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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 Q3 2024 · Filed October 8, 2024 · Accession 0001803519-24-000004

Total Value
$625.3M
Positions
290
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (290)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V8312,374,664$80.9M12.94%
2DIMENSIONAL ETF TRUST25434V7651,800,894$49.9M7.98%
3ISHARES INC46434G764527,219$32.2M5.15%
4PROSHARES TR74347B508510,889$25.8M4.13%
5SIMPLIFY EXCHANGE TRADED FUN82889N6571,055,142$24.3M3.88%
6ISHARES TR464288562257,529$22.9M3.66%
7VANGUARD WORLD FD92204A50470,600$19.9M3.19%
8SPDR S&P 500 ETF TRSPY33,424$19.2M3.07%
9PACER FDS TR69374H881328,115$19.0M3.03%
10FIRST TR EXCHANGE-TRADED FD33738R118178,870$14.4M2.30%
11AMERICAN CENTY ETF TR025072877134,384$12.9M2.06%
12APPLE INCAAPL47,993$11.2M1.79%
13FIRST TR EXCHANGE TRADED FD33737A10875,258$9.6M1.53%
14VANGUARD INDEX FDS92290853838,616$9.4M1.50%
15SIMPLIFY EXCHANGE TRADED FUN82889N525177,214$9.1M1.46%
16ISHARES TR464287531109,029$8.6M1.37%
17CAPITAL GROUP INTL FOCUS EQT14019W109297,771$8.0M1.28%
18DIMENSIONAL ETF TRUST25434V823291,203$7.5M1.19%
19MICROSOFT CORPMSFT16,362$7.0M1.13%
20ISHARES TR46434V621111,748$7.0M1.12%
21FIRST TR EXCHANGE-TRADED FD33741X102185,483$6.7M1.08%
22J P MORGAN EXCHANGE TRADED F46641Q332110,103$6.6M1.05%
23ISHARES TR46432F84276,820$6.0M0.96%
24J P MORGAN EXCHANGE TRADED F46641Q837114,375$5.8M0.93%
25VANGUARD MUN BD FDS922907746109,877$5.6M0.90%
26WISDOMTREE TRWT139,077$4.6M0.73%
27ISHARES TR46428750771,571$4.5M0.71%
28HOME DEPOT INCHD10,376$4.2M0.67%
29AMERICAN CENTY ETF TR02507235686,724$4.1M0.65%
30FIRST TR EXCHANGE-TRADED FD33739Q40863,300$3.8M0.61%
31INVESCO QQQ TRIVZ7,597$3.7M0.59%
32DOUBLELINE ETF TRUST25861R10576,355$3.6M0.58%
33ISHARES TR46428752315,128$3.5M0.56%
34DIMENSIONAL ETF TRUST25434V70898,591$3.4M0.54%
35ISHARES TR46428759817,481$3.3M0.53%
36DBX ETF TR233051630119,671$3.2M0.51%
37JPMORGAN CHASE & CO.VYLD14,315$3.0M0.48%
38VANGUARD WORLD FD92204A88419,866$2.9M0.46%
39NVIDIA CORPORATIONNVDA23,285$2.8M0.45%
40ISHARES TR46435U184120,020$2.8M0.45%
41ISHARES TR46428868782,532$2.7M0.44%
42ISHARES TR4642876147,110$2.7M0.43%
43ISHARES TR4642872004,286$2.5M0.40%
44SCHWAB STRATEGIC TR80852479729,160$2.5M0.39%
45COCA COLA COKO32,683$2.3M0.38%
46ALPS ETF TR00162Q45246,432$2.2M0.35%
47ISHARES TR46435U13543,719$2.1M0.34%
48ELI LILLY & COLLY2,370$2.1M0.34%
49ISHARES TR46428864638,300$2.0M0.32%
50AMAZON COM INCAMZN10,419$1.9M0.31%
51DIMENSIONAL ETF TRUST25434V40130,668$1.9M0.31%
52TESLA INCTSLA7,256$1.9M0.30%
53ISHARES TR46428880215,368$1.8M0.30%
