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Keith Greenwald

@Aprio Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$685.417MTotal holdings316
Assets growth rate9.62%Assets growth rate (2-Q avg)11.77%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Aprio Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 316 positions.

Assets under management

The assets under management (AUM) of Aprio Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 685.417M in assets, with a quarterly growth rate of 9.62% and a 2-quarter average growth rate of 11.77%. The portfolio is managed by Keith Greenwald, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -0.91%
2.84%
$19.409M
33,117 shares@ $586.08 avg price
DGROIshares Tr
Recent Activity
Decreased -1.28%
0.99%
$6.766M
110,311 shares@ $61.34 avg price
IEFAIshares Tr
Recent Activity
Decreased -3.28%
0.77%
$5.221M
74,295 shares@ $70.28 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Decreased -11.01%
0.75%
$5.127M
101,778 shares@ $50.38 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -0.32%
0.57%
$3.871M
7,572 shares@ $511.27 avg price
DFACDimensional Etf Trust
Recent Activity
Decreased -1.06%
0.5%
$3.374M
97,537 shares@ $34.59 avg price
AVREAmerican Centy Etf Tr
Recent Activity
Decreased -11.49%
0.47%
$3.218M
76,754 shares@ $41.92 avg price
IWDIshares Tr
Recent Activity
Decreased -2.78%
0.46%
$3.146M
16,995 shares@ $185.13 avg price
IWFIshares Tr
Recent Activity
Decreased -0.43%
0.42%
$2.843M
7,079 shares@ $401.59 avg price
VOXVanguard World Fd
Recent Activity
Decreased -22.7%
0.35%
$2.379M
15,355 shares@ $154.96 avg price