Apriem Advisors Portfolio Holdings by Sector
Apriem Advisors
- $1.02 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHX BND MOAT MGK BIL VEA MGV QQQM 53 stocks |
$633,307
61.89% of portfolio
|
28
|
10
|
4
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$59,646
5.83% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$34,702
3.39% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ADBE PANW PLTR CRWD ORCL NET 7 stocks |
$30,658
3.0% of portfolio
|
3
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$24,580
2.4% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO AMD QCOM TSM TXN MU INTC 8 stocks |
$20,612
2.01% of portfolio
|
2
|
6
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$17,613
1.72% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC C 4 stocks |
$16,452
1.61% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
INTU ADSK CRM TYL UBER 5 stocks |
$14,993
1.47% of portfolio
|
1
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT BA RTX NOC 4 stocks |
$14,821
1.45% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS SCHW MS 3 stocks |
$12,957
1.27% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX 2 stocks |
$11,523
1.13% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
PYPL MA V 3 stocks |
$11,190
1.09% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV JNJ LLY PFE MRK AMGN BMY 7 stocks |
$10,338
1.01% of portfolio
|
4
|
3
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
AEM NEM 2 stocks |
$10,321
1.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA GM 2 stocks |
$9,466
0.93% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
RMD ISRG 2 stocks |
$9,009
0.88% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$7,346
0.72% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT 1 stocks |
$6,733
0.66% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$5,967
0.58% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN PH EMR GE ROP 5 stocks |
$5,579
0.55% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM HON 2 stocks |
$5,064
0.49% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
REGN 1 stocks |
$4,862
0.48% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
FRA NKX NAC TROW PHYS EVV DBL DSL 13 stocks |
$4,172
0.41% of portfolio
|
1
|
5
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB 1 stocks |
$4,081
0.4% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SNA 1 stocks |
$3,629
0.35% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$3,088
0.3% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$2,992
0.29% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK ABT MDT 3 stocks |
$2,848
0.28% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC 1 stocks |
$2,711
0.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$2,658
0.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
CELH PEP KO 3 stocks |
$2,002
0.2% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
ED DUK NEE 3 stocks |
$1,848
0.18% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX MCD CMG 3 stocks |
$1,765
0.17% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ 2 stocks |
$1,555
0.15% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT IRM 2 stocks |
$1,497
0.15% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$1,472
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG KMB 2 stocks |
$1,104
0.11% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$1,053
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
CVBF CBSH 2 stocks |
$880
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST 1 stocks |
$701
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$631
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$591
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$553
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$476
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PBF PSX 2 stocks |
$439
0.04% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
BRO 1 stocks |
$407
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Publishing | Communication Services
NYT 1 stocks |
$371
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CSGP 1 stocks |
$356
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
VRSK 1 stocks |
$279
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL 1 stocks |
$260
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
ABC 1 stocks |
$234
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
ONON 1 stocks |
$211
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DELL 1 stocks |
$209
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
MKL 1 stocks |
$208
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX 1 stocks |
$203
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|