Apriem Advisors Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$853.5B
Holdings
182
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (182 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | EMREMERSON ELEC CO | 5,427 | $595.1M | 0.07% | |
| 102 | IJHISHARES TR | 10,145 | $592.0M | 0.07% | |
| 103 | XFRAXBLACKROCK FLOATING RATE INCO | 45,334 | $585.7M | 0.07% | |
| 104 | NEMNEWMONT CORP | 12,032 | $580.9M | 0.07% | |
| 105 | ISRGINTUITIVE SURGICAL INC | 1,168 | $578.5M | 0.07% | |
| 106 | VTIVANGUARD INDEX FDS | 2,023 | $556.0M | 0.07% | |
| 107 | NOCNORTHROP GRUMMAN CORP | 1,063 | $544.7M | 0.06% | |
| 108 | XNCMXNUVEEN CALIFORNIA AMT QLT MU | 43,207 | $544.0M | 0.06% | |
| 109 | BROBROWN & BROWN INC | 4,343 | $540.3M | 0.06% | |
| 110 | XLKSELECT SECTOR SPDR TR | 2,583 | $533.3M | 0.06% | |
| 111 | IBMINTERNATIONAL BUSINESS MACHS | 2,137 | $531.5M | 0.06% | |
| 112 | ABGCENCORA INC | 1,881 | $523.1M | 0.06% | |
| 113 | DWDMORGAN STANLEY | 4,240 | $494.8M | 0.06% | |
| 114 | NACNUVEEN CA QUALTY MUN INCOME | 43,820 | $492.5M | 0.06% | |
| 115 | CRWDCROWDSTRIKE HLDGS INC | 1,277 | $450.2M | 0.05% | |
| 116 | IJRISHARES TR | 4,125 | $431.4M | 0.05% | |
| 117 | ABTABBOTT LABS | 3,248 | $430.9M | 0.05% | |
| 118 | BACVERIZON COMMUNICATIONS INC | 9,465 | $429.4M | 0.05% | |
| 119 | TROWPRICE T ROWE GROUP INC | 4,533 | $416.5M | 0.05% | |
| 120 | ROPROPER TECHNOLOGIES INC | 675 | $398.0M | 0.05% | |
| 121 | GSGOLDMAN SACHS GROUP INC | 719 | $392.8M | 0.05% | |
| 122 | MDTMEDTRONIC PLC | 4,362 | $392.0M | 0.05% | |
| 123 | VYMVANGUARD WHITEHALL FDS | 2,983 | $384.8M | 0.05% | |
| 124 | SOLVSOLVENTUM CORP | 5,046 | $383.7M | 0.04% | |
| 125 | ORCLORACLE CORP | 2,727 | $381.3M | 0.04% | |
| 126 | PFXFVANECK ETF TRUST | 22,700 | $380.5M | 0.04% | |
| 127 | XEVVXEATON VANCE LIMITED DURATION | 37,885 | $378.1M | 0.04% | |
| 128 | FTECFIDELITY COVINGTON TRUST | 2,300 | $370.9M | 0.04% | |
| 129 | VUGVANGUARD INDEX FDS | 988 | $366.4M | 0.04% | |
| 130 | AKXANSYS INC | 1,108 | $350.7M | 0.04% | |
| 131 | DFUSDIMENSIONAL ETF TRUST | 5,610 | $339.3M | 0.04% | |
| 132 | WMTWALMART INC | 3,818 | $335.2M | 0.04% | |
| 133 | SGOLETFS GOLD TR | 11,229 | $334.8M | 0.04% | |
| 134 | CSGPCOSTAR GROUP INC | 4,208 | $333.4M | 0.04% | |
| 135 | VRSKVERISK ANALYTICS INC | 1,112 | $331.0M | 0.04% | |
| 136 | DDTOINNOVATOR ETFS TRUST | 9,150 | $327.8M | 0.04% | |
| 137 | NYTNEW YORK TIMES CO | 6,468 | $320.8M | 0.04% | |
| 138 | SPYMSPDR SER TR | 4,814 | $316.6M | 0.04% | |
| 139 | KMBKIMBERLY-CLARK CORP | 2,225 | $316.4M | 0.04% | |
| 140 | DBLDOUBLELINE OPPORTUNISTIC CR | 20,110 | $314.3M | 0.04% | |
