231
ASX ASE TECHNOLOGY HLDG CO...110.05%0.05%0.05%Q3 2023Q3 20231
VLY VALLEY NATL BANCORP110.04%0.04%0.04%Q2 2022Q2 20221
VALE VALE S A110.04%0.04%0.04%Q3 2023Q3 20231
VOD VODAFONE GROUP PLC NEW110.04%0.04%0.04%Q3 2023Q3 20231
MUFG MITSUBISHI UFJ FINL GR...110.03%0.03%0.03%Q3 2023Q3 20231
DB DEUTSCHE BANK A G110.03%0.03%0.03%Q3 2023Q3 20231
BARCLAYS PLC110.03%0.03%0.03%Q3 2023Q3 20231
ERIC ERICSSON110.03%0.03%0.03%Q3 2023Q3 20231
TKC TURKCELL ILETISIM HIZM...110.02%0.02%0.02%Q3 2023Q3 20231
SBSW SIBANYE STILLWATER LTD110.02%0.02%0.02%Q3 2023Q3 20231
NATWEST GROUP PLC110.02%0.02%0.02%Q3 2023Q3 20231
MFG MIZUHO FINANCIAL GROUP...110.01%0.01%0.01%Q3 2023Q3 20231
TEF TELEFONICA S A110.01%0.01%0.01%Q3 2023Q3 20231
YCBD CBDMD INC110.01%0.01%0.01%Q4 2021Q4 20211
SENS SENSEONICS HLDGS INC110.01%0.01%0.01%Q3 2022Q3 20221
APOLLO COML REAL ESTAT...110.00%0.00%0.00%Q3 2022Q3 20221
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The securities at the top of the list , including ISHARES TR, SPDR S&P 500 ETF TR, and ISHARES TR, are the highest-conviction holdings of Aprio Wealth Management, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Aprio Wealth Management, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Aprio Wealth Management, LLC owns currently or has owned in the past.