Aprio Wealth Management, LLC holdings history

Add to watchlist

371 is the total number of securities Aprio Wealth Management, LLC has owned. The longest Aprio Wealth Management, LLC has owned a single stock is 18 quarters.

Aprio Wealth Management, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
AGG ISHARES TR1350.09%9.76%25.86%Q4 2019Q2 202418
SPY SPDR S&P 500 ETF TR1353.46%7.50%14.07%Q4 2019Q2 202418
IEFA ISHARES TR1351.06%3.15%6.80%Q4 2019Q2 202418
JPST JP MORGAN EXCHANGE TRA...1350.27%2.02%7.49%Q4 2019Q2 202418
IWD ISHARES TR1350.54%1.27%4.20%Q4 2019Q2 202418
IWF ISHARES TR1350.36%1.23%7.36%Q4 2019Q2 202418
AAPL APPLE INC1350.63%1.17%1.79%Q4 2019Q2 202418
FTSM FIRST TR EXCHANGE-TRAD...1350.33%0.95%3.81%Q4 2019Q2 202418
IVV ISHARES TR1350.47%0.93%1.53%Q4 2019Q2 202418
MSFT MICROSOFT CORP1350.29%0.84%1.41%Q4 2019Q2 202418
JPM JPMORGAN CHASE & CO1350.17%0.46%1.46%Q4 2019Q2 202418
HD HOME DEPOT INC1350.27%0.45%0.83%Q4 2019Q2 202418
TFC TRUIST FINL CORP1350.05%0.40%0.96%Q4 2019Q2 202418
BRKB BERKSHIRE HATHAWAY INC...1350.19%0.32%0.55%Q4 2019Q2 202418
IWN ISHARES TR1350.12%0.32%1.15%Q4 2019Q2 202418
VEA VANGUARD TAX-MANAGED I...1350.12%0.23%0.35%Q4 2019Q2 202418
BAC BK OF AMERICA CORP1350.14%0.22%0.38%Q4 2019Q2 202418
IWO ISHARES TR1350.05%0.22%1.67%Q4 2019Q2 202418
MA MASTERCARD INCORPORATED1350.14%0.21%0.40%Q4 2019Q2 202418
PG PROCTER & GAMBLE CO1350.10%0.20%0.47%Q4 2019Q2 202418
IQV IQVIA HLDGS INC1350.05%0.14%0.30%Q4 2019Q2 202418
EFA ISHARES TR1350.05%0.14%0.38%Q4 2019Q2 202418
DLHC DLH HLDGS CORP1350.04%0.13%0.27%Q4 2019Q2 202418
FEM FIRST TR EXCH TRD ALPH...1340.14%0.46%0.91%Q1 2020Q2 202417
VUG VANGUARD INDEX FDS1340.19%0.42%0.84%Q4 2019Q2 202417
SCHD SCHWAB STRATEGIC TR1340.16%0.34%0.60%Q1 2020Q2 202417
SCHP SCHWAB STRATEGIC TR1250.06%0.28%0.81%Q4 2019Q1 202417
PFE PFIZER INC1110.09%0.21%0.42%Q4 2019Q2 202417
V VISA INC1340.12%0.20%0.33%Q1 2020Q2 202417
CMCSA COMCAST CORP NEW1340.07%0.15%0.28%Q1 2020Q2 202417
TOLZ PROSHARES TR1331.92%2.96%4.24%Q2 2020Q2 202416
QQQ INVESCO QQQ TR1330.22%1.79%6.54%Q2 2020Q2 202416
VWO VANGUARD INTL EQUITY I...1330.05%1.33%3.85%Q2 2020Q2 202416
KO COCA COLA CO1330.35%0.98%2.70%Q2 2020Q2 202416
IWM ISHARES TR1310.11%0.95%5.03%Q4 2019Q2 202416
PEP PEPSICO INC1310.10%0.13%0.22%Q4 2019Q2 202416
RSP INVESCO EXCHANGE TRADE...1320.15%0.90%2.67%Q3 2020Q2 202415
IEF ISHARES TR910.07%0.40%1.30%Q4 2019Q4 202315
