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CIK: 0001425165
Total reported value
$1.2B
$1.2B
187 檔
29.2%
As reported in its official Q2 2025 Form 13F filing, Apriem Advisors's tracked investment portfolio stood at $1.2B with 187 total positions.
Apriem Advisors executed strategic sector rebalancing during Q2 2025, establishing 11 new positions while fully exiting 6 holdings and trimming 63 positions.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, BND, AAPL) accounted for 29.2% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 16.19% | +0.03% | +1.71% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 6.35% | -0.45% | +3.45% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.06% | +0.29% | -1.30% | |
| 4 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 4.60% | -0.75% | +31.83% | |
| 5 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 3.66% | +0.41% | +18.63% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.66% | +0.08% | -1.13% | |
| 7 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 3.14% | +0.59% | +67.23% | |
| 8 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.83% | +0.48% | +5.31% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.81% | -0.25% | +25.30% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.63% | +0.08% | -4.35% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.20% | +0.38% | -4.83% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.16% | -0.20% | -20.37% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.05% | -0.13% | +2.45% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.00% | +0.10% | +51.40% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.61% | -0.59% | -0.91% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.53% | +0.06% | -16.02% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.38% | +0.01% | -12.10% | |
| 18 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.36% | -0.02% | EXIT | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.24% | +0.24% | +7.49% | |
| 20 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.15% | -0.08% | -17.60% | |
| 21 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.15% | — | +2019.33% | |
| 22 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.13% | -0.10% | +0.31% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.04% | +0.04% | -1.00% | |
| 24 | LRCX | Lam Research CORP | Stock-Tech | 1.04% | +0.72% | -15.39% | |
| 25 | ADSK | Autodesk Inc | Stock-Tech | 0.97% | -0.18% | -19.74% | |
| 26 | RMD | Resmed Inc | Stock-Healthcare | 0.93% | -0.23% | -7.99% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.92% | -0.05% | +3.38% | |
| 28 | INTU | Intuit Inc | Stock-Tech | 0.91% | -0.40% | EXIT | |
| 29 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.90% | — | -21.22% | |
| 30 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.88% | -0.18% | -30.67% | |
| 31 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.87% | -0.04% | -7.84% | |
| 32 | ADBE | Adobe Inc | Stock-Tech | 0.85% | -0.11% | EXIT | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.75% | -0.06% | -0.06% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.75% | +0.12% | +0.69% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.72% | +0.07% | -15.29% | |
| 36 | CTAS | Cintas CORP | Stock-Industrials | 0.72% | -0.06% | -23.57% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.70% | +0.04% | +0.41% | |
| 38 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.70% | -0.33% | +0.42% | |
| 39 | BA | Boeing Co/the | Stock-Industrials | 0.53% | -0.06% | -0.35% | |
| 40 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.51% | -0.20% | -0.16% | |
| 41 | SNA | Snap-on Inc | Stock-Industrials | 0.51% | -0.10% | -52.23% | |
| 42 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.51% | -0.58% | -26.69% | |
| 43 | SLB | Slb LTD | Stock-Energy | 0.44% | -0.13% | -27.18% | |
| 44 | MMM | 3m Co | Stock-Industrials | 0.41% | +0.01% | — | |
| 45 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.39% | -0.04% | — | |
| 46 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.38% | +0.01% | -1.09% | |
