Apriem Advisors
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 5, 2025), Apriem Advisors reported 184 stock positions worth $873.1 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 15.6% of the portfolio, followed by Apple (AAPL, 6.8%) and Vanguard Total Bond Market (BND, 6.3%). Compared with Q3 2024, it opened 15 new positions, sold out of 6, added to 72 and reduced 66. The biggest buy was Lam Research (LRCX, shares +627%) and the biggest sale American Tower (AMT, shares −38%).
- Most Recent 13F
- Q2 2026
- Location
- IRVINE, CA
- CIK
- 0001425165
- Portfolio Value
- $873.1M (Q4 2024)
- SEC Filing
- 0001172661-25-000495 ↗ filed Feb 5, 2025
Holdings Value
Holdings 184 stocks · $873.1M
| SCHX Schwab US Large-Cap ETF | 15.60% | 5,876,244 | $136.2M | Add +0.6% |
| AAPL Apple Inc. | 6.77% | 236,181 | $59.1M | Reduce -0.2% |
| BND Vanguard Total Bond Market | 6.26% | 759,545 | $54.6M | Add +2.1% |
| VEA Vanguard Ftse Developed ETF | 3.38% | 616,918 | $29.5M | Reduce -2.3% |
| AMZN Amazon.com Inc. | 3.15% | 125,310 | $27.5M | Reduce -2.4% |
| SCHF Schwab Intl Equity ETF | 2.90% | 1,370,193 | $25.3M | Reduce -6.4% |
| GOOGL Alphabet Inc. Class A | 2.73% | 125,737 | $23.8M | Reduce -1.8% |
| TSLA Tesla Inc. | 2.48% | 53,659 | $21.7M | Reduce -1.0% |
| MOAT Vaneck Morningstar Wide Moat | 2.41% | 226,652 | $21.0M | Add +15.1% |
| QQQM Invesco Nasdaq 100 ETF | 2.15% | 89,194 | $18.8M | Add +7.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.98% | 189,475 | $17.3M | Add +25.3% |
| MSFT Microsoft Corp. | 1.97% | 40,715 | $17.2M | Add +0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.82% | 27,045 | $15.9M | Add +1.7% |
| SNA Snap-on Inc. | 1.75% | 44,920 | $15.2M | Reduce -8.2% |
| XOM Exxon Mobil Corp. | 1.69% | 137,101 | $14.7M | Add +1.2% |
| LMT Lockheed Martin Corp. | 1.68% | 30,174 | $14.7M | Reduce -5.7% |
| PYPL PayPal Holdings Inc. | 1.58% | 162,094 | $13.8M | Reduce -5.5% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.58% | 40,180 | $13.8M | Add +43.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.55% | 121,532 | $13.5M | Reduce -3.7% |
| ADSK Autodesk Inc. | 1.44% | 42,586 | $12.6M | Reduce -6.1% |
| JPM JPMorgan Chase & Co. | 1.40% | 51,136 | $12.3M | Reduce -0.3% |
| SPTI SS SPDR P Int Term TSY ETF | 1.37% | 429,296 | $12.0M | Reduce -2.3% |
| RMD Resmed Inc. | 1.29% | 49,381 | $11.3M | Reduce -24.7% |
| ADBE Adobe Inc. | 1.27% | 24,974 | $11.1M | Reduce -3.8% |
| REGN Regeneron Pharmaceuticals | 1.18% | 14,494 | $10.3M | Reduce -6.7% |
| CTAS Cintas Corp. | 1.15% | 54,773 | $10.0M | Reduce -4.0% |
| INTU Intuit Inc. | 1.14% | 15,778 | $9.9M | Reduce -2.2% |
| SCHZ Schwab US Aggregate Bond ETF | 1.11% | 426,245 | $9.7M | Reduce -0.3% |
| SCHB Schwab US Broad Market ETF | 1.08% | 416,833 | $9.5M | No change |
| LRCX Lam Research Corp. | 1.07% | 129,505 | $9.4M | Add +627.1% |
