Apriem Advisors Top Holdings and 13F Report (2026)

About Apriem Advisors

Investment Activity

Apriem Advisors has $1.16 billion in total holdings as of June 30, 2026.
Apriem Advisors owns shares of 182 different stocks, but just 31 companies or ETFs make up 80% of its holdings.
Approximately 8.06% of the portfolio was purchased this quarter.
About 5.59% of the portfolio was sold this quarter.
This quarter, Apriem Advisors has purchased 186 new stocks and bought additional shares in 73 stocks.
Apriem Advisors sold shares of 60 stocks and completely divested from 17 stocks this quarter.

Largest Holdings

Schwab US Large-Cap ETF: $159,482,482
Vanguard Total Bond Market ETF: $70,730,991
Apple: $68,998,585
Vanguard Mega Cap Value ETF: $57,146,697
VanEck Morningstar Wide Moat ETF: $49,249,300

Largest New Holdings this Quarter

008073108 - AeroVironment: $6,766,384 Holding
125269100 - CF Industries: $5,928,560 Holding
09260D107 - Blackstone: $2,543,555 Holding
438516205 - HONEYWELL INTL INC: $620,427 Holding
43849R105 - HONEYWELL AEROSPACE INC: $612,392 Holding

Largest Purchases this Quarter

Vanguard Mega Cap Growth ETF: 280,577 shares (about $24.67M)
SPDR Gold MiniShares Trust: 106,476 shares (about $8.46M)
AeroVironment: 40,991 shares (about $6.77M)
KLA: 21,524 shares (about $6.49M)
CF Industries: 54,762 shares (about $5.93M)

