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CIK: 0001425165
Total reported value
$1.2B
$1.2B
175 檔
26.5%
During the Q3 2024 filing period, Apriem Advisors (CIK: 0001425165) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.2B across 175 reported positions.
In Q3 2024, Apriem Advisors adopted a defensive or profit-taking posture, trimming 81 positions and completely liquidating 10 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 15.43% | +0.03% | -2.86% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 6.52% | -0.45% | +1.00% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.44% | +0.29% | -3.08% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.90% | +0.08% | -2.02% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.52% | -0.20% | -8.37% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.79% | +0.08% | +32.13% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.48% | +0.38% | -1.83% | |
| 8 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.23% | -0.75% | +12.92% | |
| 9 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.18% | -0.18% | -4.16% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.04% | -0.13% | +120.46% | |
| 11 | AMT | American Tower CORP | Stock-Real Estate | 2.03% | -0.09% | EXIT | |
| 12 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.94% | +0.48% | +11.25% | |
| 13 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.91% | -0.58% | -4.93% | |
| 14 | RMD | Resmed Inc | Stock-Healthcare | 1.87% | -0.23% | -5.44% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.85% | -0.59% | +6.79% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.78% | +0.06% | +18.61% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.66% | +0.07% | +3.93% | |
| 18 | SNA | Snap-on Inc | Stock-Industrials | 1.65% | -0.10% | -3.63% | |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.62% | -0.25% | -60.46% | |
| 20 | ADBE | Adobe Inc | Stock-Tech | 1.57% | -0.11% | EXIT | |
| 21 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.56% | — | -3.15% | |
| 22 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.49% | -0.02% | EXIT | |
| 23 | ADSK | Autodesk Inc | Stock-Tech | 1.46% | -0.18% | -2.85% | |
| 24 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.42% | -0.08% | -2.31% | |
| 25 | CTAS | Cintas CORP | Stock-Industrials | 1.37% | -0.06% | +282.29% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.26% | +0.01% | -1.61% | |
| 27 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.19% | -0.10% | +79.41% | |
| 28 | SLB | Slb LTD | Stock-Energy | 1.18% | -0.13% | -1.40% | |
| 29 | INTU | Intuit Inc | Stock-Tech | 1.17% | -0.40% | EXIT | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.14% | +0.24% | +0.09% | |
| 31 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.09% | -0.04% | -3.90% | |
| 32 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.08% | +0.04% | -1.03% | |
| 33 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.05% | +0.41% | +75.23% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | -0.06% | -0.01% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.76% | +0.10% | +10.16% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.72% | +0.12% | +1.82% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.66% | +0.04% | -0.03% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.62% | -0.05% | -18.34% | |
| 39 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.59% | +0.59% | +24.02% | |
| 40 | ADP | Automatic Data Processing | Stock-Tech | 0.56% | -0.01% | -14.85% | |
| 41 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.52% | -0.33% | +0.55% | |
| 42 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.43% | -0.20% | — | |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.43% | -0.04% | — | |
| 44 | BA | Boeing Co/the | Stock-Industrials | 0.41% | -0.06% | -0.48% | |
| 45 | AMD | Advanced Micro Devices | Stock-Tech | 0.40% | +0.34% | -7.76% | |
| 46 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.39% | +0.01% | +1.43% | |
| 47 | KLAC | Kla CORP | Stock-Tech | 0.36% | +0.28% | -4.16% | |
