Aprio Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 8, 2024
Value $
$625M
Signature - Title
Keith Greenwald - Chief Compliance Officer
Location
Atlanta, GA
Summary
This page shows a list of all the recent 13F filings made by Aprio Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Aprio Wealth Management, LLC reported 290 stock holdings with total value $625M as of Q3 2024. Top holdings included DUHP, DIHP, EMXC, TOLZ, and TUA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 290 $625M +$85.4M -$42.7M +$42.7M DUHP, DIHP, EMXC, TOLZ, TUA 13F-HR 10/7/2024, 06:28 PM
Q2 2024 261 $549M +$77.7M -$40.3M +$37.4M DUHP, DIHP, EMXC, VHT, AVRE 13F-HR 7/10/2024, 04:58 PM
Q1 2024 241 $510M +$124M -$86.4M +$37.5M DUHP, EMXC, DIHP, VHT, COWZ 13F-HR 4/10/2024, 12:40 PM
Q4 2023 203 $448M +$68.6M -$19.8M +$48.8M DUHP, DIHP, JPST, EMXC, COWZ 13F-HR 1/17/2024, 10:52 AM
Q3 2023 181 $364M +$83.5M -$72.8M +$10.7M DUHP, DIHP, EMXC, SPY, JPST 13F-HR 10/10/2023, 02:32 PM
Q2 2023 152 $364M +$42.3M -$13.6M +$28.7M DUHP, DIHP, IGSB, AVEM, SPY 13F-HR 7/13/2023, 09:40 AM
Q1 2023 131 $325M +$130M -$98.4M +$31.4M DUHP, DIHP, AVEM, IGSB, JPST 13F-HR 4/14/2023, 01:52 PM
Q4 2022 123 $284M +$98.6M -$81.1M +$17.5M USFR, DUHP, DIHP, SPY, DGS 13F-HR 1/11/2023, 12:52 PM
Q3 2022 109 $249M +$92.3M -$81M +$11.3M SPY, USIG, BSV, DGS, VHT 13F-HR 10/13/2022, 02:32 PM
Q2 2022 98 $251M +$38.9M -$22.5M +$16.4M SRLN, BSV, AVUV, SPY, DGS 13F-HR 7/26/2022, 05:00 PM
Q1 2022 84 $262M +$125M -$92.7M +$32.3M SRLN, SPY, BSV, DGS, VHT 13F-HR 4/18/2022, 05:49 PM
Q4 2021 76 $239M +$21.9M -$11.8M +$10.1M AGG, SPY, IEMG, VHT, AVUV 13F-HR 1/26/2022, 12:22 PM
Q3 2021 71 $219M +$25.6M -$15.2M +$10.4M AGG, SPY, IEMG, VHT, AVUV 13F-HR 10/14/2021, 10:50 AM
Q2 2021 71 $211M +$72.4M -$23.1M +$49.4M AGG, SPY, IEMG, VHT, ICSH 13F-HR 7/23/2021, 05:25 PM
Q4 2020 49 $151M +$34.8M -$35.2M -$397K AGG, IEMG, SPY, IEFA, VHT 13F-HR 1/11/2021, 04:08 PM
Q3 2020 68 $141M +$47.3M -$13.2M +$34.1M AGG, IEMG, SPY, SHV, IEFA 13F-HR 10/14/2020, 01:57 PM
Q2 2020 70 $104M +$38.6M -$20.7M +$17.9M AGG, SHV, SPY, QQQ, VTEB 13F-HR 7/20/2020, 05:11 PM
Q1 2020 60 $78.9M +$24.8M -$65.8M -$41M AGG, SHV, SPY, SPYG, XLK 13F-HR 4/16/2020, 03:54 PM
Q4 2019 69 $136M $0 $0 AGG, SPY, IWF, IEFA, IWM 13F-HR 2/14/2020, 10:41 AM