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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$135 Million 16.19% of portfolio
6,127,531
Q1 2025 Added 4.28%
$0
$57.6 Million 6.9% of portfolio
784,719
Q1 2025 Added 3.31%
$0
$31 Million 3.71% of portfolio
610,140
Q1 2025 Reduced 1.1%
$0
$30 Million 3.59% of portfolio
349,681
Q1 2025 Added 54.28%
$0
$24.5 Million 2.93% of portfolio
79,216
Q1 2025 Added 97.15%
$0
$22.9 Million 2.73% of portfolio
1,155,507
Q1 2025 Reduced 15.67%
$0
$21.5 Million 2.57% of portfolio
111,363
Q1 2025 Added 24.85%
$0
$21.1 Million 2.52% of portfolio
229,604
Q1 2025 Added 21.18%
$0
$17.3 Million 2.07% of portfolio
134,557
Q1 2025 Added 115.95%
$0
$15.5 Million 1.85% of portfolio
27,659
Q1 2025 Added 2.27%
$0
$13.1 Million 1.57% of portfolio
468,068
Q1 2025 Added 65.9%
$0
$12.6 Million 1.51% of portfolio
440,416
Q1 2025 Added 2.59%
$0
$10.6 Million 1.26% of portfolio
456,284
Q1 2025 Added 7.05%
$0
$9.89 Million 1.18% of portfolio
218,566
Q1 2025 Added 6.73%
$0
$8.97 Million 1.07% of portfolio
416,570
Q1 2025 Reduced 0.06%
$0
$8.17 Million 0.98% of portfolio
296,182
Q1 2025 Reduced 5.26%
$0
$5.59 Million 0.67% of portfolio
15,490
Q1 2025 Added 1.51%
$0
$4.26 Million 0.51% of portfolio
92,685
Q1 2025 Reduced 0.46%
$0
$3.53 Million 0.42% of portfolio
44,800
Q4 2024 Reduced 0.55%
$0
$3.46 Million 0.41% of portfolio
130,267
Q1 2025 Added 2.66%
$0
$2.49 Million 0.3% of portfolio
49,961
Q1 2025 Added 0.13%
$0
$1.91 Million 0.23% of portfolio
76,199
Q1 2025 Added 93.66%
$0
$1.74 Million 0.21% of portfolio
4,150
Q3 2022 Reduced 2.35%
$0
$1.6 Million 0.19% of portfolio
3,104
Q1 2025 Added 0.03%
$0
$1.53 Million 0.18% of portfolio
7,662
Q1 2025 Added 2.58%
$0
$1.4 Million 0.17% of portfolio
6,315
Q1 2025 Added 314.1%
$0
$1.15 Million 0.14% of portfolio
4,569
Q1 2025 Added 63.3%
$0
$880,000 0.11% of portfolio
4,165
Q4 2024 Added 3.81%
$0
$604,000 0.07% of portfolio
3,246
Q1 2025 Added 68.8%
$0
$608,000 0.07% of portfolio
1,083
Q1 2025 Reduced 0.55%
$106B
$610,000 0.07% of portfolio
2,118
Q1 2025 Added 5.9%
$0
$556,000 0.07% of portfolio
2,023
Q1 2025 Reduced 0.64%
$0
$591,000 0.07% of portfolio
10,145
Q1 2025 Reduced 17.65%
$0
$533,000 0.06% of portfolio
2,583
Q1 2025 Reduced 10.25%
$0
$380,000 0.05% of portfolio
22,700
Q1 2025 Reduced 9.92%
$0
$431,000 0.05% of portfolio
4,125
Q1 2025 Reduced 19.51%
$0
$384,000 0.05% of portfolio
2,983
Q1 2025 Added 26.29%
$0
$339,000 0.04% of portfolio
5,610
Q4 2022 New
$0
$366,000 0.04% of portfolio
988
Q1 2025 Added 14.88%
$0
$316,000 0.04% of portfolio
4,814
Q1 2025 Reduced 8.64%
$4.64B
$334,000 0.04% of portfolio
11,229
Q1 2025 Added 3.22%
$0
$370,000 0.04% of portfolio
2,300
Q2 2023 Reduced 0.09%
$0
$327,000 0.04% of portfolio
9,150
Q1 2025 New
$0
$218,000 0.03% of portfolio
1,000
Q1 2024 New
$0
$251,000 0.03% of portfolio
1,458
Q3 2024 Reduced 25.35%
$0
$269,000 0.03% of portfolio
497
Q1 2025 Added 32.53%
$0
$274,000 0.03% of portfolio
8,942
Q1 2025 Reduced 14.28%
$0
$241,000 0.03% of portfolio
4,605
Q1 2025 Reduced 6.08%
$0
$217,000 0.03% of portfolio
2,442
Q2 2024 Reduced 17.22%

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
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