Apriem Advisors Top Holdings and 13F Report (2025) About Apriem AdvisorsInvestment ActivityApriem Advisors has $853.48 million in total holdings as of March 31, 2025.Apriem Advisors owns shares of 182 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 7.52% of the portfolio was purchased this quarter.About 5.89% of the portfolio was sold this quarter.This quarter, Apriem Advisors has purchased 184 new stocks and bought additional shares in 63 stocks.Apriem Advisors sold shares of 72 stocks and completely divested from 9 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $135,295,902Vanguard Total Bond Market ETF $57,637,644Apple $52,196,186Vanguard FTSE Developed Markets ETF $31,013,426VanEck Morningstar Wide Moat ETF $30,771,989 Largest New Holdings this Quarter 45782C417 - Innovator U.S. Equity Power Buffer ETF - February $327,753 Holding21037T109 - Constellation Energy $298,614 Holding369604301 - GE Aerospace $281,679 Holding69608A108 - PALANTIR TECHNOLOGIES INC $237,755 Holding45784N783 - INNOVATOR ETFS TRUST $225,578 Holding Largest Purchases this Quarter Vanguard Mega Cap Growth ETF 39,036 shares (about $12.06M)VanEck Morningstar Wide Moat ETF 123,029 shares (about $10.83M)Vanguard Mega Cap Value ETF 72,249 shares (about $9.31M)Schwab US Large-Cap ETF 251,287 shares (about $5.55M)Schwab US Dividend Equity ETF 185,929 shares (about $5.20M) Largest Sales this Quarter Tesla 28,340 shares (about $7.34M)Schwab International Equity ETF 214,686 shares (about $4.25M)Snap-on 12,523 shares (about $4.22M)American Tower 17,088 shares (about $3.72M)Cintas 15,197 shares (about $3.12M) Sector Allocation Over TimeMap of 500 Largest Holdings ofApriem Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$135,295,902$5,548,418 ▲4.3%6,127,53115.9%ETFBNDVanguard Total Bond Market ETF$57,637,644$1,849,031 ▲3.3%784,7196.8%ETFAAPLApple$52,196,186$266,779 ▼-0.5%234,9806.1%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$31,013,426$344,526 ▼-1.1%610,1403.6%ETFMOATVanEck Morningstar Wide Moat ETF$30,771,989$10,826,573 ▲54.3%349,6813.6%ETFMGKVanguard Mega Cap Growth ETF$24,468,238$12,057,440 ▲97.2%79,2162.9%ETFSCHFSchwab International Equity ETF$22,855,938$4,246,491 ▼-15.7%1,155,5072.7%ETFAMZNAmazon.com$22,464,759$1,376,721 ▼-5.8%118,0742.6%Retail/WholesaleQQQMInvesco NASDAQ 100 ETF$21,495,286$4,279,060 ▲24.9%111,3632.5%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$21,061,575$3,681,033 ▲21.2%229,6042.5%ETFGOOGLAlphabet$19,121,191$322,890 ▼-1.7%123,6492.2%Computer and TechnologyMGVVanguard Mega Cap Value ETF$17,336,324$9,308,561 ▲116.0%134,5572.0%ETFXOMExxon Mobil$16,838,923$533,404 ▲3.3%141,5862.0%EnergySPYSPDR S&P 500 ETF Trust$15,472,656$343,476 ▲2.3%27,6591.8%FinanceMSFTMicrosoft$14,192,429$1,091,639 ▼-7.1%37,8071.7%Computer and TechnologySCHDSchwab US Dividend Equity ETF$13,087,187$5,198,577 ▲65.9%468,0681.5%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$12,587,089$317,810 ▲2.6%440,4161.5%ETFJPMJPMorgan Chase & Co.