54BERKSHIRE HATHAWAY INC DELBRK-A3,979$1.8M0.29%
55META PLATFORMS INCMETA2,820$1.6M0.26%
56BROADCOM INCAVGO9,284$1.6M0.26%
57ALPHABET INCGOOG9,632$1.6M0.26%
58TAIWAN SEMICONDUCTOR MFG LTD8740391008,798$1.5M0.24%
59CAMBRIA ETF TR13206170642,642$1.5M0.24%
60SPDR GOLD TRGLD6,004$1.5M0.23%
61PROCTER AND GAMBLE CO7427181098,390$1.5M0.23%
62VISA INCV4,997$1.4M0.22%
63COSTCO WHSL CORP NEW22160K1051,525$1.4M0.22%
64NETFLIX INCNFLX1,891$1.3M0.21%
65ALPHABET INCGOOG7,744$1.3M0.21%
66JOHNSON & JOHNSONJNJ7,830$1.3M0.20%
67MASTERCARD INCORPORATEDMA2,542$1.3M0.20%
68INVESCO EXCHANGE TRADED FD TIVZ6,969$1.2M0.20%
69EXXON MOBIL CORPXOM10,535$1.2M0.20%
70ISHARES TR4642876555,448$1.2M0.19%
71ISHARES TR46435U54923,724$1.2M0.18%
72BANK AMERICA CORP06050510428,811$1.1M0.18%
73VANGUARD INDEX FDS9229087362,945$1.1M0.18%
74ISHARES TR46435G51613,354$1.1M0.18%
75WALMART INCWMT13,261$1.1M0.17%
76ISHARES TR46428760611,542$1.1M0.17%
77ROYAL BK CDA7800871028,430$1.1M0.17%
78ABBVIE INCABBV5,206$1.0M0.16%
79DISNEY WALT CO25468710610,393$999,6580.16%
80ISHARES U S ETF TR46431W83819,582$985,2680.16%
81SCHWAB STRATEGIC TR8085243009,364$975,5420.16%
82ISHARES TR46428730910,027$960,0850.15%
83NUVEEN CHURCHILL DIRECT LEND67090S10854,688$952,6650.15%
84ISHARES TR4642871687,034$950,0820.15%
85ISHARES TR46434V87818,552$941,3280.15%
86ISHARES TR4642877216,126$928,8240.15%
87PULTE GROUP INC7458671016,355$912,1930.15%
88ISHARES TR46428887715,720$904,3720.14%
89ISHARES TR4642876892,729$891,6460.14%
90FIRST TR EXCHANGE-TRADED FD33738D10124,996$839,8660.13%
91ISHARES TR46435G19334,291$815,7920.13%
92AMERICAN CENTY ETF TR0250728858,520$810,6780.13%
93MERCK & CO INCMRK7,104$806,7770.13%
94SALESFORCE INCCRM2,907$795,6790.13%
95ISHARES TR4642876304,766$795,0640.13%
96ISHARES TR46435G24330,389$764,5790.12%
97FIRST TR EXCH TRD ALPHDX FD33737J18231,100$745,1560.12%
98VANGUARD INDEX FDS9229087692,541$719,5180.12%
99SOUTHERN COSOMN7,976$719,3000.12%
100SPDR SER TR78464A4098,599$713,1760.11%
101VANGUARD TAX-MANAGED FDS92194385813,181$696,1000.11%
102PEPSICO INCPEP3,981$676,9890.11%
103UNITEDHEALTH GROUP INCUNH1,154$674,6610.11%
104PIMCO DYNAMIC INCOME STRATEGPDX28,526$672,9280.11%
105CHEVRON CORP NEWCVX4,552$670,3500.11%
106ISHARES GOLD TRIAU13,054$648,7840.10%
107ALTRIA GROUP INCMO12,522$639,1040.10%
108LOWES COS INC5486611072,330$631,0370.10%
109ISHARES TR4642872266,178$625,6570.10%
110ISHARES TR46435U44012,777$617,6350.10%
111NOVO-NORDISK A SNONOF5,148$612,9720.10%
112QUALCOMM INCQCOM3,558$605,0930.10%
113HSBC HLDGS PLCHBCYF12,517$565,6430.09%
114ADOBE INCADBE1,092$565,4160.09%
