Apriem Advisors Top Holdings and 13F Report (2025) About Apriem AdvisorsInvestment ActivityApriem Advisors has $873.09 million in total holdings as of December 31, 2024.Apriem Advisors owns shares of 184 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 18.87% of the portfolio was purchased this quarter.About 2.93% of the portfolio was sold this quarter.This quarter, Apriem Advisors has purchased 175 new stocks and bought additional shares in 77 stocks.Apriem Advisors sold shares of 62 stocks and completely divested from 7 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $136,211,333Apple $59,144,441Vanguard Total Bond Market ETF $54,618,914Vanguard FTSE Developed Markets ETF $29,501,024Amazon.com $27,491,761 Largest New Holdings this Quarter LAM RESEARCH CORP $9,354,146 Holding3M $3,249,841 HoldingMastercard $2,659,206 HoldingiShares Core S&P Mid-Cap ETF $767,659 HoldingGRAYSCALE BITCOIN MINI TR ET $756,800 Holding Largest Purchases this Quarter Schwab US Large-Cap ETF 3,929,772 shares (about $91.09M)Schwab International Equity ETF 638,127 shares (about $11.81M)LAM RESEARCH CORP 129,505 shares (about $9.35M)Schwab US Broad Market ETF 277,842 shares (about $6.31M)Schwab US Dividend Equity ETF 205,420 shares (about $5.61M) Largest Sales this Quarter American Tower 28,258 shares (about $5.18M)ResMed 16,214 shares (about $3.71M)Schlumberger 42,019 shares (about $1.61M)Snap-on 3,984 shares (about $1.35M)Lockheed Martin 1,816 shares (about $882.48K) 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$136,211,333$91,092,113 ▲201.9%5,876,24415.6%ETFAAPLApple$59,144,441$98,916 ▼-0.2%236,1816.8%Computer and TechnologyBNDVanguard Total Bond Market ETF$54,618,914$1,136,251 ▲2.1%759,5456.3%ETFVEAVanguard FTSE Developed Markets ETF$29,501,024$697,072 ▼-2.3%616,9183.4%ETFAMZNAmazon.com$27,491,761$671,992 ▼-2.4%125,3103.1%Retail/WholesaleSCHFSchwab International Equity ETF$25,348,568$11,805,348 ▲87.2%1,370,1932.9%ETFGOOGLAlphabet$23,802,114$440,503 ▼-1.8%125,7372.7%Computer and TechnologyTSLATesla$21,669,651$221,708 ▼-1.0%53,6592.5%Auto/Tires/TrucksMOATVanEck Morningstar Wide Moat ETF$21,016,278$2,749,292 ▲15.1%226,6522.4%ETFQQQMInvesco NASDAQ 100 ETF$18,770,877$1,365,189 ▲7.8%89,1942.1%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$17,323,699$3,498,020 ▲25.3%189,4752.0%ETFMSFTMicrosoft$17,161,665$50,159 ▲0.3%40,7152.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$15,850,304$269,593 ▲1.7%27,0451.8%FinanceSNASnap-on$15,249,408$1,352,485 ▼-8.1%44,9201.7%Consumer DiscretionaryXOMExxon Mobil$14,747,999$179,427 ▲1.2%137,1011.7%Oils/EnergyLMTLockheed Martin$14,662,957$882,479 ▼-5.7%30,1741.7%AerospacePYPLPayPal$13,834,723$813,642 ▼-5.6%162,0941.6%Computer and TechnologyMGKVanguard Mega Cap Growth ETF$13,798,214$4,204,025 ▲43.8%40,1801.6%ETFDISWalt Disney$13,532,577$521,452 ▼-3.7%121,5321.5%Consumer DiscretionaryADSKAutodesk$12,587,144$819,616 ▼-6.1%42,5861.4%Computer and TechnologyJPMJPMorgan Chase & Co.