SCHG SCHWAB STRATEGIC TR1050.17%0.37%1.17%Q4 2019Q2 202415
DIS DISNEY WALT CO640.08%0.20%0.49%Q4 2019Q2 202415
GD GENERAL DYNAMICS CORP1310.06%0.09%0.20%Q4 2019Q2 202415
VHT VANGUARD WORLD FDS1313.57%5.15%7.36%Q4 2020Q2 202414
VTI VANGUARD INDEX FDS1310.11%0.17%0.62%Q1 2020Q2 202414
GOOGL ALPHABET INC1310.10%0.16%0.30%Q4 2020Q2 202414
IEMG ISHARES INC610.05%4.39%13.00%Q4 2019Q2 202413
AVUV AMERICAN CENTY ETF TR13130.76%3.26%7.05%Q2 2021Q2 202413
AMZN AMAZON COM INC1210.11%0.20%0.39%Q3 2020Q2 202413
SYK STRYKER CORPORATION720.06%0.15%0.34%Q4 2019Q2 202413
WMT WALMART INC510.07%0.14%0.33%Q1 2020Q2 202413
PRF INVESCO EXCHANGE TRADE...13130.06%0.09%0.12%Q2 2021Q2 202413
SPYG SPDR SER TR530.10%1.23%3.99%Q4 2019Q2 202412
DFAC DIMENSIONAL ETF TRUST930.58%0.82%1.16%Q2 2021Q2 202412
DFUS DIMENSIONAL ETF TRUST930.33%0.50%0.84%Q2 2021Q2 202412
TIP ISHARES TR410.04%0.39%0.97%Q4 2019Q1 202412
VZ VERIZON COMMUNICATIONS...530.06%0.13%0.27%Q4 2019Q2 202412
DE DEERE & CO840.05%0.13%0.26%Q4 2019Q2 202412
VB VANGUARD INDEX FDS660.05%0.11%0.21%Q2 2021Q2 202412
GLD SPDR GOLD TRUST520.13%1.18%3.07%Q1 2020Q2 202411
TGT TARGET CORP920.04%0.09%0.14%Q2 2021Q2 202411
CERS CERUS CORP11110.01%0.02%0.04%Q4 2021Q2 202411
TDIV FIRST TR EXCHANGE-TRAD...10102.24%2.62%2.88%Q1 2022Q2 202410
BSV VANGUARD BD INDEX FDS10100.04%2.61%7.83%Q1 2022Q2 202410
SDVY FIRST TR EXCHANGE-TRAD...10100.94%1.29%1.83%Q1 2022Q2 202410
ICSH ISHARES TR730.16%1.24%5.56%Q2 2021Q2 202410
XSOE WISDOMTREE TR10100.09%0.78%3.10%Q2 2021Q3 202310
DGRO ISHARES TR10100.11%0.65%1.38%Q1 2022Q2 202410
MRK MERCK & CO. INC640.08%0.16%0.30%Q4 2019Q2 202410
AVDE AMERICAN CENTY ETF TR730.07%0.09%0.10%Q3 2021Q2 202410
MS MORGAN STANLEY910.06%0.08%0.09%Q4 2021Q2 202410
DIMENSIONAL ETF TRUST990.55%10.91%15.18%Q2 2022Q2 20249
DIMENSIONAL ETF TRUST990.26%6.64%9.39%Q2 2022Q2 20249
VFH VANGUARD WORLD FDS991.06%2.06%3.93%Q2 2021Q2 20239
VOX VANGUARD WORLD FDS990.85%1.39%1.83%Q2 2022Q2 20249
VNQ VANGUARD INDEX FDS310.04%0.89%1.85%Q4 2019Q1 20249
JEPI J P MORGAN EXCHANGE TR...990.16%0.75%1.39%Q2 2022Q2 20249
IWP ISHARES TR510.04%0.73%1.92%Q4 2019Q2 20249
IJH ISHARES TR810.10%0.30%0.89%Q2 2021Q2 20249
DVY ISHARES TR990.15%0.22%0.33%Q2 2022Q2 20249
XOM EXXON MOBIL CORP990.13%0.17%0.22%Q2 2022Q2 20249
INTC INTEL CORP540.06%0.16%0.41%Q1 2020Q2 20249
LLY LILLY ELI & CO990.10%0.16%0.26%Q2 2022Q2 20249
FB META PLATFORMS INC630.08%0.14%0.27%Q2 2021Q2 20249