115AT&T INCT-PC25,119$552,6140.09%
116ASML HOLDING N VASMLF663$552,4450.09%
117VANGUARD WORLD FD92204A702938$549,9090.09%
118S&P GLOBAL INCSPGI1,053$543,8530.09%
119SELECT SECTOR SPDR TR81369Y2093,517$541,6290.09%
120AMERICAN TOWER CORP NEW03027X1002,327$541,0600.09%
121THERMO FISHER SCIENTIFIC INCTMO867$536,3880.09%
122MCDONALDS CORPMCD1,759$535,5580.09%
123VANGUARD INDEX FDS9229087512,216$525,7120.08%
124VANGUARD INDEX FDS9229087442,893$505,0310.08%
125VERIZON COMMUNICATIONS INCVZ11,093$498,1960.08%
126DANAHER CORPORATION2358511021,787$496,7220.08%
127KB FINL GROUP INC48241A1058,000$494,0000.08%
128UNILEVER PLCUNLYF7,387$479,8600.08%
129SHINHAN FINANCIAL GROUP CO LSHG11,112$470,8150.08%
130PFIZER INCPFE16,096$465,8110.07%
131VANGUARD INDEX FDS922908363855$451,1580.07%
132NUSHARES ETF TRNU5,445$449,9310.07%
133COMCAST CORP NEWCCZ10,494$438,3230.07%
134FIDELITY MERRIMACK STR TR3161883099,342$436,6450.07%
135STERLING INFRASTRUCTURE INCSTRL3,000$435,0600.07%
136BRITISH AMERN TOB PLC11044810711,867$434,0950.07%
137SCHWAB STRATEGIC TR8085242016,301$427,5230.07%
138ISHARES SILVER TRSLV14,947$424,6440.07%
139MARSH & MCLENNAN COS INC5717481021,890$421,5670.07%
140AFLAC INCAFL3,764$420,8660.07%
141ABBOTT LABSABLZF3,676$419,0500.07%
142AMERICAN CENTY ETF TR0250727036,210$416,2560.07%
143SPDR DOW JONES INDL AVERAGE78467X109982$415,5040.07%
144CATERPILLAR INCCAT1,048$409,9850.07%
145ASTRAZENECA PLCAZN5,162$402,1390.06%
146CISCO SYS INCCSCO7,469$397,5180.06%
147AMERICAN CENTY ETF TR0250726046,143$396,8490.06%
148ISHARES TR4642871011,429$395,4900.06%
149ACCENTURE PLC IRELANDACN1,112$393,0700.06%
150ORACLE CORPORCL-PD2,299$391,7500.06%
151FIRST TR EXCHANGE-TRADED FD33733B1003,569$390,1950.06%
152TOTALENERGIES SETTE5,920$382,5500.06%
153ADVANCED MICRO DEVICES INCAMD2,312$379,3530.06%
154AMPHENOL CORP NEW0320951015,794$377,5370.06%
155BLACKSTONE INCBX2,463$377,2140.06%
156PARKER-HANNIFIN CORPPH597$377,1970.06%
157FIFTH THIRD BANCORPFITBM8,794$376,7190.06%
158TEXAS INSTRS INC8825081041,817$375,4010.06%
159AMGEN INCAMGN1,153$371,5450.06%
160MOODYS CORPMCO781$370,6670.06%
161SPDR SER TR78468R7473,247$368,8220.06%
1623M COMMM2,682$366,6290.06%
163IQVIA HLDGS INCIQV1,547$366,5930.06%
164ISHARES INC46434G1036,368$365,6030.06%
165MORGAN STANLEYMS-PQ3,501$364,9260.06%
166BOOKING HOLDINGS INCBKNG86$362,2420.06%
167WELLS FARGO CO NEW9497461016,377$360,2590.06%
168INVESCO EXCHANGE TRADED FD TIVZ8,855$359,7890.06%
169VODAFONE GROUP PLC NEW92857W30835,821$358,9260.06%
170ISHARES TR4642874994,058$357,6910.06%
171ISHARES TR46432F3391,975$354,1180.06%