| 47 | ADP | Automatic Data Processing | Stock-Tech | 0.37% | -0.01% | -17.86% | |
| 48 | AMD | Advanced Micro Devices | Stock-Tech | 0.35% | +0.34% | +1.66% | |
| 49 | ETN | Eaton Corporation plc | Stock-Industrials | 0.34% | +0.03% | +0.11% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.32% | -0.03% | +1.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MGV | Vanguard Mega Cap Value ETF | +1.1% | +67.23% | Add |
| 2 | GS | Goldman Sachs Group Inc | +1.1% | +2019.33% | Add |
| 3 | MOAT | Vaneck Morningstar Wide Moat | +1% | +31.83% | Add |
| 4 | MGK | Vanguard Mega Cap Growth ETF | +0.8% | +18.63% | Add |
| 5 | SCHD | Schwab US Dvd Equity ETF | +0.5% | +51.40% | Add |
| 6 | MSFT | Microsoft CORP | +0.4% | +2.45% | Add |
| 7 | SCHX | Schwab US Large-cap ETF | +0.3% | +1.71% | Add |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.3% | +25.30% | Add |
| 9 | QQQM | Invesco Nasdaq 100 ETF | +0.3% | +5.31% | Add |
| 10 | NVDA | Nvidia CORP | +0.3% | +3.38% | Add |
| 11 | VB | Vanguard Small-cap ETF | +0.1% | +83.06% | Add |
| 12 | INTU | Intuit Inc | +0.1% | -3.20% | Trim |
| 13 | AVGO | Broadcom Inc | +0.1% | -0.35% | Trim |
| 14 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +7.49% | Add |
| 15 | AMD | Advanced Micro Devices | +0.1% | +1.66% | Add |
| 16 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.69% | Add |
| 17 | BA | Boeing Co/the | +0.1% | -0.35% | Trim |
| 18 | ETN | Eaton Corporation plc | +0.1% | +0.11% | Add |
| 19 | LLY | Eli Lilly & Co | +0.1% | +118.98% | Add |
| 20 | META | Meta Platforms Inc-class A | +0.1% | +1.64% | Add |
| 21 | NFLX | Netflix Inc | +0.1% | -1.70% | Trim |
| 22 | GEV | GE Vernova Inc | +0.1% | +6.51% | Add |
| 23 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +44.24% | Add |
| 24 | IWF | Ishares Russell 1000 Growth | 0% | +0.41% | Add |
| 25 | BTC | Grayscale Bitcoin Mini ETF | 0% | +0.67% | Add |
| 26 | KLAC | Kla CORP | 0% | — | Unchanged |
| 27 | VBR | Vanguard Small-cap Value ETF | 0% | +56.19% | Add |
| 28 | VEA | Vanguard Ftse Developed ETF | 0% | -1.13% | Trim |
| 29 | LRCX | Lam Research CORP | 0% | -15.39% | Trim |
| 30 | GOOG | Alphabet Inc-cl C | 0% | +8.32% | Add |
| 31 | BAC | Bank Of America CORP | 0% | +16.96% | Add |
| 32 | IBIT | Ishares Bitcoin Trust ETF | 0% | NEW | New buy |
| 33 | CRM | Salesforce Inc | 0% | +103.41% | Add |
| 34 | CPRT | Copart Inc | 0% | NEW | New buy |
| 35 | ZMAR | Inovatr E D Prct ETF - 1 Mar | 0% | NEW | New buy |
| 36 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | NEW | New buy |
| 37 | SEIC | Sei Investments Company | 0% | NEW | New buy |
| 38 | FCX | Freeport-mcmoran Inc | 0% | NEW | New buy |
| 39 | RSPT | Invesco S&p 500 Equal Weight | 0% | +0.00% | Add |
| 40 | SCHG | Schwab US Large-cap Growth | 0% | +1.67% | Add |
| 41 | SMH | Vaneck Semiconductor ETF | 0% | — | Unchanged |
| 42 | SILJ | Amplify Junior Silver Miners | 0% | — | Unchanged |
| 43 | MU | Micron Technology Inc | 0% | NEW | New buy |
| 44 | CMG | Chipotle Mexican Grill Inc | 0% | NEW | New buy |
| 45 | ORCL | Oracle CORP | 0% | +1.69% | Add |
| 46 | AHR | American Healthcare Reit Inc | 0% | NEW | New buy |
| 47 | KO | Coca-cola Co/the | 0% | NEW | New buy |
| 48 | IRM | Iron Mountain Inc | 0% | NEW | New buy |
| 49 | WMT | Walmart Inc | 0% | +38.97% | Add |
| 50 | GDX | Vaneck Gold Miners ETF | 0% | -0.16% | Trim |
According to official SEC Form 13F filings, Apriem Advisors reported a total U.S. public equity portfolio value of $1.2B across 187 disclosed positions in Q2 2025.
During Q2 2025, Apriem Advisors's top holdings by market value included SCHX (16.2%)、BND (6.3%)、AAPL (5.1%). The largest single position, SCHX, represented 16.2% 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.
Top New Position Initiated
IBIT
市值: $302.6K
Top Position Liquidated / Trimmed
IJR
前期市值: $431.4K
In Q2 2025, Apriem Advisors made 139 total portfolio adjustments, initiating 11 new buys, adding to 59 positions, trimming 63 holdings, and fully liquidating 6 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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