Apriem Advisors Reduced Holdings in Q3 2025

Apriem Advisors

  • $1.02 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
INTU
Intuit Inc

Technology
-419
- 3.84%
$646.03 - $807.39 $271K - $338K
10.5K $7.16M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-98.4K
- 10.69%
$21.69 - $23.34 $2.13M - $2.3M
822K $19.1M
SNA
Snap On Inc

Industrials
-5K
- 32.32%
$313.01 - $346.53 $1.57M - $1.73M
10.5K $3.63M
DIS
Walt Disney CO

Communication Services
-2.88K
- 3.31%
$112.25 - $124.0 $324K - $358K
84.2K $9.65M
ADBE
Adobe Inc.

Technology
-1.28K
- 6.21%
$333.65 - $392.1 $426K - $501K
19.3K $6.81M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-3.21K
- 2.83%
$65.64 - $78.22 $211K - $251K
110K $7.39M
ADP
Automatic Data Processing Inc

Industrials
-2.27K
- 20.03%
$288.69 - $310.94 $655K - $705K
9.06K $2.66M
CTAS
Cintas Corp

Industrials
-1.18K
- 3.89%
$199.29 - $226.27 $235K - $267K
29.1K $5.97M
AMD
Advanced Micro Devices Inc

Technology
-6.34K
- 27.6%
$134.8 - $184.42 $854K - $1.17M
16.6K $2.69M
LMT
Lockheed Martin Corp

Industrials
-2.02K
- 11.33%
$410.74 - $499.21 $828K - $1.01M
15.8K $7.88M
SYK
Stryker Corp

Healthcare
-481
- 8.12%
$368.57 - $403.53 $177K - $194K
5.44K $2.01M
RMD
Resmed Inc

Healthcare
-2.89K
- 8.49%
$252.01 - $293.73 $729K - $849K
31.2K $8.53M
AMT
American Tower Corp

Real Estate
-120
- 1.75%
$192.32 - $232.35 $23.1K - $27.9K
6.73K $1.29M
AMZN
Amazon Com Inc

Consumer Cyclical
-993
- 0.88%
$211.65 - $238.24 $210K - $237K
112K $24.6M
ISRG
Intuitive Surgical Inc

Healthcare
-90
- 7.71%
$433.66 - $544.47 $39K - $49K
1.08K $482K
SBUX
Starbucks Corp

Consumer Cyclical
-369
- 2.27%
$81.9 - $96.86 $30.2K - $35.7K
15.9K $1.34M
CRM
Salesforce, Inc.

Technology
-200
- 9.59%
$231.66 - $273.65 $46.3K - $54.7K
1.89K $446K
ABC
Amerisourcebergen Corp

Healthcare
-613
- 32.59%
N/A
1.27K $234K
PG
Procter & Gamble CO

Consumer Defensive
-491
- 8.17%
$150.47 - $161.22 $73.9K - $79.2K
5.52K $847K
IBM
International Business Machines Corp

Technology
-176
- 8.24%
$234.77 - $292.47 $41.3K - $51.5K
1.96K $553K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-6.47K
- 17.07%
$10.03 - $10.4 $64.9K - $67.3K
31.4K $319K
CRWD
Crowd Strike Holdings, Inc.

Technology
-66
- 3.58%
$412.46 - $514.1 $27.2K - $33.9K
1.78K $870K
PH
Parker Hannifin Corp

Industrials
-179
- 13.7%
$697.13 - $769.67 $125K - $138K
1.13K $855K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
-6.1K
- 14.41%
$10.9 - $11.58 $66.5K - $70.6K
36.2K $416K
META
Meta Platforms, Inc.

Communication Services
-50
- 1.23%
$695.21 - $791.73 $34.8K - $39.6K
4.03K $2.96M
V
Visa Inc.

Financial Services
-39
- 1.43%
$332.09 - $358.86 $13K - $14K
2.69K $916K
SLB
Schlumberger Limited

Energy
-3.19K
- 2.62%
$32.37 - $37.31 $103K - $119K
119K $4.08M
FCX
Freeport Mcmoran Inc

Basic Materials
-257
- 4.72%
$35.34 - $47.21 $9.08K - $12.1K
5.19K $203K
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
-5.57K
- 12.96%
$11.48 - $12.67 $64K - $70.6K
37.4K $474K
UNP
Union Pacific Corp

Industrials
-204
- 7.54%
$214.91 - $237.16 $43.8K - $48.4K
2.5K $591K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-339
- 14.33%
$132.9 - $142.03 $45.1K - $48.1K
2.03K $285K
BMY
Bristol Myers Squibb CO

Healthcare
-359
- 3.1%
$43.31 - $48.98 $15.5K - $17.6K
11.2K $505K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
-1.2K
- 2.65%
$12.93 - $13.4 $15.6K - $16.1K
44.2K $573K
PANW
Palo Alto Networks Inc

Technology
-49
- 0.7%
$167.06 - $208.19 $8.19K - $10.2K
6.93K $1.41M
SCHW
Schwab Charles Corp

Financial Services
-540
- 6.48%
$91.03 - $98.69 $49.2K - $53.3K
7.8K $744K
TXN
Texas Instruments Inc

Technology
-49
- 3.87%
N/A
1.22K $236K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-155
- 4.91%
$72.01 - $74.44 $11.2K - $11.5K
3K $220K
TROW
Price T Rowe Group Inc

Financial Services
-291
- 6.75%
$98.67 - $111.52 $28.7K - $32.5K
4.02K $412K
CEG
Constellation Energy Corp

Utilities
-34
- 2.3%
$298.82 - $354.89 $10.2K - $12.1K
1.45K $476K
Lam Research Corp
-3.44K
- 3.41%
N/A
97.3K $0
MU
Micron Technology Inc

Technology
-495
- 26.27%
$104.88 - $168.89 $51.9K - $83.6K
1.39K $232K
Ge Vernova Inc
-16
- 0.75%
N/A
2.11K $0
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-344
- 18.51%
$224.68 - $282.71 $77.3K - $97.3K
1.51K $422K
MCD
Mcdonalds Corp

Consumer Cyclical
-10
- 1.34%
$291.67 - $316.99 $2.92K - $3.17K
737 $223K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-1.7K
- 0.38%
$28.38 - $29.05 $48.4K - $49.5K
441K $12.8M
NEE
Nextera Energy Inc

Utilities
-151
- 4.05%
$69.77 - $77.54 $10.5K - $11.7K
3.58K $270K
PEP
Pepsico Inc

Consumer Defensive
-146
- 3.62%
$133.81 - $152.16 $19.5K - $22.2K
3.89K $546K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-16
- 0.34%
$72.65 - $78.68 $1.16K - $1.26K
4.63K $363K
ETN
Eaton Corp PLC

Industrials
-333
- 3.73%
$342.99 - $392.76 $114K - $131K
8.6K $3.22M
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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