Apriem Advisors Portfolio Holdings

Apriem Advisors

  • $1.02 Billion
  • Q3 2025

Apriem Advisors has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.02 Billion distributed in 194 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 $169M, Vanguard Bd Index Fd Inc Total with a value of $75.4M, Apple Inc. with a value of $59.6M, Vaneck Morningstar Wide Moat E with a value of $42.4M, and Vanguard Mega Cap Growth ETF with a value of $39.6M.

Examining the 13F form we can see an increase of $108M in the current position value, from $915M to 1.02B.

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 $1.02 Billion
ETFs: $634 Million
Technology: $130 Million
Financial Services: $53.6 Million
Communication Services: $48.2 Million
Consumer Cyclical: $45.7 Million
Industrials: $39.3 Million
Healthcare: $27.3 Million
Energy: $22.1 Million
Other: $22.6 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$169 Million 16.49% of portfolio
6,405,179
Q3 2025 Added 2.77%
$0
$75.4 Million 7.37% of portfolio
1,013,920
Q3 2025 Added 24.9%
$0
$42.4 Million 4.14% of portfolio
493,823
Q3 2025 Added 7.12%
$0
$39.6 Million 3.87% of portfolio
98,337
Q3 2025 Added 4.64%
$0
$37.8 Million 3.7% of portfolio
412,271
Q3 2025 Added 43.3%
$0
$34.7 Million 3.39% of portfolio
578,797
Q3 2025 Reduced 4.06%
$0
$34.2 Million 3.34% of portfolio
248,084
Q3 2025 Added 10.25%
$0
$29.7 Million 2.9% of portfolio
120,226
Q3 2025 Added 2.52%
$0
$21.6 Million 2.11% of portfolio
792,245
Q3 2025 Added 11.8%
$0
$19.1 Million 1.87% of portfolio
821,822
Q3 2025 Reduced 10.69%
$0
$17.1 Million 1.67% of portfolio
25,610
Q3 2025 Added 10.25%
$0
$13.9 Million 1.36% of portfolio
256,340
Q3 2025 Added 9.11%
$0
$12.8 Million 1.25% of portfolio
441,440
Q3 2025 Reduced 0.38%
$0
$10.8 Million 1.06% of portfolio
460,500
Q3 2025 Added 0.61%
$0
$10.6 Million 1.04% of portfolio
412,637
Q3 2025 Added 0.05%
$0
$8.91 Million 0.87% of portfolio
267,129
Q3 2025 Reduced 2.14%
$0
$7.34 Million 0.72% of portfolio
15,661
Q3 2025 Added 0.69%
$0
$7.07 Million 0.69% of portfolio
92,538
Q3 2025 Added 0.0%
$0
$3.91 Million 0.38% of portfolio
44,800
Q4 2024 Reduced 0.55%
$0
$3.73 Million 0.36% of portfolio
128,057
Q3 2025 Reduced 0.61%
$0
$3.24 Million 0.32% of portfolio
12,757
Q3 2025 Added 10.35%
$0
$2.53 Million 0.25% of portfolio
49,977
Q3 2025 Added 0.04%
$0
$2.48 Million 0.24% of portfolio
77,581
Q3 2025 Added 0.14%
$0
$1.92 Million 0.19% of portfolio
4,150
Q3 2022 Reduced 2.35%
$0
$1.86 Million 0.18% of portfolio
3,038
Q3 2025 Reduced 0.43%
$0
$1.86 Million 0.18% of portfolio
7,679
Q3 2025 Reduced 6.02%
$0
$1.52 Million 0.15% of portfolio
5,107
Q3 2025 Added 6.98%
$0
$1.36 Million 0.13% of portfolio
4,165
Q4 2024 Added 3.81%
$0
$1.2 Million 0.12% of portfolio
5,747
Q3 2025 Added 13.35%
$130B
$807,000 0.08% of portfolio
2,272
Q2 2025 Added 7.27%
$0
$868,000 0.08% of portfolio
1,297
Q3 2025 Added 10.76%
$0
$728,000 0.07% of portfolio
2,583
Q1 2025 Reduced 10.25%
$0
$631,000 0.06% of portfolio
1,923
Q3 2025 Reduced 2.63%
$0
$510,000 0.05% of portfolio
2,300
Q2 2023 Reduced 0.09%
$0
$507,000 0.05% of portfolio
1,059
Q2 2025 Added 7.19%
$0
$406,000 0.04% of portfolio
5,610
Q4 2022 New
$5.65B
$380,000 0.04% of portfolio
10,329
Q2 2025 Reduced 8.01%
$0
$363,000 0.04% of portfolio
4,634
Q3 2025 Reduced 0.34%
$0
$363,000 0.04% of portfolio
9,150
Q1 2025 New
$0
$403,000 0.04% of portfolio
22,700
Q1 2025 Reduced 9.92%
$0
$271,000 0.03% of portfolio
1,458
Q3 2024 Reduced 25.35%
$0
$271,000 0.03% of portfolio
364
Q3 2025 Added 0.28%
$0
$297,000 0.03% of portfolio
3,000
Q3 2025 New
$0
$285,000 0.03% of portfolio
2,027
Q3 2025 Reduced 14.33%
$0
$303,000 0.03% of portfolio
4,645
Q2 2025 Reduced 54.21%
$0
$335,000 0.03% of portfolio
2,442
Q2 2024 Reduced 17.22%
$0
$213,000 0.02% of portfolio
1,000
Q1 2024 New
$0
$203,000 0.02% of portfolio
7,285
Q3 2025 New
$0
$249,000 0.02% of portfolio
4,615
Q3 2025 Added 0.11%

Summary

  • Portfolio
  • No. of Stocks 194
  • Current Value $1.02 Billion
  • Prior Value $915 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 14 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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