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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$152 Million 16.65% of portfolio
6,232,397
Q2 2025 Added 1.71%
$0
$59.8 Million 6.53% of portfolio
811,765
Q2 2025 Added 3.45%
$0
$39.6 Million 4.33% of portfolio
460,995
Q2 2025 Added 31.83%
$0
$34.4 Million 3.76% of portfolio
93,976
Q2 2025 Added 18.63%
$0
$34.4 Million 3.76% of portfolio
603,275
Q2 2025 Reduced 1.13%
$0
$29.5 Million 3.23% of portfolio
225,025
Q2 2025 Added 67.23%
$0
$26.6 Million 2.91% of portfolio
117,274
Q2 2025 Added 5.31%
$0
$26.4 Million 2.88% of portfolio
287,688
Q2 2025 Added 25.3%
$0
$20.3 Million 2.22% of portfolio
920,172
Q2 2025 Reduced 20.37%
$0
$18.8 Million 2.05% of portfolio
708,636
Q2 2025 Added 51.4%
$0
$14.4 Million 1.57% of portfolio
23,228
Q2 2025 Reduced 16.02%
$0
$12.7 Million 1.39% of portfolio
443,144
Q2 2025 Added 0.62%
$0
$11.6 Million 1.27% of portfolio
234,934
Q2 2025 Added 7.49%
$0
$10.6 Million 1.16% of portfolio
457,705
Q2 2025 Added 0.31%
$0
$9.83 Million 1.07% of portfolio
412,412
Q2 2025 Reduced 1.0%
$0
$8.23 Million 0.9% of portfolio
272,974
Q2 2025 Reduced 7.84%
$0
$6.6 Million 0.72% of portfolio
15,554
Q2 2025 Added 0.41%
$0
$4.82 Million 0.53% of portfolio
92,535
Q2 2025 Reduced 0.16%
$0
$3.66 Million 0.4% of portfolio
44,800
Q4 2024 Reduced 0.55%
$0
$3.57 Million 0.39% of portfolio
128,842
Q2 2025 Reduced 1.09%
$0
$2.74 Million 0.3% of portfolio
11,560
Q2 2025 Added 83.06%
$0
$2.51 Million 0.27% of portfolio
49,956
Q2 2025 Reduced 0.01%
$0
$2.26 Million 0.25% of portfolio
77,470
Q2 2025 Added 1.67%
$0
$1.83 Million 0.2% of portfolio
4,150
Q3 2022 Reduced 2.35%
$0
$1.76 Million 0.19% of portfolio
8,171
Q2 2025 Added 6.64%
$0
$1.73 Million 0.19% of portfolio
3,051
Q2 2025 Reduced 1.71%
$0
$1.32 Million 0.14% of portfolio
4,774
Q2 2025 Added 4.49%
$0
$1.16 Million 0.13% of portfolio
4,165
Q4 2024 Added 3.81%
$0
$988,000 0.11% of portfolio
5,070
Q2 2025 Added 56.19%
$127B
$692,000 0.08% of portfolio
2,272
Q2 2025 Added 7.27%
$0
$727,000 0.08% of portfolio
1,171
Q2 2025 Added 8.13%
$0
$600,000 0.07% of portfolio
1,975
Q2 2025 Reduced 2.37%
$0
$654,000 0.07% of portfolio
2,583
Q1 2025 Reduced 10.25%
$0
$464,000 0.05% of portfolio
1,059
Q2 2025 Added 7.19%
$0
$453,000 0.05% of portfolio
2,300
Q2 2023 Reduced 0.09%
$0
$347,000 0.04% of portfolio
9,150
Q1 2025 New
$0
$375,000 0.04% of portfolio
5,610
Q4 2022 New
$0
$338,000 0.04% of portfolio
4,650
Q2 2025 Reduced 3.41%
$0
$388,000 0.04% of portfolio
22,700
Q1 2025 Reduced 9.92%
$5.68B
$325,000 0.04% of portfolio
10,329
Q2 2025 Reduced 8.01%
$0
$240,000 0.03% of portfolio
363
Q2 2025 Reduced 26.96%
$0
$244,000 0.03% of portfolio
3,269
Q2 2025 New
$0
$315,000 0.03% of portfolio
2,366
Q2 2025 Reduced 20.68%
$0
$257,000 0.03% of portfolio
1,458
Q3 2024 Reduced 25.35%
$0
$287,000 0.03% of portfolio
2,442
Q2 2024 Reduced 17.22%
$0
$288,000 0.03% of portfolio
4,645
Q2 2025 Reduced 54.21%
$0
$231,000 0.03% of portfolio
7,559
Q2 2025 Reduced 15.47%
$0
$229,000 0.03% of portfolio
3,155
Q2 2025 Added 5.17%
$0
$284,000 0.03% of portfolio
16,000
Q1 2025 Reduced 29.45%

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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