172MANULIFE FINL CORP56501R10611,595$342,6320.05%
173ISHARES TR4642888853,183$342,6010.05%
174PHILIP MORRIS INTL INC7181721092,817$342,0240.05%
175SELECT SECTOR SPDR TR81369Y8031,514$341,8010.05%
176D R HORTON INC23331A1091,790$341,4990.05%
177FEDEX CORPFDX1,229$336,4630.05%
178KIMBERLY-CLARK CORPKMB2,326$330,9640.05%
179INTERNATIONAL BUSINESS MACHSINTR1,494$330,2650.05%
180NEXTERA ENERGY INCNEE-PW3,840$324,6170.05%
181APPLIED MATLS INC0382221051,597$322,6740.05%
182PALO ALTO NETWORKS INCPANW942$321,9760.05%
183RTX CORPORATIONRTX2,654$321,5830.05%
184GE AEROSPACE3696043011,703$321,1340.05%
185ASE TECHNOLOGY HLDG CO LTDASX32,844$320,5570.05%
186ECOLAB INCECL1,246$318,2280.05%
187GENERAL DYNAMICS CORPGD1,050$317,4130.05%
188RIO TINTO PLCRTNTF4,442$316,1080.05%
189PROGRESSIVE CORP7433151031,244$315,7800.05%
190SERVICENOW INCNOW353$315,7200.05%
191COLGATE PALMOLIVE COCL3,034$314,9340.05%
192AUTOZONE INCAZO97$305,5540.05%
193VANGUARD WORLD FD921910816945$304,2430.05%
194DEERE & CODE727$303,5190.05%
195US BANCORP DELUSB-PS6,616$302,5640.05%
196ISHARES TR4642876481,061$301,3240.05%
197KLA CORPKLAC384$297,1680.05%
198SPDR S&P MIDCAP 400 ETF TRMDY521$296,7930.05%
199UBS GROUP AGUBS9,598$296,6740.05%
200ISHARES TR4642886792,649$293,0590.05%
201METLIFE INCMET-PF3,534$291,4630.05%
202VALE S AVALE24,848$290,2250.05%
203TRUIST FINL CORP89832Q1096,786$290,2220.05%
204GILEAD SCIENCES INCGILD3,456$289,7110.05%
205PERIMETER SOLUTIONS SAPRM21,450$288,5030.05%
206FAIR ISAAC CORPFICO146$283,7540.05%
207OTIS WORLDWIDE CORPOTIS2,724$283,1800.05%
208ISHARES TR4642874653,380$282,6690.05%
209AMERICAN EXPRESS COAXP1,040$282,0720.05%
210INTUITINTU452$280,7280.04%
211CSX CORPCSX8,051$278,0140.04%
212NOVARTIS AGNVSEF2,402$276,2780.04%
213BANCO BILBAO VIZCAYA ARGENTABBVXF25,404$275,3790.04%
214AUTODESK INCADSK998$274,9290.04%
215CINTAS CORPCTAS1,311$269,9290.04%
216DUKE ENERGY CORP NEWDUKB2,334$269,0910.04%
217TRANSDIGM GROUP INCTDG188$268,3000.04%
218SHELL PLCRYDAF3,965$261,4920.04%
219PETROLEO BRASILEIRO SA PETRO71654V40818,013$259,5670.04%
220DEUTSCHE BANK A GD1819089814,941$258,6290.04%
221ALLSTATE CORPALL-PJ1,360$257,9310.04%
222ARISTA NETWORKS INCANET668$256,3920.04%
223ISHARES TR4642898755,667$255,6380.04%
224ISHARES TR4642877052,068$255,6160.04%
225KT CORPKT16,231$249,6330.04%
226MONDELEZ INTL INC6092071053,367$248,0220.04%
227BRISTOL-MYERS SQUIBB COCELG-RI4,789$247,7840.04%
228ING GROEP N.V.INGVF13,641$247,7210.04%
229LOCKHEED MARTIN CORPLMT420$245,3110.04%
230TARGET CORPTGT1,569$244,5520.04%
231STARBUCKS CORPSBUX2,493$243,0420.04%
232DR REDDYS LABS LTD2561352033,055$242,7200.04%
