Apriem Advisors Portfolio Holdings

Apriem Advisors

  • $855 Million
  • Q4 2024

Apriem Advisors has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $855 Million distributed in 184 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 $136M, Apple Inc. with a value of $59.1M, Vanguard Bd Index Fd Inc Total with a value of $54.6M, Vanguard Ftse Developed Market with a value of $29.5M, and Amazon Com Inc with a value of $27.5M.

Examining the 13F form we can see an increase of $5.86M in the current position value, from $849M to 855M.

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 $855 Million
ETFs: $438 Million
Technology: $129 Million
Industrials: $61.4 Million
Consumer Cyclical: $54 Million
Communication Services: $45.6 Million
Financial Services: $44.9 Million
Healthcare: $35.3 Million
Energy: $24.9 Million
Other: $21.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.66T
$59.1 Million 6.92% of portfolio
236,181
Q4 2024 Reduced 0.17%
$2.33T
$27.5 Million 3.22% of portfolio
125,310
Q4 2024 Reduced 2.39%
$1.11T
$23.8 Million 2.79% of portfolio
125,737
Q4 2024 Reduced 1.82%
$1.14T
$21.7 Million 2.54% of portfolio
53,659
Q4 2024 Reduced 1.01%
$3.05T
$17.2 Million 2.01% of portfolio
40,715
Q4 2024 Added 0.29%
$18B
$15.2 Million 1.78% of portfolio
44,920
Q4 2024 Reduced 8.15%
$454B
$14.7 Million 1.73% of portfolio
137,101
Q4 2024 Added 1.23%
$116B
$14.7 Million 1.72% of portfolio
30,174
Q4 2024 Reduced 5.68%
$89.4B
$13.8 Million 1.62% of portfolio
162,094
Q4 2024 Reduced 5.55%
$202B
$13.5 Million 1.58% of portfolio
121,532
Q4 2024 Reduced 3.71%
$809B
$12.3 Million 1.43% of portfolio
51,136
Q4 2024 Reduced 0.26%
$34.7B
$11.3 Million 1.32% of portfolio
49,381
Q4 2024 Reduced 24.72%
$201B
$11.1 Million 1.3% of portfolio
24,974
Q4 2024 Reduced 3.79%
$53.1B
$10.5 Million 1.22% of portfolio
42,586
Q4 2024 Reduced 6.11%
$76.1B
$10.3 Million 1.21% of portfolio
14,494
Q4 2024 Reduced 6.65%
$20.5B
$10 Million 1.17% of portfolio
54,773
Q4 2024 Reduced 4.04%
$87.9B
$8.55 Million 1.0% of portfolio
46,613
Q4 2024 Reduced 37.74%
$56.9B
$7.6 Million 0.89% of portfolio
198,165
Q4 2024 Reduced 17.49%
$614B
$6.59 Million 0.77% of portfolio
14,542
Q4 2024 Reduced 0.41%
$324B
$6.34 Million 0.74% of portfolio
47,223
Q4 2024 Added 7.18%
$127B
$4.75 Million 0.56% of portfolio
16,236
Q4 2024 Reduced 5.55%
$108B
$4.45 Million 0.52% of portfolio
25,158
Q4 2024 Added 7.84%
$44.8B
$4.3 Million 0.5% of portfolio
55,000
Q3 2024 Added 0.55%
$82.8B
$3.25 Million 0.38% of portfolio
25,175
Q4 2024 New
$125B
$3.06 Million 0.36% of portfolio
9,210
Q4 2024 Reduced 1.44%
$537B
$2.66 Million 0.31% of portfolio
5,050
Q4 2024 New
$174B
$2.57 Million 0.3% of portfolio
21,313
Q4 2024 Added 1.01%
$1.14T
$2.47 Million 0.29% of portfolio
12,962
Q4 2024 Added 0.31%
$148B
$2.41 Million 0.28% of portfolio
6,705
Q4 2024 Reduced 4.26%
$337B
$2.37 Million 0.28% of portfolio
13,315
Q4 2024 Added 7.09%
$1.6T
$2.33 Million 0.27% of portfolio
3,958
Q4 2024 Reduced 2.7%
$462B
$2.25 Million 0.26% of portfolio
2,458
Q4 2024 Added 2.72%
$91.1B
$2.13 Million 0.25% of portfolio
9,194
Q4 2024 Reduced 4.41%
$299B
$1.97 Million 0.23% of portfolio
13,579
Q4 2024 Added 35.53%
$189B
$1.92 Million 0.22% of portfolio
12,504
Q4 2024 Added 1.79%
$156B
$1.82 Million 0.21% of portfolio
7,361
Q4 2024 Added 1.04%
$400B
$1.77 Million 0.21% of portfolio
12,215
Q4 2024 Reduced 1.81%
$106B
$1.71 Million 0.2% of portfolio
2,708
Q4 2024 Reduced 32.75%
$5.77B
$1.63 Million 0.19% of portfolio
14,965
Q3 2020 Reduced 0.23%
$451B
$1.6 Million 0.19% of portfolio
1,796
Q4 2024 Reduced 0.77%
$128B
$1.5 Million 0.18% of portfolio
16,465
Q4 2024 Reduced 0.94%
$144B
$1.48 Million 0.17% of portfolio
55,897
Q4 2024 Reduced 4.78%
$58B
$1.28 Million 0.15% of portfolio
7,060
Q4 2024 Added 94.28%
$380B
$1.26 Million 0.15% of portfolio
28,707
Q4 2024 Reduced 17.83%
$221B
$1.12 Million 0.13% of portfolio
11,238
Q4 2024 Added 16.99%
$34.1B
$1.14 Million 0.13% of portfolio
12,771
Q3 2024 Reduced 0.12%
$138B
$1.15 Million 0.13% of portfolio
5,070
Q4 2024 Added 2.24%
$569B
$1.01 Million 0.12% of portfolio
3,197
Q4 2024 Added 29.91%
$417B
$1.04 Million 0.12% of portfolio
2,677
Q4 2024 Added 9.76%

Summary

  • Portfolio
  • No. of Stocks 184
  • Current Value $855 Million
  • Prior Value $849 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 16 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
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