Apriem Advisors Portfolio Holdings

Apriem Advisors

$855 Million
Q4 2024

Apriem Advisors has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $855 Million distributed in 184 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 $136M, Apple Inc. with a value of $59.1M, Vanguard Bd Index Fd Inc Total with a value of $54.6M, Vanguard Ftse Developed Market with a value of $29.5M, and Amazon Com Inc with a value of $27.5M.

Examining the 13F form we can see an increase of $5.86M in the current position value, from $849M to 855M.

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 $855 Million

ETFs: $438 Million

Technology: $129 Million

Industrials: $61.4 Million

Consumer Cyclical: $54 Million

Communication Services: $45.6 Million

Financial Services: $44.9 Million

Healthcare: $35.3 Million

Energy: $24.9 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
CELH Celsius Holdings, Inc. Consumer Defensive	$1.7B	$478,000 0.06% of portfolio	18,149	Q4 2024 Added 2.98%

Summary

Portfolio
No. of Stocks 184
Current Value $855 Million
Prior Value $849 Million
Filing
Period Q4 2024
Filing Date February 04, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 16 stocks
Additional Purchases 77 stocks
Sold out of 0 stocks
Reduced holdings in 62 stocks

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