Apriem Advisors Portfolio Holdings

Apriem Advisors

  • $915 Million
  • Q2 2025

Apriem Advisors has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $915 Million distributed in 187 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 $152M, Vanguard Bd Index Fd Inc Total with a value of $59.8M, Apple Inc. with a value of $47.6M, Vaneck Morningstar Wide Moat E with a value of $39.6M, and Vanguard Mega Cap Growth ETF with a value of $34.4M.

Examining the 13F form we can see an increase of $79M in the current position value, from $836M to 915M.

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 $915 Million
ETFs: $560 Million
Technology: $117 Million
Financial Services: $52.2 Million
Industrials: $41.9 Million
Communication Services: $41.1 Million
Consumer Cyclical: $36.7 Million
Healthcare: $27 Million
Energy: $21.2 Million
Other: $18.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$152 Million 16.65% of portfolio
6,232,397
Q2 2025 Added 1.71%
$0
$59.8 Million 6.53% of portfolio
811,765
Q2 2025 Added 3.45%
$3.64T
$47.6 Million 5.2% of portfolio
231,921
Q2 2025 Reduced 1.3%
$0
$39.6 Million 4.33% of portfolio
460,995
Q2 2025 Added 31.83%
$0
$34.4 Million 3.76% of portfolio
93,976
Q2 2025 Added 18.63%
$0
$34.4 Million 3.76% of portfolio
603,275
Q2 2025 Reduced 1.13%
$0
$29.5 Million 3.23% of portfolio
225,025
Q2 2025 Added 67.23%
$0
$26.6 Million 2.91% of portfolio
117,274
Q2 2025 Added 5.31%
$0
$26.4 Million 2.88% of portfolio
287,688
Q2 2025 Added 25.3%
$2.35T
$24.8 Million 2.71% of portfolio
112,942
Q2 2025 Reduced 4.35%
$1.43T
$20.7 Million 2.27% of portfolio
117,673
Q2 2025 Reduced 4.83%
$0
$20.3 Million 2.22% of portfolio
920,172
Q2 2025 Reduced 20.37%
$3.73T
$19.3 Million 2.11% of portfolio
38,735
Q2 2025 Added 2.45%
$0
$18.8 Million 2.05% of portfolio
708,636
Q2 2025 Added 51.4%
$469B
$15.1 Million 1.65% of portfolio
140,299
Q2 2025 Reduced 0.91%
$0
$14.4 Million 1.57% of portfolio
23,228
Q2 2025 Reduced 16.02%
$0
$12.7 Million 1.39% of portfolio
443,144
Q2 2025 Added 0.62%
$0
$11.6 Million 1.27% of portfolio
234,934
Q2 2025 Added 7.49%
$263B
$10.8 Million 1.18% of portfolio
15,238
Q2 2025 Added 2,019.33%
$211B
$10.8 Million 1.18% of portfolio
87,122
Q2 2025 Reduced 17.6%
$0
$10.6 Million 1.16% of portfolio
457,705
Q2 2025 Added 0.31%
$0
$9.83 Million 1.07% of portfolio
412,412
Q2 2025 Reduced 1.0%
$40.9B
$8.78 Million 0.96% of portfolio
34,043
Q2 2025 Reduced 7.99%
$442B
$8.61 Million 0.94% of portfolio
54,508
Q2 2025 Added 3.38%
$185B
$8.58 Million 0.94% of portfolio
10,898
Q2 2025 Reduced 3.2%
$75.9B
$8.43 Million 0.92% of portfolio
113,450
Q2 2025 Reduced 21.22%
$0
$8.23 Million 0.9% of portfolio
272,974
Q2 2025 Reduced 7.84%
$122B
$8.24 Million 0.9% of portfolio
17,802
Q2 2025 Reduced 30.67%
$163B
$7.97 Million 0.87% of portfolio
20,595
Q2 2025 Reduced 4.14%
$53.1B
$7.24 Million 0.79% of portfolio
29,462
Q2 2025 Reduced 19.74%
$0
$7.01 Million 0.77% of portfolio
12,703
Q2 2025 Added 0.69%
$637B
$7.04 Million 0.77% of portfolio
14,488
Q2 2025 Reduced 0.06%
$1.1T
$6.81 Million 0.74% of portfolio
21,447
Q2 2025 Reduced 15.29%
$20.5B
$6.74 Million 0.74% of portfolio
30,249
Q2 2025 Reduced 23.57%
$0
$6.6 Million 0.72% of portfolio
15,554
Q2 2025 Added 0.41%
$69.5B
$6.57 Million 0.72% of portfolio
55,230
Q2 2025 Added 0.42%
$136B
$4.94 Million 0.54% of portfolio
23,585
Q2 2025 Reduced 0.35%
$17.2B
$4.82 Million 0.53% of portfolio
15,475
Q2 2025 Reduced 52.23%
$0
$4.82 Million 0.53% of portfolio
92,535
Q2 2025 Reduced 0.16%
$59.6B
$4.79 Million 0.52% of portfolio
9,117
Q2 2025 Reduced 26.69%
$51.3B
$4.12 Million 0.45% of portfolio
121,939
Q2 2025 Reduced 27.18%
$84.9B
$3.85 Million 0.42% of portfolio
25,295
Q1 2025 Added 0.48%
$0
$3.66 Million 0.4% of portfolio
44,800
Q4 2024 Reduced 0.55%
$0
$3.57 Million 0.39% of portfolio
128,842
Q2 2025 Reduced 1.09%
$121B
$3.49 Million 0.38% of portfolio
11,325
Q2 2025 Reduced 17.86%
$258B
$3.26 Million 0.36% of portfolio
22,964
Q2 2025 Added 1.66%
$144B
$3.19 Million 0.35% of portfolio
8,936
Q2 2025 Added 0.11%
$1.72T
$3.01 Million 0.33% of portfolio
4,079
Q2 2025 Added 1.64%
$553B
$2.82 Million 0.31% of portfolio
5,025
Q1 2025 Reduced 0.5%

Summary

  • Portfolio
  • No. of Stocks 187
  • Current Value $915 Million
  • Prior Value $836 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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