Apriem Advisors Portfolio Holdings

Apriem Advisors

  • $849 Million
  • Q3 2024

Apriem Advisors has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $849 Million distributed in 175 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 $132M, Vanguard Bd Index Fd Inc Total with a value of $55.9M, Apple Inc. with a value of $55.1M, Vanguard Ftse Developed Market with a value of $33.3M, and Schwab Strategic Tr Intl Eqty with a value of $30.1M.

Examining the 13F form we can see an increase of $35.1M in the current position value, from $814M to 849M.

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 $849 Million
ETFs: $426 Million
Technology: $131 Million
Industrials: $62.4 Million
Healthcare: $46.7 Million
Consumer Cyclical: $42.9 Million
Communication Services: $41.1 Million
Financial Services: $39.9 Million
Energy: $28.1 Million
Other: $30.9 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 175
  • Current Value $849 Million
  • Prior Value $814 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 81 stocks
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