Apriem Advisors has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $793 Million distributed in 172 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 $127M, Vanguard Bd Index Fd Inc Total with a value of $53M, Apple Inc. with a value of $42.7M, Spdr Bloomberg 1 3 Month T Bil with a value of $34.8M, and Schwab Strategic Tr Intl Eqty with a value of $32.2M.
Examining the 13F form we can see an increase of $44.4M in the current position value, from $748M to 793M.
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.