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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
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 9.98%
1.02%
$6.966M
121,086 shares@ $57.53 avg price
DGROIshares Tr
Recent Activity
Decreased -1.28%
0.99%
$6.766M
110,311 shares@ $61.34 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 15.08%
0.93%
$6.339M
126,446 shares@ $50.14 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
XCWisdomtree Tr
Recent Activity
Increased 13.51%
0.71%
$4.853M
157,861 shares@ $30.75 avg price
FHLCFidelity Covington Trust
Recent Activity
New Position
0.68%
$4.659M
71,291 shares@ $65.35 avg price
IJHIshares Tr
Recent Activity
Increased 1.05%
0.66%
$4.506M
72,319 shares@ $62.31 avg price
SOXXIshares Tr
Recent Activity
Increased 38.13%
0.66%
$4.503M
20,895 shares@ $215.49 avg price
HDHome Depot Inc
Recent Activity
Increased 3.84%
0.62%
$4.191M
10,774 shares@ $388.99 avg price