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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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