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CIK: 0001425165
Total reported value
$1.2B
$1.2B
184 檔
26.6%
The Q4 2024 SEC filing reveals that Apriem Advisors held a total portfolio value of $1.2B, covering 184 public equity positions.
In Q4 2024, Apriem Advisors displayed an active expansion posture, initiating 16 new positions and adding to 77 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, AAPL, BND) accounted for 26.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
LRCX
市值: $9.4M
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $1.5M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 15.60% | +0.03% | +201.89% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.77% | +0.29% | -0.17% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 6.26% | -0.45% | +2.12% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.38% | +0.08% | -2.31% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.15% | +0.08% | -2.39% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.90% | -0.20% | +87.17% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.73% | +0.38% | -1.82% | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.48% | +0.07% | -1.01% | |
| 9 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.41% | -0.75% | +15.05% | |
| 10 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.15% | +0.48% | +7.84% | |
| 11 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.98% | -0.25% | +25.30% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.97% | -0.13% | +0.29% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.82% | +0.06% | +1.73% | |
| 14 | SNA | Snap-on Inc | Stock-Industrials | 1.75% | -0.10% | -8.15% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.69% | -0.59% | +1.23% | |
| 16 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.68% | -0.18% | -5.68% | |
| 17 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.58% | — | -5.55% | |
| 18 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.58% | +0.41% | +43.82% | |
| 19 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.55% | -0.08% | -3.71% | |
| 20 | ADSK | Autodesk Inc | Stock-Tech | 1.44% | -0.18% | -6.11% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.40% | +0.01% | -0.26% | |
| 22 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.37% | -0.02% | EXIT | |
| 23 | RMD | Resmed Inc | Stock-Healthcare | 1.29% | -0.23% | -24.72% | |
| 24 | ADBE | Adobe Inc | Stock-Tech | 1.27% | -0.11% | EXIT | |
| 25 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.18% | -0.58% | -6.65% | |
| 26 | CTAS | Cintas CORP | Stock-Industrials | 1.15% | -0.06% | -4.04% | |
| 27 | INTU | Intuit Inc | Stock-Tech | 1.14% | -0.40% | EXIT | |
| 28 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.11% | -0.10% | +99.35% | |
| 29 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.08% | +0.04% | +199.90% | |
| 30 | LRCX | Lam Research CORP | Stock-Tech | 1.07% | +0.72% | — | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.03% | +0.24% | +0.71% | |
| 32 | AMT | American Tower CORP | Stock-Real Estate | 0.98% | -0.09% | EXIT | |
| 33 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.95% | -0.04% | -2.01% | |
| 34 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.89% | +0.59% | +57.26% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.88% | +0.10% | +267.76% | |
| 36 | SLB | Slb LTD | Stock-Energy | 0.87% | -0.13% | -17.49% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.75% | -0.06% | -0.41% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.75% | +0.12% | +1.44% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.73% | -0.05% | +7.18% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.70% | +0.04% | +0.83% | |
| 41 | ADP | Automatic Data Processing | Stock-Tech | 0.54% | -0.01% | -5.55% | |
| 42 | BA | Boeing Co/the | Stock-Industrials | 0.51% | -0.06% | +7.84% | |
| 43 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.49% | -0.33% | — | |
| 44 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.39% | -0.04% | -0.55% | |