| 141 | CDLRCADELER A S | 15,700 | $308.7M | 0.04% | |
| 142 | TYLTYLER TECHNOLOGIES INC | 520 | $302.3M | 0.04% | |
| 143 | CEGCONSTELLATION ENERGY CORP | 1,481 | $298.6M | 0.03% | |
| 144 | DUKDUKE ENERGY CORP NEW | 2,400 | $292.7M | 0.03% | |
| 145 | PHYS/USPROTT PHYSICAL GOLD TR | 12,113 | $291.4M | 0.03% | |
| 146 | GEGE AEROSPACE | 1,407 | $281.7M | 0.03% | |
| 147 | XFEBFIRST TR EXCH TRADED FD III | 16,000 | $281.4M | 0.03% | |
| 148 | DSLDOUBLELINE INCOME SOLUTIONS | 22,300 | $281.2M | 0.03% | |
| 149 | CRMSALESFORCE INC | 1,025 | $275.1M | 0.03% | |
| 150 | PFFISHARES TR | 8,942 | $274.8M | 0.03% | |
| 151 | VGTVANGUARD WORLD FD | 497 | $270.1M | 0.03% | |
| 152 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,551 | $257.5M | 0.03% | |
| 153 | CLXCLOROX CO DEL | 1,721 | $253.5M | 0.03% | |
| 154 | VTVVANGUARD INDEX FDS | 1,458 | $251.9M | 0.03% | |
| 155 | NEENEXTERA ENERGY INC | 3,545 | $251.3M | 0.03% | |
| 156 | CMCSACOMCAST CORP NEW | 6,612 | $244.0M | 0.03% | |
| 157 | IGIBISHARES TR | 4,605 | $241.9M | 0.03% | |
| 158 | CBSHCOMMERCE BANCSHARES INC | 3,827 | $238.2M | 0.03% | |
| 159 | PLTRPALANTIR TECHNOLOGIES INC | 2,817 | $237.8M | 0.03% | |
| 160 | ECLECOLAB INC | 937 | $237.5M | 0.03% | |
| 161 | XBXMXNUVEEN S&P 500 BUY-WRITE INC | 17,968 | $235.7M | 0.03% | |
| 162 | BITBBITWISE BITCOIN ETF TR | 5,218 | $234.2M | 0.03% | |
| 163 | MCDMCDONALDS CORP | 747 | $233.4M | 0.03% | |
| 164 | DYHTARGET CORP | 2,191 | $228.7M | 0.03% | |
| 165 | TXNTEXAS INSTRS INC | 1,266 | $227.6M | 0.03% | |
| 166 | TRVCCITIGROUP INC | 3,206 | $227.6M | 0.03% | |
| 167 | KFEBINNOVATOR ETFS TRUST | 9,500 | $225.6M | 0.03% | |
| 168 | SPLVINVESCO EXCH TRADED FD TR II | 3,000 | $224.2M | 0.03% | |
| 169 | WFCWELLS FARGO CO NEW | 3,077 | $220.9M | 0.03% | |
| 170 | ONONON HLDG AG | 5,000 | $219.6M | 0.03% | |
| 171 | VDCVANGUARD WORLD FD | 1,000 | $218.8M | 0.03% | |
| 172 | QLDPROSHARES TR | 2,442 | $217.0M | 0.03% | |
| 173 | FCTFIRST TR SR FLTG RATE INCOME | 21,000 | $212.9M | 0.02% | |
| 174 | GISGENERAL MLS INC | 3,479 | $208.0M | 0.02% | |
| 175 | GKOSGLAUKOS CORP | 2,100 | $206.7M | 0.02% | |
| 176 | IBBISHARES TR | 1,605 | $205.3M | 0.02% | |
| 177 | MKLMARKEL GROUP INC | 109 | $203.8M | 0.02% | |
| 178 | SCHASCHWAB STRATEGIC TR | 8,680 | $203.4M | 0.02% | |
| 179 | ZFEBINNOVATOR ETFS TRUST | 8,500 | $201.1M | 0.02% | |
| 180 | DNPDNP SELECT INCOME FD INC | 17,400 | $172.1M | 0.02% | |
| 181 | PSLV/USPROTT PHYSICAL SILVER TR | 10,500 | $121.8M | 0.01% | |
| 182 | CTRMCASTOR MARITIME INC | 19,000 | $43.3M | 0.01% |
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