Largest Sales this Quarter

iShares 0-3 Month Treasury Bond ETF: 115,983 shares (about $11.68M)
VanEck Morningstar Wide Moat ETF: 68,797 shares (about $7.15M)
Schwab US Large-Cap ETF: 213,213 shares (about $6.27M)
Regeneron Pharmaceuticals: 7,722 shares (about $4.81M)
LAM RESEARCH CORP: 6,456 shares (about $2.80M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SCHX Schwab US Large-Cap ETF	$159,482,482	$6,274,858 â–¼	-3.8%	5,419,045	13.8%	ETF
BND Vanguard Total Bond Market ETF	$70,730,991	$2,068,474 â–²	3.0%	963,506	6.1%	ETF
AAPL Apple	$68,998,585	$1,198,531 â–²	1.8%	238,452	6.0%	Technology
MGV Vanguard Mega Cap Value ETF	$57,146,697	$5,597,345 â–²	10.9%	349,628	4.9%	ETF
MOAT VanEck Morningstar Wide Moat ETF	$49,249,300	$7,152,139 â–¼	-12.7%	473,733	4.3%	ETF
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$44,611,320	$1,534,327 â–²	3.6%	486,811	3.9%	ETF
VEA Vanguard FTSE Developed Markets ETF	$41,234,803	$561,664 â–²	1.4%	578,734	3.6%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$40,742,974	$2,699,063 â–²	7.1%	682,576	3.5%	ETF
GOOGL Alphabet	$40,742,795	$241,940 â–¼	-0.6%	114,007	3.5%	Communication Services
SCHD Schwab US Dividend Equity ETF	$39,015,051	$3,525,358 â–²	9.9%	1,230,371	3.4%	ETF
QQQM Invesco NASDAQ 100 ETF	$33,757,579	$1,153,712 â–²	3.5%	111,422	2.9%	ETF
MGK Vanguard Mega Cap Growth ETF	$30,217,216	$24,665,524 â–²	444.3%	343,729	2.6%	ETF
AMZN Amazon.com	$22,648,020	$132,755 â–²	0.6%	95,024	2.0%	Consumer Discretionary
LAM RESEARCH CORP	$21,480,436	$2,797,557 â–¼	-11.5%	49,571	1.9%	COM NEW
XOM ExxonMobil	$19,933,450	$338,928 â–²	1.7%	145,798	1.7%	Energy
SPY SPDR S&P 500 ETF Trust	$18,733,367	$59,741 â–¼	-0.3%	25,086	1.6%	ETF
SCHF Schwab International Equity ETF	$18,053,753	$2,629,063 â–¼	-12.7%	651,760	1.6%	ETF
JPM JPMorgan Chase & Co.	$14,580,535	$37,315 â–¼	-0.3%	44,544	1.3%	Finance
VB Vanguard Small-Cap ETF	$13,733,081	$1,306,440 â–²	10.5%	45,306	1.2%	ETF
GS The Goldman Sachs Group	$12,745,277	$1,013,392 â–¼	-7.4%	12,602	1.1%	Finance
GLDM SPDR Gold MiniShares Trust	$12,644,061	$8,456,324 â–²	201.9%	159,205	1.1%	ETF
SCHB Schwab US Broad Market ETF	$11,721,797	$29 â–²	0.0%	404,758	1.0%	ETF
MSFT Microsoft	$10,482,252	$501,713 â–¼	-4.6%	28,101	0.9%	Technology
SCHZ Schwab U.S. Aggregate Bond ETF	$10,041,982	$49,290 â–¼	-0.5%	434,154	0.9%	ETF
NVDA NVIDIA	$9,664,208	$1,010,661 â–¼	-9.5%	48,299	0.8%	Technology
SCHE Schwab Emerging Markets Equity ETF	$9,460,332	$413,218 â–¼	-4.2%	260,903	0.8%	ETF
QQQ Invesco QQQ	$9,406,841	$120,034 â–²	1.3%	12,774	0.8%	ETF
GRAYSCALE BITCOIN MINI TR ET	$8,568,742	$1,140,321 â–²	15.4%	330,202	0.7%	SHS NEW
AEM Agnico Eagle Mines	$8,551,541		0.0%	55,125	0.7%	Materials
TSLA Tesla	$8,210,932	$669,173 â–²	8.9%	19,522	0.7%	Consumer Discretionary
IWF iShares Russell 1000 Growth ETF	$7,750,443	$5,813,639 â–²	300.2%	62,418	0.7%	ETF
AMD Advanced Micro Devices	$7,369,424	$1,717,751 â–¼	-18.9%	12,686	0.6%	Technology
KLAC KLA	$7,214,490	$6,494,006 â–²	901.3%	23,912	0.6%	Technology
GDX VanEck Gold Miners ETF	$7,022,132	$43,233 â–²	0.6%	93,070	0.6%	ETF
AVAV AeroVironment	$6,766,384	$6,766,384 â–²	New Holding	40,991	0.6%	Industrials
BRK.B Berkshire Hathaway	$6,633,170	$232,181 â–¼	-3.4%	13,256	0.6%	Finance
CF CF Industries	$5,928,560	$5,928,560 â–²	New Holding	54,762	0.5%	Materials
LMT Lockheed Martin	$5,879,460	$238,928 â–¼	-3.9%	11,541	0.5%	Industrials
VBR Vanguard Small-Cap Value ETF	$5,387,817	$446,130 â–²	9.0%	22,173	0.5%	ETF
ADSK Autodesk	$5,023,230	$163,313 â–¼	-3.1%	25,837	0.4%	Technology
RSPT Invesco S&P 500 Equal Weight Technology ETF	$4,680,445	$65,210 â–²	1.4%	72,565	0.4%	ETF
RMD ResMed	$4,529,830	$1,103,420 â–¼	-19.6%	23,244	0.4%	Healthcare
CTAS Cintas	$4,380,580	$308,015 â–¼	-6.6%	25,756	0.4%	Industrials
CRWD CrowdStrike	$4,379,660	$739,483 â–¼	-14.4%	5,739	0.4%	Technology
BA Boeing	$4,292,968	$561,082 â–¼	-11.6%	19,832	0.4%	Industrials
MMM 3M	$4,100,371		0.0%	25,325	0.4%	Industrials
SCHV Schwab U.S. Large-Cap Value ETF	$4,067,723		0.0%	116,855	0.4%	ETF
XLU Utilities Select Sector SPDR Fund	$4,053,396		0.0%	89,400	0.4%	ETF
AVGO Broadcom	$4,004,463	$327,882 â–¼	-7.6%	10,601	0.3%	Technology
