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
$2.74 Million 0.3% of portfolio
11,560
Q2 2025 Added 83.06%
$423B
$2.64 Million 0.29% of portfolio
2,669
Q2 2025 Added 3.65%
$1.46T
$2.6 Million 0.28% of portfolio
14,636
Q2 2025 Added 8.32%
$0
$2.51 Million 0.27% of portfolio
49,956
Q2 2025 Reduced 0.01%
$374B
$2.46 Million 0.27% of portfolio
13,277
Q2 2025 Reduced 1.03%
$150B
$2.44 Million 0.27% of portfolio
8,859
Q2 2025 Reduced 0.35%
$145B
$2.34 Million 0.26% of portfolio
5,922
Q2 2025 Reduced 8.84%
$0
$2.26 Million 0.25% of portfolio
77,470
Q2 2025 Added 1.67%
$132B
$2.31 Million 0.25% of portfolio
2,581
Q1 2025 Reduced 4.69%
$179B
$2.18 Million 0.24% of portfolio
13,708
Q2 2025 Reduced 0.17%
$555B
$2.09 Million 0.23% of portfolio
1,558
Q2 2025 Reduced 1.7%
$309B
$1.93 Million 0.21% of portfolio
13,490
Q2 2025 Added 2.34%
$460B
$1.82 Million 0.2% of portfolio
11,883
Q2 2025 Reduced 1.17%
$0
$1.83 Million 0.2% of portfolio
4,150
Q3 2022 Reduced 2.35%
$0
$1.76 Million 0.19% of portfolio
8,171
Q2 2025 Added 6.64%
$0
$1.73 Million 0.19% of portfolio
3,051
Q2 2025 Reduced 1.71%
$165B
$1.56 Million 0.17% of portfolio
7,034
Q2 2025 Reduced 2.97%
$90.2B
$1.51 Million 0.17% of portfolio
6,848
Q2 2025 Reduced 76.81%
$59B
$1.43 Million 0.16% of portfolio
6,978
Q2 2025 Reduced 0.71%
$96.2B
$1.49 Million 0.16% of portfolio
16,239
Q2 2025 Reduced 0.87%
$138B
$1.37 Million 0.15% of portfolio
56,588
Q2 2025 Reduced 3.54%
$717B
$1.34 Million 0.15% of portfolio
1,719
Q2 2025 Added 118.98%
$142B
$1.25 Million 0.14% of portfolio
5,351
Q2 2025 Added 3.22%
$34.4B
$1.28 Million 0.14% of portfolio
12,731
Q2 2025 Reduced 0.31%
$0
$1.32 Million 0.14% of portfolio
4,774
Q2 2025 Added 4.49%
$0
$1.16 Million 0.13% of portfolio
4,165
Q4 2024 Added 3.81%
$208B
$1.12 Million 0.12% of portfolio
38,793
Q2 2025 Reduced 1.52%
$280B
$1.06 Million 0.12% of portfolio
15,272
Q2 2025 Added 0.15%
$553B
$967,000 0.11% of portfolio
2,724
Q1 2025 Reduced 14.8%
$423B
$1.03 Million 0.11% of portfolio
2,811
Q2 2025 Added 5.84%
$0
$988,000 0.11% of portfolio
5,070
Q2 2025 Added 56.19%
$91.3B
$938,000 0.1% of portfolio
1,842
Q2 2025 Added 44.24%
$98.3B
$912,000 0.1% of portfolio
1,307
Q1 2025 Added 4.56%
$373B
$957,000 0.1% of portfolio
6,009
Q1 2025 Reduced 2.02%
$213B
$847,000 0.09% of portfolio
10,704
Q2 2025 Added 0.34%
$4.25B
$841,000 0.09% of portfolio
18,149
Q4 2024 Added 2.98%
$228B
$869,000 0.09% of portfolio
5,953
Q2 2025 Reduced 0.96%
$168B
$760,000 0.08% of portfolio
8,338
Q2 2025 Added 2.55%
$116B
$692,000 0.08% of portfolio
2,272
Q2 2025 Added 7.27%
$62.2B
$700,000 0.08% of portfolio
12,032
Q1 2025 Added 9.06%
$79B
$703,000 0.08% of portfolio
5,278
Q2 2025 Reduced 2.75%
$149B
$695,000 0.08% of portfolio
2,490
Q1 2025 Reduced 4.82%
$0
$727,000 0.08% of portfolio
1,171
Q2 2025 Added 8.13%
$230B
$629,000 0.07% of portfolio
2,137
Q1 2025 Reduced 4.47%
$159B
$634,000 0.07% of portfolio
1,168
Q4 2024 Reduced 1.27%
$0
$600,000 0.07% of portfolio
1,975
Q2 2025 Reduced 2.37%
$132B
$622,000 0.07% of portfolio
2,705
Q2 2025 Added 4.0%
$27.5B
$659,000 0.07% of portfolio
15,700
Q2 2025 Added 100.0%
$885B
$606,000 0.07% of portfolio
2,773
Q2 2025 Added 1.69%

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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