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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
XCWisdomtree Tr
Recent Activity
Increased 13.51%
0.71%
$4.853M
157,861 shares@ $30.75 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
FTSMFirst Tr Exchange-traded Fd
Recent Activity
Increased 4.7%
0.58%
$3.961M
66,271 shares@ $59.78 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 8.6%
0.55%
$3.726M
15,545 shares@ $239.72 avg price
DBNDDoubleline Etf Trust
Recent Activity
Increased 7.24%
0.55%
$3.708M
81,877 shares@ $45.29 avg price
NVDANvidia Corporation
Recent Activity
Increased 14.02%
0.53%
$3.565M
26,549 shares@ $134.3 avg price
IHAKIshares Tr
Recent Activity
Increased 62.87%
0.51%
$3.474M
71,202 shares@ $48.79 avg price
AMLPAlps Etf Tr
Recent Activity
Increased 42.68%
0.47%
$3.19M
66,245 shares@ $48.16 avg price