Apriem Advisors Top Holdings and 13F Report (2026) About Apriem AdvisorsInvestment ActivityApriem Advisors has $1.05 billion in total holdings as of March 31, 2026.Apriem Advisors owns shares of 186 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 8.30% of the portfolio was purchased this quarter.About 9.67% of the portfolio was sold this quarter.This quarter, Apriem Advisors has purchased 191 new stocks and bought additional shares in 51 stocks.Apriem Advisors sold shares of 72 stocks and completely divested from 18 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $144,411,093Vanguard Total Bond Market ETF $68,877,610Apple $59,465,590VanEck Morningstar Wide Moat ETF $52,462,667Vanguard Mega Cap Value ETF $45,714,766 Largest New Holdings this Quarter 46436E718 - iShares 0-3 Month Treasury Bond ETF $14,882,883 Holding98149E303 - SPDR Gold MiniShares Trust $4,887,451 Holding58733R102 - MercadoLibre $3,796,928 Holding46428Q109 - iShares Silver Trust $705,181 Holding441593100 - Houlihan Lokey $643,561 Holding Largest Purchases this Quarter iShares 0-3 Month Treasury Bond ETF 147,853 shares (about $14.88M)Vanguard FTSE Emerging Markets ETF 269,504 shares (about $14.57M)Vanguard Mega Cap Value ETF 62,118 shares (about $9.00M)Schwab US Dividend Equity ETF 251,065 shares (about $7.70M)Vanguard Small-Cap ETF 26,875 shares (about $7.04M) Largest Sales this Quarter Schwab US Large-Cap ETF 534,325 shares (about $13.70M)Vanguard Mega Cap Growth ETF 36,046 shares (about $13.24M)SPDR Portfolio Intermediate Term Treasury ETF 428,867 shares (about $12.29M)LAM RESEARCH CORP 35,931 shares (about $7.68M)Vanguard Total Bond Market ETF 98,142 shares (about $7.23M) 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$144,411,093$13,700,093 â–¼-8.7%5,632,25813.8%ETFBNDVanguard Total Bond Market ETF$68,877,610$7,227,175 â–¼-9.5%935,3296.6%ETFAAPLApple$59,465,590$522,047 â–¼-0.9%234,3105.7%Computer and TechnologyMOATVanEck Morningstar Wide Moat ETF$52,462,667$2,832,247 â–²5.7%542,5305.0%ETFMGVVanguard Mega Cap Value ETF$45,714,766$9,004,004 â–²24.5%315,3834.4%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$43,077,070$2,991,407 â–²7.5%470,0684.1%ETFVEAVanguard FTSE Developed Markets ETF$36,580,109$179,296 â–¼-0.5%570,8513.5%ETFVWOVanguard FTSE Emerging Markets ETF$34,449,183$14,566,684 â–²73.3%637,3583.3%ETFSCHDSchwab US Dividend Equity ETF$34,336,920$7,702,671 â–²28.9%1,119,1963.3%ETFGOOGLAlphabet$32,978,549$480,801 â–¼-1.4%114,6843.1%Computer and TechnologyQQQMInvesco NASDAQ 100 ETF$25,571,241$3,667,665 â–¼-12.5%107,6142.4%ETFXOMExxonMobil$24,315,523$1,449,407 â–²6.3%143,3192.3%EnergyMGKVanguard Mega Cap Growth ETF$23,204,571$13,244,742 â–¼-36.3%63,1522.2%ETFAMZNAmazon.com$19,674,642$3,176,951 â–¼-13.9%94,4671.9%Retail/WholesaleSCHFSchwab International Equity ETF$18,480,141$1,284,699 â–¼-6.5%746,6721.8%ETFSPYSPDR S&P 500 ETF Trust$16,366,245$113,158 â–¼-0.7%25,1661.6%FinanceSGOViShares 0-3 Month Treasury Bond ETF$14,882,883$14,882,883 â–²New Holding147,8531.4%ETFJPMJPMorgan Chase & Co.