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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
HSBCHsbc Hldgs Plc
Recent Activity
Increased 37.9%
0.13%
$853,680
17,260 shares@ $49.47 avg price
EFVIshares Tr
Recent Activity
Increased 1.77%
0.13%
$839,364
15,997 shares@ $52.48 avg price
AVUSAmerican Centy Etf Tr
Recent Activity
Increased 0.3%
0.13%
$828,236
8,545 shares@ $96.93 avg price
SUSCIshares Tr
Recent Activity
Increased 1.36%
0.12%
$789,626
34,755 shares@ $22.72 avg price
LOWLowes Cos Inc
Recent Activity
Increased 33.61%
0.12%
$768,236
3,113 shares@ $246.79 avg price
SUSBIshares Tr
Recent Activity
Increased 1.47%
0.12%
$761,594
30,834 shares@ $24.7 avg price
VTIVanguard Index Fds
Recent Activity
Increased 0.4%
0.11%
$739,404
2,551 shares@ $289.85 avg price
CVXChevron Corp New
Recent Activity
Increased 10.88%
0.11%
$730,948
5,047 shares@ $144.83 avg price
GILDGilead Sciences Inc
Recent Activity
Increased 124.72%
0.11%
$717,369
7,766 shares@ $92.38 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 9.91%
0.11%
$692,700
14,486 shares@ $47.82 avg price