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Asset Manager ← All Institutions

Aprio Wealth Management, LLC

Q2 2025 · Filed 2025-08-14
Market Value
$886M
+11.1%
Holdings
434
+52
New Purchases
63
Added To
172
Closed
28
Reduced
161
Top 10 Concentration
41.2%
Turnover
21.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
JAAA 2.82% 1.25% +1.57% $25M
PYLD 2.55% 1.16% +1.39% $23M
TDIV 3.60% 2.62% +0.98% $32M
HGER 0.85% 0.00% +0.85% $8M
AMLP 1.72% 1.05% +0.67% $15M
MSFT 1.78% 1.17% +0.61% $16M
COWZ 3.98% 3.44% +0.55% $35M
NVDA 0.85% 0.37% +0.48% $7M
MTBA 2.18% 1.86% +0.32% $19M
CGXU 1.64% 1.32% +0.31% $14M
IGF 0.49% 0.22% +0.26% $4M
EMXC 4.42% 4.20% +0.23% $39M
DBND 0.84% 0.63% +0.21% $7M
XC 0.87% 0.68% +0.19% $8M
DFAR 1.83% 1.64% +0.18% $16M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TUA 0.78% 2.49% -1.70% $7M
IBB 0.19% 1.77% -1.58% $2M
TOLZ 2.58% 3.57% -0.99% $23M
REZ 2.36% 3.26% -0.90% $21M
AVUV 0.40% 1.29% -0.89% $4M
DUHP 9.40% 10.00% -0.60% $83M
VOT 1.12% 1.67% -0.55% $10M
BRK-A 0.41% 0.80% -0.39% $4M
FHLC 0.50% 0.72% -0.22% $4M
SOXX 0.27% 0.47% -0.20% $2M
SDVY 0.71% 0.90% -0.20% $6M
AAPL 1.52% 1.69% -0.17% $13M
IUSB 0.20% 0.36% -0.16% $2M
IEFA 0.67% 0.83% -0.16% $6M
JEPI 0.78% 0.92% -0.14% $7M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 74 $163M 18.4%
Large Cap 296 $427M 48.3%
Mid Cap 32 $155M 17.5%
Small Cap 25 $95M 10.8%
Micro Cap 7 $44M 5.0%

Portfolio Analytics

Avg Market Cap
$187.6B
Median Market Cap
$61.3B
Avg P/E
29.2
Median P/E
23.0
Avg Dividend Yield
0.02%
Avg Beta
0.87
# Stocks
294
# ETFs / Funds
140

