Aprio Wealth Management, LLC
Top Portfolio Positions
386 positions ·
$471,856,594 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
97,552 | $24,757,722 | 5.25% |
| SPY |
Spdr S&P 500 Etf Trust
|
32,710 | $21,272,621 | 4.51% |
| MSFT |
Microsoft Corp
Technology
|
55,459 | $20,529,258 | 4.35% |
| NVDA |
Nvidia Corp
Technology
|
101,809 | $17,755,489 | 3.76% |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
44,823 | $13,930,540 | 2.95% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
57,687 | $12,014,471 | 2.55% |
| GOOGL |
Alphabet Inc.
Communication Services
|
38,854 | $11,172,856 | 2.37% |
| AVGO |
Broadcom Inc.
Technology
|
30,861 | $9,551,788 | 2.02% |
| QQQ |
Invesco Qqq Trust, Series 1
|
15,670 | $9,044,410 | 1.92% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
25,421 | $7,477,841 | 1.58% |
Holdings in PDX
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $436,324 | 19,779 | Shares | Sole | 2026-05-11 | |
| No quarters match your search. | ||||||