| 45 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.38% | +0.01% | +208.95% | |
| 46 | MMM | 3m Co | Stock-Industrials | 0.37% | +0.01% | — | |
| 47 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.36% | -0.20% | — | |
| 48 | ETN | Eaton Corporation plc | Stock-Industrials | 0.35% | +0.03% | -1.44% | |
| 49 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.31% | +0.10% | +0.00% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.30% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +1.1% | NEW | New buy |
| 2 | TSLA | Tesla Inc | +0.8% | -1.01% | Trim |
| 3 | MGK | Vanguard Mega Cap Growth ETF | +0.5% | +43.82% | Add |
| 4 | MMM | 3m Co | +0.4% | NEW | New buy |
| 5 | AMZN | Amazon.com Inc | +0.4% | -2.39% | Trim |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.4% | +25.30% | Add |
| 7 | AAPL | Apple Inc | +0.3% | -0.17% | Trim |
| 8 | MGV | Vanguard Mega Cap Value ETF | +0.3% | +57.26% | Add |
| 9 | MA | Mastercard Inc - A | +0.3% | NEW | New buy |
| 10 | GOOGL | Alphabet Inc-cl A | +0.3% | -1.82% | Trim |
| 11 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | +7.84% | Add |
| 12 | MOAT | Vaneck Morningstar Wide Moat | +0.2% | +15.05% | Add |
| 13 | SCHX | Schwab US Large-cap ETF | +0.2% | +201.89% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | -0.26% | Trim |
| 15 | DIS | Walt Disney Co/the | +0.1% | -3.71% | Trim |
| 16 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +267.76% | Add |
| 17 | NVDA | Nvidia CORP | +0.1% | +7.18% | Add |
| 18 | SNA | Snap-on Inc | +0.1% | -8.15% | Trim |
| 19 | BA | Boeing Co/the | +0.1% | +7.84% | Add |
| 20 | IJH | Ishares Core S&p Midcap ETF | +0.1% | NEW | New buy |
| 21 | BTC | Grayscale Bitcoin Mini ETF | +0.1% | NEW | New buy |
| 22 | IJR | Ishares Core S&p Small-cap E | +0.1% | NEW | New buy |
| 23 | CVX | Chevron CORP | +0.1% | +35.53% | Add |
| 24 | AVGO | Broadcom Inc | +0.1% | -4.41% | Trim |
| 25 | NEM | Newmont CORP | +0.1% | NEW | New buy |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.73% | Add |
| 27 | IWF | Ishares Russell 1000 Growth | 0% | +0.83% | Add |
| 28 | UNH | Unitedhealth Group Inc | 0% | NEW | New buy |
| 29 | SILJ | Amplify Junior Silver Miners | 0% | +200.00% | Add |
| 30 | V | Visa Inc-class A Shares | 0% | +29.91% | Add |
| 31 | SOLV | Solventum CORP | 0% | NEW | New buy |
| 32 | QQQ | Invesco Qqq Trust Series 1 | 0% | +1.44% | Add |
| 33 | NFLX | Netflix Inc | 0% | -0.77% | Trim |
| 34 | GOOG | Alphabet Inc-cl C | 0% | +0.31% | Add |
| 35 | CRM | Salesforce Inc | 0% | NEW | New buy |
| 36 | VBK | Vanguard Small-cap Grwth ETF | 0% | +47.73% | Add |
| 37 | ✓ | On Holding AG | 0% | NEW | New buy |
| 38 | BITB | Bitwise Bitcoin ETF | 0% | NEW | New buy |
| 39 | VOO | Vanguard S&p 500 ETF | 0% | +16.30% | Add |
| 40 | SDY | Ss Spdr S&p Dividend ETF | 0% | NEW | New buy |
| 41 | VGT | Vanguard Info Tech ETF | 0% | NEW | New buy |
| 42 | PYPL | Paypal Holdings Inc | 0% | -5.55% | Trim |
| 43 | C | Citigroup Inc | 0% | NEW | New buy |
| 44 | IVV | Ishares Core S&p 500 ETF | 0% | +43.67% | Add |
| 45 | ALTREUR | Altair Engineering Inc - A | 0% | — | Unchanged |
| 46 | WFC | Wells Fargo & Co | 0% | NEW | New buy |
| 47 | IBM | Intl Business Machines CORP | 0% | +56.54% | Add |
| 48 | CRWD | Crowdstrike Holdings Inc - A | 0% | +25.00% | Add |
| 49 | IWM | Ishares Russell 2000 ETF | 0% | +9.69% | Add |
| 50 | NOC | Northrop Grumman CORP | 0% | +40.64% | Add |
According to official SEC Form 13F filings, Apriem Advisors reported a total U.S. public equity portfolio value of $1.2B across 184 disclosed positions in Q4 2024.
During Q4 2024, Apriem Advisors's top holdings by market value included SCHX (15.6%)、AAPL (6.8%)、BND (6.3%). The largest single position, SCHX, represented 15.6% of total portfolio value.
In Q4 2024, Apriem Advisors made 162 total portfolio adjustments, initiating 16 new buys, adding to 77 positions, trimming 62 holdings, and fully liquidating 7 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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