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Aprio Wealth Management, LLC

All holdings · as of Dec 31, 2025

541 positions

CompanyClassValueShares% of portfolio
VERIZON COMMUNICATIONS INC$1.44M35,3180.1%
WASTE MANAGEMENT INC$1.44M6,5330.1%
ConocoPhillips$1.42M15,2010.1%
TJX Cos Inc/The$1.42M8,2380.1%
ISHARES TR$1.37M5,3950.1%
ISHARES TR$1.37M29,4960.1%
SCHWAB STRATEGIC TR$1.35M41,4290.1%
ISHARES TR$1.34M4,2740.1%
LOWES COMPANIES INC$1.34M4,4390.1%
APPLIED MATERIALS INC /DE$1.33M5,1730.1%
Morgan Stanley$1.31M6,9700.1%
SELECT SECTOR SPDR TR$1.29M8,9660.1%
ISHARES TR$1.29M8,6460.1%
INVESCO EXCHANGE TRADED FD T$1.29M8,2140.1%
ISHARES TR$1.27M13,3740.1%
PULTEGROUP INC/MI$1.27M10,8220.1%
Accenture plc$1.27M4,7290.1%
AMERICAN EXPRESS CO$1.23M3,3280.1%
VANGUARD STAR FDS$1.22M16,2210.1%
iShares MSCI UAE ETF$1.18M5,9320.1%
BRITISH AMERN TOB PLC$1.18M20,6760.1%
CAPITAL GROUP EQUITY ETF TR$1.17M40,7350.1%
HARRIS OAKMARK ETF TRUST$1.17M41,3160.1%
PFIZER INC$1.17M34,2760.1%
VANGUARD BD INDEX FDS$1.15M14,8580.1%
SCHWAB CHARLES CORP$1.14M11,0100.1%
Parker-Hannifin Corp$1.13M1,0680.1%
VANGUARD INDEX FDS$1.13M4,0210.1%
ISHARES TR$1.13M11,6440.1%
ISHARES TR$1.10M10,9800.1%
Cognizant Technology Solutions Corp$1.10M13,2070.1%
J P MORGAN EXCHANGE TRADED F$1.09M23,6440.1%
ISHARES SILVER TR$1.09M16,9540.1%
FOX CORP$1.08M14,7760.1%
Union Pacific Corp$1.07M4,5980.1%
ADVANCED MICRO DEVICES INC$1.06M4,9620.1%
ISHARES TR$1.06M2,7290.1%
Salesforce Inc$1.05M3,9600.1%
Prologis Inc$1.04M8,1580.1%
THERMO FISHER SCIENTIFIC INC.$1.04M1,7270.1%
UNITEDHEALTH GROUP INC$1.03M3,1250.1%
AMPHENOL CORP /DE$1.01M7,5110.1%
ISHARES TR$1.01M7,1750.1%
ALLSTATE CORP$1.01M4,8630.1%
NOVARTIS AG$1.01M7,3010.1%
STARBUCKS CORP$1.00M3,8110.1%
LAM RESEARCH CORP$998.7K5,3850.1%
S&P Global Inc.$996.7K1,9070.1%
SPDR S&P MIDCAP 400 ETF TR$987.4K1,6370.1%
CAPITAL GRP FIXED INCM ETF T$981.2K37,2500.1%
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