$12,257,732$31,881 ▼-0.3%51,1361.4%FinanceSPTISPDR Portfolio Intermediate Term Treasury ETF$11,968,772$279,246 ▼-2.3%429,2961.4%ETFRMDResMed$11,292,941$3,707,980 ▼-24.7%49,3811.3%MedicalADBEAdobe$11,105,438$438,010 ▼-3.8%24,9741.3%Computer and TechnologyREGNRegeneron Pharmaceuticals$10,324,511$735,837 ▼-6.7%14,4941.2%MedicalCTASCintas$10,007,027$421,306 ▼-4.0%54,7731.1%Business ServicesINTUIntuit$9,916,510$226,261 ▼-2.2%15,7781.1%Computer and TechnologySCHZSchwab U.S. Aggregate Bond ETF$9,675,762$4,822,002 ▲99.3%426,2451.1%ETFSCHBSchwab US Broad Market ETF$9,462,099$6,307,007 ▲199.9%416,8331.1%ETFLAM RESEARCH CORP$9,354,146$9,354,146 ▲New Holding129,5051.1%COM NEWVWOVanguard FTSE Emerging Markets ETF$9,018,524$63,286 ▲0.7%204,7801.0%ETFAMTAmerican Tower$8,549,290$5,182,800 ▼-37.7%46,6131.0%FinanceSCHESchwab Emerging Markets Equity ETF$8,325,469$170,805 ▼-2.0%312,6351.0%ETFMGVVanguard Mega Cap Value ETF$7,782,892$2,833,958 ▲57.3%62,3080.9%ETFSCHDSchwab US Dividend Equity ETF$7,708,028$5,612,067 ▲267.8%282,1390.9%ETFSLBSchlumberger$7,597,654$1,611,010 ▼-17.5%198,1650.9%Oils/EnergyBRK.BBerkshire Hathaway$6,591,598$27,197 ▼-0.4%14,5420.8%FinanceQQQInvesco QQQ$6,517,413$92,536 ▲1.4%12,7480.7%FinanceNVDANVIDIA$6,341,579$424,894 ▲7.2%47,2230.7%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$6,127,905$50,199 ▲0.8%15,2590.7%ETFADPAutomatic Data Processing$4,752,764$279,264 ▼-5.5%16,2360.5%Business ServicesBABoeing$4,452,913$323,552 ▲7.8%25,1580.5%AerospaceAEMAgnico Eagle Mines$4,301,5500.0%55,0000.5%Basic MaterialsXLUUtilities Select Sector SPDR Fund$3,390,912$18,923 ▼-0.6%44,8000.4%ETFSCHVSchwab U.S. Large-Cap Value ETF$3,308,205$2,237,406 ▲208.9%126,8970.4%ETFMMM3M$3,249,841$3,249,841 ▲New Holding25,1750.4%Multi-Sector ConglomeratesGDXVanEck Gold Miners ETF$3,157,5970.0%93,1170.4%ETFETNEaton$3,056,523$44,802 ▼-1.4%9,2100.4%Industrial ProductsRSPTInvesco S&P 500 Equal Weight Technology ETF$2,677,249$75 ▲0.0%71,5460.3%ETFMAMastercard$2,659,206$2,659,206 ▲New Holding5,0500.3%Business ServicesAMDAdvanced Micro Devices$2,574,397$25,849 ▲1.0%21,3130.3%Computer and TechnologyGOOGAlphabet$2,468,462$7,618 ▲0.3%12,9620.3%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,415,990$104,538 ▼-4.1%49,8970.3%ManufacturingSYKStryker$2,414,063$107,292 ▼-4.3%6,7050.3%MedicalABBVAbbVie$2,366,081$156,554 ▲7.1%13,3150.3%MedicalMETAMeta Platforms$2,317,371$64,404 ▼-2.7%3,9580.3%Computer and TechnologyCOSTCostco Wholesale$2,252,504$59,566 ▲2.7%2,4580.3%Retail/WholesaleAVGOBroadcom$2,131,665$98,306 ▼-4.4%9,1940.2%Computer and TechnologyCVXChevron$1,966,754$515,623 ▲35.5%13,5790.2%Oils/EnergyQCOMQUALCOMM$1,920,872$33,797 ▲1.8%12,5040.2%Computer and TechnologyLOWLowe's Companies$1,816,625$18,756 ▲1.0%7,3610.2%Retail/WholesaleJNJJohnson & Johnson$1,766,501$32,539 ▼-1.8%12,2150.2%MedicalDIASPDR Dow Jones Industrial Average ETF Trust$1,765,8250.0%4,1500.2%FinanceKLACKLA$1,706,365$831,128 ▼-32.8%2,7080.2%Computer and TechnologyVOOVanguard S&P 500 ETF$1,672,195$234,420 ▲16.3%3,1030.2%ETFIWMiShares Russell 2000 ETF$1,650,350$145,834 ▲9.7%7,4690.2%FinanceALTRAltair Engineering$1,632,8310.0%14,9650.2%Computer and TechnologyNFLXNetflix$1,600,811$12,478 ▼-0.8%1,7960.2%Consumer DiscretionarySBUXStarbucks$1,502,447$14,235 ▼-0.9%16,4650.2%Retail/WholesalePFEPfizer$1,482,942$74,363 ▼-4.8%55,8970.2%MedicalPANWPalo Alto Networks$1,284,638$623,395 ▲94.3%7,0600.1%Computer and TechnologyBACBank of America$1,261,646$273,803 ▼-17.8%28,7070.1%FinanceHONHoneywell International$1,145,364$25,076 ▲2.2%5,0700.1%Multi-Sector ConglomeratesEDConsolidated Edison$1,139,5560.0%12,7710.1%UtilitiesMRKMerck & Co., Inc.$1,117,991$162,356 ▲17.0%11,2380.1%MedicalSCHGSchwab U.S. Large-Cap Growth ETF$1,096,573$816,786 ▲291.9%39,3460.1%ETFHDHome Depot$1,041,571$92,601 ▲9.8%2,6770.1%Retail/WholesalePGProcter & Gamble$1,028,270$60,358 ▲6.2%6,1330.1%Consumer StaplesVVisa$1,010,274$232,581 ▲29.9%3,1970.1%Business ServicesSMHVanEck Semiconductor ETF$1,008,687$37,054 ▲3.8%4,1650.1%ManufacturingTAT&T$896,982$5,169 ▲0.6%39,3930.1%Computer and TechnologyCSCOCisco Systems$872,294$21,252 ▲2.5%14,7350.1%Computer and TechnologyBMYBristol-Myers Squibb$847,242$170 ▲0.0%14,9800.1%MedicalPHParker-Hannifin$795,038$74,416 ▼-8.6%1,2500.1%Industrial ProductsVBKVanguard Small-Cap Growth ETF$783,694$253,202 ▲47.7%2,7980.1%ETFIJHiShares Core S&P Mid-Cap ETF$767,659$767,659 ▲New Holding12,3200.1%ETFGRAYSCALE BITCOIN MINI TR ET$756,800$756,800 ▲New Holding18,0750.1%SHS NEWCVBFCVB Financial$738,6450.0%34,5000.1%FinanceRTXRTX$709,023$279,698 ▼-28.3%6,1270.1%AerospaceNOCNorthrop Grumman$701,359$202,667 ▲40.6%1,4950.1%AerospaceAMGNAmgen$681,834$23,979 ▲3.6%2,6160.1%MedicalXLKTechnology Select Sector SPDR Fund$669,193$68,593 ▲11.4%2,8780.1%ETFIVViShares Core S&P 500 ETF$640,804$194,771 ▲43.7%1,0890.1%ETFPEPPepsiCo$631,764$39,837 ▲6.7%4,1550.1%Consumer StaplesEMREmerson Electric$625,974$13,013 ▲2.1%5,0510.1%Industrial ProductsISRGIntuitive Surgical$609,649$7,829 ▼-1.3%1,1680.1%MedicalAMPLIFY ETF TR$595,800$397,200 ▲200.0%60,0000.1%AMPLIFY JUNIOR SIJRiShares Core S&P Small-Cap ETF$590,503$590,503 ▲New Holding5,1250.1%ETFVTIVanguard Total Stock Market ETF$590,0530.0%2,0360.1%ETFSCHWCharles Schwab$586,797$15,615 ▲2.7%7,9290.1%FinanceShowing 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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