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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Aprio Wealth Management, LLC

Quarter ended Q1 2024 · Filed April 10, 2024 · Accession 0001803519-24-000002

Total Value
$510.3M
Positions
241
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (241)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V8312,449,728$77.4M15.18%
2ISHARES INC46434G764799,588$46.0M9.02%
3DIMENSIONAL ETF TRUST25434V7651,513,699$40.8M7.99%
4VANGUARD WORLD FDS92204A50482,753$22.4M4.39%
5PACER FDS TR69374H881357,798$20.8M4.07%
6SPDR S&P 500 ETF TRSPY37,257$19.5M3.82%
7SIMPLIFY EXCHANGE TRADED FUN82889N657856,987$18.7M3.67%
8FIRST TR EXCHANGE-TRADED FD33738R118185,051$12.9M2.53%
9AMERICAN CENTY ETF TR025072877125,884$11.8M2.31%
10AMERICAN CENTY ETF TR025072356244,297$10.3M2.02%
11PROSHARES TR74347B508220,423$10.1M1.98%
12VANGUARD WORLD FDS92204A88465,897$8.6M1.69%
13VANGUARD INDEX FDS92290853834,982$8.2M1.62%
14SIMPLIFY EXCHANGE TRADED FUN82889N525149,924$7.6M1.50%
15MICROSOFT CORPMSFT17,152$7.2M1.41%
16J P MORGAN EXCHANGE TRADED F46641Q332122,641$7.1M1.39%
17ISHARES TR46434V621121,421$7.0M1.38%
18ISHARES TR46432F84290,547$6.7M1.32%
19FIRST TR EXCHANGE-TRADED FD33741X102180,798$6.3M1.23%
20J P MORGAN EXCHANGE TRADED F46641Q837119,564$6.0M1.18%
21APPLE INCAAPL34,696$5.9M1.17%
22VANGUARD MUN BD FDS92290774699,199$5.0M0.98%
23ISHARES TR46428750775,102$4.6M0.89%
24FIRST TR EXCHANGE-TRADED FD33739Q40872,585$4.3M0.85%
25INVESCO QQQ TRIVZ8,153$3.6M0.71%
26DOUBLELINE ETF TRUST25861R10573,356$3.4M0.66%
27DIMENSIONAL ETF TRUST25434V70896,176$3.1M0.60%
28ISHARES TR46428759817,059$3.1M0.60%
29JPMORGAN CHASE & COVYLD13,954$2.8M0.55%
30DBX ETF TR233051630104,790$2.6M0.51%
31SCHWAB STRATEGIC TR80852479731,478$2.5M0.50%
32ISHARES TR4642872004,822$2.5M0.50%
33HOME DEPOT INCHD6,287$2.4M0.47%
34ISHARES TR4642876146,768$2.3M0.45%
35AMAZON COM INCAMZN10,961$2.0M0.39%
36NVIDIA CORPORATIONNVDA2,134$1.9M0.38%
37CAMBRIA ETF TR13206170656,488$1.9M0.37%
38COCA COLA COKO29,553$1.8M0.35%
39DIMENSIONAL ETF TRUST25434V40130,668$1.7M0.34%
40ISHARES TR46428880215,155$1.7M0.32%
41BROADCOM INCAVGO1,167$1.5M0.30%
42WISDOMTREE TRWT28,174$1.4M0.28%
43META PLATFORMS INCMETA2,845$1.4M0.27%
44ALPHABET INCGOOG9,095$1.4M0.27%
45SPDR SER TR78464A40918,617$1.4M0.27%
46VISA INCV4,767$1.3M0.26%
47ISHARES TR4642876556,303$1.3M0.26%
48ISHARES TR46428864625,571$1.3M0.26%
49BERKSHIRE HATHAWAY INC DELBRK-A3,087$1.3M0.25%
50SPDR GOLD TRGLD6,233$1.3M0.25%
51ISHARES TR46428868739,280$1.3M0.25%
52ELI LILLY & COLLY1,556$1.2M0.24%
53MASTERCARD INCORPORATEDMA2,480$1.2M0.23%
54PFIZER INCPFE42,521$1.2M0.23%
55ISHARES TR46435U54923,068$1.1M0.21%
56ISHARES TR46428760611,538$1.1M0.21%
