Apriem Advisors Purchases in Q1 2025

Apriem Advisors

  • $836 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MGK
Vanguard Mega Cap Growth ETF

ETFs
39K
+ 97.15%
$307.43 - $357.48 $12M - $14M
79.2K $24.5M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
123K
+ 54.28%
N/A
350K $30M
MGV
Vanguard Mega Cap Value

ETFs
72.2K
+ 115.95%
$123.61 - $133.01 $8.93M - $9.61M
135K $17.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
186K
+ 65.9%
$27.01 - $28.54 $5.02M - $5.31M
468K $13.1M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
40.1K
+ 21.18%
$91.45 - $91.75 $3.67M - $3.68M
230K $21.1M
BND
Vanguard Bd Index Fd Inc Total

ETFs
25.2K
+ 3.31%
$71.17 - $73.66 $1.79M - $1.85M
785K $57.6M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
22.2K
+ 24.85%
$192.82 - $222.1 $4.27M - $4.92M
111K $21.5M
XOM
Exxon Mobil Corp

Energy
4.49K
+ 3.27%
$105.44 - $118.93 $473K - $533K
142K $16.8M
VB
Vanguard Small Cap ETF

ETFs
4.79K
+ 314.1%
$217.89 - $252.64 $1.04M - $1.21M
6.32K $1.4M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
30K
+ 7.05%
$22.46 - $23.26 $675K - $699K
456K $10.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
36.9K
+ 93.66%
$24.91 - $29.02 $918K - $1.07M
76.2K $1.91M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
11.1K
+ 2.59%
$27.64 - $28.58 $307K - $318K
440K $12.6M
MMM
3 M CO

Industrials
120
+ 0.48%
$129.7 - $155.12 $15.6K - $18.6K
25.3K $3.71M
ABBV
Abb Vie Inc.

Healthcare
100
+ 0.75%
$169.2 - $216.66 $16.9K - $21.7K
13.4K $2.81M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.77K
+ 63.3%
$247.97 - $296.33 $439K - $525K
4.57K $1.15M
PFEB
Innovator U.S. Equity Power Bu

ETFs
9.15K
New
$35.54 - $37.44 $325K - $343K
9.15K $327K
CEG
Constellation Energy Corp

Utilities
1.48K
New
$201.63 - $347.44 $299K - $515K
1.48K $298K
GE
General Electric CO

Industrials
1.41K
New
$168.59 - $212.13 $237K - $298K
1.41K $281K
PLTR
Palantir Technologies Inc.

Technology
2.82K
New
$64.98 - $124.62 $183K - $351K
2.82K $237K
VBR
Vanguard Small Cap Value ETF

ETFs
1.32K
+ 68.8%
$183.02 - $207.75 $242K - $275K
3.25K $604K
MKL
Markel Corp

Financial Services
109
New
$1660.14 - $2059.83 $181K - $225K
109 $203K
QCOM
Qualcomm Inc

Technology
1.23K
+ 9.82%
$151.94 - $175.86 $187K - $216K
13.7K $2.11M
COST
Costco Wholesale Corp

Consumer Defensive
117
+ 4.76%
$890.62 - $1076.86 $104K - $126K
2.58K $2.44M
NEM
Newmont Corp

Basic Materials
1K
+ 9.06%
$37.79 - $48.39 $37.8K - $48.4K
12K $580K
SCHV
Schwab Strategic Tr Us Large C

ETFs
3.37K
+ 2.66%
$25.77 - $27.6 $86.8K - $93K
130K $3.46M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
12.5K
+ 39.91%
$11.17 - $11.61 $140K - $145K
43.8K $492K
GLD
Spdr Gold Trust

ETFs
118
+ 5.9%
$243.19 - $288.14 $28.7K - $34K
2.12K $610K
GS
Goldman Sachs Group Inc

Financial Services
228
+ 46.44%
$524.81 - $672.19 $120K - $153K
719 $392K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
621
+ 26.29%
$126.11 - $135.06 $78.3K - $83.9K
2.98K $384K
WMT
Walmart Inc.

Consumer Defensive
963
+ 33.73%
$84.5 - $105.05 $81.4K - $101K
3.82K $335K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
64
+ 0.13%
$48.43 - $49.9 $3.1K - $3.19K
50K $2.49M
LLY
Eli Lilly & CO

Healthcare
37
+ 4.95%
$725.72 - $929.72 $26.9K - $34.4K
785 $648K
CSCO
Cisco Systems, Inc.

Technology
514
+ 3.49%
$58.74 - $64.87 $30.2K - $33.3K
15.2K $941K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
5.83K
+ 18.17%
$9.83 - $10.34 $57.3K - $60.2K
37.9K $378K
SGOL
Abrdn Gold ETF Trust

ETFs
350
+ 3.22%
$25.14 - $29.82 $8.8K - $10.4K
11.2K $334K
SCHW
Schwab Charles Corp

Financial Services
202
+ 2.55%
$71.24 - $83.64 $14.4K - $16.9K
8.13K $636K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
6.09K
+ 15.53%
$12.7 - $13.72 $77.4K - $83.6K
45.3K $585K
CRWD
Crowd Strike Holdings, Inc.

Technology
87
+ 7.31%
$308.86 - $455.36 $26.9K - $39.6K
1.28K $450K
DSL
Double Line Income Solutions Fund

Financial Services
3K
+ 15.54%
$12.53 - $12.88 $37.6K - $38.6K
22.3K $281K
UNP
Union Pacific Corp

Industrials
75
+ 2.97%
$225.21 - $254.42 $16.9K - $19.1K
2.6K $614K
VGT
Vanguard Information Technolog

ETFs
122
+ 32.53%
$542.38 - $646.34 $66.2K - $78.9K
497 $269K
WFC
Wells Fargo & Company

Financial Services
181
+ 6.25%
$66.78 - $81.42 $12.1K - $14.7K
3.08K $220K
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
1.3K
+ 3.1%
$12.53 - $13.05 $16.3K - $17K
43.2K $543K
VUG
Vanguard Growth ETF

ETFs
128
+ 14.88%
$369.1 - $427.61 $47.2K - $54.7K
988 $366K
C
Citigroup Inc

Financial Services
153
+ 5.01%
$67.23 - $84.63 $10.3K - $12.9K
3.21K $227K
PFE
Pfizer Inc

Healthcare
2.77K
+ 4.95%
$25.01 - $27.13 $69.3K - $75.1K
58.7K $1.49M
Grayscale Bitcoin Mini Tr Et
31.3K
+ 173.07%
N/A
49.4K $0
Innovator Etfs Trust
9.5K
New
N/A
9.5K $0
Innovator Etfs Trust
8.5K
New
N/A
8.5K $0
Activity Summary
Buys All Purchases 70 New Holdings 7 Increased Positions 63 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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