| VWO Vanguard Ftse Emerging Marke | 1.03% | 204,780 | $9.0M | Add +0.7% |
| AMT American Tower Corp. | 0.98% | 46,613 | $8.5M | Reduce -37.7% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.95% | 312,635 | $8.3M | Reduce -2.0% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.89% | 62,308 | $7.8M | Add +57.3% |
| SCHD Schwab US DVD Equity ETF | 0.88% | 282,139 | $7.7M | Add +22.6% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.87% | 198,165 | $7.6M | Reduce -17.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.76% | 14,542 | $6.6M | Reduce -0.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.75% | 12,748 | $6.5M | Add +1.4% |
| NVDA Nvidia Corp. | 0.73% | 47,223 | $6.3M | Add +7.2% |
| IWF iShares Russell 1000 Growth | 0.70% | 15,259 | $6.1M | Add +0.8% |
| ADP Automatic Data Processing | 0.54% | 16,236 | $4.8M | Reduce -5.5% |
| BA The Boeing Co. | 0.51% | 25,158 | $4.5M | Add +7.8% |
| AEM Agnico Eagle Mines Ltd. | 0.49% | 55,000 | $4.3M | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.39% | 44,800 | $3.4M | Reduce -0.6% |
| SCHV Schwab US Large-Cap Value | 0.38% | 126,897 | $3.3M | Add +3.0% |
| MMM 3M Co. | 0.37% | 25,175 | $3.2M | New |
| GDX Vaneck Gold Miners ETF | 0.36% | 93,117 | $3.2M | No change |
| ETN Eaton Corp. PLC | 0.35% | 9,210 | $3.1M | Reduce -1.4% |
| RSPT Invesco S&P 500 Equal Weight | 0.31% | 71,546 | $2.7M | Add +0.0% |
| MA Mastercard Inc. Class A | 0.30% | 5,050 | $2.7M | New |
| AMD Advanced Micro Devices | 0.29% | 21,313 | $2.6M | Add +1.0% |
| GOOG Alphabet Inc. Class C | 0.28% | 12,962 | $2.5M | Add +0.3% |
| VTIP Vanguard Short-Term Tips | 0.28% | 49,897 | $2.4M | Reduce -4.2% |
| SYK Stryker Corp. | 0.28% | 6,705 | $2.4M | Reduce -4.3% |
| ABBV Abbvie Inc. | 0.27% | 13,315 | $2.4M | Add +7.1% |
| META Meta Platforms Inc. Class A | 0.27% | 3,958 | $2.3M | Reduce -2.7% |
| COST Costco Wholesale Corp. | 0.26% | 2,458 | $2.3M | Add +2.7% |
| AVGO Broadcom Inc. | 0.24% | 9,194 | $2.1M | Reduce -4.4% |
| CVX Chevron Corp. | 0.23% | 13,579 | $2.0M | Add +35.5% |
| QCOM Qualcomm Inc. | 0.22% | 12,504 | $1.9M | Add +1.8% |
| LOW Lowe's Cos Inc. | 0.21% | 7,361 | $1.8M | Add +1.0% |
| JNJ Johnson & Johnson | 0.20% | 12,215 | $1.8M | Reduce -1.8% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.20% | 4,150 | $1.8M | No change |
| KLAC KLA Corp. | 0.20% | 2,708 | $1.7M | Reduce -32.8% |
| VOO Vanguard S&P 500 ETF | 0.19% | 3,103 | $1.7M | Add +16.3% |
| IWM iShares Russell 2000 ETF | 0.19% | 7,469 | $1.7M | Add +9.7% |
| ALTR Altair Engineering Inc. Class A | 0.19% | 14,965 | $1.6M | No change |
| NFLX Netflix Inc. | 0.18% | 1,796 | $1.6M | Reduce -0.8% |
| SBUX Starbucks Corp. | 0.17% | 16,465 | $1.5M | Reduce -0.9% |
| PFE Pfizer Inc. | 0.17% | 55,897 | $1.5M | Reduce -4.8% |
