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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
CATCaterpillar Inc
Recent Activity
Increased 80.63%
0.11%
$686,643
1,893 shares@ $362.73 avg price
QCOMQualcomm Inc
Recent Activity
Increased 25.5%
0.11%
$685,925
4,465 shares@ $153.63 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 15.86%
0.1%
$676,163
1,337 shares@ $505.74 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 47.98%
0.1%
$654,260
11,052 shares@ $59.2 avg price
PEPPepsico Inc
Recent Activity
Increased 5.86%
0.1%
$640,799
4,214 shares@ $152.07 avg price
PHParker-hannifin Corp
Recent Activity
Increased 67.34%
0.1%
$635,633
999 shares@ $636.27 avg price
SPGIS&p Global Inc
Recent Activity
Increased 19.38%
0.1%
$625,835
1,257 shares@ $497.88 avg price
ABTAbbott Labs
Recent Activity
Increased 46.9%
0.09%
$610,743
5,400 shares@ $113.11 avg price
BGRNIshares Tr
Recent Activity
Increased 1.31%
0.09%
$603,456
12,944 shares@ $46.63 avg price
TAt&t Inc
Recent Activity
Increased 3.6%
0.09%
$592,507
26,021 shares@ $22.78 avg price