Keith Greenwald

@Aprio Wealth Management, Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$685.417M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IBHDIshares Tr Recent Activity Exited	0%	$2.795M 120,020 shares@ $23.3 avg price	Exited
XLVSelect Sector Spdr Tr Recent Activity Exited	0%	$541,629 3,517 shares@ $154.01 avg price	Exited
NVSNovartis Ag Recent Activity Exited	0%	$276,278 2,402 shares@ $115.02 avg price	Exited
MDLZMondelez Intl Inc Recent Activity Exited	0%	$248,022 3,367 shares@ $73.67 avg price	Exited
SCHBSchwab Strategic Tr Recent Activity Exited	0%	$217,254 3,266 shares@ $66.52 avg price	Exited
NOCNorthrop Grumman Corp Recent Activity Exited	0%	$210,285 398 shares@ $528.36 avg price	Exited
MPCMarathon Pete Corp Recent Activity Exited	0%	$208,688 1,281 shares@ $162.92 avg price	Exited
UBERUber Technologies Inc Recent Activity Exited	0%	$206,089 2,742 shares@ $75.17 avg price	Exited
INTCIntel Corp Recent Activity Exited	0%	$205,730 8,769 shares@ $23.47 avg price	Exited
GSKGsk Plc Recent Activity Exited	0%	$201,661 4,933 shares@ $40.88 avg price	Exited