| PANW Palo Alto Networks Inc. | 0.15% | 7,060 | $1.3M | Reduce -2.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.14% | 28,707 | $1.3M | Reduce -17.8% |
| HON Honeywell International Inc. | 0.13% | 5,070 | $1.1M | Add +2.2% |
| ED Consolidated Edison Inc. | 0.13% | 12,771 | $1.1M | No change |
| MRK Merck & Co. Inc. | 0.13% | 11,238 | $1.1M | Add +17.0% |
| SCHG Schwab US Large-Cap Growth | 0.13% | 39,346 | $1.1M | Reduce -2.0% |
| HD Home Depot Inc. | 0.12% | 2,677 | $1.0M | Add +9.8% |
| PG The Procter & Gamble Co. | 0.12% | 6,133 | $1.0M | Add +6.2% |
| V Visa Inc. Class A | 0.12% | 3,197 | $1.0M | Add +29.9% |
| SMH Vaneck Semiconductor ETF | 0.12% | 4,165 | $1.0M | Add +3.8% |
| T AT&T Inc. | 0.10% | 39,393 | $897K | Add +0.6% |
| CSCO Cisco Systems Inc. | 0.10% | 14,735 | $872K | Add +2.5% |
| BMY Bristol-Myers Squibb Co. | 0.10% | 14,980 | $847K | Add +0.0% |
| PH Parker Hannifin Corp. | 0.09% | 1,250 | $795K | Reduce -8.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.09% | 2,798 | $784K | Add +47.7% |
| IJH iShares Core S&P Midcap ETF | 0.09% | 12,320 | $768K | New |
| BTC Grayscale Bitcoin Mini ETF | 0.09% | 18,075 | $757K | New |
| CVBF CVB Financial Corp. | 0.08% | 34,500 | $739K | No change |
| RTX RTX Corp. | 0.08% | 6,127 | $709K | Reduce -28.3% |
| NOC Northrop Grumman Corp. | 0.08% | 1,495 | $701K | Add +40.6% |
| AMGN Amgen Inc. | 0.08% | 2,616 | $682K | Add +3.6% |
| XLK SS Technology Select Sector | 0.08% | 2,878 | $669K | Add +11.4% |
| IVV iShares Core S&P 500 ETF | 0.07% | 1,089 | $641K | Add +43.7% |
| PEP Pepsico Inc. | 0.07% | 4,155 | $632K | Add +6.7% |
| EMR Emerson Electric Co. | 0.07% | 5,051 | $626K | Add +2.1% |
| ISRG Intuitive Surgical Inc. | 0.07% | 1,168 | $610K | Reduce -1.3% |
| SILJ Amplify Junior Silver Miners | 0.07% | 60,000 | $596K | Add +200.0% |
| IJR iShares Core S&P Small-Cap E | 0.07% | 5,125 | $591K | New |
| VTI VG Morningstar TS MKT ETF-US | 0.07% | 2,036 | $590K | No change |
| SCHW Schwab (charles) Corp. | 0.07% | 7,929 | $587K | Add +2.7% |
Portfolio Sells Q3 2024 → Q4 2024
| AMT American Tower Corp. | Reduce -37.7% | 0.98% | −1.05 |
| REGN Regeneron Pharmaceuticals | Reduce -6.7% | 1.18% | −0.72 |
| SCHF Schwab Intl Equity ETF | Reduce -6.4% | 2.90% | −0.61 |
| RMD Resmed Inc. | Reduce -24.7% | 1.29% | −0.58 |
| VEA Vanguard Ftse Developed ETF | Reduce -2.3% | 3.38% | −0.52 |
| LMT Lockheed Martin Corp. | Reduce -5.7% | 1.68% | −0.50 |
| SLB SLB Ltd. | Reduce -17.5% | 0.87% | −0.31 |
| ADBE Adobe Inc. | Reduce -3.8% | 1.27% | −0.30 |
| CTAS Cintas Corp. | Reduce -4.0% | 1.15% | −0.23 |
| KLAC KLA Corp. | Reduce -32.8% | 0.20% | −0.17 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -2.0% | 0.95% | −0.13 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -2.3% | 1.37% | −0.12 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -0.3% | 1.11% | −0.08 |
| RTX RTX Corp. | Reduce -28.3% | 0.08% | −0.04 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -0.6% | 0.39% | −0.04 |
| INTU Intuit Inc. | Reduce -2.2% | 1.14% | −0.03 |
| JNJ Johnson & Johnson | Reduce -1.8% | 0.20% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.4% | 0.76% | −0.03 |
| MDIV FT Multi-Asset Divers Inc. | Sold out | 0.00% | −0.03 |
| PFE Pfizer Inc. | Reduce -4.8% | 0.17% | −0.03 |
| XNCMX Nuveen Ca Amt-FR Muni Inc. | Reduce -24.7% | 0.06% | −0.03 |
| NMM Navios Maritime Partners LP | Sold out | 0.00% | −0.03 |
| INTC Intel Corp. | Sold out | 0.00% | −0.03 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.02 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.02 |
| VTIP Vanguard Short-Term Tips | Reduce -4.2% | 0.28% | −0.02 |
| TGT Target Corp. | Reduce -20.6% | 0.05% | −0.02 |
| PFF iShares Preferred & Income S | Reduce -30.1% | 0.04% | −0.02 |
| MDT Medtronic PLC | Reduce -21.3% | 0.04% | −0.02 |
| SYK Stryker Corp. | Reduce -4.3% | 0.28% | −0.02 |
| ADSK Autodesk Inc. | Reduce -6.1% | 1.44% | −0.02 |
| BAC Bank of America Corp. | Reduce -17.8% | 0.14% | −0.02 |
| FPE FT-Preferred Secur & Inc. ETF | Reduce -24.4% | 0.05% | −0.02 |
| SBUX Starbucks Corp. | Reduce -0.9% | 0.17% | −0.02 |
| NAC Nuveen Ca QLTY Muni Inc. | Reduce -22.3% | 0.04% | −0.02 |
| PFXF Vaneck Pref Sec X-Financials | Reduce -15.2% | 0.05% | −0.01 |
| LLY Eli Lilly & Co. | Reduce -2.0% | 0.07% | −0.01 |
| ETN Eaton Corp. PLC | Reduce -1.4% | 0.35% | −0.01 |
| ADP Automatic Data Processing | Reduce -5.5% | 0.54% | −0.01 |
| EXPO Exponent Inc. | Reduce -8.0% | 0.02% | −0.01 |
| PH Parker Hannifin Corp. | Reduce -8.6% | 0.09% | −0.01 |
| DBL Doubleline Opport Credit | Reduce -13.0% | 0.04% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -2.7% | 0.27% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -3.2% | 0.03% | −0.01 |
| CLX Clorox Company | Reduce -10.4% | 0.03% | −0.00 |
| KMB Kimberly-Clark Corp. | Reduce -1.3% | 0.03% | −0.00 |
| XEVVX Eaton Vance Ltd. Durat Inc. | Reduce -0.8% | 0.04% | −0.00 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -9.0% | 0.02% | −0.00 |
| ECL Ecolab Inc. | Reduce -2.6% | 0.03% | −0.00 |
Portfolio Buys Q3 2024 → Q4 2024
| LRCX Lam Research Corp. | Add +627.1% | 1.07% | +0.90 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +43.8% | 1.58% | +0.53 |
| MMM 3M Co. | New | 0.37% | +0.37 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +25.3% | 1.98% | +0.36 |
| MA Mastercard Inc. Class A | New | 0.30% | +0.30 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +57.3% | 0.89% | +0.30 |
| QQQM Invesco Nasdaq 100 ETF | Add +7.8% | 2.15% | +0.21 |
| MOAT Vaneck Morningstar Wide Moat | Add +15.1% | 2.41% | +0.18 |
| SCHX Schwab US Large-Cap ETF | Add +0.6% | 15.60% | +0.18 |
| SCHD Schwab US DVD Equity ETF | Add +22.6% | 0.88% | +0.13 |
| NVDA Nvidia Corp. | Add +7.2% | 0.73% | +0.10 |
| BA The Boeing Co. | Add +7.8% | 0.51% | +0.10 |
