Keith Greenwald

@Aprio Wealth Management, Llc

Latest period2024 - Q4

Reported6d 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
EEMIshares Tr Recent Activity New Position	0.04%	$222,628 5,323 shares@ $41.83 avg price	New Position
FASTFastenal Co Recent Activity New Position	0.04%	$217,368 3,023 shares@ $71.91 avg price	New Position
EAElectronic Arts Inc Recent Activity New Position	0.04%	$216,019 1,477 shares@ $146.26 avg price	New Position
AJGGallagher Arthur J & Co Recent Activity New Position	0.04%	$213,427 752 shares@ $283.82 avg price	New Position
VEEVVeeva Sys Inc Recent Activity New Position	0.03%	$202,471 963 shares@ $210.26 avg price	New Position
YYJoyy Inc Recent Activity New Position	0.03%	$202,177 4,831 shares@ $41.85 avg price	New Position
BAPCredicorp Ltd Recent Activity New Position	0.03%	$200,185 1,092 shares@ $183.32 avg price	New Position
TIMBTim S A Recent Activity New Position	0.03%	$194,499 16,539 shares@ $11.77 avg price	New Position
KGCKinross Gold Corp Recent Activity New Position	0.02%	$133,043 14,352 shares@ $9.27 avg price	New Position
NOKNokia Corp Recent Activity New Position	0.02%	$82,368 18,593 shares@ $4.44 avg price	New Position