233LLOYDS BANKING GROUP PLCLLOBF77,411$241,5220.04%
234AUTOMATIC DATA PROCESSING INADP861$238,3820.04%
235BHP GROUP LTDBHPLF3,825$237,5710.04%
236UNION PAC CORPUNP963$237,4220.04%
237TOYOTA MOTOR CORPTOYOF1,325$236,6050.04%
238SHOPIFY INCSHOP2,947$236,1730.04%
239VANGUARD INTL EQUITY INDEX F9220428584,884$233,7160.04%
240VANGUARD BD INDEX FDS9219378272,967$233,4730.04%
241TJX COS INC NEW8725401091,979$232,6240.04%
242ISHARES TR4642898592,943$232,2630.04%
243SK TELECOM LTDSKM9,728$231,2350.04%
244SONY GROUP CORPSNEJF2,386$230,4160.04%
245ISHARES TR4642878041,969$230,3460.04%
246CHUBB LIMITEDCB797$229,8900.04%
247TRAVELERS COMPANIES INCTRV974$228,1060.04%
248HONEYWELL INTL INC4385161061,098$227,0320.04%
249EATON CORP PLCETN682$226,0420.04%
250PAYCHEX INCPAYX1,682$225,7080.04%
251CENCORA INCCOR998$224,6300.04%
252SCHWAB STRATEGIC TR8085244092,791$224,3130.04%
253CONOCOPHILLIPSCOP2,125$223,6780.04%
254AIR PRODS & CHEMS INCAIIR740$220,2840.04%
255WOORI FINL GROUP INC9810641086,096$217,8100.03%
256FIRST TR LRG CP VL ALPHADEX33735J1012,750$217,6080.03%
257SCHWAB STRATEGIC TR8085241023,266$217,2540.03%
258SUNCOR ENERGY INC NEWSU5,816$214,7270.03%
259NORTHROP GRUMMAN CORPNOC398$210,2850.03%
260BECTON DICKINSON & COBDX868$209,3120.03%
261WASTE MGMT INC DEL94106L1091,007$209,0480.03%
262MARATHON PETE CORPMARA1,281$208,6880.03%
263ISHARES TR46429B7472,057$208,4150.03%
264IMPERIAL OIL LTDIMO2,957$208,3210.03%
265ISHARES TR464289438944$207,7270.03%
266UBER TECHNOLOGIES INCUBER2,742$206,0890.03%
267INTEL CORPINTC8,769$205,7300.03%
268CITIGROUP INCC-PR3,275$205,0150.03%
269MITSUBISHI UFJ FINL GROUP IN60682210420,069$204,3020.03%
270PACKAGING CORP AMER695156109946$203,7680.03%
271GSK PLCGLAXF4,933$201,6610.03%
272ISHARES TR46435G4251,596$201,3880.03%
273HARMONY GOLD MINING CO LTDHGMCF18,824$191,4400.03%
274DLH HLDGS CORPDLHC18,192$170,2770.03%
275ULTRAPAR PARTICIPACOES SAUGP43,516$168,8420.03%
276BARCLAYS PLCBCLYF13,051$158,5700.03%
277SUMITOMO MITSUI FINL GROUP I86562M20911,795$148,9710.02%
278TELEFONICA BRASIL SAVIV13,028$133,7980.02%
279BANCO SANTANDER S.A.BCDRF25,187$128,4540.02%
280TELEFONAKTIEBOLAGET LM ERICS29482160815,779$119,6050.02%
281UNITED MICROELECTRONICS CORPUMC13,026$109,6790.02%
282WIPRO LTDWIT15,088$97,7700.02%
283MIZUHO FINANCIAL GROUP INCMZHOF20,567$85,9700.01%
284TURKCELL ILETISIM HIZMETLERITKC11,928$82,0650.01%
285SASOL LTDSASOF10,512$71,0610.01%
286TELEFONICA S ATELFY14,483$70,3870.01%
287CEMEX SAB DE CVCXMSF11,024$67,2460.01%
288HIMAX TECHNOLOGIES INCHIMX10,215$56,1830.01%
289AMBEV SAABEV18,955$46,2500.01%
290CERUS CORPCERS15,000$26,1000.00%