Apriem Advisors
CIK: 0001425165SEC EDGAR →
Portfolio Value
$1.1B
Holdings
191
As of
Q4 2025
New Positions
14
Closed Positions
7
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 6,166,583 | $165.9M | 15.23% |
| 2 | VANGUARD BD INDEX FDS | 1,033,471 | $76.5M | 7.03% |
| 3 | APPLE INC | 236,367 | $64.3M | 5.90% |
| 4 | VANECK ETF TRUST | 513,241 | $53.2M | 4.88% |
| 5 | VANGUARD WORLD FD | 99,198 | $40.9M | 3.76% |
| 6 | SPDR SERIES TRUST | 437,425 | $40.0M | 3.67% |
| 7 | ALPHABET INC | 116,356 | $36.4M | 3.34% |
| 8 | VANGUARD TAX-MANAGED FDS | 573,649 | $35.8M | 3.29% |
| 9 | VANGUARD WORLD FD | 253,265 | $35.8M | 3.28% |
| 10 | INVESCO EXCH TRADED FD TR II | 123,049 | $31.1M | 2.86% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 71 | $700.6M | 64.3% |
| Technology | 30 | $157.5M | 14.5% |
| Communication Services | 7 | $55.4M | 5.1% |
| Consumer Cyclical | 8 | $38.1M | 3.5% |
| Industrials | 19 | $37.7M | 3.5% |
| Unknown | 17 | $33.0M | 3.0% |
| Healthcare | 16 | $22.5M | 2.1% |
| Energy | 4 | $21.2M | 1.9% |
| Basic Materials | 4 | $11.1M | 1.0% |
| Consumer Defensive | 6 | $5.6M | 0.5% |
| Utilities | 6 | $5.2M | 0.5% |
| Real Estate | 3 | $1.6M | 0.1% |