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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
AVUVAmerican Centy Etf Tr
Recent Activity
Increased 10.3%
2.09%
$14.307M
148,214 shares@ $96.53 avg price
AAPLApple Inc
Recent Activity
Increased 17.15%
2.06%
$14.079M
56,222 shares@ $250.43 avg price
VOTVanguard Index Fds
Recent Activity
Increased 14.22%
1.64%
$11.191M
44,104 shares@ $253.75 avg price
GRIDFirst Tr Exchange Traded Fd
Recent Activity
Increased 22.44%
1.61%
$10.996M
92,142 shares@ $119.35 avg price
IDGTIshares Tr
Recent Activity
Increased 22.31%
1.57%
$10.742M
133,353 shares@ $80.56 avg price
MTBASimplify Exchange Traded Fun
Recent Activity
Increased 16.86%
1.51%
$10.29M
207,086 shares@ $49.69 avg price
CGXUCapital Group Intl Focus Eqt
Recent Activity
Increased 31.43%
1.41%
$9.654M
391,332 shares@ $24.67 avg price
DFARDimensional Etf Trust
Recent Activity
Increased 28%
1.27%
$8.673M
372,719 shares@ $23.27 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 14.95%
1.16%
$7.927M
18,807 shares@ $421.5 avg price
SDVYFirst Tr Exchange-traded Fd
Recent Activity
Increased 8.53%
1.06%
$7.217M
201,302 shares@ $35.85 avg price