Apriem Advisors Incresed Positions 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
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
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
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
KO
Coca Cola CO

Consumer Defensive
3.33K
+ 114.45%
$65.67 - $71.67 $218K - $238K
6.23K $413K
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
MMM
3 M CO

Industrials
3
+ 0.01%
$144.41 - $160.2 $433 - $481
25.3K $3.93M
MA
Mastercard Inc

Financial Services
42
+ 0.84%
$550.18 - $598.96 $23.1K - $25.2K
5.07K $2.88M
PHYS
Sprott Physical Gold Trust

Financial Services
195
+ 1.61%
$25.02 - $29.62 $4.88K - $5.78K
12.3K $364K
WMT
Walmart Inc.

Consumer Defensive
215
+ 4.05%
$94.4 - $104.27 $20.3K - $22.4K
5.52K $568K
MDT
Medtronic PLC

Healthcare
66
+ 1.61%
$87.67 - $95.74 $5.79K - $6.32K
4.18K $397K
VZ
Verizon Communications Inc

Communication Services
569
+ 5.76%
$40.84 - $45.06 $23.2K - $25.6K
10.4K $458K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.28%
$656.44 - $753.15 $656 - $753
364 $271K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
21
+ 0.04%
$49.78 - $50.75 $1.05K - $1.07K
50K $2.53M
WFC
Wells Fargo & Company

Financial Services
97
+ 3.19%
$77.05 - $85.16 $7.47K - $8.26K
3.14K $262K
CSGP
Costar Group, Inc.

Real Estate
19
+ 0.45%
$81.42 - $96.83 $1.55K - $1.84K
4.23K $356K
DUK
Duke Energy Corp

Utilities
16
+ 0.67%
$116.31 - $125.93 $1.86K - $2.01K
2.42K $298K
AMGN
Amgen Inc

Healthcare
5
+ 0.2%
$271.18 - $309.22 $1.36K - $1.55K
2.5K $704K
ECL
Ecolab Inc.

Basic Materials
14
+ 1.49%
$259.39 - $285.47 $3.63K - $4K
951 $260K
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
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