$13,136,725$47,066 â–¼-0.4%44,6581.3%FinanceLAM RESEARCH CORP$11,970,786$7,677,054 â–¼-39.1%56,0271.1%COM NEWGSThe Goldman Sachs Group$11,508,430$485,581 â–¼-4.0%13,6041.1%FinanceAEMAgnico Eagle Mines$11,189,273$21,313 â–¼-0.2%55,1251.1%Basic MaterialsMSFTMicrosoft$10,900,112$2,965,455 â–¼-21.4%29,4461.0%Computer and TechnologyVBVanguard Small-Cap ETF$10,737,579$7,039,039 â–²190.3%40,9961.0%ETFSCHBSchwab US Broad Market ETF$10,159,393$8,057 â–¼-0.1%404,7571.0%ETFSCHZSchwab U.S. Aggregate Bond ETF$10,130,538$570,446 â–¼-5.3%436,2851.0%ETFNVDANVIDIA$9,304,231$304,153 â–²3.4%53,3500.9%Computer and TechnologySCHESchwab Emerging Markets Equity ETF$8,972,251$56,674 â–¼-0.6%272,2990.9%ETFGRAYSCALE BITCOIN MINI TR ET$8,584,907$4,216,354 â–²96.5%286,2590.8%SHS NEWGDXVanEck Gold Miners ETF$8,488,4500.0%92,4970.8%ETFQQQInvesco QQQ$7,278,921$64,068 â–¼-0.9%12,6110.7%FinanceLMTLockheed Martin$7,258,861$2,116,009 â–¼-22.6%12,0100.7%AerospaceTSLATesla$6,665,849$49,071 â–²0.7%17,9310.6%Auto/Tires/TrucksIWFiShares Russell 1000 Growth ETF$6,650,987$23,452 â–¼-0.4%15,5980.6%ETFBRK.BBerkshire Hathaway$6,574,624$271,706 â–¼-4.0%13,7200.6%FinanceRMDResMed$6,488,819$380,943 â–¼-5.5%28,9060.6%MedicalADSKAutodesk$6,386,474$231,979 â–¼-3.5%26,6770.6%Computer and TechnologyREGNRegeneron Pharmaceuticals$6,301,652$330,690 â–¼-5.0%8,1560.6%MedicalGLDMSPDR Gold MiniShares Trust$4,887,451$4,887,451 â–²New Holding52,7290.5%FinanceCTASCintas$4,662,682$147,321 â–¼-3.1%27,5670.4%Business ServicesBABoeing$4,462,989$30,849 â–¼-0.7%22,4240.4%AerospaceVBRVanguard Small-Cap Value ETF$4,418,213$3,170,112 â–²254.0%20,3370.4%ETFINTUIntuit$4,207,057$253,807 â–¼-5.7%9,7300.4%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$4,102,5660.0%89,4000.4%ETFMELIMercadoLibre$3,796,928$3,796,928 â–²New Holding2,1960.4%Retail/WholesaleGOOGAlphabet$3,707,720$147,735 â–¼-3.8%12,9250.4%Computer and TechnologyMMM3M$3,677,9500.0%25,3250.4%Multi-Sector ConglomeratesSCHVSchwab U.S. Large-Cap Value ETF$3,564,078$60,085 â–¼-1.7%116,8550.3%ETFSLBSLB$3,552,735$202,373 â–¼-5.4%69,1330.3%EnergyAVGOBroadcom$3,549,661$982,664 â–¼-21.7%11,4690.3%Computer and TechnologyKLACKLA$3,516,115$128,100 â–¼-3.5%2,3880.3%Computer and TechnologySNASnap-On$3,501,441$252,438 â–¼-6.7%9,6400.3%Consumer DiscretionaryRSPTInvesco S&P 500 Equal Weight Technology ETF$3,238,532$45 â–²0.0%71,5540.3%ETFAMDAdvanced Micro Devices$3,182,255$46,789 â–¼-1.4%15,6430.3%Computer and TechnologyETNEaton$3,078,466$7,153 â–¼-0.2%8,6070.3%IndustrialsCOSTCostco Wholesale$3,041,318$173,391 â–²6.0%3,0520.3%Retail/WholesaleJNJJohnson & Johnson$2,944,197$39,598 â–²1.4%12,0450.3%MedicalABBVAbbVie$2,917,280$2,175 â–²0.1%13,4130.3%MedicalAMPLIFY ETF TR$2,823,4000.0%95,0000.3%AMPLIFY