Apriem Advisors Purchases in Q3 2025

Apriem Advisors

  • $1.02 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
173K
+ 2.77%
$24.46 - $26.5 $4.23M - $4.58M
6.41M $169M
BND
Vanguard Bd Index Fd Inc Total

ETFs
202K
+ 24.9%
$72.57 - $74.72 $14.7M - $15.1M
1.01M $75.4M
AAPL
Apple Inc.

Technology
2.33K
+ 1.0%
$202.38 - $256.87 $471K - $597K
234K $59.6M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
125K
+ 43.3%
$91.44 - $91.77 $11.4M - $11.4M
412K $37.8M
CPRT
Copart Inc

Consumer Cyclical
144K
+ 2528.16%
$44.6 - $49.97 $6.42M - $7.2M
150K $6.73M
MGK
Vanguard Mega Cap Growth ETF

ETFs
4.36K
+ 4.64%
$362.31 - $405.74 $1.58M - $1.77M
98.3K $39.6M
MGV
Vanguard Mega Cap Value

ETFs
23.1K
+ 10.25%
$129.46 - $137.85 $2.99M - $3.18M
248K $34.2M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.95K
+ 2.52%
$225.11 - $247.9 $665K - $732K
120K $29.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
83.6K
+ 11.8%
$26.38 - $27.95 $2.21M - $2.34M
792K $21.6M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
32.8K
+ 7.12%
N/A
494K $42.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
21.4K
+ 9.11%
$49.43 - $54.52 $1.06M - $1.17M
256K $13.9M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
3
+ 0.0%
$50.79 - $76.4 $152 - $229
92.5K $7.07M
AVGO
Broadcom Inc.

Technology
5.22K
+ 58.9%
$264.74 - $369.57 $1.38M - $1.93M
14.1K $4.64M
SRE
Sempra Energy

Utilities
16.4K
New
$74.14 - $89.98 $1.21M - $1.47M
16.4K $1.47M
JPM
Jpmorgan Chase & CO

Financial Services
609
+ 1.36%
$282.78 - $316.06 $172K - $192K
45.4K $14.3M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
225
+ 0.05%
$23.82 - $25.84 $5.36K - $5.81K
413K $10.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
107
+ 0.69%
$420.11 - $472.68 $45K - $50.6K
15.7K $7.34M
ABBV
Abb Vie Inc.

Healthcare
211
+ 1.59%
$184.85 - $231.54 $39K - $48.9K
13.5K $3.12M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.01%
$546.99 - $602.2 $547 - $602
12.7K $7.63M
PLTR
Palantir Technologies Inc.

Technology
2.17K
+ 76.48%
$130.68 - $186.97 $283K - $405K
5K $911K
VB
Vanguard Small Cap ETF

ETFs
1.2K
+ 10.35%
$237.58 - $259.17 $284K - $310K
12.8K $3.24M
JNJ
Johnson & Johnson

Healthcare
27
+ 0.23%
$155.17 - $185.42 $4.19K - $5.01K
11.9K $2.21M
NOC
Northrop Grumman Corp

Industrials
427
+ 42.7%
$498.9 - $609.32 $213K - $260K
1.43K $869K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
125
+ 0.86%
$459.11 - $506.91 $57.4K - $63.4K
14.6K $7.35M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
3K
New
$64.22 - $99.03 $193K - $297K
3K $297K
C
Citigroup Inc

Financial Services
2.36K
New
$85.57 - $103.49 $202K - $244K
2.36K $239K
PBF
Pbf Energy Inc.

Energy
7.75K
New
$21.68 - $33.56 $168K - $260K
7.75K $233K
INTC
Intel Corp

Technology
6.76K
New
$19.31 - $35.5 $131K - $240K
6.76K $226K
IBB
Ishares Biotechnology ETF

ETFs
1.55K
New
$127.63 - $144.37 $197K - $223K
1.55K $223K
UBER
Uber Technologies, Inc

Technology
2.26K
New
$86.91 - $99.57 $196K - $225K
2.26K $221K
GM
General Motors CO

Consumer Cyclical
3.6K
New
$48.89 - $61.24 $176K - $220K
3.6K $219K
LOW
Lowes Companies Inc

Consumer Cyclical
35
+ 0.5%
$215.01 - $273.02 $7.53K - $9.56K
7.07K $1.78M
ORCL
Oracle Corp

Technology
151
+ 5.45%
$218.96 - $328.33 $33.1K - $49.6K
2.92K $822K
NET
Cloudflare, Inc.

Technology
1.01K
New
$181.39 - $228.28 $182K - $229K
1.01K $215K
SCHG
Schwab Strategic Tr Us Large C

ETFs
111
+ 0.14%
$28.92 - $32.19 $3.21K - $3.57K
77.6K $2.48M
VBR
Vanguard Small Cap Value ETF

ETFs
677
+ 13.35%
$195.41 - $212.37 $132K - $144K
5.75K $1.2M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.51K
New
$136.48 - $142.97 $206K - $216K
1.51K $211K
DELL
Dell Technologies Inc.

Technology
1.48K
New
$120.96 - $141.77 $179K - $210K
1.48K $209K
KO
Coca Cola CO

Consumer Defensive
3.33K
+ 114.45%
$65.67 - $71.67 $218K - $238K
6.23K $413K
PSX
Phillips 66

Energy
1.52K
New
$118.37 - $139.46 $180K - $212K
1.52K $206K
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.29K
New
$25.29 - $28.33 $184K - $206K
7.29K $203K
VBK
Vanguard Small Cap Growth ETF

ETFs
333
+ 6.98%
$276.51 - $305.12 $92.1K - $102K
5.11K $1.52M
CVX
Chevron Corp

Energy
145
+ 1.07%
$145.57 - $161.83 $21.1K - $23.5K
13.6K $2.12M
HD
Home Depot, Inc.

Consumer Cyclical
191
+ 6.79%
$357.4 - $423.42 $68.3K - $80.9K
3K $1.22M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.8K
+ 0.61%
$22.9 - $23.58 $64K - $65.9K
461K $10.8M
IVV
Ishares Core S&P 500 ETF

ETFs
126
+ 10.76%
$620.67 - $670.08 $78.2K - $84.4K
1.3K $868K
LLY
Eli Lilly & CO

Healthcare
221
+ 12.86%
$625.65 - $812.69 $138K - $180K
1.94K $1.48M
RTX
Raytheon Technologies Corp

Industrials
32
+ 0.54%
$144.19 - $167.33 $4.61K - $5.35K
5.99K $1M
GE
General Electric CO

Industrials
82
+ 5.48%
$244.75 - $305.63 $20.1K - $25.1K
1.58K $474K
Activity Summary
Buys All Purchases 80 New Holdings 14 Increased Positions 66 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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