Top Holdings (434 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 DUHP 9.40% 2,341,055 $83M $35.56 $4M -64,991 -2.7%
2 DIHP 7.26% 2,180,301 $64M $29.49 $7M +45,692 +2.1%
3 EMXC 4.42% 620,357 $39M $63.14 $6M +13,317 +2.2%
4 COWZ 3.98% 640,270 $35M $55.10 $8M +140,092 +28.0%
5 TDIV 3.60% 353,820 $32M $90.17 $11M +70,056 +24.7%
6 JAAA 2.82% 492,548 $25M $50.75 $15M +295,614 +150.1%
7 TOLZ 2.58% 424,224 $23M $53.85 -$6M -116,259 -21.5%
8 PYLD 2.55% 851,162 $23M $26.54 $13M +498,780 +141.6%
9 REZ 2.36% 253,861 $21M $82.34 -$5M -46,892 -15.6%
10 SPY 2.20% 31,504 $19M $617.86 $1M -987 -3.0%
11 MTBA 2.18% 385,686 $19M $50.09 $4M +89,638 +30.3%
12 DFAR 1.83% 689,784 $16M $23.46 $3M +138,632 +25.1%
13 MSFT 1.78% 31,695 $16M $497.40 $6M +6,781 +27.2%
14 AMLP 1.72% 311,637 $15M $48.86 $7M +150,791 +93.8%
15 CGXU 1.64% 533,957 $14M $27.13 $4M +103,311 +24.0%
16 GRID 1.63% 104,102 $14M $139.02 $2M -2,214 -2.1%
17 AAPL 1.52% 65,705 $13M $205.17 $17K +5,094 +8.4%
18 IDGT 1.47% 156,686 $13M $83.00 $1M -225 -0.1%
19 VOT 1.12% 34,924 $10M $284.39 -$3M -19,403 -35.7%
20 VTEB 1.12% 202,390 $10M $49.03 $2M +37,279 +22.6%
21 TSLA 0.91% 25,259 $8M $317.65 $2M +1,684 +7.1%
22 IVV 0.89% 12,670 $8M $620.90 $288K -818 -6.1%
23 XC 0.87% 224,155 $8M $34.42 $2M +41,707 +22.9%
24 DGRO 0.86% 119,762 $8M $63.94 $429K +2,757 +2.4%
25 HGER 0.85% 310,802 $8M $24.29 +310,802 NEW
26 NVDA 0.85% 47,434 $7M $157.99 $5M +20,537 +76.3%
27 DBND 0.84% 160,799 $7M $46.24 $2M +51,746 +47.5%
28 TUA 0.78% 314,134 $7M $22.03 -$13M -587,608 -65.2%
29 JEPI 0.78% 121,158 $7M $56.85 -$440K -7,080 -5.5%
30 SDVY 0.71% 178,088 $6M $35.28 -$928K -37,160 -17.3%
31 IEFA 0.67% 71,268 $6M $83.48 -$654K -16,028 -18.4%
32 DFAC 0.57% 141,388 $5M $35.84 $361K -1,279 -0.9%
33 JPM 0.56% 17,143 $5M $289.90 $916K +616 +3.7%
34 JPST 0.54% 94,869 $5M $50.68 -$282K -5,674 -5.6%
35 HDEF 0.53% 161,653 $5M $28.86 $726K +16,488 +11.4%
36 FHLC 0.50% 69,157 $4M $63.95 -$1M -14,908 -17.7%
37 QQQ 0.50% 7,972 $4M $551.65 $721K +131 +1.7%
38 IJH 0.49% 70,654 $4M $62.02 $244K -255 -0.4%
39 AMZN 0.49% 19,752 $4M $219.39 $1M +4,338 +28.1%
40 IGF 0.49% 72,703 $4M $59.20 $3M +40,021 +122.5%
41 FTSM 0.46% 67,742 $4M $59.87 -$53K -918 -1.3%
42 META 0.45% 5,437 $4M $738.07 $1M +692 +14.6%
43 HD 0.44% 10,645 $4M $366.63 $30K +79 +0.8%
44 BRK-A 0.41% 5 $4M $728,800.00 -$3M -3 -37.5%
45 AVUV 0.40% 38,871 $4M $91.10 -$7M -78,940 -67.0%
46 IBIT 0.38% 55,302 $3M $61.21 $2M +16,782 +43.6%
47 NFLX 0.38% 2,491 $3M $1,339.29 $826K -201 -7.5%
48 IWD 0.37% 16,920 $3M $194.23 $104K +6 +0.0%
49 VOO 0.35% 5,458 $3M $568.06 $301K +10 +0.2%
50 AVGO 0.34% 11,073 $3M $275.66 $2M +2,105 +23.5%
51 IWF 0.34% 7,126 $3M $424.59 $469K +45 +0.6%
52 ATR 0.34% 19,116 $3M $156.43 $91K -426 -2.2%
53 PFF 0.33% 95,562 $3M $30.68 -$95K -2,931 -3.0%
54 GOOGL 0.33% 16,416 $3M $176.23 $515K +1,037 +6.7%
