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 Market Cap. of $200 Billions or more
