Apriem Advisors has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $814 Million distributed in 173 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 $129M, Vanguard Bd Index Fd Inc Total with a value of $53.1M, Apple Inc. with a value of $51.4M, Spdr Bloomberg 1 3 Month T Bil with a value of $35.1M, and Vanguard Ftse Developed Market with a value of $31.9M.
Examining the 13F form we can see an increase of $21.1M in the current position value, from $793M to 814M.
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
$814 Million
ETFs: $406 Million
Technology: $137 Million
Industrials: $57 Million
Communication Services: $44.4 Million
Healthcare: $44.1 Million
Financial Services: $35.8 Million
Consumer Cyclical: $34 Million
Energy: $28.3 Million
Other: $27.5 Million
Stock Holdings Table Market Cap. of $200 Billions or more