55 BRK-B 0.33% 5,933 $3M $485.81 -$71K +387 +7.0%
56 V 0.32% 7,865 $3M $355.04 $48K +34 +0.4%
57 IHAK 0.31% 52,309 $3M $53.21 -$532K -18,256 -25.9%
58 AVRE 0.30% 60,957 $3M $44.16 -$334K -9,388 -13.3%
59 KO 0.28% 34,421 $2M $70.75 -$81K -716 -2.0%
60 SOXX 0.27% 10,129 $2M $238.71 -$1M -9,731 -49.0%
61 TSM 0.27% 10,407 $2M $226.49 $241K -2,339 -18.4%
62 SCHD 0.25% 84,752 $2M $26.50 -$94K +1,074 +1.3%
63 GOOG 0.25% 12,611 $2M $177.39 $756K +3,128 +33.0%
64 SUSA 0.25% 17,592 $2M $126.75 $182K -239 -1.3%
65 LLY 0.23% 2,617 $2M $779.59 -$380K -314 -10.7%
66 IGSB 0.23% 38,466 $2M $52.76 -$14K -556 -1.4%
67 EYLD 0.23% 56,017 $2M $36.12 $531K +9,004 +19.1%
68 DFUS 0.23% 29,783 $2M $67.02 $195K +11 +0.0%
69 MA 0.22% 3,449 $2M $561.99 -$50K -178 -4.9%
70 VOX 0.22% 11,241 $2M $171.03 $51K -1,371 -10.9%
71 NCDL 0.21% 113,432 $2M $16.19 -$73K +961 +0.8%
72 IVW 0.21% 16,677 $2M $110.10 $230K -629 -3.6%
73 GLD 0.20% 5,910 $2M $304.83 $36K -216 -3.5%
74 COST 0.20% 1,779 $2M $989.95 $228K +158 +9.8%
75 IUSB 0.20% 37,796 $2M $46.23 -$1M -23,684 -38.5%
76 VHT 0.19% 6,740 $2M $248.34 -$288K -672 -9.1%
77 IBB 0.19% 13,103 $2M $126.51 -$12M -96,985 -88.1%
78 WMT 0.18% 16,695 $2M $97.78 $330K +1,862 +12.6%
79 IEMG 0.18% 27,031 $2M $60.03 $107K -1,048 -3.7%
80 EFV 0.17% 24,410 $2M $63.48 $21K -1,524 -5.9%
81 MEAR 0.17% 29,787 $1M $50.27 $237K +4,708 +18.8%
82 CSCO 0.17% 21,510 $1M $69.38 $356K +3,096 +16.8%
83 XOM 0.17% 13,837 $1M $107.80 -$513K -3,019 -17.9%
84 MO 0.17% 24,986 $1M $58.63 $136K +2,837 +12.8%
85 PG 0.16% 9,005 $1M $159.32 -$384K -1,667 -15.6%
86 RSP 0.16% 7,723 $1M $181.75 $36K -173 -2.2%
87 BAC 0.16% 29,392 $1M $47.32 $163K -37 -0.1%
88 RY 0.16% 10,570 $1M $131.55 $303K +925 +9.6%
89 DIS 0.16% 11,137 $1M $124.01 $246K -365 -3.2%
90 JNJ 0.15% 8,666 $1M $152.75 -$557K -2,674 -23.6%
91 RF 0.15% 55,271 $1M $23.52 $125K +1,206 +2.2%
92 GILD 0.15% 11,722 $1M $110.87 -$66K -467 -3.8%
93 SO 0.14% 13,942 $1M $91.83 -$7K -58 -0.4%
94 SCHG 0.14% 43,827 $1M $29.21 $336K +6,117 +16.2%
95 PM 0.14% 6,916 $1M $182.14 $146K -98 -1.4%
96 IYW 0.14% 7,212 $1M $173.27 $179K -411 -5.4%
97 VUG 0.14% 2,816 $1M $438.35 $190K
98 PPA 0.13% 8,170 $1M $141.69 $315K +942 +13.0%
99 ESGD 0.13% 12,849 $1M $89.22 $58K -470 -3.5%
100 PLTR 0.13% 8,344 $1M $136.32 $723K +3,428 +69.7%

New Positions

SymbolValue% Port
HGER $8M 0.85%
COF $749K 0.08%
VLO $531K 0.06%
MPC $478K 0.05%
CSGP $426K 0.05%
BLDR $418K 0.05%
FOXA $407K 0.05%
ETN $355K 0.04%
HCA $347K 0.04%
CBRE $344K 0.04%
IRM $344K 0.04%
SHW $341K 0.04%
ADI $340K 0.04%
ISRG $339K 0.04%
ZTS $338K 0.04%

Sold Out Positions

SymbolValue% Port
BDX —%
ASX —%
APD —%
AON —%
GSK —%
MSCI —%
RIO —%
SKM —%
BHP —%
PEG —%
TYL —%
MTD —%
BP —%
USB —%
TM —%
View SEC EDGAR Filings for Aprio Wealth Management, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms