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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
TSLATesla Inc
Recent Activity
Increased 7.68%
0.47%
$3.155M
7,813 shares@ $403.85 avg price
HDEFDbx Etf Tr
Recent Activity
Increased 7.21%
0.46%
$3.116M
128,289 shares@ $24.29 avg price
PFFIshares Tr
Recent Activity
Increased 15.99%
0.44%
$3.01M
95,725 shares@ $31.44 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 25.35%
0.42%
$2.865M
13,060 shares@ $219.39 avg price
IVVIshares Tr
Recent Activity
Increased 10.34%
0.41%
$2.784M
4,729 shares@ $588.7 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 41.78%
0.38%
$2.585M
13,656 shares@ $189.31 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 203.1%
0.36%
$2.415M
88,383 shares@ $27.33 avg price
METAMeta Platforms Inc
Recent Activity
Increased 44.15%
0.35%
$2.38M
4,065 shares@ $585.5 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 31.82%
0.35%
$2.377M
5,245 shares@ $453.29 avg price
SUSAIshares Tr
Recent Activity
Increased 15.92%
0.32%
$2.166M
17,814 shares@ $121.59 avg price