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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
PLTRPalantir Technologies Inc
Recent Activity
New Position
0.05%
$324,528
4,291 shares@ $75.63 avg price
EQNREquinor Asa
Recent Activity
New Position
0.05%
$316,877
13,376 shares@ $23.69 avg price
SAPSap Se
Recent Activity
New Position
0.05%
$305,793
1,242 shares@ $246.22 avg price
IBHEIshares Tr
Recent Activity
New Position
0.05%
$294,362
12,688 shares@ $23.21 avg price
ITBIshares Tr
Recent Activity
New Position
0.04%
$257,205
2,488 shares@ $103.38 avg price
HDBHdfc Bank Ltd
Recent Activity
New Position
0.04%
$256,589
4,018 shares@ $63.86 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
New Position
0.04%
$248,066
725 shares@ $342.16 avg price
TMUST-mobile Us Inc
Recent Activity
New Position
0.04%
$246,660
1,117 shares@ $220.83 avg price
AEPAmerican Elec Pwr Co Inc
Recent Activity
New Position
0.04%
$242,330
2,627 shares@ $92.25 avg price
ICEIntercontinental Exchange In
Recent Activity
New Position
0.04%
$236,511
1,587 shares@ $149.04 avg price