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
EAGGIshares Tr Recent Activity Increased 1.23%	0.17%	$1.115M 24,015 shares@ $46.44 avg price	Increased 1.23%
MEARIshares U S Etf Tr Recent Activity Increased 7.92%	0.16%	$1.056M 21,132 shares@ $49.96 avg price	Increased 7.92%
SCHGSchwab Strategic Tr Recent Activity Increased 302.47%	0.16%	$1.05M 37,687 shares@ $27.88 avg price	Increased 302.47%
IJKIshares Tr Recent Activity Increased 0.05%	0.16%	$1.05M 11,547 shares@ $90.93 avg price	Increased 0.05%
ESGDIshares Tr Recent Activity Increased 1.59%	0.16%	$1.033M 13,566 shares@ $76.14 avg price	Increased 1.59%
ABBVAbbvie Inc Recent Activity Increased 5.79%	0.15%	$978,523 5,507 shares@ $177.69 avg price	Increased 5.79%
SOSouthern Co Recent Activity Increased 42.18%	0.14%	$933,496 11,340 shares@ $82.32 avg price	Increased 42.18%
AGGIshares Tr Recent Activity Increased 52.98%	0.14%	$915,839 9,451 shares@ $96.91 avg price	Increased 52.98%
EMLPFirst Tr Exchange-traded Fd Recent Activity Increased 0.4%	0.14%	$894,586 25,094 shares@ $35.65 avg price	Increased 0.4%
MOAltria Group Inc Recent Activity Increased 30.71%	0.13%	$855,822 16,367 shares@ $52.29 avg price	Increased 30.71%