| IJH iShares Core S&P Midcap ETF | New | 0.09% | +0.09 |
| BTC Grayscale Bitcoin Mini ETF | New | 0.09% | +0.09 |
| IJR iShares Core S&P Small-Cap E | New | 0.07% | +0.07 |
| CVX Chevron Corp. | Add +35.5% | 0.23% | +0.05 |
| NEM Newmont Corp. | New | 0.05% | +0.05 |
| UNH Unitedhealth Group Inc. | New | 0.04% | +0.04 |
| IWF iShares Russell 1000 Growth | Add +0.8% | 0.70% | +0.04 |
| SOLV Solventum Corp. | New | 0.04% | +0.04 |
| SILJ Amplify Junior Silver Miners | Add +200.0% | 0.07% | +0.04 |
| V Visa Inc. Class A | Add +29.9% | 0.12% | +0.04 |
| CRM Salesforce Inc. | New | 0.03% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.7% | 1.82% | +0.03 |
| ONON On Holding AG Class A | New | 0.03% | +0.03 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +47.7% | 0.09% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +0.3% | 0.28% | +0.03 |
| BITB Bitwise Bitcoin ETF | New | 0.03% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.4% | 0.75% | +0.03 |
| SDY SS SPDR S&P Dividend ETF | New | 0.03% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +16.3% | 0.19% | +0.03 |
| VGT Vanguard Info Tech ETF | New | 0.03% | +0.03 |
| C Citigroup Inc. | New | 0.02% | +0.02 |
| WFC Wells Fargo & Co. | New | 0.02% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +43.7% | 0.07% | +0.02 |
| IBM Intl Business Machines Corp. | Add +56.5% | 0.06% | +0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +25.0% | 0.05% | +0.02 |
| NOC Northrop Grumman Corp. | Add +40.6% | 0.08% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +9.7% | 0.19% | +0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +47.9% | 0.04% | +0.01 |
| HON Honeywell International Inc. | Add +2.2% | 0.13% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +38.3% | 0.04% | +0.01 |
| DSL Doubleline Income Solutions | Add +70.8% | 0.03% | +0.01 |
| CSCO Cisco Systems Inc. | Add +2.5% | 0.10% | +0.01 |
| COST Costco Wholesale Corp. | Add +2.7% | 0.26% | +0.01 |
| SCHW Schwab (charles) Corp. | Add +2.7% | 0.07% | +0.01 |
| EMR Emerson Electric Co. | Add +2.1% | 0.07% | +0.01 |
| XLK SS Technology Select Sector | Add +11.4% | 0.08% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Add +0.0% | 0.10% | +0.01 |
| WMT Walmart Inc. | Add +8.2% | 0.03% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 182 | $1.2B | SCHX, BND, AAPL, MGV, MOAT |
| Q1 2026 | 186 | $1.0B | SCHX, BND, AAPL, MOAT, MGV |
| Q4 2025 | 191 | $1.1B | SCHX, BND, AAPL, MOAT, MGK |
| Q3 2025 | 194 | $1.1B | SCHX, BND, AAPL, MOAT, MGK |
| Q2 2025 | 187 | $940.6M | SCHX, BND, AAPL, MOAT, MGK |
| Q1 2025 | 182 | $853.5M | SCHX, BND, AAPL, VEA, MOAT |
| Q4 2024 | 184 | $873.1M | SCHX, AAPL, BND, VEA, AMZN |
| Q3 2024 | 175 | $856.2M | SCHX, BND, AAPL, VEA, SCHF |
| Q2 2024 | 173 | $816.8M | SCHX, BND, AAPL, BIL, VEA |
| Q1 2024 | 172 | $796.0M | SCHX, BND, AAPL, BIL, SCHF |