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CIK: 0001425165
Total reported value
$1.2B
$1.2B
173 檔
26.0%
According to the latest 13F quarterly dataset, Apriem Advisors managed an equity portfolio of $1.2B at the end of Q2 2024, spanning 173 distinct U.S. exchange-listed positions.
During Q2 2024, Apriem Advisors's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 15.76% | +0.03% | -2.16% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 6.50% | -0.45% | +0.88% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.29% | +0.29% | -2.00% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 4.30% | -0.25% | +0.75% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.90% | +0.08% | +1.92% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.76% | -0.20% | -3.14% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.91% | +0.38% | -1.29% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.30% | +0.08% | +0.88% | |
| 9 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 2.10% | -0.58% | -21.18% | |
| 10 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.91% | -0.18% | -4.28% | |
| 11 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.85% | -0.75% | +10.68% | |
| 12 | AMT | American Tower CORP | Stock-Real Estate | 1.85% | -0.09% | EXIT | |
| 13 | ADBE | Adobe Inc | Stock-Tech | 1.83% | -0.11% | EXIT | |
| 14 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.79% | +0.48% | +1049.44% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.79% | -0.59% | +14.47% | |
| 16 | RMD | Resmed Inc | Stock-Healthcare | 1.63% | -0.23% | -0.70% | |
| 17 | SNA | Snap-on Inc | Stock-Industrials | 1.62% | -0.10% | -21.81% | |
| 18 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.57% | -0.08% | -1.40% | |
| 19 | INTC | Intel CORP | Stock-Tech | 1.49% | +0.04% | -12.22% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.49% | +0.06% | +162.17% | |
| 21 | ADSK | Autodesk Inc | Stock-Tech | 1.41% | -0.18% | +9.81% | |
| 22 | SLB | Slb LTD | Stock-Energy | 1.41% | -0.13% | +15.83% | |
| 23 | INTU | Intuit Inc | Stock-Tech | 1.32% | -0.40% | EXIT | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.29% | +0.01% | -7.30% | |
| 25 | CTAS | Cintas CORP | Stock-Industrials | 1.28% | -0.06% | -12.70% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.26% | +0.07% | +7.40% | |
| 27 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.26% | — | -0.15% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.09% | +0.24% | +3.04% | |
| 29 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.08% | +0.04% | -0.07% | |
| 30 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.08% | -0.04% | -2.56% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 1.01% | -0.13% | +1.93% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.82% | -0.05% | +947.06% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | -0.06% | -0.65% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.72% | +0.12% | +1.67% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.68% | +0.04% | +51.39% | |
| 36 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.67% | -0.10% | -47.65% | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.66% | +0.10% | +8.18% | |
| 38 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.61% | +0.41% | +45.55% | |
| 39 | ADP | Automatic Data Processing | Stock-Tech | 0.59% | -0.01% | -49.37% | |
| 40 | BA | Boeing Co/the | Stock-Industrials | 0.52% | -0.06% | +3.14% | |
| 41 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.46% | +0.59% | +31.57% | |
| 42 | AMD | Advanced Micro Devices | Stock-Tech | 0.45% | +0.34% | +15.33% | |
| 43 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.44% | -0.33% | — | |
| 44 | KLAC | Kla CORP | Stock-Tech | 0.42% | +0.28% | -32.03% | |
| 45 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.39% | -0.20% | -0.52% | |
| 46 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.38% | -0.04% | — | |
| 47 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.37% | +0.01% | -0.05% | |
| 48 | ETN | Eaton Corporation plc | Stock-Industrials | 0.36% | +0.03% | +0.43% | |
| 49 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.35% | -0.02% | -0.25% | |
| 50 | SYK | Stryker CORP | Stock-Healthcare | 0.33% | -0.02% | -54.77% |
According to official SEC Form 13F filings, Apriem Advisors reported a total U.S. public equity portfolio value of $1.2B across 173 disclosed positions in Q2 2024.
During Q2 2024, Apriem Advisors's top holdings by market value included SCHX (15.8%)、BND (6.5%)、AAPL (6.3%). The largest single position, SCHX, represented 15.8% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including SCHX, BND, AAPL) accounted for 26.0% of total reported equity market value during Q2 2024.
In Q2 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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