57ISHARES U S ETF TR46431W83820,992$1.1M0.21%
58ISHARES TR46434V87820,717$1.0M0.21%
59TESLA INCTSLA5,886$1.0M0.20%
60TAIWAN SEMICONDUCTOR MFG LTD8740391007,572$1.0M0.20%
61NETFLIX INCNFLX1,687$1.0M0.20%
62DISNEY WALT CO2546871068,341$1.0M0.20%
63ALPHABET INCGOOG6,603$1.0M0.20%
64VANGUARD INDEX FDS9229087362,880$991,4430.19%
65ALPS ETF TR00162Q45220,786$986,5040.19%
66ISHARES TR46435G24340,078$981,1050.19%
67PROCTER AND GAMBLE CO7427181096,027$977,8730.19%
68BANK AMERICA CORP06050510425,658$972,9510.19%
69EXXON MOBIL CORPXOM7,871$914,9110.18%
70MERCK & CO INCMRK6,830$901,1880.18%
71ISHARES TR46428730910,582$893,5440.18%
72ISHARES TR46435G51611,087$885,9830.17%
73SCHWAB STRATEGIC TR8085243009,458$876,9460.17%
74ISHARES TR4642871687,034$866,4480.17%
75ISHARES TR4642872268,777$859,6600.17%
76ISHARES TR4642876305,229$830,4170.16%
77ISHARES TR4642876892,729$818,9180.16%
78INVESCO EXCHANGE TRADED FD TIVZ4,791$811,3700.16%
79ISHARES TR4642874328,416$796,3220.16%
80FIRST TR EXCHANGE-TRADED FD33738D10126,790$791,1090.16%
81PIMCO DYNAMIC INCOME STRATEGPDX36,891$782,4580.15%
82AMERICAN CENTY ETF TR0250728858,633$772,6540.15%
83ROYAL BK CDA7800871027,620$768,7060.15%
84ABBVIE INCABBV3,944$718,2720.14%
85FIRST TR EXCH TRD ALPHDX FD33737J18231,100$711,2570.14%
86ISHARES TR46428887712,679$689,7410.14%
87SALESFORCE INCCRM2,263$681,5700.13%
88STRYKER CORPORATIONSYK1,892$677,2440.13%
89VANGUARD TAX-MANAGED FDS92194385813,118$658,1160.13%
90VANGUARD INDEX FDS9229087692,468$641,5250.13%
91ASML HOLDING N VASMLF628$609,4550.12%
92PULTE GROUP INC7458671014,987$601,4840.12%
93JOHNSON & JOHNSONJNJ3,644$576,4530.11%
94ISHARES TR46435U44012,186$571,4080.11%
95NOVO-NORDISK A SNONOF4,382$562,6490.11%
96ISHARES TR46435G19324,108$554,2320.11%
97MCDONALDS CORPMCD1,929$543,8480.11%
98WALMART INCWMT9,004$541,7410.11%
99PEPSICO INCPEP2,960$518,0840.10%
100ADOBE INCADBE1,010$509,6460.10%
101DEERE & CODE1,220$501,2960.10%
102COSTCO WHSL CORP NEW22160K105674$493,9410.10%
103ADVANCED MICRO DEVICES INCAMD2,677$483,1720.09%
104LOWES COS INC5486611071,892$481,9080.09%
105UNITEDHEALTH GROUP INCUNH955$472,5190.09%
106COMCAST CORP NEWCCZ10,759$466,4040.09%
107AUTODESK INCADSK1,771$461,2040.09%
108VANGUARD INDEX FDS9229087511,952$446,2910.09%
109CHEVRON CORP NEWCVX2,751$433,9960.09%
110SELECT SECTOR SPDR TR81369Y2092,924$431,9630.08%
111QUALCOMM INCQCOM2,545$430,9000.08%
112VANGUARD INDEX FDS922908363880$423,0160.08%
113INTEL CORPINTC9,458$417,7620.08%
114ACCENTURE PLC IRELANDACN1,195$414,1990.08%
115MARSH & MCLENNAN COS INC5717481021,994$410,6570.08%
116ISHARES TR46429B7474,121$409,7510.08%
117NUSHARES ETF TRNU5,337$407,1160.08%
118SCHWAB STRATEGIC TR8085242016,520$404,6310.08%
119SPDR DOW JONES INDL AVERAGE78467X109987$392,5890.08%
