Apriem Advisors Portfolio Holdings

Apriem Advisors

  • $915 Million
  • Q2 2025

Apriem Advisors has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $915 Million distributed in 187 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 $152M, Vanguard Bd Index Fd Inc Total with a value of $59.8M, Apple Inc. with a value of $47.6M, Vaneck Morningstar Wide Moat E with a value of $39.6M, and Vanguard Mega Cap Growth ETF with a value of $34.4M.

Examining the 13F form we can see an increase of $79M in the current position value, from $836M to 915M.

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 $915 Million
ETFs: $560 Million
Technology: $117 Million
Financial Services: $52.2 Million
Industrials: $41.9 Million
Communication Services: $41.1 Million
Consumer Cyclical: $36.7 Million
Healthcare: $27 Million
Energy: $21.2 Million
Other: $18.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$47.6 Million 5.2% of portfolio
231,921
Q2 2025 Reduced 1.3%
$2.26T
$24.8 Million 2.71% of portfolio
112,942
Q2 2025 Reduced 4.35%
$1.21T
$20.7 Million 2.27% of portfolio
117,673
Q2 2025 Reduced 4.83%
$3.95T
$19.3 Million 2.11% of portfolio
38,735
Q2 2025 Added 2.45%
$442B
$15.1 Million 1.65% of portfolio
140,299
Q2 2025 Reduced 0.91%
$859B
$13 Million 1.42% of portfolio
44,774
Q2 2025 Reduced 12.1%
$254B
$10.8 Million 1.18% of portfolio
15,238
Q2 2025 Added 2,019.33%
$207B
$10.8 Million 1.18% of portfolio
87,122
Q2 2025 Reduced 17.6%
$42.1B
$8.78 Million 0.96% of portfolio
34,043
Q2 2025 Reduced 7.99%
$456B
$8.61 Million 0.94% of portfolio
54,508
Q2 2025 Added 3.38%
$201B
$8.58 Million 0.94% of portfolio
10,898
Q2 2025 Reduced 3.2%
$78.6B
$8.43 Million 0.92% of portfolio
113,450
Q2 2025 Reduced 21.22%
$113B
$8.24 Million 0.9% of portfolio
17,802
Q2 2025 Reduced 30.67%
$157B
$7.97 Million 0.87% of portfolio
20,595
Q2 2025 Reduced 4.14%
$53.1B
$7.24 Million 0.79% of portfolio
29,462
Q2 2025 Reduced 19.74%
$621B
$7.04 Million 0.77% of portfolio
14,488
Q2 2025 Reduced 0.06%
$22.7B
$6.74 Million 0.74% of portfolio
30,249
Q2 2025 Reduced 23.57%
$61.6B
$6.57 Million 0.72% of portfolio
55,230
Q2 2025 Added 0.42%
$139B
$4.94 Million 0.54% of portfolio
23,585
Q2 2025 Reduced 0.35%
$17.3B
$4.82 Million 0.53% of portfolio
15,475
Q2 2025 Reduced 52.23%
$59.7B
$4.79 Million 0.52% of portfolio
9,117
Q2 2025 Reduced 26.69%
$46.7B
$4.12 Million 0.45% of portfolio
121,939
Q2 2025 Reduced 27.18%
$87.3B
$3.85 Million 0.42% of portfolio
25,295
Q1 2025 Added 0.48%
$124B
$3.49 Million 0.38% of portfolio
11,325
Q2 2025 Reduced 17.86%
$282B
$3.26 Million 0.36% of portfolio
22,964
Q2 2025 Added 1.66%
$145B
$3.19 Million 0.35% of portfolio
8,936
Q2 2025 Added 0.11%
$1.78T
$3.01 Million 0.33% of portfolio
4,079
Q2 2025 Added 1.64%
$548B
$2.82 Million 0.31% of portfolio
5,025
Q1 2025 Reduced 0.5%
$439B
$2.64 Million 0.29% of portfolio
2,669
Q2 2025 Added 3.65%
$1.24T
$2.6 Million 0.28% of portfolio
14,636
Q2 2025 Added 8.32%
$351B
$2.46 Million 0.27% of portfolio
13,277
Q2 2025 Reduced 1.03%
$127B
$2.44 Million 0.27% of portfolio
8,859
Q2 2025 Reduced 0.35%
$142B
$2.34 Million 0.26% of portfolio
5,922
Q2 2025 Reduced 8.84%
$133B
$2.31 Million 0.25% of portfolio
2,581
Q1 2025 Reduced 4.69%
$173B
$2.18 Million 0.24% of portfolio
13,708
Q2 2025 Reduced 0.17%
$545B
$2.09 Million 0.23% of portfolio
1,558
Q2 2025 Reduced 1.7%
$302B
$1.93 Million 0.21% of portfolio
13,490
Q2 2025 Added 2.34%
$452B
$1.82 Million 0.2% of portfolio
11,883
Q2 2025 Reduced 1.17%
$381B
$1.6 Million 0.17% of portfolio
33,713
Q2 2025 Added 16.96%
$152B
$1.56 Million 0.17% of portfolio
7,034
Q2 2025 Reduced 2.97%
$95.3B
$1.51 Million 0.17% of portfolio
6,848
Q2 2025 Reduced 76.81%
$52.5B
$1.43 Million 0.16% of portfolio
6,978
Q2 2025 Reduced 0.71%
$108B
$1.49 Million 0.16% of portfolio
16,239
Q2 2025 Reduced 0.87%
$138B
$1.37 Million 0.15% of portfolio
56,588
Q2 2025 Reduced 3.54%
$608B
$1.34 Million 0.15% of portfolio
1,719
Q2 2025 Added 118.98%
$146B
$1.25 Million 0.14% of portfolio
5,351
Q2 2025 Added 3.22%
$36.8B
$1.28 Million 0.14% of portfolio
12,731
Q2 2025 Reduced 0.31%
$203B
$1.12 Million 0.12% of portfolio
38,793
Q2 2025 Reduced 1.52%
$293B
$1.06 Million 0.12% of portfolio
15,272
Q2 2025 Added 0.15%

Summary

  • Portfolio
  • No. of Stocks 187
  • Current Value $915 Million
  • Prior Value $836 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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