Aprio Wealth Management, LLC
Top Portfolio Positions
387 positions ·
$481,232,621 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
97,552 | $24,757,722 | 5.14% | |
| SPY |
Spdr S&P 500 ETF Trust
|
32,710 | $21,272,621 | 4.42% | |
| MSFT |
Microsoft Corp
Technology
|
55,459 | $20,529,258 | 4.27% | |
| NVDA |
Nvidia Corp
Technology
|
101,809 | $17,755,489 | 3.69% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
44,823 | $13,930,540 | 2.89% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
57,687 | $12,014,471 | 2.50% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
38,854 | $11,172,856 | 2.32% | |
| AVGO |
Broadcom Inc.
Technology
|
30,861 | $9,551,788 | 1.98% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
19,566 | $9,376,027 | 1.95% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
15,670 | $9,044,410 | 1.88% |
Portfolio Trend
24 quarters · across all stocks
Holdings in TIMB
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $735,415 | 27,762 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $542,207 | 27,877 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $625,674 | 28,032 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $566,840 | 28,187 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $479,797 | 30,658 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $194,498 | 16,539 | Shares | Sole | 2025-01-13 | |
| No 13F history on record for this holder in this stock. | ||||||