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
$136 Million 15.94% of portfolio
5,876,244
Q4 2024 Added 201.89%
$3.81T
$59.1 Million 6.92% of portfolio
236,181
Q4 2024 Reduced 0.17%
$0
$54.6 Million 6.39% of portfolio
759,545
Q4 2024 Added 2.12%
$0
$29.5 Million 3.45% of portfolio
616,918
Q4 2024 Reduced 2.31%
$2.33T
$27.5 Million 3.22% of portfolio
125,310
Q4 2024 Reduced 2.39%
$0
$25.3 Million 2.97% of portfolio
1,370,193
Q4 2024 Added 87.17%
$1.1T
$23.8 Million 2.79% of portfolio
125,737
Q4 2024 Reduced 1.82%
$1.06T
$21.7 Million 2.54% of portfolio
53,659
Q4 2024 Reduced 1.01%
$0
$19.5 Million 2.28% of portfolio
226,652
Q4 2024 Added 15.05%
$0
$18.8 Million 2.2% of portfolio
89,194
Q4 2024 Added 7.84%
$0
$17.3 Million 2.03% of portfolio
189,475
Q4 2024 Added 25.3%
$3.05T
$17.2 Million 2.01% of portfolio
40,715
Q4 2024 Added 0.29%
$0
$15.9 Million 1.85% of portfolio
27,045
Q4 2024 Added 1.73%
$17.8B
$15.2 Million 1.78% of portfolio
44,920
Q4 2024 Reduced 8.15%
$447B
$14.7 Million 1.73% of portfolio
137,101
Q4 2024 Added 1.23%
$116B
$14.7 Million 1.72% of portfolio
30,174
Q4 2024 Reduced 5.68%
$0
$13.8 Million 1.61% of portfolio
40,180
Q4 2024 Added 43.82%
$199B
$13.5 Million 1.58% of portfolio
121,532
Q4 2024 Reduced 3.71%
$808B
$12.3 Million 1.43% of portfolio
51,136
Q4 2024 Reduced 0.26%
$0
$12 Million 1.4% of portfolio
429,296
Q4 2024 Reduced 2.28%
$34.7B
$11.3 Million 1.32% of portfolio
49,381
Q4 2024 Reduced 24.72%
$215B
$11.1 Million 1.3% of portfolio
24,974
Q4 2024 Reduced 3.79%
$53.1B
$10.5 Million 1.22% of portfolio
42,586
Q4 2024 Reduced 6.11%
$71.2B
$10.3 Million 1.21% of portfolio
14,494
Q4 2024 Reduced 6.65%
$20.8B
$10 Million 1.17% of portfolio
54,773
Q4 2024 Reduced 4.04%
$163B
$9.92 Million 1.16% of portfolio
15,778
Q4 2024 Reduced 2.23%
$0
$9.68 Million 1.13% of portfolio
426,245
Q4 2024 Added 99.35%
$0
$9.46 Million 1.11% of portfolio
416,833
Q4 2024 Added 199.9%
$0
$9.02 Million 1.06% of portfolio
204,780
Q4 2024 Added 0.71%
$88.2B
$8.55 Million 1.0% of portfolio
46,613
Q4 2024 Reduced 37.74%
$0
$8.33 Million 0.97% of portfolio
312,635
Q4 2024 Reduced 2.01%
$0
$7.78 Million 0.91% of portfolio
62,308
Q4 2024 Added 57.26%
$0
$7.71 Million 0.9% of portfolio
282,139
Q4 2024 Added 267.76%
$58.8B
$7.6 Million 0.89% of portfolio
198,165
Q4 2024 Reduced 17.49%
$614B
$6.59 Million 0.77% of portfolio
14,542
Q4 2024 Reduced 0.41%
$0
$6.52 Million 0.76% of portfolio
12,748
Q4 2024 Added 1.44%
$327B
$6.34 Million 0.74% of portfolio
47,223
Q4 2024 Added 7.18%
$0
$6.13 Million 0.72% of portfolio
15,259
Q4 2024 Added 0.83%
$127B
$4.75 Million 0.56% of portfolio
16,236
Q4 2024 Reduced 5.55%
$111B
$4.45 Million 0.52% of portfolio
25,158
Q4 2024 Added 7.84%
$45.3B
$4.3 Million 0.5% of portfolio
55,000
Q3 2024 Added 0.55%
$0
$3.39 Million 0.4% of portfolio
44,800
Q4 2024 Reduced 0.55%
$0
$3.31 Million 0.39% of portfolio
126,897
Q4 2024 Added 208.95%
$82.3B
$3.25 Million 0.38% of portfolio
25,175
Q4 2024 New
$0
$3.16 Million 0.37% of portfolio
93,117
Q2 2024 Reduced 0.52%
$123B
$3.06 Million 0.36% of portfolio
9,210
Q4 2024 Reduced 1.44%
$539B
$2.66 Million 0.31% of portfolio
5,050
Q4 2024 New
$180B
$2.57 Million 0.3% of portfolio
21,313
Q4 2024 Added 1.01%
$1.13T
$2.47 Million 0.29% of portfolio
12,962
Q4 2024 Added 0.31%

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
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