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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.45T
$52.2 Million 6.24% of portfolio
234,980
Q1 2025 Reduced 0.51%
$2.32T
$22.5 Million 2.69% of portfolio
118,074
Q1 2025 Reduced 5.77%
$1.14T
$19.1 Million 2.29% of portfolio
123,649
Q1 2025 Reduced 1.66%
$452B
$16.8 Million 2.01% of portfolio
141,586
Q1 2025 Added 3.27%
$3.77T
$14.2 Million 1.7% of portfolio
37,807
Q1 2025 Reduced 7.14%
$855B
$12.5 Million 1.49% of portfolio
50,937
Q1 2025 Reduced 0.39%
$108B
$11.5 Million 1.37% of portfolio
25,676
Q1 2025 Reduced 14.91%
$17.7B
$10.9 Million 1.31% of portfolio
32,397
Q1 2025 Reduced 27.88%
$221B
$10.4 Million 1.25% of portfolio
105,732
Q1 2025 Reduced 13.0%
$87.9B
$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%
$39.2B
$8.28 Million 0.99% of portfolio
37,000
Q1 2025 Reduced 25.07%
$173B
$8.24 Million 0.99% of portfolio
21,484
Q1 2025 Reduced 13.97%
$22.3B
$8.13 Million 0.97% of portfolio
39,576
Q1 2025 Reduced 27.75%
$60.1B
$7.89 Million 0.94% of portfolio
12,436
Q1 2025 Reduced 14.2%
$622B
$7.72 Million 0.92% of portfolio
14,497
Q1 2025 Reduced 0.31%
$216B
$6.91 Million 0.83% of portfolio
11,258
Q1 2025 Reduced 28.65%
$1.05T
$6.56 Million 0.78% of portfolio
25,319
Q1 2025 Reduced 52.81%
$108B
$6.42 Million 0.77% of portfolio
29,525
Q1 2025 Reduced 36.66%
$58.5B
$5.96 Million 0.71% of portfolio
55,000
Q3 2024 Added 0.55%
$416B
$5.71 Million 0.68% of portfolio
52,727
Q1 2025 Added 11.66%
$126B
$4.21 Million 0.5% of portfolio
13,788
Q1 2025 Reduced 15.08%
$136B
$4.04 Million 0.48% of portfolio
23,668
Q1 2025 Reduced 5.92%
$83.6B
$3.71 Million 0.44% of portfolio
25,295
Q1 2025 Added 0.48%
$331B
$2.81 Million 0.34% of portfolio
13,415
Q1 2025 Added 0.75%
$533B
$2.75 Million 0.33% of portfolio
5,025
Q1 2025 Reduced 0.5%
$148B
$2.43 Million 0.29% of portfolio
8,926
Q1 2025 Reduced 3.08%
$417B
$2.44 Million 0.29% of portfolio
2,575
Q1 2025 Added 4.76%
$149B
$2.42 Million 0.29% of portfolio
6,496
Q1 2025 Reduced 3.12%
$1.58T
$2.31 Million 0.28% of portfolio
4,013
Q1 2025 Added 1.39%
$250B
$2.32 Million 0.28% of portfolio
22,589
Q1 2025 Added 5.99%
$294B
$2.21 Million 0.26% of portfolio
13,182
Q1 2025 Reduced 2.92%
$1.17T
$2.11 Million 0.25% of portfolio
13,512
Q1 2025 Added 4.24%
$177B
$2.11 Million 0.25% of portfolio
13,732
Q1 2025 Added 9.82%
$439B
$1.99 Million 0.24% of portfolio
12,024
Q1 2025 Reduced 1.56%
$126B
$1.75 Million 0.21% of portfolio
2,581
Q1 2025 Reduced 4.69%
$141B
$1.69 Million 0.2% of portfolio
7,249
Q1 2025 Reduced 1.52%
$111B
$1.61 Million 0.19% of portfolio
16,382
Q1 2025 Reduced 0.5%
$141B
$1.49 Million 0.18% of portfolio
58,666
Q1 2025 Added 4.95%
$530B
$1.48 Million 0.18% of portfolio
1,585
Q1 2025 Reduced 11.75%
$113B
$1.49 Million 0.18% of portfolio
8,890
Q1 2025 Reduced 3.31%
$36.7B
$1.41 Million 0.17% of portfolio
12,771
Q3 2024 Reduced 0.12%
$383B
$1.2 Million 0.14% of portfolio
28,824
Q1 2025 Added 0.41%
$58.9B
$1.2 Million 0.14% of portfolio
7,028
Q1 2025 Reduced 0.45%
$195B
$1.11 Million 0.13% of portfolio
39,393
Q4 2024 Added 0.58%
$159B
$1.1 Million 0.13% of portfolio
5,184
Q1 2025 Added 2.25%
$380B
$973,000 0.12% of portfolio
2,656
Q1 2025 Reduced 0.78%
$375B
$1.02 Million 0.12% of portfolio
6,009
Q1 2025 Reduced 2.02%
$207B
$957,000 0.11% of portfolio
10,668
Q1 2025 Reduced 5.07%

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
Track This Portfolio

Track Apriem Advisors Portfolio

Follow Apriem Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Apriem Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Apriem Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email