120ABBOTT LABSABLZF3,435$390,4360.08%
121JANUS DETROIT STR TR47103U8457,495$380,3110.07%
122VANGUARD INDEX FDS9229087442,324$378,4220.07%
123CISCO SYS INCCSCO7,495$374,0980.07%
124AMERICAN CENTY ETF TR0250727035,850$372,8790.07%
125AMERICAN TOWER CORP NEW03027X1001,847$364,8580.07%
126AMERICAN CENTY ETF TR0250726046,253$362,4430.07%
127ISHARES TR4642886533,425$359,7280.07%
128ASE TECHNOLOGY HLDG CO LTDASX32,699$359,3620.07%
129SHINHAN FINANCIAL GROUP CO LSHG10,021$355,6450.07%
130ISHARES TR4642871011,429$353,5490.07%
131FIRST TR EXCHANGE TRADED FD33733B1003,340$340,9770.07%
132INVESCO EXCHANGE TRADED FD TIVZ8,855$340,6610.07%
133ISHARES SILVER TRSLV14,947$340,0490.07%
134ISHARES TR4642874994,043$339,9740.07%
135AT&T INCT-PC19,174$337,4580.07%
136MORGAN STANLEYMS-PQ3,536$332,9330.07%
137WELLS FARGO CO NEW9497461015,710$330,9240.06%
138SPDR SER TR78468R7473,120$330,2410.06%
139SCHWAB STRATEGIC TR8085248706,300$328,6080.06%
140DANAHER CORPORATION2358511021,302$325,0270.06%
141APPLIED MATLS INC0382221051,575$324,8120.06%
142ISHARES TR46432F3391,975$324,5910.06%
143CATERPILLAR INCCAT884$323,8340.06%
144KB FINL GROUP INC48241A1056,216$323,6670.06%
145D R HORTON INC23331A1091,952$321,2190.06%
146IQVIA HLDGS INCIQV1,269$320,9170.06%
147VERIZON COMMUNICATIONS INCVZ7,624$319,9040.06%
148SELECT SECTOR SPDR TR81369Y8031,514$315,3210.06%
149BRISTOL-MYERS SQUIBB COCELG-RI5,801$314,6120.06%
150BLACKSTONE INCBX2,387$313,5960.06%
151TEXAS INSTRS INC8825081041,800$313,5590.06%
152AMPHENOL CORP NEW0320951012,711$312,7140.06%
153UBS GROUP AGUBS9,956$305,8480.06%
154GENERAL DYNAMICS CORPGD1,073$302,9860.06%
155TOYOTA MOTOR CORPTOYOF1,201$302,2680.06%
156S&P GLOBAL INCSPGI699$297,2260.06%
157HONDA MOTOR LTDHNDAF7,902$294,1910.06%
158THERMO FISHER SCIENTIFIC INCTMO502$291,8500.06%
159ISHARES TR4642874812,547$290,7230.06%
160SPDR S&P MIDCAP 400 ETF TRMDY521$289,8840.06%
161CVS HEALTH CORPCVS3,619$288,6220.06%
162ISHARES TR4642876481,061$287,3190.06%
163INTUITINTU440$286,0370.06%
164VANGUARD INTL EQUITY INDEX F9220428586,837$285,6010.06%
165TRUIST FINL CORP89832Q1097,286$283,9990.06%
166FIFTH THIRD BANCORPFITBM7,625$283,7110.06%
167BOOKING HOLDINGS INCBKNG78$282,9750.06%
168SOUTHERN COSOMN3,937$282,4410.06%
169ALTRIA GROUP INCMO6,403$279,3010.05%
170ORACLE CORPORCL-PD2,213$277,9750.05%
171BANCO BILBAO VIZCAYA ARGENTABBVXF23,451$277,6600.05%
172AFLAC INCAFL3,232$277,5390.05%
173TARGET CORPTGT1,563$276,9320.05%
174MANULIFE FINL CORP56501R10610,835$270,7670.05%
175ISHARES TR4642874653,380$269,9270.05%
176AUTOZONE INCAZO85$267,8900.05%
177VANGUARD WORLD FD921910816933$267,4070.05%
178RIO TINTO PLCRTNTF4,123$262,8000.05%
179PHILIP MORRIS INTL INC7181721092,858$261,8730.05%
180MARATHON PETE CORPMARA1,297$261,3460.05%
