APRIO WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HIG | 2K | $278.69K |
 | UNH | 2K | $719.95K |
 | CAT | 2K | $973.34K |
 | WELL | 2K | $360.70K |
 | TXN | 2K | $362.71K |
 | SAP | 2K | $527.11K |
 | ZTS | 2K | $280.88K |
 | BMO | 2K | $243.70K |
 | IQV | 2K | $354.62K |
 | ALL | 2K | $400.19K |
 | COST | 2K | $1.70M |
 | DTE | 2K | $248.18K |
 | PSX | 2K | $234.06K |
 | GD | 2K | $585.02K |
 | APO | 2K | $227.85K |
 | AWK | 2K | $235.37K |
 | ACN | 2K | $416.43K |
 | LEN | 2K | $210.52K |
 | NET | 2K | $356.43K |
 | AMGN | 2K | $467.66K |
The Hartford Financial Services Group, Inc.
HIG
Shares Held
2K
Value
$278.69K
UnitedHealth Group Incorporated
UNH
Shares Held
2K
Value
$719.95K
Caterpillar Inc.
CAT
Shares Held
2K
Value
$973.34K
Welltower Inc.
WELL
Shares Held
2K
Value
$360.70K
Texas Instruments Incorporated
TXN
Shares Held
2K
Value
$362.71K
SAP SE
SAP
Shares Held
2K
Value
$527.11K
Zoetis Inc.
ZTS
Shares Held
2K
Value
$280.88K
Bank of Montreal
BMO
Shares Held
2K
Value
$243.70K
IQVIA Holdings Inc.
IQV
Shares Held
2K
Value
$354.62K
The Allstate Corporation
ALL
Shares Held
2K
Value
$400.19K
Costco Wholesale Corporation
COST
Shares Held
2K
Value
$1.70M
DTE Energy Company
DTE
Shares Held
2K
Value
$248.18K
Phillips 66
PSX
Shares Held
2K
Value
$234.06K
General Dynamics Corporation
GD
Shares Held
2K
Value
$585.02K
Apollo Global Management, Inc.
APO
Shares Held
2K
Value
$227.85K
American Water Works Company, Inc.
AWK
Shares Held
2K
Value
$235.37K
Accenture plc
ACN
Shares Held
2K
Value
$416.43K
Lennar Corporation
LEN
Shares Held
2K
Value
$210.52K
Cloudflare, Inc.
NET
Shares Held
2K
Value
$356.43K
Amgen Inc.
AMGN
Shares Held
2K
Value
$467.66K