APRIO WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BX | 5K | $880.53K |
 | TTE | 5K | $306.91K |
 | CVS | 5K | $376.73K |
 | EXC | 5K | $223.28K |
 | USB | 5K | $231.94K |
 | TD | 5K | $383.36K |
 | MS | 5K | $761.85K |
 | NVS | 5K | $614.49K |
 | SHOP | 5K | $699.21K |
 | ORCL | 5K | $1.30M |
 | NYT | 5K | $263.57K |
 | MDLZ | 5K | $285.02K |
 | LOW | 5K | $1.14M |
 | SYF | 5K | $320.20K |
 | AFL | 4K | $486.75K |
 | RTX | 4K | $722.24K |
 | NKE | 4K | $300.65K |
 | PANW | 4K | $852.87K |
 | SCHW | 4K | $397.17K |
 | BN | 4K | $277.82K |
Blackstone Inc.
BX
Shares Held
5K
Value
$880.53K
TotalEnergies SE
TTE
Shares Held
5K
Value
$306.91K
CVS Health Corporation
CVS
Shares Held
5K
Value
$376.73K
Exelon Corporation
EXC
Shares Held
5K
Value
$223.28K
U.S. Bancorp
USB
Shares Held
5K
Value
$231.94K
The Toronto-Dominion Bank
TD
Shares Held
5K
Value
$383.36K
Morgan Stanley
MS
Shares Held
5K
Value
$761.85K
Novartis AG
NVS
Shares Held
5K
Value
$614.49K
Shopify Inc.
SHOP
Shares Held
5K
Value
$699.21K
Oracle Corporation
ORCL
Shares Held
5K
Value
$1.30M
The New York Times Company
NYT
Shares Held
5K
Value
$263.57K
Mondelez International, Inc.
MDLZ
Shares Held
5K
Value
$285.02K
Lowe's Companies, Inc.
LOW
Shares Held
5K
Value
$1.14M
Synchrony Financial
SYF
Shares Held
5K
Value
$320.20K
Aflac Incorporated
AFL
Shares Held
4K
Value
$486.75K
RTX Corporation
RTX
Shares Held
4K
Value
$722.24K
NIKE, Inc.
NKE
Shares Held
4K
Value
$300.65K
Palo Alto Networks, Inc.
PANW
Shares Held
4K
Value
$852.87K
The Charles Schwab Corporation
SCHW
Shares Held
4K
Value
$397.17K
Brookfield Corporation
BN
Shares Held
4K
Value
$277.82K