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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$136 Million 15.94% of portfolio
5,876,244
Q4 2024 Added 201.89%
$0
$54.6 Million 6.39% of portfolio
759,545
Q4 2024 Added 2.12%
$0
$29.5 Million 3.45% of portfolio
616,918
Q4 2024 Reduced 2.31%
$0
$25.3 Million 2.97% of portfolio
1,370,193
Q4 2024 Added 87.17%
$0
$19.5 Million 2.28% of portfolio
226,652
Q4 2024 Added 15.05%
$0
$18.8 Million 2.2% of portfolio
89,194
Q4 2024 Added 7.84%
$0
$17.3 Million 2.03% of portfolio
189,475
Q4 2024 Added 25.3%
$0
$15.9 Million 1.85% of portfolio
27,045
Q4 2024 Added 1.73%
$0
$13.8 Million 1.61% of portfolio
40,180
Q4 2024 Added 43.82%
$0
$12 Million 1.4% of portfolio
429,296
Q4 2024 Reduced 2.28%
$0
$9.68 Million 1.13% of portfolio
426,245
Q4 2024 Added 99.35%
$0
$9.46 Million 1.11% of portfolio
416,833
Q4 2024 Added 199.9%
$0
$9.02 Million 1.06% of portfolio
204,780
Q4 2024 Added 0.71%
$0
$8.33 Million 0.97% of portfolio
312,635
Q4 2024 Reduced 2.01%
$0
$7.78 Million 0.91% of portfolio
62,308
Q4 2024 Added 57.26%
$0
$7.71 Million 0.9% of portfolio
282,139
Q4 2024 Added 267.76%
$0
$6.13 Million 0.72% of portfolio
15,259
Q4 2024 Added 0.83%
$0
$3.39 Million 0.4% of portfolio
44,800
Q4 2024 Reduced 0.55%
$0
$3.31 Million 0.39% of portfolio
126,897
Q4 2024 Added 208.95%
$0
$3.16 Million 0.37% of portfolio
93,117
Q2 2024 Reduced 0.52%
$0
$2.42 Million 0.28% of portfolio
49,897
Q4 2024 Reduced 4.15%
$0
$1.77 Million 0.21% of portfolio
4,150
Q3 2022 Reduced 2.35%
$0
$1.67 Million 0.2% of portfolio
3,103
Q4 2024 Added 16.3%
$0
$1.65 Million 0.19% of portfolio
7,469
Q4 2024 Added 9.69%
$0
$1.1 Million 0.13% of portfolio
39,346
Q4 2024 Added 291.93%
$0
$1.01 Million 0.12% of portfolio
4,165
Q4 2024 Added 3.81%
$0
$783,000 0.09% of portfolio
2,798
Q4 2024 Added 47.73%
$0
$767,000 0.09% of portfolio
12,320
Q4 2024 New
$0
$669,000 0.08% of portfolio
2,878
Q4 2024 Added 11.42%
$0
$641,000 0.08% of portfolio
1,089
Q4 2024 Added 43.67%
$0
$590,000 0.07% of portfolio
2,036
Q3 2024 Reduced 0.92%
$0
$590,000 0.07% of portfolio
5,125
Q4 2024 New
$92.9B
$484,000 0.06% of portfolio
2,000
Q4 2024 Added 2.25%
$0
$425,000 0.05% of portfolio
2,300
Q2 2023 Reduced 0.09%
$0
$401,000 0.05% of portfolio
22,680
Q4 2024 Reduced 24.4%
$0
$434,000 0.05% of portfolio
25,200
Q4 2024 Reduced 15.15%
$0
$363,000 0.04% of portfolio
5,269
Q2 2024 Reduced 6.15%
$0
$301,000 0.04% of portfolio
2,362
Q3 2024 Added 0.08%
$0
$366,000 0.04% of portfolio
1,525
Q4 2024 Added 38.26%
$0
$352,000 0.04% of portfolio
860
Q3 2024 Reduced 6.72%
$0
$381,000 0.04% of portfolio
1,923
Q4 2024 Added 47.92%
$0
$357,000 0.04% of portfolio
5,610
Q4 2022 New
$0
$327,000 0.04% of portfolio
10,432
Q4 2024 Reduced 30.05%
$0
$259,000 0.03% of portfolio
1,965
Q4 2024 New
$0
$233,000 0.03% of portfolio
375
Q4 2024 New
$0
$246,000 0.03% of portfolio
1,458
Q3 2024 Reduced 25.35%
$0
$264,000 0.03% of portfolio
2,442
Q2 2024 Reduced 17.22%
$0
$252,000 0.03% of portfolio
4,903
Q4 2024 Added 0.12%
$4.04B
$272,000 0.03% of portfolio
10,879
Q4 2024 Reduced 4.39%

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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