| 48 | ETN | Eaton Corporation plc | Stock-Industrials | 0.36% | +0.03% | -0.95% | |
| 49 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.32% | +0.10% | +0.00% | |
| 50 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.30% | -0.02% | -11.75% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPTI | Ss Spdr P Int Term Tsy ETF | +1.5% | NEW | New buy |
| 2 | MSFT | Microsoft CORP | +1% | +120.46% | Add |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | +0.5% | +79.41% | Add |
| 4 | AMZN | Amazon.com Inc | +0.5% | +32.13% | Add |
| 5 | MGK | Vanguard Mega Cap Growth ETF | +0.4% | +75.23% | Add |
| 6 | TSLA | Tesla Inc | +0.4% | +3.93% | Add |
| 7 | MOAT | Vaneck Morningstar Wide Moat | +0.4% | +12.92% | Add |
| 8 | PYPL | Paypal Holdings Inc | +0.3% | -3.15% | Trim |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +18.61% | Add |
| 10 | LMT | Lockheed Martin CORP | +0.3% | -4.16% | Trim |
| 11 | RMD | Resmed Inc | +0.2% | -5.44% | Trim |
| 12 | AMT | American Tower CORP | +0.2% | -3.55% | Trim |
| 13 | AAPL | Apple Inc | +0.2% | -3.08% | Trim |
| 14 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | +11.25% | Add |
| 15 | MGV | Vanguard Mega Cap Value ETF | +0.1% | +24.02% | Add |
| 16 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +10.16% | Add |
| 17 | CTAS | Cintas CORP | +0.1% | +282.29% | Add |
| 18 | BMY | Bristol-myers Squibb Co | +0.1% | NEW | New buy |
| 19 | AEM | Agnico Eagle Mines LTD | +0.1% | +0.55% | Add |
| 20 | XOM | Exxon Mobil CORP | +0.1% | +6.79% | Add |
| 21 | ADSK | Autodesk Inc | +0.1% | -2.85% | Trim |
| 22 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +0.09% | Add |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.01% | Trim |
| 24 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | — | Unchanged |
| 25 | GDX | Vaneck Gold Miners ETF | 0% | — | Unchanged |
| 26 | SNA | Snap-on Inc | 0% | -3.63% | Trim |
| 27 | SBUX | Starbucks CORP | 0% | -1.97% | Trim |
| 28 | ABBV | Abbvie Inc | 0% | -1.10% | Trim |
| 29 | GEV | GE Vernova Inc | 0% | NEW | New buy |
| 30 | VB | Vanguard Small-cap ETF | 0% | NEW | New buy |
| 31 | VBR | Vanguard Small-cap Value ETF | 0% | NEW | New buy |
| 32 | VBK | Vanguard Small-cap Grwth ETF | 0% | +92.28% | Add |
| 33 | SILJ | Amplify Junior Silver Miners | 0% | NEW | New buy |
| 34 | PHYS | Sprott Physical Gold Trust | 0% | NEW | New buy |
| 35 | NMM | Navios Maritime Partners L.P. | 0% | NEW | New buy |
| 36 | BND | Vanguard Total Bond Market | 0% | +1.00% | Add |
| 37 | SCHV | Schwab US Large-cap Value | 0% | +1.43% | Add |
| 38 | AVGO | Broadcom Inc | 0% | +1005.52% | Add |
| 39 | PFE | Pfizer Inc | 0% | +10.60% | Add |
| 40 | WMT | Walmart Inc | 0% | NEW | New buy |
| 41 | KO | Coca-cola Co/the | 0% | NEW | New buy |
| 42 | SHOP | Shopify Inc - Class A | 0% | NEW | New buy |
| 43 | HD | Home Depot Inc | 0% | +7.16% | Add |
| 44 | ED | Consolidated Edison Inc | 0% | -0.12% | Trim |
| 45 | RTX | Rtx CORP | 0% | +0.01% | Add |
| 46 | IWM | Ishares Russell 2000 ETF | 0% | +4.00% | Add |
| 47 | PH | Parker Hannifin CORP | 0% | — | Unchanged |
| 48 | DSL | Doubleline Income Solutions | 0% | NEW | New buy |
| 49 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | -3.90% | Trim |
| 50 | CVX | Chevron CORP | 0% | +18.15% | Add |
According to official SEC Form 13F filings, Apriem Advisors reported a total U.S. public equity portfolio value of $1.2B across 175 disclosed positions in Q3 2024.
During Q3 2024, Apriem Advisors's top holdings by market value included SCHX (15.4%)、BND (6.5%)、AAPL (6.4%). The largest single position, SCHX, represented 15.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, BND, AAPL) accounted for 26.5% of total reported equity market value during Q3 2024.
Top New Position Initiated
SPTI
市值: $12.8M
Top Position Liquidated / Trimmed
SMCIUSD
前期市值: $915.2K
In Q3 2024, Apriem Advisors made 143 total portfolio adjustments, initiating 12 new buys, adding to 40 positions, trimming 81 holdings, and fully liquidating 10 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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