Apriem Advisors Portfolio Holdings

Apriem Advisors

  • $814 Million
  • Q2 2024

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 $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 173
  • Current Value $814 Million
  • Prior Value $793 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 9 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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