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Aprio Wealth Management, LLC

All holdings · as of Dec 31, 2025

541 positions

CompanyClassValueShares% of portfolio
AMGEN INC—$977.4K2,9860.1%
EMERSON ELECTRIC CO—$967.6K6,1480.1%
AMERICAN CENTY ETF TR—$966.3K8,6450.1%
FIRST TR EXCHANGE-TRADED FD—$958.3K25,3060.1%
SHINHAN FINANCIAL GROUP CO L—$953.7K17,7830.1%
ISHARES TR—$944.6K5,5970.1%
HONEYWELL INTERNATIONAL INC—$943.7K3,5140.1%
DEUTSCHE BANK A G—$937.5K24,3130.1%
AMERICAN CENTY ETF TR—$918.6K18,2340.1%
SHOPIFY INC—$918.2K5,7040.1%
DEERE & CO—$918.1K1,6690.1%
SHELL PLC—$913.3K8,7310.1%
Palo Alto Networks Inc—$906.7K4,1860.1%
ISHARES TR—$901.1K18,8310.1%
NEXTERA ENERGY INC—$890.0K11,0860.1%
Blackstone Inc—$886.2K5,7490.1%
Duke Energy Corp—$886.1K7,5600.1%
KB FINL GROUP INC—$878.2K10,2070.1%
Johnson Controls International plc—$873.8K7,2970.1%
Intercontinental Exchange, Inc.—$871.0K5,3780.0%
Marriott International Inc/MD—$868.5K2,4580.0%
VANGUARD INDEX FDS—$861.3K4,0780.0%
ISHARES TR—$853.9K4,7600.0%
WISDOMTREE TR—$853.1K16,9530.0%
FIRST TR EXCH TRD ALPHDX FD—$850.0K31,0790.0%
GENERAL ELECTRIC CO—$849.8K1,6490.0%
COLGATE PALMOLIVE CO—$848.3K4,8760.0%
ANALOG DEVICES INC—$846.8K3,1220.0%
AMERICAN ELECTRIC POWER CO INC—$823.1K7,1380.0%
ASTRAZENECA PLC—$820.5K8,9260.0%
Eaton Corp plc—$815.5K2,5600.0%
MANULIFE FINL CORP—$808.3K22,2790.0%
Arthur J. Gallagher & Co.—$805.9K3,1140.0%
ISHARES TR—$800.7K7,8090.0%
SPDR SERIES TRUST—$796.5K17,4260.0%
INTUIT INC.—$793.3K1,1790.0%
BlackRock, Inc.—$765.6K7150.0%
ISHARES TR—$761.8K3,5920.0%
ISHARES TR—$758.3K7,3060.0%
The Boeing Company—$755.4K3,4790.0%
Sony Group CorpSONYADR$750.4K28,3750.0%
DANAHER CORP /DE—$746.0K2,8890.0%
W. R. Berkley Corporation—$745.7K10,6350.0%
ADOBE INC.—$732.9K2,0940.0%
Welltower, Inc.—$730.3K3,9350.0%
LOCKHEED MARTIN CORP—$727.6K1,0720.0%
ISHARES TR—$722.3K3,9860.0%
Vale S.A.VALEADR$714.3K54,8230.0%
CUMMINS INC—$711.1K1,1830.0%
KLA CORP—$707.1K5290.0%
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