$12,494,981$48,815 ▼-0.4%50,9371.5%FinanceLMTLockheed Martin$11,469,991$2,009,348 ▼-14.9%25,6761.3%AerospaceSNASnap-on$10,918,426$4,220,497 ▼-27.9%32,3971.3%Consumer DiscretionarySCHZSchwab U.S. Aggregate Bond ETF$10,567,537$695,703 ▲7.0%456,2841.2%ETFDISWalt Disney$10,435,773$1,559,464 ▼-13.0%105,7321.2%Consumer DiscretionaryVWOVanguard FTSE Emerging Markets ETF$9,892,311$623,955 ▲6.7%218,5661.2%ETFADSKAutodesk$9,609,893$1,539,122 ▼-13.8%36,7071.1%Computer and TechnologyPYPLPayPal$9,396,587$1,180,046 ▼-11.2%144,0091.1%Computer and TechnologySCHBSchwab US Broad Market ETF$8,968,757$5,662 ▼-0.1%416,5701.1%ETFLAM RESEARCH CORP$8,656,695$758,335 ▼-8.1%119,0741.0%COM NEWRMDResMed$8,282,450$2,771,487 ▼-25.1%37,0001.0%MedicalADBEAdobe$8,239,759$1,338,520 ▼-14.0%21,4841.0%Computer and TechnologySCHESchwab Emerging Markets Equity ETF$8,165,755$453,610 ▼-5.3%296,1821.0%ETFCTASCintas$8,134,055$3,123,439 ▼-27.7%39,5761.0%Business ServicesREGNRegeneron Pharmaceuticals$7,887,284$1,305,245 ▼-14.2%12,4360.9%MedicalBRK.BBerkshire Hathaway$7,720,812$23,966 ▼-0.3%14,4970.9%FinanceSLBSchlumberger$7,000,016$1,283,306 ▼-15.5%167,4640.8%EnergyINTUIntuit$6,912,353$2,775,256 ▼-28.6%11,2580.8%Computer and TechnologyTSLATesla$6,561,672$7,344,594 ▼-52.8%25,3190.8%Auto/Tires/TrucksAMTAmerican Tower$6,424,640$3,718,349 ▼-36.7%29,5250.8%FinanceAEMAgnico Eagle Mines$5,962,5500.0%55,0000.7%Basic MaterialsQQQInvesco QQQ$5,916,127$61,900 ▼-1.0%12,6160.7%FinanceNVDANVIDIA$5,714,554$596,524 ▲11.7%52,7270.7%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$5,593,486$83,415 ▲1.5%15,4900.7%ETFGDXVanEck Gold Miners ETF$4,260,729$19,859 ▼-0.5%92,6850.5%ETFADPAutomatic Data Processing$4,212,648$747,938 ▼-15.1%13,7880.5%Business ServicesBABoeing$4,036,697$254,127 ▼-5.9%23,6680.5%AerospaceMMM3M$3,714,824$17,623 ▲0.5%25,2950.4%Multi-Sector ConglomeratesXLUUtilities Select Sector SPDR Fund$3,532,4800.0%44,8000.4%ETFSCHVSchwab U.S. Large-Cap Value ETF$3,462,497$89,575 ▲2.7%130,2670.4%ETFABBVAbbVie$2,810,884$20,953 ▲0.8%13,4150.3%MedicalMAMastercard$2,754,303$13,703 ▼-0.5%5,0250.3%Business ServicesVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,493,080$3,194 ▲0.1%49,9610.3%ManufacturingRSPTInvesco S&P 500 Equal Weight Technology ETF$2,446,938$34 ▲0.0%71,5470.3%ETFCOSTCostco Wholesale$2,435,391$110,657 ▲4.8%2,5750.3%Retail/WholesaleETNEaton$2,426,355$77,200 ▼-3.1%8,9260.3%IndustrialsSYKStryker$2,418,466$77,811 ▼-3.1%6,4960.3%MedicalAMDAdvanced Micro Devices$2,320,794$131,096 ▲6.0%22,5890.3%Computer and TechnologyMETAMeta Platforms$2,312,960$31,700 ▲1.4%4,0130.3%Computer and