CVX CHEVRON CORP NEW510.05%0.12%0.32%Q4 2019Q2 20249
JNJ JOHNSON & JOHNSON990.07%0.11%0.18%Q2 2022Q2 20249
CSCO CISCO SYS INC710.06%0.11%0.22%Q2 2020Q2 20249
UNH UNITEDHEALTH GROUP INC990.07%0.10%0.14%Q2 2022Q2 20249
COWZ PACER FDS TR883.49%4.31%5.56%Q3 2022Q2 20248
RY ROYAL BK CDA SUSTAINABL880.15%0.38%0.53%Q3 2022Q2 20248
HDEF DBX ETF TR880.07%0.33%0.53%Q3 2022Q2 20248
SUSA ISHARES TR880.18%0.32%0.39%Q3 2022Q2 20248
EAGG ISHARES TR880.10%0.22%0.32%Q3 2022Q2 20248
AVGO BROADCOM INC710.08%0.20%0.31%Q2 2022Q2 20248
IVW ISHARES TR880.17%0.20%0.26%Q3 2022Q2 20248
IWV ISHARES TR880.15%0.19%0.23%Q3 2022Q2 20248
AVUS AMERICAN CENTY ETF TR880.14%0.18%0.22%Q3 2022Q2 20248
IWR ISHARES TR510.06%0.14%0.31%Q2 2021Q2 20248
VOO VANGUARD INDEX FDS880.08%0.14%0.20%Q3 2022Q2 20248
IJK ISHARES TR880.07%0.11%0.21%Q3 2022Q2 20248
DIA SPDR DOW JONES INDL AV...880.07%0.10%0.11%Q3 2022Q2 20248
OEF ISHARES TR880.07%0.09%0.13%Q3 2022Q2 20248
MDY SPDR S&P MIDCAP 400 ET...880.05%0.07%0.08%Q3 2022Q2 20248
DGS WISDOMTREE TR610.07%3.58%6.87%Q4 2019Q2 20237
JAAA JANUS DETROIT STR TR610.08%1.64%5.48%Q1 2022Q1 20247
SPYV SPDR SER TR310.26%1.03%3.12%Q4 2019Q4 20237
HYZD WISDOMTREE TR770.07%0.92%2.90%Q1 2022Q3 20237
SUSC ISHARES TR520.09%0.20%0.32%Q3 2022Q2 20247
ESGD ISHARES TR770.13%0.19%0.22%Q4 2022Q2 20247
TSLA TESLA INC610.11%0.16%0.24%Q3 2022Q2 20247
COP CONOCOPHILLIPS410.04%0.15%0.42%Q2 2022Q2 20247
GOOG ALPHABET INC610.08%0.15%0.24%Q3 2022Q2 20247
BGRN ISHARES TR770.11%0.14%0.21%Q4 2022Q2 20247
ABBV ABBVIE INC410.08%0.11%0.14%Q2 2022Q2 20247
MCD MCDONALDS CORP770.07%0.10%0.13%Q4 2022Q2 20247
WFC WELLS FARGO CO NEW510.06%0.09%0.20%Q4 2019Q2 20247
ACN ACCENTURE PLC IRELAND610.06%0.08%0.13%Q1 2022Q2 20247
FIW FIRST TR EXCHANGE-TRAD...770.06%0.07%0.08%Q4 2022Q2 20247
SHE SPDR SER TR770.06%0.07%0.08%Q4 2022Q2 20247
DHI D R HORTON INC610.05%0.07%0.10%Q4 2021Q2 20247
IJJ ISHARES TR770.04%0.06%0.07%Q4 2022Q2 20247
WISDOMTREE TR660.22%3.54%18.07%Q4 2022Q1 20246
IGSB ISHARES TR660.23%3.50%8.30%Q1 2023Q2 20246
SRLN SSGA ACTIVE ETF TR660.07%3.36%9.77%Q1 2022Q2 20236
AVEM AMERICAN CENTY ETF TR660.07%2.78%8.45%Q1 2023Q2 20246
XLE SELECT SECTOR SPDR TR660.06%1.66%3.21%Q1 2022Q2 20236
GCC WISDOMTREE TR660.10%1.60%2.84%Q4 2021Q1 20236
ANGL VANECK VECTORS ETF TR660.08%1.31%2.06%Q3 2021Q4 20226
XLK SELECT SECTOR SPDR TR420.06%1.22%3.07%Q4 2019Q2 20246
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