ETN Eaton	$3,668,893	$1,278 â–²	0.0%	8,610	0.3%	Industrials
MELI MercadoLibre	$3,601,862	$125,607 â–¼	-3.4%	2,122	0.3%	Consumer Discretionary
GOOG Alphabet	$3,548,569	$1,018,319 â–¼	-22.3%	10,043	0.3%	Communication Services
ABBV AbbVie	$3,440,852	$65,677 â–²	1.9%	13,674	0.3%	Healthcare
SGOV iShares 0-3 Month Treasury Bond ETF	$3,208,328	$11,675,918 â–¼	-78.4%	31,870	0.3%	ETF
MU Micron Technology	$3,131,989	$516,034 â–²	19.7%	2,713	0.3%	Technology
VYM Vanguard High Dividend Yield ETF	$3,087,262	$878,959 â–²	39.8%	19,536	0.3%	ETF
JNJ Johnson & Johnson	$3,084,380	$25,396 â–²	0.8%	12,145	0.3%	Healthcare
MA Mastercard	$2,733,379	$11,299 â–²	0.4%	5,322	0.2%	Finance
SMH VanEck Semiconductor ETF	$2,713,730	$19,679 â–¼	-0.7%	4,137	0.2%	ETF
SNA Snap-On	$2,695,275	$1,183,861 â–¼	-30.5%	6,698	0.2%	Industrials
COST Costco Wholesale	$2,633,619	$221,729 â–¼	-7.8%	2,815	0.2%	Consumer Staples
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$2,617,482	$25,065 â–¼	-0.9%	52,110	0.2%	ETF
IWM iShares Russell 2000 ETF	$2,583,570	$292,939 â–²	12.8%	8,599	0.2%	ETF
PANW Palo Alto Networks	$2,551,512	$8,526 â–¼	-0.3%	7,482	0.2%	Technology
BX Blackstone	$2,543,555	$2,543,555 â–²	New Holding	21,616	0.2%	Finance
LLY Eli Lilly and Company	$2,541,592	$341,838 â–²	15.5%	2,119	0.2%	Healthcare
QCOM Qualcomm	$2,496,744	$2,402 â–¼	-0.1%	13,511	0.2%	Technology
AMPLIFY ETF TR	$2,462,400		0.0%	95,000	0.2%	JR SILV MINE ETF
VBK Vanguard Small-Cap Growth ETF	$2,446,167	$86,671 â–²	3.7%	6,689	0.2%	ETF
SLB SLB	$2,384,546	$829,421 â–¼	-25.8%	51,292	0.2%	Energy
SCHG Schwab U.S. Large-Cap Growth ETF	$2,375,045	$7,479 â–²	0.3%	70,185	0.2%	ETF
META Meta Platforms	$2,366,429	$16,899 â–²	0.7%	4,201	0.2%	Communication Services
DIA SPDR Dow Jones Industrial Average ETF Trust	$2,167,919		0.0%	4,150	0.2%	ETF
VOO Vanguard S&P 500 ETF	$1,972,656	$32,969 â–¼	-1.6%	2,872	0.2%	ETF
CSCO Cisco Systems	$1,827,809	$9,632 â–²	0.5%	15,561	0.2%	Technology
BAC Bank of America	$1,766,119	$11,567 â–¼	-0.7%	30,995	0.2%	Finance
ADP Automatic Data Processing	$1,737,852	$150,270 â–¼	-8.0%	7,760	0.2%	Industrials
CVX Chevron	$1,657,502	$483,044 â–¼	-22.6%	9,999	0.1%	Energy
SYK Stryker	$1,598,560	$1,889 â–¼	-0.1%	5,077	0.1%	Healthcare
SRE Sempra Energy	$1,526,086	$11,589 â–²	0.8%	16,461	0.1%	Utilities
SBUX Starbucks	$1,522,606	$14,613 â–²	1.0%	14,900	0.1%	Consumer Discretionary
PFE Pfizer	$1,480,084	$79,777 â–²	5.7%	61,465	0.1%	Healthcare
GDXJ VanEck Junior Gold Miners ETF	$1,473,750	$491,250 â–²	50.0%	15,000	0.1%	ETF
PH Parker-Hannifin	$1,449,574	$88,031 â–²	6.5%	1,482	0.1%	Industrials
SCHA Schwab US Small-Cap ETF	$1,439,275	$1,184,197 â–²	464.2%	39,836	0.1%	ETF
ED Consolidated Edison	$1,413,962	$11,063 â–²	0.8%	12,781	0.1%	Utilities
MRK Merck & Co., Inc.	$1,388,821	$29,683 â–²	2.2%	10,808	0.1%	Healthcare
LOW Lowe's Companies	$1,266,990	$180,148 â–¼	-12.4%	5,746	0.1%	Consumer Discretionary
GE VERNOVA INC	$1,197,292	$1,174,968 â–¼	-49.5%	1,019	0.1%	COM
HD Home Depot	$1,187,926	$52,906 â–²	4.7%	3,368	0.1%	Consumer Discretionary
DIS Walt Disney	$1,118,528	$729,002 â–¼	-39.5%	11,621	0.1%	Communication Services
RTX RTX	$994,085	$5,313 â–¼	-0.5%	5,239	0.1%	Industrials
NFLX Netflix	$975,467	$17,993 â–²	1.9%	13,662	0.1%	Communication Services
XLK Technology Select Sector SPDR Fund	$970,318	$16,575 â–²	1.7%	5,093	0.1%	ETF
AMGN Amgen	$906,024	$724 â–²	0.1%	2,502	0.1%	Healthcare
MS Morgan Stanley	$886,616	$41,812 â–¼	-4.5%	4,241	0.1%	Finance
GLD SPDR Gold Shares	$862,746		0.0%	2,342	0.1%	ETF
PG Procter & Gamble	$835,672	$147 â–²	0.0%	5,699	0.1%	Consumer Staples
CVBF CVB Financial	$777,975		0.0%	34,500	0.1%	Finance
AMAT Applied Materials	$763,488	$216,900 â–²	39.7%	1,056	0.1%	Technology

Showing largest 100 holdings. View all holdings.

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Apriem Advisors Top Holdings and 13F Report (2026)

About Apriem Advisors

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Apriem Advisors Top Holdings and 13F Report (2026)

About Apriem Advisors

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofApriem Advisors

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools