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 $300 Millions to $2 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
NMM Navios Maritime Partners L.P. Industrials	$1.29B	$231,000 0.03% of portfolio	3,700	Q3 2024 New

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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