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CIK: 0001425165
Total reported value
$1.2B
$1.2B
172 檔
25.1%
The Q1 2024 SEC filing reveals that Apriem Advisors held a total portfolio value of $1.2B, covering 172 public equity positions.
During Q1 2024, Apriem Advisors's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, BND, AAPL) accounted for 25.1% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 15.97% | +0.03% | +6.64% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 6.66% | -0.45% | +2.05% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.37% | +0.29% | -4.61% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 4.38% | -0.25% | +2.25% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.04% | -0.20% | -3.80% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.99% | +0.08% | +7.89% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.51% | +0.38% | -1.48% | |
| 8 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 2.51% | -0.58% | -12.99% | |
| 9 | INTC | Intel CORP | Stock-Tech | 2.49% | +0.04% | -12.22% | |
| 10 | SNA | Snap-on Inc | Stock-Industrials | 2.42% | -0.10% | -18.61% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.18% | +0.08% | +0.07% | |
| 12 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.01% | -0.08% | +0.44% | |
| 13 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.99% | -0.18% | +45.37% | |
| 14 | AMT | American Tower CORP | Stock-Real Estate | 1.97% | -0.09% | EXIT | |
| 15 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.78% | -0.75% | +12.47% | |
| 16 | RMD | Resmed Inc | Stock-Healthcare | 1.74% | -0.23% | +7.76% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.62% | -0.59% | -2.16% | |
| 18 | ADBE | Adobe Inc | Stock-Tech | 1.60% | -0.11% | EXIT | |
| 19 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.49% | — | — | |
| 20 | CTAS | Cintas CORP | Stock-Industrials | 1.48% | -0.06% | -16.42% | |
| 21 | SLB | Slb LTD | Stock-Energy | 1.45% | -0.13% | — | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.41% | +0.01% | -1.45% | |
| 23 | ADSK | Autodesk Inc | Stock-Tech | 1.39% | -0.18% | -1.58% | |
| 24 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.32% | -0.10% | +2885.55% | |
| 25 | ADP | Automatic Data Processing | Stock-Tech | 1.25% | -0.01% | -5.99% | |
| 26 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.08% | -0.04% | -2.71% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.08% | +0.04% | -0.04% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.07% | +0.07% | +1.00% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.03% | +0.24% | +11.67% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.95% | -0.13% | +1.53% | |
| 31 | SYK | Stryker CORP | Stock-Healthcare | 0.80% | -0.02% | -3.71% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | -0.06% | -1.57% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.68% | +0.12% | +0.13% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.65% | +0.10% | +25.16% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.58% | -0.05% | +9.69% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | +0.06% | -69.52% | |
| 37 | BA | Boeing Co/the | Stock-Industrials | 0.55% | -0.06% | +3.53% | |
| 38 | KLAC | Kla CORP | Stock-Tech | 0.54% | +0.28% | -2.55% | |
| 39 | AMD | Advanced Micro Devices | Stock-Tech | 0.45% | +0.34% | -5.87% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | -0.01% | -4.44% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.42% | +0.04% | — | |
| 42 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.41% | -0.33% | +2.43% | |
| 43 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.39% | +0.41% | — | |
| 44 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.39% | +0.01% | -2.50% | |
| 45 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.37% | -0.20% | -0.56% | |
| 46 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.37% | -0.04% | — | |
| 47 | ETN | Eaton Corporation plc | Stock-Industrials | 0.37% | +0.03% | -1.26% | |
| 48 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.36% | +0.59% | — | |
| 49 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.36% | -0.02% | -3.74% | |
| 50 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.32% | -0.04% | +14.39% |
According to official SEC Form 13F filings, Apriem Advisors reported a total U.S. public equity portfolio value of $1.2B across 172 disclosed positions in Q1 2024.
During Q1 2024, Apriem Advisors's top holdings by market value included SCHX (16.0%)、BND (6.7%)、AAPL (5.4%). The largest single position, SCHX, represented 16.0% of total portfolio value.
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In Q1 2024, Apriem Advisors made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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