Apriem Advisors Reduced Holdings in Q1 2025

Apriem Advisors

  • $836 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
-28.3K
- 52.81%
$222.15 - $428.22 $6.3M - $12.1M
25.3K $6.56M
AAPL
Apple Inc.

Technology
-1.2K
- 0.51%
$209.68 - $247.1 $252K - $297K
235K $52.2M
AMZN
Amazon Com Inc

Consumer Cyclical
-7.24K
- 5.77%
$190.26 - $242.06 $1.38M - $1.75M
118K $22.5M
GOOGL
Alphabet Inc.

Communication Services
-2.09K
- 1.66%
$154.33 - $206.19 $322K - $431K
124K $19.1M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-18.1K
- 11.16%
$65.15 - $91.81 $1.18M - $1.66M
144K $9.4M
SNA
Snap On Inc

Industrials
-12.5K
- 27.88%
$324.09 - $358.62 $4.06M - $4.49M
32.4K $10.9M
LMT
Lockheed Martin Corp

Industrials
-4.5K
- 14.91%
$423.19 - $506.29 $1.9M - $2.28M
25.7K $11.5M
DIS
Walt Disney CO

Communication Services
-15.8K
- 13.0%
$96.87 - $114.0 $1.53M - $1.8M
106K $10.4M
RMD
Resmed Inc

Healthcare
-12.4K
- 25.07%
$219.7 - $257.65 $2.72M - $3.19M
37K $8.28M
INTU
Intuit Inc

Technology
-4.52K
- 28.65%
$555.63 - $630.23 $2.51M - $2.85M
11.3K $6.91M
ADBE
Adobe Inc.

Technology
-3.49K
- 13.97%
$377.84 - $464.11 $1.32M - $1.62M
21.5K $8.24M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-215K
- 15.67%
$18.36 - $20.51 $3.94M - $4.4M
1.16M $22.9M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-2.06K
- 14.2%
$634.14 - $744.83 $1.31M - $1.53M
12.4K $7.89M
AMT
American Tower Corp

Real Estate
-17.1K
- 36.66%
$173.46 - $217.6 $2.96M - $3.72M
29.5K $6.42M
CTAS
Cintas Corp

Industrials
-15.2K
- 27.75%
$182.09 - $208.14 $2.77M - $3.16M
39.6K $8.13M
ADSK
Autodesk, Inc.

Technology
-5.88K
- 13.81%
N/A
36.7K $9.02M
AVGO
Broadcom Inc.

Technology
-304
- 3.31%
$167.43 - $244.7 $50.9K - $74.4K
8.89K $1.49M
ETN
Eaton Corp PLC

Industrials
-284
- 3.08%
$271.83 - $371.23 $77.2K - $105K
8.93K $2.43M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-132
- 1.04%
$468.34 - $539.52 $61.8K - $71.2K
12.6K $5.92M
SLB
Schlumberger Limited

Energy
-30.7K
- 15.49%
$38.4 - $43.74 $1.18M - $1.34M
167K $7M
ADP
Automatic Data Processing Inc

Industrials
-2.45K
- 15.08%
$286.85 - $318.64 $702K - $780K
13.8K $4.21M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-263
- 0.06%
$21.23 - $23.75 $5.58K - $6.25K
417K $8.97M
BA
Boeing CO

Industrials
-1.49K
- 5.92%
$148.15 - $186.25 $221K - $278K
23.7K $4.04M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.18K
- 17.65%
$57.21 - $65.8 $124K - $143K
10.1K $591K
TGT
Target Corp

Consumer Defensive
-747
- 25.43%
$103.65 - $142.5 $77.4K - $106K
2.19K $228K
MRK
Merck & Co., Inc.

Healthcare
-570
- 5.07%
$83.01 - $101.02 $47.3K - $57.6K
10.7K $957K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-16.5K
- 5.26%
$25.81 - $28.52 $425K - $469K
296K $8.17M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1K
- 19.51%
$102.49 - $119.96 $102K - $120K
4.13K $431K
NOC
Northrop Grumman Corp

Industrials
-432
- 28.9%
$433.45 - $513.82 $187K - $222K
1.06K $544K
BMY
Bristol Myers Squibb CO

Healthcare
-3.47K
- 23.19%
$53.9 - $63.11 $187K - $219K
11.5K $701K
TROW
Price T Rowe Group Inc

Financial Services
-397
- 8.05%
$91.57 - $116.93 $36.4K - $46.4K
4.53K $416K
XLK
Technology Sector Spdr

ETFs
-295
- 10.25%
$206.38 - $242.18 $60.9K - $71.4K
2.58K $533K
LOW
Lowes Companies Inc

Consumer Cyclical
-112
- 1.52%
$222.66 - $268.42 $24.9K - $30.1K
7.25K $1.69M
NFLX
Netflix Inc

Communication Services
-211
- 11.75%
$828.4 - $1058.6 $175K - $223K
1.59K $1.48M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-6.68K
- 29.45%
$17.53 - $17.87 $117K - $119K
16K $281K
PANW
Palo Alto Networks Inc

Technology
-32
- 0.45%
$167.82 - $208.28 $5.37K - $6.66K
7.03K $1.2M
HD
Home Depot, Inc.

Consumer Cyclical
-21
- 0.78%
$347.25 - $424.87 $7.29K - $8.92K
2.66K $973K
V
Visa Inc.

Financial Services
-473
- 14.8%
$306.92 - $362.71 $145K - $172K
2.72K $954K
MS
Morgan Stanley

Financial Services
-131
- 3.0%
$111.68 - $141.08 $14.6K - $18.5K
4.24K $494K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-2.5K
- 9.92%
$16.76 - $17.69 $41.9K - $44.2K
22.7K $380K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.49K
- 14.28%
$30.73 - $32.26 $45.8K - $48.1K
8.94K $274K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-2
- 0.13%
$165.25 - $224.62 $331 - $449
1.55K $257K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-455
- 8.64%
$64.88 - $72.1 $29.5K - $32.8K
4.81K $316K
VTI
Vanguard Total Stock Market Et

ETFs
-13
- 0.64%
$271.18 - $303.12 $3.53K - $3.94K
2.02K $556K
IVV
Ishares Core S&P 500 ETF

ETFs
-6
- 0.55%
$554.06 - $615.85 $3.32K - $3.7K
1.08K $608K
PEP
Pepsico Inc

Consumer Defensive
-116
- 2.79%
$142.64 - $156.42 $16.5K - $18.1K
4.04K $605K
NEE
Nextera Energy Inc

Utilities
-267
- 7.0%
$66.96 - $76.16 $17.9K - $20.3K
3.55K $251K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-298
- 6.08%
$50.82 - $52.7 $15.1K - $15.7K
4.61K $241K
CMCSA
Comcast Corp

Communication Services
-152
- 2.25%
$33.19 - $38.23 $5.04K - $5.81K
6.61K $243K
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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