Institutions / Aprio Wealth Management, LLC / Holdings
Back to Aprio Wealth Management, LLC

Aprio Wealth Management, LLC

All holdings · as of Dec 31, 2025

541 positions

CompanyClassValueShares% of portfolio
RIO TINTO PLC—$563.9K4,2420.0%
NRG Energy Inc—$565.4K1,4980.0%
BANCO SANTANDER SA—$566.9K48,3320.0%
CSX CORP—$568.1K14,1130.0%
VANGUARD WORLD FD—$568.3K7540.0%
XCEL ENERGY INC—$570.6K7,7260.0%
ISHARES TR—$573.8K5,6100.0%
GOLD FIELDS LTDGFIADR$579.5K13,2720.0%
3M CO—$580.0K3,6230.0%
Chubb Ltd—$581.2K1,8620.0%
ISHARES TR—$587.3K12,2510.0%
VODAFONE GROUP PLC NEW—$589.8K44,6460.0%
Booking Holdings Inc—$600.5K1120.0%
Expedia Group Inc—$604.6K2,1340.0%
NUSHARES ETF TR—$616.9K6,3080.0%
VANGUARD SCOTTSDALE FDS—$625.7K7,8480.0%
FedEx Corp—$629.5K2,1790.0%
Perimeter Solutions, Inc.—$630.6K22,9070.0%
TRUIST FINANCIAL CORP—$631.3K12,8300.0%
TRAVELERS COMPANIES, INC.—$641.7K2,2120.0%
UNILEVER PLC—$642.8K9,6200.0%
ING GROEP N.V.—$650.7K23,2400.0%
Mondelez International, Inc.—$653.8K5,2340.0%
MITSUBISHI UFJ FINANCIAL GROUP INCMUFGADR$654.0K40,9310.0%
KIMBERLY CLARK CORP—$654.5K2,4840.0%
iShares MSCI UAE ETF—$656.7K17,2590.0%
SPDR SERIES TRUST—$659.0K6,1760.0%
ServiceNow Inc—$659.4K4,3040.0%
Valero Energy Corp—$667.0K4,0980.0%
HCA Healthcare, Inc.—$671.5K1,4380.0%
BANCO BILBAO VIZCAYA ARGENTA—$674.4K28,9310.0%
HDFC BANK LTDHDBADR$674.7K18,4640.0%
ISHARES TR—$675.8K1,9430.0%
WOORI FINL GROUP INC—$686.0K11,6680.0%
ECOLAB INC.—$690.7K2,6310.0%
CBRE Group Inc—$691.9K4,3030.0%
VANGUARD SCOTTSDALE FDS—$693.3K8,2780.0%
VANGUARD BD INDEX FDS—$696.0K8,9370.0%
CrowdStrike Holdings, Inc.—$696.8K1,4860.0%
ISHARES TR—$703.5K30,0830.0%
Rockwell Automation Inc—$707.0K6060.0%
KLA CORP—$707.1K5290.0%
CUMMINS INC—$711.1K1,1830.0%
Vale S.A.VALEADR$714.3K54,8230.0%
ISHARES TR—$722.3K3,9860.0%
LOCKHEED MARTIN CORP—$727.6K1,0720.0%
Welltower, Inc.—$730.3K3,9350.0%
ADOBE INC.—$732.9K2,0940.0%
W. R. Berkley Corporation—$745.7K10,6350.0%
DANAHER CORP /DE—$746.0K2,8890.0%
← PrevPage 6 of 11Next →