SUSB ISHARES TR660.13%0.18%0.34%Q1 2023Q2 20246
UCBI UNITED CMNTY BKS BLAIR...660.13%0.18%0.26%Q3 2022Q4 20236
TSM TAIWAN SEMICONDUCTOR M...660.08%0.16%0.26%Q1 2023Q2 20246
MUB ISHARES TR330.09%0.14%0.23%Q2 2020Q4 20216
HIG HARTFORD FINL SVCS GRO...660.08%0.10%0.15%Q1 2022Q2 20236
ASML ASML HOLDING N V660.06%0.10%0.12%Q1 2023Q2 20246
QCOM QUALCOMM INC420.06%0.09%0.11%Q1 2022Q2 20246
NULG NUSHARES ETF TR660.08%0.09%0.09%Q1 2023Q2 20246
ESGU ISHARES TR660.04%0.06%0.09%Q1 2023Q2 20246
AMERICAN CENTY ETF TR551.93%2.46%3.88%Q2 2023Q2 20245
VTEB VANGUARD MUN BD FDS320.60%1.91%3.99%Q2 2020Q2 20245
USIG ISHARES TR320.10%1.40%6.29%Q3 2022Q4 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
SCHV SCHWAB STRATEGIC TR410.04%0.53%1.14%Q4 2019Q2 20245
PFF ISHARES TR550.16%0.36%0.49%Q2 2023Q2 20245
NVDA NVIDIA CORPORATION550.09%0.24%0.49%Q2 2023Q2 20245
EFV ISHARES TR550.07%0.17%0.25%Q2 2023Q2 20245
NFLX NETFLIX INC550.07%0.15%0.23%Q2 2023Q2 20245
IAU ISHARES GOLD TR410.06%0.13%0.19%Q1 2023Q2 20245
PHM PULTE GROUP INC550.06%0.09%0.13%Q2 2023Q2 20245
SO SOUTHERN CO410.06%0.08%0.11%Q2 2022Q2 20245
QUAL ISHARES TR410.06%0.08%0.15%Q4 2022Q2 20245
LOW LOWES COS INC550.07%0.08%0.09%Q2 2023Q2 20245
VTRS VIATRIS INC550.02%0.03%0.04%Q2 2023Q2 20245
PERIMETER SOLUTIONS SA550.02%0.02%0.03%Q2 2023Q2 20245
SHV ISHARES TR440.20%9.09%20.71%Q4 2019Q3 20204
EMXC ISHARES INC446.45%7.53%9.02%Q3 2023Q2 20244
VOT VANGUARD INDEX FDS441.37%1.48%1.62%Q3 2023Q2 20244
IWS ISHARES TR440.41%1.20%2.01%Q2 2021Q1 20224
DOUBLELINE ETF TRUST440.63%0.65%0.68%Q3 2023Q2 20244
TLT ISHARES TR440.16%0.59%1.80%Q2 2023Q1 20244
EYLD CAMBRIA ETF TR440.27%0.32%0.37%Q3 2023Q2 20244
GE GENERAL ELECTRIC CO440.14%0.28%0.38%Q4 2019Q3 20204
MTW MANITOWOC CO INC440.17%0.26%0.31%Q4 2019Q3 20204
XLV SELECT SECTOR SPDR TR310.08%0.23%0.67%Q2 2020Q2 20244
NRGX PIMCO ENERGY & TACTICA...440.13%0.21%0.39%Q3 2023Q2 20244
VTV VANGUARD INDEX FDS210.07%0.17%0.32%Q4 2019Q2 20244
EFG ISHARES TR310.06%0.14%0.22%Q2 2023Q2 20244
ADBE ADOBE INC440.09%0.12%0.15%Q3 2023Q2 20244
COST COSTCO WHSL CORP NEW440.06%0.12%0.24%Q3 2023Q2 20244
FBND FIDELITY MERRIMACK STR TR310.08%0.11%0.15%Q2 2023Q2 20244
NVO NOVO-NORDISK A S440.09%0.10%0.13%Q3 2023Q2 20244
CRM SALESFORCE INC440.06%0.10%0.13%Q3 2023Q2 20244
AMT AMERICAN TOWER CORP NEW210.07%0.10%0.15%Q4 2020Q2 20244
TLH ISHARES TR440.07%0.09%0.10%Q2 2023Q1 20244
MMC MARSH & MCLENNAN COS INC440.07%0.07%0.08%Q3 2023Q2 20244
ADSK AUTODESK INC440.04%0.07%0.09%Q3 2023Q2 20244
MO ALTRIA GROUP INC210.06%0.07%0.09%Q2 2022Q2 20244
GOVT ISHARES TR310.06%0.07%0.08%Q2 2023Q2 20244
T AT&T INC440.06%0.07%0.10%Q3 2023Q2 20244
SHG SHINHAN FINANCIAL GROU...440.06%0.07%0.07%Q3 2023Q2 20244
ASX ASE TECHNOLOGY HLDG CO...440.05%0.06%0.08%Q3 2023Q2 20244
ABT ABBOTT LABS440.05%0.06%0.08%Q3 2023Q2 20244
BX BLACKSTONE INC440.05%0.06%0.07%Q3 2023Q2 20244
INTU INTUIT310.05%0.06%0.08%Q4 2021Q2 20244
RIO RIO TINTO PLC440.05%0.06%0.07%Q3 2023Q2 20244
TXN TEXAS INSTRS INC440.05%0.06%0.07%Q3 2023Q2 20244
UBS UBS GROUP AG440.05%0.06%0.06%Q3 2023Q2 20244
CAT CATERPILLAR INC440.05%0.06%0.06%Q3 2023Q2 20244
VALE VALE S A440.04%0.05%0.06%Q3 2023Q2 20244
BBVA BANCO BILBAO VIZCAYA A...440.04%0.05%0.05%Q3 2023Q2 20244
DB DEUTSCHE BANK A G440.03%0.04%0.04%Q3 2023Q2 20244
VOD VODAFONE GROUP PLC NEW440.02%0.04%0.05%Q3 2023Q2 20244
MUFG MITSUBISHI UFJ FINL GR...440.03%0.03%0.04%Q3 2023Q2 20244
ERIC TELEFONAKTIEBOLAGET LM...440.02%0.02%0.03%Q3 2023Q2 20244
MFG MIZUHO FINANCIAL GROUP...440.01%0.01%0.02%Q3 2023Q2 20244
JNK SPDR SER TR330.74%0.79%0.87%Q4 2022Q2 20233
MEAR ISHARES U S ETF TR330.19%0.58%1.33%Q4 2023Q2 20243
AMLP ALPS ETF TR210.19%0.47%0.88%Q2 2020Q2 20243
GRID FIRST TR EXCHANGE TRAD...330.05%0.41%1.14%Q4 2023Q2 20243
BA BOEING CO210.14%0.19%0.22%Q4 2019Q3 20203
LDEM ISHARES TR330.12%0.18%0.21%Q4 2022Q2 20233
HDV ISHARES TR330.06%0.12%0.16%Q2 2023Q4 20233
VO VANGUARD INDEX FDS210.07%0.09%0.10%Q2 2021Q4 20223
AMD ADVANCED MICRO DEVICES...330.05%0.07%0.10%Q4 2023Q2 20243
ICLN ISHARES TR330.06%0.07%0.08%Q1 2023Q3 20233
VIG VANGUARD SPECIALIZED F...210.04%0.07%0.08%Q3 2022Q1 20243
AXP AMERICAN EXPRESS CO210.04%0.07%0.12%Q2 2022Q2 20243
CVS CVS HEALTH CORP330.06%0.07%0.07%Q3 2023Q1 20243
UNP UNION PAC CORP210.04%0.06%0.11%Q2 2022Q2 20243
NEE NEXTERA ENERGY INC210.04%0.06%0.10%Q2 2022Q2 20243
SPGI S&P GLOBAL INC330.06%0.06%0.07%Q4 2023Q2 20243
KB KB FINL GROUP INC330.05%0.06%0.07%Q4 2023Q2 20243
AZO AUTOZONE INC210.05%0.06%0.08%Q4 2022Q2 20243
DHR DANAHER CORPORATION210.06%0.06%0.06%Q3 2023Q2 20243
APH AMPHENOL CORP NEW330.05%0.06%0.07%Q4 2023Q2 20243
PM PHILIP MORRIS INTL INC330.05%0.06%0.08%Q4 2023Q2 20243
AOA ISHARES TR210.04%0.06%0.09%Q4 2021Q2 20243
ORCL ORACLE CORP210.05%0.05%0.06%Q2 2023Q2 20243
APD AIR PRODS & CHEMS INC330.05%0.05%0.06%Q2 2023Q4 20233
BKNG BOOKING HOLDINGS INC330.05%0.05%0.06%Q4 2023Q2 20243
HSBC HSBC HLDGS PLC330.04%0.05%0.07%Q4 2023Q2 20243
AFL AFLAC INC330.04%0.05%0.06%Q4 2023Q2 20243
MFC MANULIFE FINL CORP330.05%0.05%0.06%Q4 2023Q2 20243
TM TOYOTA MOTOR CORP330.04%0.05%0.06%Q4 2023Q2 20243
PBR PETROLEO BRASILEIRO SA...330.04%0.05%0.06%Q4 2023Q2 20243
IBM INTERNATIONAL BUSINESS...330.05%0.05%0.05%Q4 2023Q2 20243
TTE TOTALENERGIES SE330.04%0.05%0.06%Q4 2023Q2 20243
BHP BHP GROUP LTD330.04%0.05%0.06%Q4 2023Q2 20243
FICO FAIR ISAAC CORP210.04%0.05%0.06%Q2 2023Q2 20243
UGP ULTRAPAR PARTICIPACOES SA330.02%0.03%0.03%Q4 2023Q2 20243
CX CEMEX SAB DE CV330.02%0.02%0.03%Q4 2023Q2 20243
LYG LLOYDS BANKING GROUP PLC330.02%0.02%0.03%Q4 2023Q2 20243
SAN BANCO SANTANDER S.A.330.02%0.02%0.02%Q4 2023Q2 20243
TEF TELEFONICA S A210.01%0.01%0.01%Q3 2023Q2 20243
SIMPLIFY EXCHANGE TRAD...223.67%3.75%3.83%Q1 2024Q2 20242
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
SIMPLIFY EXCHANGE TRAD...221.50%1.50%1.50%Q1 2024Q2 20242
EWT ISHARES INC220.24%1.17%2.10%Q2 2020Q3 20202
SCHH SCHWAB STRATEGIC TR220.98%1.09%1.20%Q4 2019Q1 20202
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
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
EEMV ISHARES INC220.16%0.16%0.16%Q3 2023Q4 20232
BND VANGUARD BD INDEX FDS220.13%0.15%0.16%Q2 2021Q3 20212
EMLP FIRST TR EXCHANGE-TRAD...220.14%0.15%0.16%Q1 2024Q2 20242
ARKK ARK ETF TR220.11%0.14%0.17%Q2 2021Q3 20212
SPHD INVESCO EXCH TRADED FD...220.09%0.10%0.10%Q3 2022Q4 20222
IUSB ISHARES TR220.09%0.09%0.10%Q3 2023Q4 20232
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
IJS ISHARES TR220.08%0.09%0.09%Q3 2023Q4 20232
SCHX SCHWAB STRATEGIC TR220.08%0.08%0.08%Q1 2024Q2 20242
GILD GILEAD SCIENCES INC220.05%0.07%0.09%Q3 2023Q4 20232
SLV ISHARES SILVER TR220.07%0.07%0.07%Q1 2024Q2 20242
TMO THERMO FISHER SCIENTIF...220.06%0.07%0.08%Q1 2024Q2 20242
AMAT APPLIED MATLS INC220.06%0.07%0.07%Q1 2024Q2 20242
UL UNILEVER PLC110.05%0.06%0.08%Q4 2023Q2 20242
MTUM ISHARES TR220.06%0.06%0.06%Q3 2023Q4 20232
STIP ISHARES TR220.04%0.06%0.08%Q1 2024Q2 20242
HMC HONDA MOTOR LTD220.06%0.06%0.06%Q4 2023Q1 20242
AZN ASTRAZENECA PLC220.05%0.06%0.06%Q1 2024Q2 20242
FITB FIFTH THIRD BANCORP220.05%0.05%0.06%Q1 2024Q2 20242
MGK VANGUARD WORLD FD220.05%0.05%0.05%Q1 2024Q2 20242
BMY BRISTOL-MYERS SQUIBB CO220.04%0.05%0.06%Q1 2024Q2 20242
BTI BRITISH AMERN TOB PLC110.05%0.05%0.06%Q4 2023Q2 20242
OTIS OTIS WORLDWIDE CORP220.05%0.05%0.05%Q1 2024Q2 20242
NOW SERVICENOW INC220.05%0.05%0.05%Q1 2024Q2 20242
MCO MOODYS CORP220.05%0.05%0.05%Q1 2024Q2 20242
KLAC KLA CORP220.04%0.05%0.06%Q1 2024Q2 20242
AOM ISHARES TR220.04%0.05%0.05%Q1 2024Q2 20242
MPC MARATHON PETE CORP220.04%0.05%0.05%Q1 2024Q2 20242
PH PARKER-HANNIFIN CORP220.04%0.05%0.05%Q1 2024Q2 20242
ECL ECOLAB INC220.04%0.04%0.05%Q1 2024Q2 20242
TDG TRANSDIGM GROUP INC220.04%0.04%0.04%Q1 2024Q2 20242
ABC CENCORA INC220.04%0.04%0.05%Q1 2024Q2 20242
NKE NIKE INC220.04%0.04%0.05%Q4 2023Q1 20242
SHELL PLC220.04%0.04%0.05%Q1 2024Q2 20242
CTAS CINTAS CORP220.04%0.04%0.04%Q1 2024Q2 20242
PGR PROGRESSIVE CORP220.04%0.04%0.04%Q1 2024Q2 20242
TJX TJX COS INC NEW220.04%0.04%0.04%Q1 2024Q2 20242
LRCX LAM RESEARCH CORP220.04%0.04%0.04%Q1 2024Q2 20242
VGT VANGUARD WORLD FDS220.04%0.04%0.04%Q1 2024Q2 20242
ETN EATON CORP PLC220.04%0.04%0.04%Q1 2024Q2 20242
DELL DELL TECHNOLOGIES INC220.04%0.04%0.04%Q1 2024Q2 20242
WM WASTE MGMT INC DEL220.04%0.04%0.04%Q1 2024Q2 20242
FTA FIRST TR LRG CP VL ALP...220.04%0.04%0.04%Q1 2024Q2 20242
RDY DR REDDYS LABS LTD220.04%0.04%0.04%Q1 2024Q2 20242
VIV TELEFONICA BRASIL SA220.03%0.03%0.03%Q4 2023Q1 20242
GNUS GENIUS BRANDS INTL INC220.02%0.03%0.04%Q2 2020Q3 20202
BCS BARCLAYS PLC220.02%0.02%0.03%Q1 2024Q2 20242
CALAMP CORP220.02%0.02%0.02%Q4 2019Q1 20202
TKC TURKCELL ILETISIM HIZM...110.01%0.02%0.02%Q3 2023Q2 20242
SBSW SIBANYE STILLWATER LTD110.01%0.02%0.02%Q3 2023Q2 20242
CHK CHESAPEAKE ENERGY CORP220.00%0.00%0.01%Q4 2019Q1 20202
MATTERPORT INC220.00%0.00%0.00%Q2 2022Q3 20222
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
FHLC FIDELITY COVINGTON TRUST111.60%1.60%1.60%Q4 2023Q4 20231
XLI SELECT SECTOR SPDR TR111.44%1.44%1.44%Q4 2020Q4 20201
IUSV ISHARES TR111.23%1.23%1.23%Q4 2019Q4 20191
IGN ISHARES TR110.95%0.95%0.95%Q2 2024Q2 20241
XLY SELECT SECTOR SPDR TR110.68%0.68%0.68%Q3 2020Q3 20201
DIMENSIONAL ETF TRUST110.64%0.64%0.64%Q2 2024Q2 20241
XLC SELECT SECTOR SPDR TR110.63%0.63%0.63%Q3 2020Q3 20201
SCHE SCHWAB STRATEGIC TR110.37%0.37%0.37%Q4 2019Q4 20191
TENB TENABLE HLDGS INC110.23%0.23%0.23%Q2 2020Q2 20201
HARBOR ETF TRUST110.22%0.22%0.22%Q4 2023Q4 20231
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
IYW ISHARES TR110.15%0.15%0.15%Q2 2024Q2 20241
LDSF FIRST TR EXCHNG TRADED...110.14%0.14%0.14%Q3 2020Q3 20201
VBR VANGUARD INDEX FDS110.14%0.14%0.14%Q4 2021Q4 20211
