Aprio Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Atlanta, GA
CIK
0001803519
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 290 625,278 DUHP, DIHP, EMXC, TOLZ 13F-HR 10/7/2024 000180351924000004
Q2 2024 261 548,928 DUHP, DIHP, EMXC, VHT 13F-HR 7/10/2024 000180351924000003
Q1 2024 241 510,271 DUHP, EMXC, DIHP, VHT 13F-HR 4/10/2024 000180351924000002
Q4 2023 203 447,930 DUHP, DIHP, JPST, EMXC 13F-HR 1/17/2024 000180351924000001
Q3 2023 181 364,029 DUHP, DIHP, EMXC, SPY 13F-HR 10/10/2023 000180351923000004
Q2 2023 152 364,490 DUHP, DIHP, IGSB, AVEM 13F-HR 7/13/2023 000180351923000003
Q1 2023 131 324,619 DUHP, DIHP, AVEM, IGSB 13F-HR 4/14/2023 000180351923000002
Q4 2022 123 284,303 USFR, DUHP, DIHP, SPY 13F-HR 1/11/2023 000180351923000001
Q3 2022 110 248,954 SPY, USIG, BSV, DGS 13F-HR 10/13/2022 000180351922000004
Q2 2022 99 251,147 SRLN, BSV, AVUV, SPY 13F-HR 7/26/2022 000180351922000003
Q1 2022 84 262,433 SRLN, SPY, BSV, DGS 13F-HR 4/18/2022 000180351922000002
Q4 2021 76 239,225 AGG, SPY, IEMG, VHT 13F-HR 1/26/2022 000180351922000001
Q3 2021 71 219,475 AGG, SPY, IEMG, VHT 13F-HR 10/14/2021 000180351921000003
Q2 2021 71 211,445 AGG, SPY, IEMG, VHT 13F-HR 7/23/2021 000180351921000002
Q4 2020 49 151,451 AGG, IEMG, SPY, IEFA 13F-HR 1/11/2021 000182128921000002
Q3 2020 68 140,962 AGG, IEMG, SPY, SHV 13F-HR 10/14/2020 000180351920000004
Q2 2020 70 103,579 AGG, SHV, SPY, QQQ 13F-HR 7/20/2020 000180351920000003
Q1 2020 60 78,879 AGG, SHV, SPY, SPYG 13F-HR 4/16/2020 000180351920000002
Q4 2019 69 135,648 AGG, SPY, IWF, IEFA 13F-HR 2/14/2020 000180351920000001