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%
$415B
$2.64 Million 0.29% of portfolio
2,669
Q2 2025 Added 3.65%
$1.53T
$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%
$409B
$2.46 Million 0.27% of portfolio
13,277
Q2 2025 Reduced 1.03%
$139B
$2.44 Million 0.27% of portfolio
8,859
Q2 2025 Reduced 0.35%
$144B
$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%
$163B
$2.31 Million 0.25% of portfolio
2,581
Q1 2025 Reduced 4.69%
$190B
$2.18 Million 0.24% of portfolio
13,708
Q2 2025 Reduced 0.17%
$552B
$2.09 Million 0.23% of portfolio
1,558
Q2 2025 Reduced 1.7%
$301B
$1.93 Million 0.21% of portfolio
13,490
Q2 2025 Added 2.34%
$502B
$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%
$152B
$1.56 Million 0.17% of portfolio
7,034
Q2 2025 Reduced 2.97%
$89.6B
$1.51 Million 0.17% of portfolio
6,848
Q2 2025 Reduced 76.81%
$64.2B
$1.43 Million 0.16% of portfolio
6,978
Q2 2025 Reduced 0.71%
$98.6B
$1.49 Million 0.16% of portfolio
16,239
Q2 2025 Reduced 0.87%
$139B
$1.37 Million 0.15% of portfolio
56,588
Q2 2025 Reduced 3.54%
$760B
$1.34 Million 0.15% of portfolio
1,719
Q2 2025 Added 118.98%
$141B
$1.25 Million 0.14% of portfolio
5,351
Q2 2025 Added 3.22%
$36B
$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%
$186B
$1.12 Million 0.12% of portfolio
38,793
Q2 2025 Reduced 1.52%
$290B
$1.06 Million 0.12% of portfolio
15,272
Q2 2025 Added 0.15%
$568B
$967,000 0.11% of portfolio
2,724
Q1 2025 Reduced 14.8%
$400B
$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%
$108B
$938,000 0.1% of portfolio
1,842
Q2 2025 Added 44.24%
$97.4B
$912,000 0.1% of portfolio
1,307
Q1 2025 Added 4.56%
$359B
$957,000 0.1% of portfolio
6,009
Q1 2025 Reduced 2.02%
$222B
$847,000 0.09% of portfolio
10,704
Q2 2025 Added 0.34%
$4.88B
$841,000 0.09% of portfolio
18,149
Q4 2024 Added 2.98%
$254B
$869,000 0.09% of portfolio
5,953
Q2 2025 Reduced 0.96%
$173B
$760,000 0.08% of portfolio
8,338
Q2 2025 Added 2.55%
$130B
$692,000 0.08% of portfolio
2,272
Q2 2025 Added 7.27%
$68.5B
$700,000 0.08% of portfolio
12,032
Q1 2025 Added 9.06%
$78.2B
$703,000 0.08% of portfolio
5,278
Q2 2025 Reduced 2.75%
$161B
$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%
$253B
$629,000 0.07% of portfolio
2,137
Q1 2025 Reduced 4.47%
$164B
$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%
$139B
$622,000 0.07% of portfolio
2,705
Q2 2025 Added 4.0%
$24.8B
$659,000 0.07% of portfolio
15,700
Q2 2025 Added 100.0%
$742B
$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
Track This Portfolio

Track Apriem Advisors Portfolio

Follow Apriem Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Apriem Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Apriem Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email