13FBOX
PRIO WEALTH LIMITED PARTNERSHIP · 13F Holdings
Options Calculator Rankings

PRIO WEALTH LIMITED PARTNERSHIP

No.1259 Data as of 2024Q4
Latest AUM (Q4 2024)
$3.41B
QoQ Change Q3 2024
-$725,3900.0%
Holdings
266
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
266
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q4 2024 ValueQ4 2024 SharesPrev Q ValuePrev Q SharesShares ChangeAction
APPLE INCAAPL
8.71%8.71%$297.4M1.3M$297.4M1.3M00.00%Unchanged
MICROSOFT CORPMSFT
5.31%5.31%$181.2M421,052$181.2M421,05200.00%Unchanged
NVIDIA CORPORATIONNVDA
5.15%5.15%$175.7M1.4M$175.7M1.4M00.00%Unchanged
BROADCOM INCAVGO
4.83%4.82%$164.7M954,643$164.7M954,64300.00%Unchanged
AAlphabet Inc Class CGOOG
3.74%3.74%$127.6M763,248$127.6M763,24800.00%Unchanged
AMAZON COM INCAMZN
3.18%3.18%$108.6M583,054$108.6M583,05400.00%Unchanged
WALMART INCWMT
2.89%2.89%$98.7M1.2M$98.7M1.2M00.00%Unchanged
META PLATFORMS INCMETA
2.39%2.39%$81.6M142,547$81.6M142,54700.00%Unchanged
JPMORGAN CHASE & COJPM
2.3%2.3%$78.5M372,238$78.5M372,23800.00%Unchanged
ALPHABET INCGOOGL
2.28%2.28%$77.9M469,680$77.9M469,68000.00%Unchanged
IISHARES TRIVV
2.12%2.12%$72.2M125,197$72.2M125,19700.00%Unchanged
MERCK & CO INCMRK
1.8%1.8%$61.5M541,979$61.5M541,97900.00%Unchanged
BOSTON SCIENTIFIC CORP COMBSX
1.78%1.78%$60.8M725,424$60.8M725,42400.00%Unchanged
ABBOTT LABORATORIESABT
1.61%1.61%$55.1M483,269$55.1M483,26900.00%Unchanged
VISA INCV
1.57%1.57%$53.6M195,038$53.6M195,03800.00%Unchanged
BBANK OF AMER CORPBAC
1.57%1.57%$53.6M1.4M$53.6M1.4M00.00%Unchanged
TTHERMO FISHER SCIENTIFIC INCTMO
1.54%1.54%$52.5M84,811$52.5M84,81100.00%Unchanged
RTX CORPORATIONRTX
1.49%1.49%$50.7M418,644$50.7M418,64400.00%Unchanged
JOHNSON & JOHNSONJNJ
1.46%1.46%$49.7M306,713$49.7M306,71300.00%Unchanged
GOLDMAN SACHS GROUP INCGS
1.4%1.4%$47.8M96,492$47.8M96,49200.00%Unchanged
ADVANCED MICRO DEVICES INCAMD
1.39%1.39%$47.4M289,150$47.4M289,15000.00%Unchanged
SSTATE STR SPDR S&P 500 ETF TSPY
1.34%1.34%$45.7M79,586$45.7M79,58600.00%Unchanged
HOME DEPOT INCHD
1.26%1.26%$43.1M106,455$43.1M106,45500.00%Unchanged
TTERADYNE INCTER
1.16%1.16%$39.7M296,708$39.7M296,70800.00%Unchanged
COLGATE PALMOLIVE COCL
1.15%1.15%$39.3M378,356$39.3M378,35600.00%Unchanged
IISHARES COREIJH
1.15%1.15%$39.3M630,242$39.3M630,24200.00%Unchanged
DEERE & CODE
1.14%1.14%$38.8M92,886$38.8M92,88600.00%Unchanged
XYLEM INCXYL
1.1%1.1%$37.5M277,468$37.5M277,46800.00%Unchanged
WASTE MGMT INC DELWM
1.09%1.09%$37.2M179,080$37.2M179,08000.00%Unchanged
VVANGUARD INDEX FDSVB
0.99%0.99%$33.6M141,748$33.6M141,74800.00%Unchanged
BBECTON DICKINSON & CO COMBDX
0.94%0.94%$32.0M132,678$32.0M132,67800.00%Unchanged
OTIS WORLDWIDEOTIS
0.87%0.87%$29.6M284,636$29.6M284,63600.00%Unchanged
VVANGUARD INDEX FDSVOO
0.82%0.82%$28.1M53,255$28.1M53,25500.00%Unchanged
MMARSH & MCLENNAN COS INC COMMRSH
0.82%0.82%$27.9M125,241$27.9M125,24100.00%Unchanged
INTUITINTU
0.79%0.79%$27.0M43,542$27.0M43,54200.00%Unchanged
ORACLE CORPORCL
0.78%0.78%$26.7M156,403$26.7M156,40300.00%Unchanged
ALCON AG ORD SHSALC
0.73%0.73%$25.1M250,583$25.1M250,58300.00%Unchanged
MEDTRONIC PLCMDT
0.73%0.73%$25.0M277,190$25.0M277,19000.00%Unchanged
NOVO-NORDISK A SNVO
0.69%0.69%$23.7M199,113$23.7M199,11300.00%Unchanged
HONEYWELL INTL INCHON
0.69%0.69%$23.6M114,365$23.6M114,36500.00%Unchanged
BERKSHIRE HATHAWAY INC DELBRK.B
0.66%0.66%$22.6M49,122$22.6M49,12200.00%Unchanged
ASML HLDG NVASML
0.66%0.66%$22.5M27,020$22.5M27,02000.00%Unchanged
ECOLAB INCECL
0.65%0.65%$22.2M86,995$22.2M86,99500.00%Unchanged
GGE HEALTHCARE TECHNOLOGIES IGEHC
0.65%0.65%$22.0M234,766$22.0M234,76600.00%Unchanged
UUNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
0.63%0.63%$21.5M331,038$21.5M331,03800.00%Unchanged
VVANGUARD INTL EQUITY INDEX FVEU
0.58%0.58%$19.8M313,816$19.8M313,81600.00%Unchanged
SALESFORCE INCCRM
0.56%0.56%$19.2M70,162$19.2M70,16200.00%Unchanged
VVANGUARD MIDVO
0.56%0.56%$19.2M72,787$19.2M72,78700.00%Unchanged
SSTATE STREET SPDR S&P MIDCAP 400 ETF TRUSTMDY
0.56%0.56%$19.1M33,445$19.1M33,44500.00%Unchanged
ZOETIS INC CL AZTS
0.55%0.55%$18.7M95,555$18.7M95,55500.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow