Apriem Advisors Incresed Positions in Q2 2025

Apriem Advisors

  • $915 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
105K
+ 1.71%
$19.6 - $24.44 $2.06M - $2.56M
6.23M $152M
MGV
Vanguard Mega Cap Value

ETFs
90.5K
+ 67.23%
$114.87 - $131.25 $10.4M - $11.9M
225K $29.5M
GS
Goldman Sachs Group Inc

Financial Services
14.5K
+ 2019.33%
$462.22 - $707.75 $6.71M - $10.3M
15.2K $10.8M
MGK
Vanguard Mega Cap Growth ETF

ETFs
14.8K
+ 18.63%
$273.67 - $366.17 $4.04M - $5.4M
94K $34.4M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
111K
+ 31.83%
N/A
461K $39.6M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
241K
+ 51.4%
$24.32 - $27.87 $5.85M - $6.7M
709K $18.8M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
58.1K
+ 25.3%
$91.43 - $91.74 $5.31M - $5.33M
288K $26.4M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
5.91K
+ 5.31%
$171.4 - $227.1 $1.01M - $1.34M
117K $26.6M
MSFT
Microsoft Corp

Technology
928
+ 2.45%
$354.56 - $497.45 $329K - $462K
38.7K $19.3M
NVDA
Nvidia Corp

Technology
1.78K
+ 3.38%
$94.31 - $157.99 $168K - $281K
54.5K $8.61M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
16.4K
+ 7.49%
$39.89 - $49.46 $653K - $810K
235K $11.6M
VB
Vanguard Small Cap ETF

ETFs
5.25K
+ 83.06%
$193.73 - $237.37 $1.02M - $1.25M
11.6K $2.74M
QQQ
Invesco Qqq Trust, Series 1

ETFs
87
+ 0.69%
$416.06 - $551.64 $36.2K - $48K
12.7K $7.01M
IWF
Ishares Russell 1000 Gr ETF

ETFs
64
+ 0.41%
$320.42 - $424.58 $20.5K - $27.2K
15.6K $6.6M
AMD
Advanced Micro Devices Inc

Technology
375
+ 1.66%
$78.21 - $143.81 $29.3K - $53.9K
23K $3.26M
ETN
Eaton Corp PLC

Industrials
10
+ 0.11%
$246.52 - $356.99 $2.47K - $3.57K
8.94K $3.19M
META
Meta Platforms, Inc.

Communication Services
66
+ 1.64%
$484.66 - $738.09 $32K - $48.7K
4.08K $3.01M
LLY
Eli Lilly & CO

Healthcare
934
+ 118.98%
$713.71 - $898.95 $667K - $840K
1.72K $1.34M
AEM
Agnico Eagle Mines LTD

Basic Materials
230
+ 0.42%
$99.48 - $124.46 $22.9K - $28.6K
55.2K $6.57M
CRWD
Crowd Strike Holdings, Inc.

Technology
565
+ 44.24%
$321.63 - $509.31 $182K - $288K
1.84K $938K
GOOG
Alphabet Inc.

Communication Services
1.12K
+ 8.32%
$146.58 - $180.01 $165K - $202K
14.6K $2.6M
BAC
Bank Of America Corp

Financial Services
4.89K
+ 16.96%
$34.39 - $47.46 $168K - $232K
33.7K $1.6M
VBR
Vanguard Small Cap Value ETF

ETFs
1.82K
+ 56.19%
$162.76 - $195.77 $297K - $357K
5.07K $988K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.27K
+ 1.67%
$22.27 - $29.21 $28.3K - $37.1K
77.5K $2.26M
CRM
Salesforce, Inc.

Technology
1.06K
+ 103.41%
$236.26 - $291.15 $250K - $309K
2.09K $568K
IWM
Ishares Russell 2000 ETF

ETFs
509
+ 6.64%
$174.82 - $215.79 $89K - $110K
8.17K $1.76M
ORCL
Oracle Corp

Technology
46
+ 1.69%
$122.82 - $218.63 $5.65K - $10.1K
2.77K $606K
COST
Costco Wholesale Corp

Consumer Defensive
94
+ 3.65%
$908.13 - $1056.85 $85.4K - $99.3K
2.67K $2.64M
WMT
Walmart Inc.

Consumer Defensive
1.49K
+ 38.97%
$81.79 - $99.98 $122K - $149K
5.31K $518K
VBK
Vanguard Small Cap Growth ETF

ETFs
205
+ 4.49%
$219.76 - $276.94 $45.1K - $56.8K
4.77K $1.32M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
307
+ 19.79%
$141.37 - $228.57 $43.4K - $70.2K
1.86K $420K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
2.73K
+ 0.62%
$28.21 - $28.85 $77K - $78.7K
443K $12.7M
MS
Morgan Stanley

Financial Services
380
+ 8.96%
$99.83 - $140.86 $37.9K - $53.5K
4.62K $650K
HON
Honeywell International Inc

Industrials
167
+ 3.22%
$182.86 - $232.88 $30.5K - $38.9K
5.35K $1.25M
PLTR
Palantir Technologies Inc.

Technology
15
+ 0.53%
$74.01 - $144.25 $1.11K - $2.16K
2.83K $386K
SCHW
Schwab Charles Corp

Financial Services
207
+ 2.55%
$69.06 - $91.24 $14.3K - $18.9K
8.34K $760K
IVV
Ishares Core S&P 500 ETF

ETFs
88
+ 8.13%
$498.8 - $620.9 $43.9K - $54.6K
1.17K $727K
CSCO
Cisco Systems, Inc.

Technology
23
+ 0.15%
$53.19 - $69.38 $1.22K - $1.6K
15.3K $1.06M
GE
General Electric CO

Industrials
88
+ 6.25%
$166.81 - $257.39 $14.7K - $22.7K
1.5K $384K
VUG
Vanguard Growth ETF

ETFs
71
+ 7.19%
$329.49 - $438.4 $23.4K - $31.1K
1.06K $464K
GLD
Spdr Gold Trust

ETFs
154
+ 7.27%
$273.71 - $316.29 $42.2K - $48.7K
2.27K $692K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.42K
+ 0.31%
$22.68 - $23.28 $32.2K - $33.1K
458K $10.6M
HD
Home Depot, Inc.

Consumer Cyclical
155
+ 5.84%
$335.24 - $380.78 $52K - $59K
2.81K $1.03M
FAST
Fastenal CO

Industrials
7.85K
+ 100.0%
$40.65 - $83.16 $319K - $653K
15.7K $659K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
46
+ 0.1%
$11.29 - $13.14 $519 - $604
45.4K $596K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
27
+ 0.07%
$9.25 - $10.26 $250 - $277
37.9K $388K
UNP
Union Pacific Corp

Industrials
104
+ 4.0%
$208.27 - $238.46 $21.7K - $24.8K
2.71K $622K
NEE
Nextera Energy Inc

Utilities
186
+ 5.25%
$64.11 - $75.0 $11.9K - $14K
3.73K $259K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
155
+ 5.17%
$68.13 - $74.77 $10.6K - $11.6K
3.16K $229K
Activity Summary
Buys All Purchases 70 New Holdings 11 Increased Positions 59 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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