TechnologyCVXChevron$2,205,297$66,417 ▼-2.9%13,1820.3%EnergyGOOGAlphabet$2,111,118$85,932 ▲4.2%13,5120.2%Computer and TechnologyQCOMQUALCOMM$2,109,483$188,643 ▲9.8%13,7320.2%Computer and TechnologyJNJJohnson & Johnson$1,994,073$31,676 ▼-1.6%12,0240.2%MedicalSCHGSchwab U.S. Large-Cap Growth ETF$1,908,034$922,804 ▲93.7%76,1990.2%ETFGRAYSCALE BITCOIN MINI TR ET$1,801,037$1,141,480 ▲173.1%49,3570.2%SHS NEWKLACKLA$1,754,564$86,335 ▼-4.7%2,5810.2%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$1,742,5020.0%4,1500.2%FinanceLOWLowe's Companies$1,690,905$26,125 ▼-1.5%7,2490.2%Retail/WholesaleSBUXStarbucks$1,606,979$8,142 ▼-0.5%16,3820.2%Retail/WholesaleVOOVanguard S&P 500 ETF$1,595,324$514 ▲0.0%3,1040.2%ETFIWMiShares Russell 2000 ETF$1,528,492$38,502 ▲2.6%7,6620.2%FinanceAVGOBroadcom$1,488,454$50,899 ▼-3.3%8,8900.2%Computer and TechnologyPFEPfizer$1,486,597$70,166 ▲5.0%58,6660.2%MedicalNFLXNetflix$1,478,060$196,764 ▼-11.7%1,5850.2%Consumer DiscretionaryEDConsolidated Edison$1,412,3450.0%12,7710.2%UtilitiesVBVanguard Small-Cap ETF$1,400,542$1,062,327 ▲314.1%6,3150.2%ETFBACBank of America$1,202,844$4,882 ▲0.4%28,8240.1%FinancePANWPalo Alto Networks$1,199,258$5,460 ▼-0.5%7,0280.1%Computer and TechnologyAMPLIFY ETF TR$1,151,400$424,200 ▲58.3%95,0000.1%AMPLIFY JUNIOR SVBKVanguard Small-Cap Growth ETF$1,150,427$445,920 ▲63.3%4,5690.1%ETFTAT&T$1,114,0380.0%39,3930.1%Computer and TechnologyHONHoneywell International$1,097,879$24,143 ▲2.2%5,1840.1%Multi-Sector ConglomeratesPGProcter & Gamble$1,024,123$21,134 ▼-2.0%6,0090.1%Consumer StaplesHDHome Depot$973,413$7,696 ▼-0.8%2,6560.1%Retail/WholesaleMRKMerck & Co., Inc.$957,592$51,165 ▼-5.1%10,6680.1%MedicalVVisa$954,653$165,768 ▼-14.8%2,7240.1%Business ServicesCSCOCisco Systems$941,075$31,721 ▲3.5%15,2490.1%Computer and TechnologySMHVanEck Semiconductor ETF$880,8150.0%4,1650.1%ManufacturingRTXRTX$796,277$15,367 ▼-1.9%6,0110.1%AerospacePHParker-Hannifin$794,460$34,647 ▲4.6%1,3070.1%IndustrialsAMGNAmgen$775,760$39,255 ▼-4.8%2,4900.1%MedicalBMYBristol-Myers Squibb$701,782$211,889 ▼-23.2%11,5060.1%MedicalLLYEli Lilly and Company$648,339$30,559 ▲4.9%7850.1%MedicalCELHCelsius$646,4670.0%18,1490.1%Consumer StaplesCVBFCVB Financial$636,8700.0%34,5000.1%FinanceSCHWCharles Schwab$636,552$15,814 ▲2.5%8,1310.1%FinanceUNPUnion Pacific$614,460$17,718 ▲3.0%2,6010.1%TransportationGLDSPDR Gold Shares$610,281$34,001 ▲5.9%2,1180.1%FinanceGE VERNOVA INC$609,345$311,389 ▲104.5%1,9960.1%COMFASTFastenal$608,7680.0%7,8500.1%Retail/WholesaleIVViShares Core S&P 500 ETF$608,625$3,372 ▼-0.6%1,0830.1%ETFPEPPepsiCo$605,633$17,394 ▼-2.8%4,0390.1%Consumer StaplesVBRVanguard Small-Cap Value ETF$604,697$246,462 ▲68.8%3,2460.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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