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CIK: 0001425165
Total reported value
$1.2B
$1.2B
194 檔
34.0%
At the close of Q3 2025, Apriem Advisors disclosed equity holdings valued at approximately $1.2B, spread across 194 reported holdings.
Apriem Advisors executed strategic sector rebalancing during Q3 2025, establishing 21 new positions while fully exiting 9 holdings and trimming 77 positions.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, BND, AAPL) accounted for 34.0% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 15.96% | +0.03% | +2.77% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 7.13% | -0.45% | +24.90% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.64% | +0.29% | +1.00% | |
| 4 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 4.63% | -0.75% | +7.12% | |
| 5 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 3.74% | +0.41% | +4.64% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.58% | -0.25% | +43.30% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.28% | +0.08% | -4.06% | |
| 8 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 3.23% | +0.59% | +10.25% | |
| 9 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.81% | +0.48% | +2.52% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.69% | +0.38% | -0.53% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.33% | +0.08% | -0.88% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.05% | +0.10% | +11.80% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.86% | -0.13% | -2.23% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.81% | -0.20% | -10.69% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.61% | +0.06% | +10.25% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.47% | -0.59% | -2.04% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.35% | +0.01% | +1.36% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.31% | +0.24% | +9.11% | |
| 19 | LRCX | Lam Research CORP | Stock-Tech | 1.23% | +0.72% | -3.41% | |
| 20 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.21% | -0.02% | EXIT | |
| 21 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.09% | — | -5.28% | |
| 22 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.02% | -0.10% | +0.61% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.00% | +0.04% | +0.05% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.94% | -0.05% | -2.54% | |
| 25 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.91% | -0.08% | -3.31% | |
| 26 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.88% | -0.33% | — | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.87% | +0.07% | -3.05% | |
| 28 | ADSK | Autodesk Inc | Stock-Tech | 0.84% | -0.18% | -4.75% | |
| 29 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.84% | -0.04% | -2.14% | |
| 30 | RMD | Resmed Inc | Stock-Healthcare | 0.81% | -0.23% | -8.49% | |
| 31 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.75% | -0.18% | -11.33% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.72% | +0.12% | +0.01% | |
| 33 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.70% | — | -2.83% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | -0.06% | +0.86% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.69% | +0.04% | +0.69% | |
| 36 | INTU | Intuit Inc | Stock-Tech | 0.68% | -0.40% | EXIT | |
| 37 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.67% | -0.20% | +0.00% | |
| 38 | ADBE | Adobe Inc | Stock-Tech | 0.64% | -0.11% | EXIT | |
| 39 | CPRT | Copart Inc | Stock-Industrials | 0.64% | — | +2528.16% | |
| 40 | CTAS | Cintas CORP | Stock-Industrials | 0.56% | -0.06% | -3.89% | |
| 41 | BA | Boeing Co/the | Stock-Industrials | 0.48% | -0.06% | -0.36% | |
| 42 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.46% | -0.58% | -5.14% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.44% | +0.01% | +58.90% | |
| 44 | SLB | Slb LTD | Stock-Energy | 0.39% | -0.13% | -2.62% | |
| 45 | MMM | 3m Co | Stock-Industrials | 0.37% | +0.01% | +0.01% | |
| 46 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.37% | -0.04% | — | |
| 47 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.35% | +0.01% | -0.61% | |
| 48 | SNA | Snap-on Inc | Stock-Industrials | 0.34% | -0.10% | -32.32% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.31% | -0.04% | -7.69% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-Other | 0.31% | +0.17% | +10.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MGV | Vanguard Mega Cap Value ETF | +1.2% | +10.25% | Add |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +1.1% | +43.30% | Add |
| 3 | GS | Goldman Sachs Group Inc | +1% | -5.28% | Add |
| 4 | MOAT | Vaneck Morningstar Wide Moat | +1% | +7.12% | Add |
| 5 | MGK | Vanguard Mega Cap Growth ETF | +0.9% | +4.64% | Add |
| 6 | SCHD | Schwab US Dvd Equity ETF | +0.5% | +11.80% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.5% | -0.53% | Trim |
| 8 | BND | Vanguard Total Bond Market | +0.4% | +24.90% | Add |
| 9 | QQQM | Invesco Nasdaq 100 ETF | +0.3% | +2.52% | Add |
| 10 | NVDA | Nvidia CORP | +0.3% | -2.54% | Add |
| 11 | AVGO | Broadcom Inc | +0.3% | +58.90% | Add |
| 12 | LRCX | Lam Research CORP | +0.2% | -3.41% | Trim |
| 13 | MSFT | Microsoft CORP | +0.2% | -2.23% | Add |
| 14 | AEM | Agnico Eagle Mines LTD | +0.2% | — | Add |
| 15 | GDX | Vaneck Gold Miners ETF | +0.2% | +0.00% | Trim |
| 16 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +9.11% | Add |
| 17 | VB | Vanguard Small-cap ETF | +0.2% | +10.35% | Add |
| 18 | SCHX | Schwab US Large-cap ETF | +0.1% | +2.77% | Add |
| 19 | TSLA | Tesla Inc | +0.1% | -3.05% | Trim |
| 20 | SILJ | Amplify Junior Silver Miners | +0.1% | — | Unchanged |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | -7.69% | Trim |
| 22 | LLY | Eli Lilly & Co | +0.1% | +12.86% | Add |
| 23 | PLTR | Palantir Technologies Inc-a | +0.1% | +76.48% | Add |
| 24 | KLAC | Kla CORP | +0.1% | -2.60% | Trim |
| 25 | GEV | GE Vernova Inc | +0.1% | -0.75% | Add |
| 26 | BTC | Grayscale Bitcoin Mini ETF | 0% | +4.56% | Add |
| 27 | VBR | Vanguard Small-cap Value ETF | 0% | +13.35% | Add |
| 28 | ORCL | Oracle CORP | 0% | +5.45% | Add |
| 29 | IWF | Ishares Russell 1000 Growth | 0% | +0.69% | Add |
| 30 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.01% | Add |
| 31 | SMH | Vaneck Semiconductor ETF | 0% | — | Unchanged |
| 32 | NEM | Newmont CORP | 0% | -0.14% | Trim |
| 33 | CRWD | Crowdstrike Holdings Inc - A | 0% | -3.58% | Add |
| 34 | ETN | Eaton Corporation plc | 0% | -3.73% | Trim |
| 35 | CELH | Celsius Holdings Inc | 0% | -0.03% | Trim |
| 36 | NOC | Northrop Grumman CORP | 0% | +42.70% | Add |
| 37 | BA | Boeing Co/the | 0% | -0.36% | Trim |
| 38 | RSPT | Invesco S&p 500 Equal Weight | 0% | +0.00% | Add |
| 39 | META | Meta Platforms Inc-class A | 0% | -1.23% | Add |
| 40 | SCHG | Schwab US Large-cap Growth | 0% | +0.14% | Add |
| 41 | BAC | Bank Of America CORP | 0% | -5.88% | Add |
| 42 | NFLX | Netflix Inc | 0% | +0.58% | Trim |
| 43 | VBK | Vanguard Small-cap Grwth ETF | 0% | +6.98% | Add |
| 44 | IVV | Ishares Core S&p 500 ETF | 0% | +10.76% | Add |
| 45 | HD | Home Depot Inc | 0% | +6.79% | Add |
| 46 | WMT | Walmart Inc | 0% | +4.05% | Add |
| 47 | MS | Morgan Stanley | 0% | -1.90% | Add |
| 48 | GLD | Spdr Gold Shares | 0% | — | Add |
| 49 | XLK | Ss Technology Select Sector | 0% | — | Unchanged |
| 50 | GE | General Electric | 0% | +5.48% | Add |
According to official SEC Form 13F filings, Apriem Advisors reported a total U.S. public equity portfolio value of $1.2B across 194 disclosed positions in Q3 2025.
During Q3 2025, Apriem Advisors's top holdings by market value included SCHX (16.0%)、BND (7.1%)、AAPL (5.6%). The largest single position, SCHX, represented 16.0% of total portfolio value.
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Top New Position Initiated
CPRT
市值: $6.7M
Top Position Liquidated / Trimmed
IJR
前期市值: $431.4K
In Q3 2025, Apriem Advisors made 171 total portfolio adjustments, initiating 21 new buys, adding to 64 positions, trimming 77 holdings, and fully liquidating 9 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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