Apriem Advisors Portfolio Holdings

Apriem Advisors

  • $836 Million
  • Q1 2025

Apriem Advisors has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $836 Million distributed in 182 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $135M, Vanguard Bd Index Fd Inc Total with a value of $57.6M, Apple Inc. with a value of $52.2M, Vanguard Ftse Developed Market with a value of $31M, and Vaneck Morningstar Wide Moat E with a value of $30M.

Examining the 13F form we can see an decrease of $18.7M in the current position value, from $855M to 836M.

Apriem Advisors is based out at Irvine, CA

Below you can find more details about Apriem Advisors portfolio as well as his latest detailed transactions.

Portfolio value $836 Million
ETFs: $485 Million
Technology: $109 Million
Industrials: $51 Million
Financial Services: $42.1 Million
Communication Services: $37.6 Million
Consumer Cyclical: $33.7 Million
Healthcare: $29.9 Million
Energy: $26 Million
Other: $21.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$135 Million 16.19% of portfolio
6,127,531
Q1 2025 Added 4.28%
$0
$57.6 Million 6.9% of portfolio
784,719
Q1 2025 Added 3.31%
$3.24T
$52.2 Million 6.24% of portfolio
234,980
Q1 2025 Reduced 0.51%
$0
$31 Million 3.71% of portfolio
610,140
Q1 2025 Reduced 1.1%
$0
$30 Million 3.59% of portfolio
349,681
Q1 2025 Added 54.28%
$0
$24.5 Million 2.93% of portfolio
79,216
Q1 2025 Added 97.15%
$0
$22.9 Million 2.73% of portfolio
1,155,507
Q1 2025 Reduced 15.67%
$2.21T
$22.5 Million 2.69% of portfolio
118,074
Q1 2025 Reduced 5.77%
$0
$21.5 Million 2.57% of portfolio
111,363
Q1 2025 Added 24.85%
$0
$21.1 Million 2.52% of portfolio
229,604
Q1 2025 Added 21.18%
$993B
$19.1 Million 2.29% of portfolio
123,649
Q1 2025 Reduced 1.66%
$0
$17.3 Million 2.07% of portfolio
134,557
Q1 2025 Added 115.95%
$437B
$16.8 Million 2.01% of portfolio
141,586
Q1 2025 Added 3.27%
$0
$15.5 Million 1.85% of portfolio
27,659
Q1 2025 Added 2.27%
$3.52T
$14.2 Million 1.7% of portfolio
37,807
Q1 2025 Reduced 7.14%
$0
$13.1 Million 1.57% of portfolio
468,068
Q1 2025 Added 65.9%
$782B
$12.5 Million 1.49% of portfolio
50,937
Q1 2025 Reduced 0.39%
$126B
$11.5 Million 1.37% of portfolio
25,676
Q1 2025 Reduced 14.91%
$17B
$10.9 Million 1.31% of portfolio
32,397
Q1 2025 Reduced 27.88%
$0
$10.6 Million 1.26% of portfolio
456,284
Q1 2025 Added 7.05%
$211B
$10.4 Million 1.25% of portfolio
105,732
Q1 2025 Reduced 13.0%
$0
$9.89 Million 1.18% of portfolio
218,566
Q1 2025 Added 6.73%
$85.1B
$9.4 Million 1.12% of portfolio
144,009
Q1 2025 Reduced 11.16%
$53.1B
$9.02 Million 1.08% of portfolio
36,707
Q1 2025 Reduced 13.81%
$0
$8.97 Million 1.07% of portfolio
416,570
Q1 2025 Reduced 0.06%
$36.2B
$8.28 Million 0.99% of portfolio
37,000
Q1 2025 Reduced 25.07%
$194B
$8.24 Million 0.99% of portfolio
21,484
Q1 2025 Reduced 13.97%
$0
$8.17 Million 0.98% of portfolio
296,182
Q1 2025 Reduced 5.26%
$22.8B
$8.13 Million 0.97% of portfolio
39,576
Q1 2025 Reduced 27.75%
$55.5B
$7.89 Million 0.94% of portfolio
12,436
Q1 2025 Reduced 14.2%
$648B
$7.72 Million 0.92% of portfolio
14,497
Q1 2025 Reduced 0.31%
$48.4B
$7 Million 0.84% of portfolio
167,464
Q1 2025 Reduced 15.49%
$215B
$6.91 Million 0.83% of portfolio
11,258
Q1 2025 Reduced 28.65%
$974B
$6.56 Million 0.78% of portfolio
25,319
Q1 2025 Reduced 52.81%
$99.1B
$6.42 Million 0.77% of portfolio
29,525
Q1 2025 Reduced 36.66%
$0
$5.92 Million 0.71% of portfolio
12,616
Q1 2025 Reduced 1.04%
$53.9B
$5.96 Million 0.71% of portfolio
55,000
Q3 2024 Added 0.55%
$355B
$5.71 Million 0.68% of portfolio
52,727
Q1 2025 Added 11.66%
$0
$5.59 Million 0.67% of portfolio
15,490
Q1 2025 Added 1.51%
$0
$4.26 Million 0.51% of portfolio
92,685
Q1 2025 Reduced 0.46%
$132B
$4.21 Million 0.5% of portfolio
13,788
Q1 2025 Reduced 15.08%
$130B
$4.04 Million 0.48% of portfolio
23,668
Q1 2025 Reduced 5.92%
$79.7B
$3.71 Million 0.44% of portfolio
25,295
Q1 2025 Added 0.48%
$0
$3.53 Million 0.42% of portfolio
44,800
Q4 2024 Reduced 0.55%
$0
$3.46 Million 0.41% of portfolio
130,267
Q1 2025 Added 2.66%
$334B
$2.81 Million 0.34% of portfolio
13,415
Q1 2025 Added 0.75%
$557B
$2.75 Million 0.33% of portfolio
5,025
Q1 2025 Reduced 0.5%
$0
$2.49 Million 0.3% of portfolio
49,961
Q1 2025 Added 0.13%
$130B
$2.43 Million 0.29% of portfolio
8,926
Q1 2025 Reduced 3.08%

Summary

  • Portfolio
  • No. of Stocks 182
  • Current Value $836 Million
  • Prior Value $855 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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