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
$140B
$3.22 Million 0.31% of portfolio
8,603
Q3 2025 Reduced 3.73%
$1.37T
$2.96 Million 0.29% of portfolio
4,029
Q3 2025 Reduced 1.23%
$512B
$2.88 Million 0.28% of portfolio
5,067
Q3 2025 Added 0.84%
$161B
$2.71 Million 0.26% of portfolio
2,514
Q3 2025 Reduced 2.6%
$388B
$2.69 Million 0.26% of portfolio
16,625
Q3 2025 Reduced 27.6%
$104B
$2.66 Million 0.26% of portfolio
9,057
Q3 2025 Reduced 20.03%
$404B
$2.52 Million 0.25% of portfolio
2,723
Q3 2025 Added 2.02%
$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%
$522B
$2.21 Million 0.22% of portfolio
11,910
Q3 2025 Added 0.23%
$187B
$2.25 Million 0.22% of portfolio
13,531
Q3 2025 Reduced 1.29%
$303B
$2.12 Million 0.21% of portfolio
13,635
Q3 2025 Added 1.07%
$136B
$2.01 Million 0.2% of portfolio
5,441
Q3 2025 Reduced 8.12%
$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%
$140B
$1.78 Million 0.17% of portfolio
7,069
Q3 2025 Added 0.5%
$413B
$1.64 Million 0.16% of portfolio
31,729
Q3 2025 Reduced 5.88%
$0
$1.52 Million 0.15% of portfolio
5,107
Q3 2025 Added 6.98%
$141B
$1.44 Million 0.14% of portfolio
56,475
Q3 2025 Reduced 0.2%
$28.9B
$1.47 Million 0.14% of portfolio
16,366
Q3 2025 New
$61.4B
$1.41 Million 0.14% of portfolio
6,929
Q3 2025 Reduced 0.7%
$971B
$1.48 Million 0.14% of portfolio
1,940
Q3 2025 Added 12.86%
$97.3B
$1.34 Million 0.13% of portfolio
15,870
Q3 2025 Reduced 2.27%
$0
$1.36 Million 0.13% of portfolio
4,165
Q4 2024 Added 3.81%
$36B
$1.28 Million 0.13% of portfolio
12,742
Q3 2025 Added 0.09%
$84B
$1.29 Million 0.13% of portfolio
6,728
Q3 2025 Reduced 1.75%
$367B
$1.22 Million 0.12% of portfolio
3,002
Q3 2025 Added 6.79%
$0
$1.2 Million 0.12% of portfolio
5,747
Q3 2025 Added 13.35%
$181B
$1.1 Million 0.11% of portfolio
38,869
Q3 2025 Added 0.2%
$132B
$1.14 Million 0.11% of portfolio
5,414
Q3 2025 Added 1.18%
$319B
$1.05 Million 0.1% of portfolio
15,398
Q3 2025 Added 0.83%
$258B
$1 Million 0.1% of portfolio
5,985
Q3 2025 Added 0.54%
$3.24B
$1.04 Million 0.1% of portfolio
18,144
Q3 2025 Reduced 0.03%
$69.1B
$1.01 Million 0.1% of portfolio
12,015
Q3 2025 Reduced 0.14%
$342B
$911,000 0.09% of portfolio
4,998
Q3 2025 Added 76.48%
$235B
$880,000 0.09% of portfolio
10,489
Q3 2025 Reduced 2.01%
$533B
$916,000 0.09% of portfolio
2,685
Q3 2025 Reduced 1.43%
$115B
$870,000 0.09% of portfolio
1,776
Q3 2025 Reduced 3.58%
$593B
$822,000 0.08% of portfolio
2,924
Q3 2025 Added 5.45%
$86.7B
$869,000 0.08% of portfolio
1,427
Q3 2025 Added 42.7%
$346B
$847,000 0.08% of portfolio
5,518
Q3 2025 Reduced 8.17%
$107B
$855,000 0.08% of portfolio
1,128
Q3 2025 Reduced 13.7%
$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%
$270B
$720,000 0.07% of portfolio
4,532
Q3 2025 Reduced 1.9%
$75.4B
$692,000 0.07% of portfolio
5,280
Q3 2025 Added 0.04%
$23.2B
$701,000 0.07% of portfolio
14,314
Q3 2025 Reduced 8.83%

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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