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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$64.1B
$236,000 0.03% of portfolio
5,446
Q2 2025 New
$11.6B
$279,000 0.03% of portfolio
5,697
Q2 2025 New
$76.7B
$252,000 0.03% of portfolio
937
Q4 2024 Reduced 2.6%
$93.4B
$283,000 0.03% of portfolio
2,400
Q1 2024 Reduced 28.32%
$43.2B
$266,000 0.03% of portfolio
2,070
Q2 2025 Reduced 6.97%
$152B
$232,000 0.03% of portfolio
1,884
Q2 2025 New
$140B
$259,000 0.03% of portfolio
3,731
Q2 2025 Added 5.25%
$11.7B
$237,000 0.03% of portfolio
2,648
Q2 2025 New
$12B
$260,000 0.03% of portfolio
5,000
Q4 2024 New
$15.2B
$202,000 0.02% of portfolio
1,683
Q2 2025 Reduced 2.21%
$28.3B
$205,000 0.02% of portfolio
2,000
Q2 2025 New
$26B
$217,000 0.02% of portfolio
109
Q1 2025 New
$41.8B
$211,000 0.02% of portfolio
2,146
Q2 2025 Reduced 2.05%

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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