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CIK: 0001425165
Total reported value
$1.2B
$1.2B
182 檔
26.6%
In Q1 2025, Apriem Advisors's U.S. equity holdings reached a combined market value of $1.2B, distributed across 182 disclosed stock positions.
In Q1 2025, Apriem Advisors displayed an active expansion posture, initiating 182 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, BND, AAPL) accounted for 26.6% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 15.85% | +0.03% | +4.28% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 6.75% | -0.45% | +3.31% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.12% | +0.29% | -0.51% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.63% | +0.08% | -1.10% | |
| 5 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 3.61% | -0.75% | +54.28% | |
| 6 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 2.87% | +0.41% | +97.15% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.68% | -0.20% | -15.67% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.63% | +0.08% | -5.77% | |
| 9 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.52% | +0.48% | +24.85% | |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.47% | -0.25% | +21.18% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.24% | +0.38% | -1.66% | |
| 12 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 2.03% | +0.59% | +115.95% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.97% | -0.59% | +3.27% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.81% | +0.06% | +2.27% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.66% | -0.13% | -7.14% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.53% | +0.10% | +65.90% | |
| 17 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.47% | -0.02% | EXIT | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.46% | +0.01% | -0.39% | |
| 19 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.34% | -0.18% | -14.91% | |
| 20 | SNA | Snap-on Inc | Stock-Industrials | 1.28% | -0.10% | -27.88% | |
| 21 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.24% | -0.10% | +7.05% | |
| 22 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.22% | -0.08% | -13.00% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.16% | +0.24% | +6.73% | |
| 24 | ADSK | Autodesk Inc | Stock-Tech | 1.13% | -0.18% | -13.80% | |
| 25 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.10% | — | -11.16% | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.05% | +0.04% | -0.06% | |
| 27 | LRCX | Lam Research CORP | Stock-Tech | 1.01% | +0.72% | -8.05% | |
| 28 | RMD | Resmed Inc | Stock-Healthcare | 0.97% | -0.23% | -25.07% | |
| 29 | ADBE | Adobe Inc | Stock-Tech | 0.97% | -0.11% | EXIT | |
| 30 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.96% | -0.04% | -5.26% | |
| 31 | CTAS | Cintas CORP | Stock-Industrials | 0.95% | -0.06% | -27.75% | |
| 32 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.92% | -0.58% | -14.20% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.90% | -0.06% | -0.31% | |
| 34 | SLB | Slb LTD | Stock-Energy | 0.82% | -0.13% | -15.49% | |
| 35 | INTU | Intuit Inc | Stock-Tech | 0.81% | -0.40% | EXIT | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.77% | +0.07% | -52.81% | |
| 37 | AMT | American Tower CORP | Stock-Real Estate | 0.75% | -0.09% | EXIT | |
| 38 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.70% | -0.33% | — | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.69% | +0.12% | -1.04% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.67% | -0.05% | +11.66% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.66% | +0.04% | +1.51% | |
| 42 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.50% | -0.20% | -0.46% | |
| 43 | ADP | Automatic Data Processing | Stock-Tech | 0.49% | -0.01% | -15.08% | |
| 44 | BA | Boeing Co/the | Stock-Industrials | 0.47% | -0.06% | -5.92% | |
| 45 | MMM | 3m Co | Stock-Industrials | 0.44% | +0.01% | +0.48% | |
| 46 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.41% | -0.04% | — | |
| 47 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.41% | +0.01% | +2.66% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.33% | +0.02% | +0.75% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.32% | -0.01% | -0.49% | |
| 50 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.29% | -0.02% | +0.13% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | — | NEW | New buy |
| 2 | BND | Vanguard Total Bond Market | — | NEW | New buy |
| 3 | AAPL | Apple Inc | — | NEW | New buy |
| 4 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 5 | MOAT | Vaneck Morningstar Wide Moat | — | NEW | New buy |
| 6 | MGK | Vanguard Mega Cap Growth ETF | — | NEW | New buy |
| 7 | SCHF | Schwab Intl Equity ETF | — | NEW | New buy |
| 8 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 9 | QQQM | Invesco Nasdaq 100 ETF | — | NEW | New buy |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | NEW | New buy |
| 11 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 12 | MGV | Vanguard Mega Cap Value ETF | — | NEW | New buy |
| 13 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 15 | MSFT | Microsoft CORP | — | NEW | New buy |
| 16 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 17 | SPTI | Ss Spdr P Int Term Tsy ETF | — | NEW | New buy |
| 18 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 19 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 20 | SNA | Snap-on Inc | — | NEW | New buy |
| 21 | SCHZ | Schwab US Aggregate Bond ETF | — | NEW | New buy |
| 22 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 23 | VWO | Vanguard Ftse Emerging Marke | — | NEW | New buy |
| 24 | ADSK | Autodesk Inc | — | NEW | New buy |
| 25 | PYPL | Paypal Holdings Inc | — | NEW | New buy |
| 26 | SCHB | Schwab US Broad Market ETF | — | NEW | New buy |
| 27 | LRCX | Lam Research CORP | — | NEW | New buy |
| 28 | RMD | Resmed Inc | — | NEW | New buy |
| 29 | ADBE | Adobe Inc | — | NEW | New buy |
| 30 | SCHE | Schwab Emrg Mrkts Eqty ETF | — | NEW | New buy |
| 31 | CTAS | Cintas CORP | — | NEW | New buy |
| 32 | REGN | Regeneron Pharmaceuticals | — | NEW | New buy |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 34 | SLB | Slb LTD | — | NEW | New buy |
| 35 | INTU | Intuit Inc | — | NEW | New buy |
| 36 | TSLA | Tesla Inc | — | NEW | New buy |
| 37 | AMT | American Tower CORP | — | NEW | New buy |
| 38 | AEM | Agnico Eagle Mines LTD | — | NEW | New buy |
| 39 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 40 | NVDA | Nvidia CORP | — | NEW | New buy |
| 41 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 42 | GDX | Vaneck Gold Miners ETF | — | NEW | New buy |
| 43 | ADP | Automatic Data Processing | — | NEW | New buy |
| 44 | BA | Boeing Co/the | — | NEW | New buy |
| 45 | MMM | 3m Co | — | NEW | New buy |
| 46 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | NEW | New buy |
| 47 | SCHV | Schwab US Large-cap Value | — | NEW | New buy |
| 48 | ABBV | Abbvie Inc | — | NEW | New buy |
| 49 | MA | Mastercard Inc - A | — | NEW | New buy |
| 50 | VTIP | Vanguard Short-term Tips | — | NEW | New buy |
According to official SEC Form 13F filings, Apriem Advisors reported a total U.S. public equity portfolio value of $1.2B across 182 disclosed positions in Q1 2025.
During Q1 2025, Apriem Advisors's top holdings by market value included SCHX (15.8%)、BND (6.8%)、AAPL (6.1%). The largest single position, SCHX, represented 15.8% of total portfolio value.
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Top New Position Initiated
SCHX
市值: $135.3M
In Q1 2025, Apriem Advisors made 182 total portfolio adjustments, initiating 182 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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