Long-term investor
Aprio Wealth Management, LLC @apriowealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001803519).
Record
- Tracked since 2025-06-30 (441 days), 98 trades recorded
- Returns: week n/a · month n/a · 90 days +9.0% · 6 months n/a · 1 year +14.9% · all +14.9%
- Max drawdown n/a · win rate 14% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DUHP · 4.9% · long · since 2025-06-30
- DIHP · 3.8% · long · since 2025-06-30
- CGBL · 3.2% · long · since 2025-12-31
- CGGR · 3.1% · long · since 2025-09-30
- EMXC · 3.1% · long · since 2025-06-30
- VCRM · 2.2% · long · since 2025-12-31
- TDIV · 2.2% · long · since 2025-06-30
- COWZ · 2.1% · long · since 2025-06-30
- AVLV · 1.9% · long · since 2025-12-31
- CGXU · 1.8% · long · since 2025-06-30
- PYLD · 1.7% · long · since 2025-06-30
- USFR · 1.7% · long · since 2025-09-30