SCHO SCHWAB STRATEGIC TR110.14%0.14%0.14%Q3 2021Q3 20211
PINS PINTEREST INC110.12%0.12%0.12%Q2 2021Q2 20211
IWB ISHARES TR110.12%0.12%0.12%Q1 2023Q1 20231
IUSG ISHARES TR110.10%0.10%0.10%Q2 2021Q2 20211
MAT MATTEL INC110.10%0.10%0.10%Q4 2019Q4 20191
ITOT ISHARES TR110.10%0.10%0.10%Q2 2021Q2 20211
SABR SABRE CORP110.08%0.08%0.08%Q1 2020Q1 20201
KMB KIMBERLY-CLARK CORP110.07%0.07%0.07%Q2 2024Q2 20241
AMGN AMGEN INC110.06%0.06%0.06%Q2 2024Q2 20241
FDX FEDEX CORP110.06%0.06%0.06%Q2 2024Q2 20241
PKX POSCO HOLDINGS INC110.06%0.06%0.06%Q3 2023Q3 20231
HON HONEYWELL INTL INC110.06%0.06%0.06%Q3 2023Q3 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
MDLZ MONDELEZ INTL INC110.05%0.05%0.05%Q2 2024Q2 20241
IFRA ISHARES TR110.05%0.05%0.05%Q4 2023Q4 20231
NUVEEN CHURCHILL DIREC...110.05%0.05%0.05%Q2 2024Q2 20241
DUK DUKE ENERGY CORP NEW110.05%0.05%0.05%Q2 2024Q2 20241
MU MICRON TECHNOLOGY INC110.05%0.05%0.05%Q2 2024Q2 20241
MMM 3M CO110.05%0.05%0.05%Q2 2024Q2 20241
RTX RTX CORPORATION110.05%0.05%0.05%Q2 2024Q2 20241
ICVT ISHARES TR110.04%0.04%0.04%Q4 2023Q4 20231
CL COLGATE PALMOLIVE CO110.04%0.04%0.04%Q2 2024Q2 20241
PANW PALO ALTO NETWORKS INC110.04%0.04%0.04%Q2 2024Q2 20241
BDX BECTON DICKINSON & CO110.04%0.04%0.04%Q2 2024Q2 20241
TRV TRAVELERS COMPANIES INC110.04%0.04%0.04%Q1 2024Q1 20241
ANET ARISTA NETWORKS INC110.04%0.04%0.04%Q2 2024Q2 20241
SBUX STARBUCKS CORP110.04%0.04%0.04%Q2 2024Q2 20241
VLY VALLEY NATL BANCORP110.04%0.04%0.04%Q2 2022Q2 20221
IVE ISHARES TR110.04%0.04%0.04%Q1 2024Q1 20241
AIG AMERICAN INTL GROUP INC110.04%0.04%0.04%Q1 2024Q1 20241
SCHW SCHWAB CHARLES CORP110.04%0.04%0.04%Q1 2024Q1 20241
LMT LOCKHEED MARTIN CORP110.04%0.04%0.04%Q2 2024Q2 20241
GPC GENUINE PARTS CO110.04%0.04%0.04%Q2 2024Q2 20241
ALL ALLSTATE CORP110.04%0.04%0.04%Q2 2024Q2 20241
GENERAL ELECTRIC CO110.04%0.04%0.04%Q2 2024Q2 20241
SUZ SUZANO S A110.03%0.03%0.03%Q4 2023Q4 20231
BARCLAYS PLC110.03%0.03%0.03%Q3 2023Q3 20231
SMFG SUMITOMO MITSUI FINL G...110.03%0.03%0.03%Q2 2024Q2 20241
KT KT CORP110.03%0.03%0.03%Q2 2024Q2 20241
NATWEST GROUP PLC110.02%0.02%0.02%Q3 2023Q3 20231
UMC UNITED MICROELECTRONIC...110.02%0.02%0.02%Q2 2024Q2 20241
SSL SASOL LTD110.02%0.02%0.02%Q2 2024Q2 20241
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
RUBICON TECHNOLOGIES INC110.00%0.00%0.00%Q2 2024Q2 20241
 Download

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.