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CIK: 0001425165
Total reported value
$1.2B
$1.2B
191 檔
34.7%
As reported in its official Q4 2025 Form 13F filing, Apriem Advisors's tracked investment portfolio stood at $1.2B with 191 total positions.
In Q4 2025, Apriem Advisors adopted a defensive or profit-taking posture, trimming 94 positions and completely liquidating 7 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, BND, AAPL) accounted for 34.7% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 15.23% | +0.03% | -3.73% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 7.03% | -0.45% | +1.93% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.90% | +0.29% | +0.91% | |
| 4 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 4.88% | -0.75% | +3.93% | |
| 5 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 3.76% | +0.41% | +0.88% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.67% | -0.25% | +6.10% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.34% | +0.38% | -0.59% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.29% | +0.08% | -0.89% | |
| 9 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 3.28% | +0.59% | +2.09% | |
| 10 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.86% | +0.48% | +2.35% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.32% | +0.08% | -1.99% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.19% | +0.10% | +9.58% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.81% | +0.24% | +43.50% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.76% | -0.20% | -2.83% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.66% | -0.13% | -1.10% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.59% | +0.06% | -1.05% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.49% | -0.59% | -1.94% | |
| 18 | LRCX | Lam Research CORP | Stock-Tech | 1.44% | +0.72% | -5.50% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.33% | +0.01% | -1.25% | |
| 20 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.16% | -0.02% | EXIT | |
| 21 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.14% | — | -1.77% | |
| 22 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.99% | -0.10% | +0.08% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.98% | +0.04% | -1.83% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.88% | -0.05% | -2.86% | |
| 25 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.87% | -0.08% | -1.33% | |
| 26 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.86% | -0.33% | — | |
| 27 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.82% | -0.04% | +2.58% | |
| 28 | ADSK | Autodesk Inc | Stock-Tech | 0.75% | -0.18% | -1.49% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.73% | +0.07% | -14.40% | |
| 30 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.73% | -0.20% | -0.04% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.72% | +0.12% | +0.14% | |
| 32 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.69% | -0.18% | -1.74% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.68% | +0.04% | -0.05% | |
| 34 | RMD | Resmed Inc | Stock-Healthcare | 0.68% | -0.23% | -1.76% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | -0.06% | -2.23% | |
| 36 | INTU | Intuit Inc | Stock-Tech | 0.63% | -0.40% | EXIT | |
| 37 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.61% | -0.58% | -0.74% | |
| 38 | ADBE | Adobe Inc | Stock-Tech | 0.58% | -0.11% | EXIT | |
| 39 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.58% | — | -1.53% | |
| 40 | BTC | Grayscale Bitcoin Mini ETF | ETF-Crypto | 0.52% | -0.08% | +180.38% | |
| 41 | CPRT | Copart Inc | Stock-Industrials | 0.51% | — | -4.89% | |
| 42 | CTAS | Cintas CORP | Stock-Industrials | 0.49% | -0.06% | -2.18% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.47% | +0.01% | +4.03% | |
| 44 | BA | Boeing Co/the | Stock-Industrials | 0.45% | -0.06% | -3.92% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.39% | -0.04% | -0.52% | |
| 46 | MMM | 3m Co | Stock-Industrials | 0.37% | +0.01% | +0.11% | |
