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

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%
$4.3T
$59.6 Million 5.83% of portfolio
234,246
Q3 2025 Added 1.0%
$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%
$1.65T
$28.5 Million 2.78% of portfolio
117,050
Q3 2025 Reduced 0.53%
$2.39T
$24.6 Million 2.4% of portfolio
111,949
Q3 2025 Reduced 0.88%
$0
$21.6 Million 2.11% of portfolio
792,245
Q3 2025 Added 11.8%
$3.78T
$19.6 Million 1.92% of portfolio
37,873
Q3 2025 Reduced 2.23%
$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%
$490B
$15.5 Million 1.51% of portfolio
137,441
Q3 2025 Reduced 2.04%
$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%
$265B
$11.5 Million 1.12% of portfolio
14,433
Q3 2025 Reduced 5.28%
$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%
$465B
$9.91 Million 0.97% of portfolio
53,126
Q3 2025 Reduced 2.54%
$193B
$9.65 Million 0.94% of portfolio
84,238
Q3 2025 Reduced 3.31%
$76.5B
$9.31 Million 0.91% of portfolio
55,230
Q2 2025 Added 0.42%
$1.29T
$9.25 Million 0.9% of portfolio
20,793
Q3 2025 Reduced 3.05%
$0
$8.91 Million 0.87% of portfolio
267,129
Q3 2025 Reduced 2.14%
$35.8B
$8.53 Million 0.83% of portfolio
31,152
Q3 2025 Reduced 8.49%
$123B
$7.88 Million 0.77% of portfolio
15,785
Q3 2025 Reduced 11.33%
$0
$7.63 Million 0.75% of portfolio
12,704
Q3 2025 Added 0.01%
$71.6B
$7.39 Million 0.72% of portfolio
110,239
Q3 2025 Reduced 2.83%
$662B
$7.35 Million 0.72% of portfolio
14,613
Q3 2025 Added 0.86%
$0
$7.34 Million 0.72% of portfolio
15,661
Q3 2025 Added 0.69%
$182B
$7.16 Million 0.7% of portfolio
10,479
Q3 2025 Reduced 3.84%
$0
$7.07 Million 0.69% of portfolio
92,538
Q3 2025 Added 0.0%
$53.1B
$6.9 Million 0.67% of portfolio
28,063
Q3 2025 Reduced 4.75%
$151B
$6.81 Million 0.67% of portfolio
19,317
Q3 2025 Reduced 6.21%
$9.78B
$6.73 Million 0.66% of portfolio
149,726
Q3 2025 Added 2,528.16%
$19B
$5.97 Million 0.58% of portfolio
29,071
Q3 2025 Reduced 3.89%
$114B
$5.07 Million 0.5% of portfolio
23,499
Q3 2025 Reduced 0.36%
$74.3B
$4.86 Million 0.48% of portfolio
8,648
Q3 2025 Reduced 5.14%
$139B
$4.64 Million 0.45% of portfolio
14,077
Q3 2025 Added 58.9%
$52.4B
$4.08 Million 0.4% of portfolio
118,746
Q3 2025 Reduced 2.62%
$0
$3.91 Million 0.38% of portfolio
44,800
Q4 2024 Reduced 0.55%
$91.4B
$3.93 Million 0.38% of portfolio
25,298
Q3 2025 Added 0.01%
$0
$3.73 Million 0.36% of portfolio
128,057
Q3 2025 Reduced 0.61%
$17.5B
$3.63 Million 0.35% of portfolio
10,473
Q3 2025 Reduced 32.32%
$1.74T
$3.29 Million 0.32% of portfolio
13,510
Q3 2025 Reduced 7.69%
$0
$3.24 Million 0.32% of portfolio
12,757
Q3 2025 Added 10.35%
$414B
$3.12 Million 0.31% of portfolio
13,488
Q3 2025 Added 1.59%

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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