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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.42 Million 0.28% of portfolio
49,897
Q4 2024 Reduced 4.15%
$141B
$2.41 Million 0.28% of portfolio
6,705
Q4 2024 Reduced 4.26%
$370B
$2.37 Million 0.28% of portfolio
13,315
Q4 2024 Added 7.09%
$1.3T
$2.33 Million 0.27% of portfolio
3,958
Q4 2024 Reduced 2.7%
$419B
$2.25 Million 0.26% of portfolio
2,458
Q4 2024 Added 2.72%
$67.8B
$2.13 Million 0.25% of portfolio
9,194
Q4 2024 Reduced 4.41%
$327B
$1.97 Million 0.23% of portfolio
13,579
Q4 2024 Added 35.53%
$173B
$1.92 Million 0.22% of portfolio
12,504
Q4 2024 Added 1.79%
$145B
$1.82 Million 0.21% of portfolio
7,361
Q4 2024 Added 1.04%
$0
$1.77 Million 0.21% of portfolio
4,150
Q3 2022 Reduced 2.35%
$434B
$1.77 Million 0.21% of portfolio
12,215
Q4 2024 Reduced 1.81%
$0
$1.67 Million 0.2% of portfolio
3,103
Q4 2024 Added 16.3%
$96.3B
$1.71 Million 0.2% of portfolio
2,708
Q4 2024 Reduced 32.75%
$5.84B
$1.63 Million 0.19% of portfolio
14,965
Q3 2020 Reduced 0.23%
$0
$1.65 Million 0.19% of portfolio
7,469
Q4 2024 Added 9.69%
$415B
$1.6 Million 0.19% of portfolio
1,796
Q4 2024 Reduced 0.77%
$142B
$1.48 Million 0.17% of portfolio
55,897
Q4 2024 Reduced 4.78%
$51.1B
$1.28 Million 0.15% of portfolio
7,060
Q4 2024 Added 94.28%
$335B
$1.26 Million 0.15% of portfolio
28,707
Q4 2024 Reduced 17.83%
$227B
$1.12 Million 0.13% of portfolio
11,238
Q4 2024 Added 16.99%
$0
$1.1 Million 0.13% of portfolio
39,346
Q4 2024 Added 291.93%
$39.2B
$1.14 Million 0.13% of portfolio
12,771
Q3 2024 Reduced 0.12%
$142B
$1.15 Million 0.13% of portfolio
5,070
Q4 2024 Added 2.24%
$573B
$1.01 Million 0.12% of portfolio
3,197
Q4 2024 Added 29.91%
$0
$1.01 Million 0.12% of portfolio
4,165
Q4 2024 Added 3.81%
$375B
$1.04 Million 0.12% of portfolio
2,677
Q4 2024 Added 9.76%
$404B
$1.03 Million 0.12% of portfolio
6,133
Q4 2024 Added 6.24%
$253B
$872,000 0.1% of portfolio
14,735
Q4 2024 Added 2.5%
$130B
$847,000 0.1% of portfolio
14,980
Q4 2024 Added 0.02%
$202B
$896,000 0.1% of portfolio
39,393
Q4 2024 Added 0.58%
$0
$783,000 0.09% of portfolio
2,798
Q4 2024 Added 47.73%
$2.58B
$738,000 0.09% of portfolio
34,500
Q1 2023 Added 2.99%
$0
$767,000 0.09% of portfolio
12,320
Q4 2024 New
$78.1B
$795,000 0.09% of portfolio
1,250
Q4 2024 Reduced 8.56%
$78.8B
$701,000 0.08% of portfolio
1,495
Q4 2024 Added 40.64%
$195B
$709,000 0.08% of portfolio
6,127
Q4 2024 Reduced 28.29%
$0
$669,000 0.08% of portfolio
2,878
Q4 2024 Added 11.42%
$0
$641,000 0.08% of portfolio
1,089
Q4 2024 Added 43.67%
$167B
$681,000 0.08% of portfolio
2,616
Q4 2024 Added 3.65%
$20.7B
$557,000 0.07% of portfolio
4,930
Q4 2024 Reduced 2.01%
$0
$590,000 0.07% of portfolio
2,036
Q3 2024 Reduced 0.92%
$785B
$577,000 0.07% of portfolio
748
Q4 2024 Reduced 1.97%
$64.8B
$625,000 0.07% of portfolio
5,051
Q4 2024 Added 2.12%
$142B
$586,000 0.07% of portfolio
7,929
Q4 2024 Added 2.73%
$207B
$631,000 0.07% of portfolio
4,155
Q4 2024 Added 6.73%
$175B
$609,000 0.07% of portfolio
1,168
Q4 2024 Reduced 1.27%
$145B
$576,000 0.07% of portfolio
2,526
Q4 2024 Added 1.0%
$44.4B
$564,000 0.07% of portfolio
7,850
Q3 2024 Reduced 1.26%
$0
$590,000 0.07% of portfolio
5,125
Q4 2024 New

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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