| 47 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.35% | -0.04% | +99.55% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-Other | 0.33% | +0.17% | +10.69% | |
| 49 | SNA | Snap-on Inc | Stock-Industrials | 0.33% | -0.10% | -1.32% | |
| 50 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.32% | +0.01% | -7.21% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.7% | -0.59% | Trim |
| 2 | VWO | Vanguard Ftse Emerging Marke | +0.5% | +43.50% | Add |
| 3 | BTC | Grayscale Bitcoin Mini ETF | +0.3% | +180.38% | Add |
| 4 | AAPL | Apple Inc | +0.3% | +0.91% | Add |
| 5 | MOAT | Vaneck Morningstar Wide Moat | +0.3% | +3.93% | Add |
| 6 | LRCX | Lam Research CORP | +0.2% | -5.50% | Trim |
| 7 | REGN | Regeneron Pharmaceuticals | +0.2% | -0.74% | Trim |
| 8 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +9.58% | Add |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +6.10% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | -0.52% | Trim |
| 11 | GDX | Vaneck Gold Miners ETF | +0.1% | -0.04% | Trim |
| 12 | AMD | Advanced Micro Devices | +0.1% | -4.52% | Trim |
| 13 | MGV | Vanguard Mega Cap Value ETF | +0.1% | +2.09% | Add |
| 14 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +2.35% | Add |
| 15 | GS | Goldman Sachs Group Inc | +0.1% | -1.77% | Trim |
| 16 | LLY | Eli Lilly & Co | 0% | -5.72% | Trim |
| 17 | SILJ | Amplify Junior Silver Miners | 0% | — | Unchanged |
| 18 | AVGO | Broadcom Inc | 0% | +4.03% | Add |
| 19 | MGK | Vanguard Mega Cap Growth ETF | 0% | +0.88% | Add |
| 20 | XOM | Exxon Mobil CORP | 0% | -1.94% | Trim |
| 21 | VB | Vanguard Small-cap ETF | 0% | +10.69% | Add |
| 22 | KLAC | Kla CORP | 0% | -1.55% | Trim |
| 23 | JNJ | Johnson & Johnson | 0% | -0.23% | Trim |
| 24 | MRK | Merck & Co. Inc. | 0% | -1.16% | Trim |
| 25 | MU | Micron Technology Inc | 0% | +3.89% | Add |
| 26 | COHR | Coherent CORP | 0% | — | Unchanged |
| 27 | VEA | Vanguard Ftse Developed ETF | 0% | -0.89% | Trim |
| 28 | NEM | Newmont CORP | 0% | -0.12% | Trim |
| 29 | SMH | Vaneck Semiconductor ETF | 0% | +0.05% | Add |
| 30 | SCHW | Schwab (charles) CORP | 0% | +13.44% | Add |
| 31 | CSCO | Cisco Systems Inc | 0% | +0.51% | Add |
| 32 | PH | Parker Hannifin CORP | 0% | -0.09% | Trim |
| 33 | GLD | Spdr Gold Shares | 0% | +3.48% | Add |
| 34 | BMY | Bristol-myers Squibb Co | 0% | +3.84% | Add |
| 35 | ISRG | Intuitive Surgical Inc | 0% | -1.30% | Trim |
| 36 | AMGN | Amgen Inc | 0% | +0.20% | Add |
| 37 | VBK | Vanguard Small-cap Grwth ETF | 0% | +5.25% | Add |
| 38 | BAC | Bank Of America CORP | 0% | -0.60% | Trim |
| 39 | FCX | Freeport-mcmoran Inc | 0% | +13.12% | Add |
| 40 | GEV | GE Vernova Inc | 0% | +0.66% | Add |
| 41 | CRM | Salesforce Inc | 0% | +4.24% | Add |
| 42 | XNCMX | Nuveen Ca Amt-fr Muni Inc | 0% | +10.68% | Add |
| 43 | CEG | Constellation Energy | 0% | -0.07% | Trim |
| 44 | AHR | American Healthcare Reit Inc | 0% | -0.94% | Trim |
| 45 | WFC | Wells Fargo & Co | 0% | -3.89% | Trim |
| 46 | QQQ | Invesco Qqq Trust Series 1 | — | +0.14% | Add |
| 47 | MMM | 3m Co | — | +0.11% | Add |
| 48 | NYT | New York Times Co-a | — | — | Unchanged |
| 49 | CSGP | Costar Group Inc | — | -0.45% | Trim |
| 50 | DIA | Ss Spdr Dow Jones Indus Avg | — | — | Unchanged |
According to official SEC Form 13F filings, Apriem Advisors reported a total U.S. public equity portfolio value of $1.2B across 191 disclosed positions in Q4 2025.
During Q4 2025, Apriem Advisors's top holdings by market value included SCHX (15.2%)、BND (7.0%)、AAPL (5.9%). The largest single position, SCHX, represented 15.2% of total portfolio value.
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Top New Position Initiated
GKOS
市值: $385.2K
Top Position Liquidated / Trimmed
COR
前期市值: $396.3K
In Q4 2025, Apriem Advisors made 166 total portfolio adjustments, initiating 4 new buys, adding to 61 positions, trimming 94 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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