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
BRBroadridge Finl Solutions In Recent Activity New Position	0.04%	$236,434 1,046 shares@ $226.04 avg price	New Position
BLKBlackrock Inc Recent Activity New Position	0.04%	$235,176 229 shares@ $1026.97 avg price	New Position
BPBp Plc Recent Activity New Position	0.04%	$234,982 7,949 shares@ $29.57 avg price	New Position
INFYInfosys Ltd Recent Activity New Position	0.04%	$232,330 10,599 shares@ $21.92 avg price	New Position
CBOECboe Global Mkts Inc Recent Activity New Position	0.04%	$230,333 1,179 shares@ $195.37 avg price	New Position
MSCIMsci Inc Recent Activity New Position	0.04%	$226,855 378 shares@ $600.15 avg price	New Position
PYPLPaypal Hldgs Inc Recent Activity New Position	0.04%	$226,263 2,651 shares@ $85.36 avg price	New Position
IJSIshares Tr Recent Activity New Position	0.04%	$225,322 2,075 shares@ $108.59 avg price	New Position
DFSDiscover Finl Svcs Recent Activity New Position	0.04%	$225,204 1,300 shares@ $173.24 avg price	New Position
REGRegency Ctrs Corp Recent Activity New Position	0.04%	$224,230 3,033 shares@ $73.94 avg price	New Position