Apriem Advisors Portfolio Holdings

Apriem Advisors

  • $836 Million
  • Q1 2025

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 $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 182
  • Current Value $836 Million
  • Prior Value $855 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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