JUNIOR SCVXChevron$2,671,706$57,105 â–¼-2.1%12,9130.3%EnergyMAMastercard$2,648,198$104,929 â–²4.1%5,3000.3%Business ServicesVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,627,810$117,382 â–²4.7%52,6090.3%ManufacturingCRWDCrowdStrike$2,618,870$1,919,646 â–²274.5%6,7080.2%Computer and TechnologyMETAMeta Platforms$2,386,395$68,085 â–²2.9%4,1710.2%Computer and TechnologyVYMVanguard High Dividend Yield ETF$2,069,507$1,769,759 â–²590.4%13,9740.2%Financial ServicesSCHGSchwab U.S. Large-Cap Growth ETF$2,038,056$4,370 â–¼-0.2%69,9640.2%ETFVBKVanguard Small-Cap Growth ETF$1,950,117$325,523 â–²20.0%6,4520.2%ETFDIASPDR Dow Jones Industrial Average ETF Trust$1,922,2390.0%4,1500.2%FinanceIWMiShares Russell 2000 ETF$1,890,752$13,640 â–¼-0.7%7,6240.2%FinanceDISWalt Disney$1,849,973$6,160,858 â–¼-76.9%19,1950.2%Consumer DiscretionaryGE VERNOVA INC$1,762,455$91,658 â–¼-4.9%2,0190.2%COMVOOVanguard S&P 500 ETF$1,744,850$52,585 â–¼-2.9%2,9200.2%ETFQCOMQualcomm$1,741,586$2,447 â–¼-0.1%13,5240.2%Computer and TechnologyADPAutomatic Data Processing$1,713,011$112,155 â–¼-6.1%8,4310.2%Computer and TechnologyLLYEli Lilly and Company$1,686,858$4,599 â–²0.3%1,8340.2%MedicalSYKStryker$1,670,308$2,300 â–¼-0.1%5,0830.2%MedicalPFEPfizer$1,632,899$50,881 â–¼-3.0%58,1520.2%MedicalSMHVanEck Semiconductor ETF$1,597,8110.0%4,1670.2%ManufacturingSRESempra Energy$1,587,3560.0%16,3360.2%UtilitiesLOWLowe's Companies$1,550,699$83,406 â–¼-5.1%6,5630.1%Retail/WholesaleBACBank of America$1,520,909$16,673 â–¼-1.1%31,1980.1%FinanceEDConsolidated Edison$1,435,2360.0%12,6810.1%UtilitiesSBUXStarbucks$1,322,116$10,841 â–¼-0.8%14,7570.1%Retail/WholesaleNFLXNetflix$1,289,372$64,421 â–²5.3%13,4100.1%Consumer DiscretionaryMRKMerck & Co., Inc.$1,272,337$25,261 â–²2.0%10,5770.1%MedicalHONHoneywell International$1,252,012$24,412 â–²2.0%5,5390.1%Multi-Sector ConglomeratesPHParker-Hannifin$1,246,174$237,239 â–²23.5%1,3920.1%IndustrialsPANWPalo Alto Networks$1,203,522$82,404 â–²7.4%7,5070.1%Computer and TechnologyCSCOCisco Systems$1,201,032$155 â–²0.0%15,4790.1%Computer and TechnologyGDXJVanEck Junior Gold Miners ETF$1,200,400$840,280 â–²233.3%10,0000.1%ETFTAT&T$1,186,913$4,204 â–¼-0.4%40,9420.1%Computer and TechnologyADBEAdobe$1,104,069$3,315,124 â–¼-75.0%4,5420.1%Computer and TechnologyHDHome Depot$1,058,278$7,893 â–¼-0.7%3,2180.1%Retail/WholesaleRTXRTX$1,016,074$47,842 â–¼-4.5%5,2670.1%AerospaceGLDSPDR Gold Shares$1,007,739$3,873 â–¼-0.4%2,3420.1%FinanceNOCNorthrop Grumman$985,6140.0%1,4450.1%AerospaceAMTAmerican Tower$891,376$150,835 â–¼-14.5%5,1650.1%FinanceAMGNAmgen$879,6250.0%2,5000.1%MedicalVVisa$872,869$61,657 â–²7.6%2,8880.1%Business ServicesPGProcter & Gamble$823,058$27,878 â–²3.5%5,6980.1%Consumer StaplesPALANTIR TECHNOLOGIES INC$768,701$62,169 â–²8.8%5,2550.1%CL AShowing largest 100 holdings. 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