181SERVICENOW INCNOW340$259,2160.05%
182INTERNATIONAL BUSINESS MACHSINTR1,354$258,5830.05%
183CONOCOPHILLIPSCOP2,030$258,3980.05%
184ISHARES TR4642898755,891$252,0170.05%
185FIRST TR EXCHANGE TRADED FD33737A1082,190$250,9960.05%
186ASTRAZENECA PLCAZN3,660$247,9770.05%
187OTIS WORLDWIDE CORPOTIS2,496$247,7780.05%
188ISHARES TR4642877052,066$244,3790.05%
189ISHARES TR46435G4252,122$243,9610.05%
190CENCORA INCCOR997$242,2610.05%
191DLH HLDGS CORPDLHC18,192$241,4080.05%
192MOODYS CORPMCO605$237,7930.05%
193PETROLEO BRASILEIRO SA PETRO71654V40815,553$236,5610.05%
194TRANSDIGM GROUP INCTDG188$231,5410.05%
195VANGUARD INDEX FDS9229085532,674$231,2510.05%
196PARKER-HANNIFIN CORPPH413$229,5410.04%
197VANGUARD BD INDEX FDS9219378272,967$227,4800.04%
198CINTAS CORPCTAS326$224,0400.04%
199DEUTSCHE BANK A GD1819089814,082$222,0730.04%
200TRAVELERS COMPANIES INCTRV954$219,5800.04%
201FAIR ISAAC CORPFICO175$218,6820.04%
202KLA CORPKLAC313$218,4210.04%
203AMERICAN INTL GROUP INC0268747842,761$215,8460.04%
204AMERICAN EXPRESS COAXP945$215,1660.04%
205TOTALENERGIES SETTE3,125$215,0940.04%
206VODAFONE GROUP PLC NEW92857W30824,117$214,6410.04%
207ISHARES TR4642898592,914$214,0610.04%
208HSBC HLDGS PLCHBCYF5,417$213,2130.04%
209ISHARES TR4642874081,138$212,5900.04%
210NIKE INCNKE2,257$212,1470.04%
211DR REDDYS LABS LTD2561352032,886$211,6880.04%
212VANGUARD WORLD FDS92204A702404$211,5930.04%
213ECOLAB INCECL914$211,1210.04%
214EATON CORP PLCETN675$211,0590.04%
215TJX COS INC NEW8725401092,077$210,6600.04%
216LAM RESEARCH CORPLRCX217$210,5000.04%
217FIRST TR LRG CP VL ALPHADEX33735J1012,750$210,0450.04%
218NEXTERA ENERGY INCNEE-PW3,280$209,6360.04%
219WASTE MGMT INC DEL94106L109980$208,8820.04%
220VALE S AVALE17,008$207,3280.04%
221SHELL PLCRYDAF3,073$206,0440.04%
222SCHWAB CHARLES CORPSCHW-PJ2,846$205,9000.04%
223PROGRESSIVE CORP743315103982$203,1810.04%
224DELL TECHNOLOGIES INCDELL1,774$202,4310.04%
225UNION PAC CORPUNP821$201,8330.04%
226ISHARES TR4642871761,876$201,5010.04%
227VANGUARD SPECIALIZED FUNDS9219088441,102$201,1510.04%
228BHP GROUP LTDBHPLF3,478$200,6460.04%
229MITSUBISHI UFJ FINL GROUP IN60682210417,670$180,7640.04%
230ULTRAPAR PARTICIPACOES SAUGP28,337$162,0880.03%
231TELEFONICA BRASIL SAVIV15,953$160,6470.03%
232PERIMETER SOLUTIONS SAPRM21,450$159,1590.03%
233CEMEX SAB DE CVCXMSF17,558$158,1980.03%
234VIATRIS INCVTRS11,995$143,2260.03%
235LLOYDS BANKING GROUP PLCLLOBF47,613$123,3180.02%
236TELEFONAKTIEBOLAGET LM ERICS29482160817,547$96,6840.02%
237BARCLAYS PLCBCLYF10,196$96,3520.02%
238BANCO SANTANDER S.A.BCDRF19,377$93,7850.02%
239MIZUHO FINANCIAL GROUP INCMZHOF17,351$69,0570.01%
240TELEFONICA S ATELFY13,318$58,7320.01%
241CERUS CORPCERS15,000$28,3500.01%