Apriem Advisors
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Apriem Advisors reported 182 stock positions worth $853.5 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 15.9% of the portfolio, followed by Vanguard Total Bond Market (BND, 6.8%) and Apple (AAPL, 6.1%). Compared with Q4 2024, it opened 7 new positions, sold out of 9, added to 63 and reduced 72. The biggest buy was Vngrd Mrgstr MG CP GR ETF-Ui (MGK, shares +97%) and the biggest sale Tesla (TSLA, shares −53%).
- Most Recent 13F
- Q2 2026
- Location
- IRVINE, CA
- CIK
- 0001425165
- Portfolio Value
- $853.5M (Q1 2025)
- SEC Filing
- 0001172661-25-002047 ↗ filed May 15, 2025
Holdings Value
Holdings 182 stocks · $853.5M
| SCHX Schwab US Large-Cap ETF | 15.85% | 6,127,531 | $135.3M | Add +4.3% |
| BND Vanguard Total Bond Market | 6.75% | 784,719 | $57.6M | Add +3.3% |
| AAPL Apple Inc. | 6.12% | 234,980 | $52.2M | Reduce -0.5% |
| VEA Vanguard Ftse Developed ETF | 3.63% | 610,140 | $31.0M | Reduce -1.1% |
| MOAT Vaneck Morningstar Wide Moat | 3.61% | 349,681 | $30.8M | Add +54.3% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 2.87% | 79,216 | $24.5M | Add +97.2% |
| SCHF Schwab Intl Equity ETF | 2.68% | 1,155,507 | $22.9M | Reduce -15.7% |
| AMZN Amazon.com Inc. | 2.63% | 118,074 | $22.5M | Reduce -5.8% |
| QQQM Invesco Nasdaq 100 ETF | 2.52% | 111,363 | $21.5M | Add +24.9% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.47% | 229,604 | $21.1M | Add +21.2% |
| GOOGL Alphabet Inc. Class A | 2.24% | 123,649 | $19.1M | Reduce -1.7% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 2.03% | 134,557 | $17.3M | Add +116.0% |
| XOM Exxon Mobil Corp. | 1.97% | 141,586 | $16.8M | Add +3.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.81% | 27,659 | $15.5M | Add +2.3% |
| MSFT Microsoft Corp. | 1.66% | 37,807 | $14.2M | Reduce -7.1% |
| SCHD Schwab US DVD Equity ETF | 1.53% | 468,068 | $13.1M | Add +65.9% |
| SPTI SS SPDR P Int Term TSY ETF | 1.47% | 440,416 | $12.6M | Add +2.6% |
| JPM JPMorgan Chase & Co. | 1.46% | 50,937 | $12.5M | Reduce -0.4% |
| LMT Lockheed Martin Corp. | 1.34% | 25,676 | $11.5M | Reduce -14.9% |
| SNA Snap-on Inc. | 1.28% | 32,397 | $10.9M | Reduce -27.9% |
| SCHZ Schwab US Aggregate Bond ETF | 1.24% | 456,284 | $10.6M | Add +7.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.22% | 105,732 | $10.4M | Reduce -13.0% |
| VWO Vanguard Ftse Emerging Marke | 1.16% | 218,566 | $9.9M | Add +6.7% |
| ADSK Autodesk Inc. | 1.13% | 36,707 | $9.6M | Reduce -13.8% |
| PYPL PayPal Holdings Inc. | 1.10% | 144,009 | $9.4M | Reduce -11.2% |
| SCHB Schwab US Broad Market ETF | 1.05% | 416,570 | $9.0M | Reduce -0.1% |
| LRCX Lam Research Corp. | 1.01% | 119,074 | $8.7M | Reduce -8.1% |
| RMD Resmed Inc. | 0.97% | 37,000 | $8.3M | Reduce -25.1% |
| ADBE Adobe Inc. | 0.97% | 21,484 | $8.2M | Reduce -14.0% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.96% | 296,182 | $8.2M | Reduce -5.3% |
| CTAS Cintas Corp. | 0.95% | 39,576 | $8.1M | Reduce -27.8% |
| REGN Regeneron Pharmaceuticals | 0.92% | 12,436 | $7.9M | Reduce -14.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.90% | 14,497 | $7.7M | Reduce -0.3% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.82% | 167,464 | $7.0M | Reduce -15.5% |
| INTU Intuit Inc. | 0.81% | 11,258 | $6.9M | Reduce -28.6% |
| TSLA Tesla Inc. | 0.77% | 25,319 | $6.6M | Reduce -52.8% |
| AMT American Tower Corp. | 0.75% | 29,525 | $6.4M | Reduce -36.7% |
| AEM Agnico Eagle Mines Ltd. | 0.70% | 55,000 | $6.0M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.69% | 12,616 | $5.9M | Reduce -1.0% |
| NVDA Nvidia Corp. | 0.67% | 52,727 | $5.7M | Add +11.7% |
| IWF iShares Russell 1000 Growth | 0.66% | 15,490 | $5.6M | Add +1.5% |
| GDX Vaneck Gold Miners ETF | 0.50% | 92,685 | $4.3M | Reduce -0.5% |
| ADP Automatic Data Processing | 0.49% | 13,788 | $4.2M | Reduce -15.1% |
| BA The Boeing Co. | 0.47% | 23,668 | $4.0M | Reduce -5.9% |
| MMM 3M Co. | 0.44% | 25,295 | $3.7M | Add +0.5% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.41% | 44,800 | $3.5M | No change |
| SCHV Schwab US Large-Cap Value | 0.41% | 130,267 | $3.5M | Add +2.7% |
| ABBV Abbvie Inc. | 0.33% | 13,415 | $2.8M | Add +0.8% |
| MA Mastercard Inc. Class A | 0.32% | 5,025 | $2.8M | Reduce -0.5% |
| VTIP Vanguard Short-Term Tips | 0.29% | 49,961 | $2.5M | Add +0.1% |
| RSPT Invesco S&P 500 Equal Weight | 0.29% | 71,547 | $2.4M | Add +0.0% |
| COST Costco Wholesale Corp. | 0.29% | 2,575 | $2.4M | Add +4.8% |
| ETN Eaton Corp. PLC | 0.28% | 8,926 | $2.4M | Reduce -3.1% |
| SYK Stryker Corp. | 0.28% | 6,496 | $2.4M | Reduce -3.1% |
| AMD Advanced Micro Devices | 0.27% | 22,589 | $2.3M | Add +6.0% |
| META Meta Platforms Inc. Class A | 0.27% | 4,013 | $2.3M | Add +1.4% |
| CVX Chevron Corp. | 0.26% | 13,182 | $2.2M | Reduce -2.9% |
| GOOG Alphabet Inc. Class C | 0.25% | 13,512 | $2.1M | Add +4.2% |
| QCOM Qualcomm Inc. | 0.25% | 13,732 | $2.1M | Add +9.8% |
| JNJ Johnson & Johnson | 0.23% | 12,024 | $2.0M | Reduce -1.6% |
| SCHG Schwab US Large-Cap Growth | 0.22% | 76,199 | $1.9M | Add +93.7% |
| BTC Grayscale Bitcoin Mini ETF | 0.21% | 49,357 | $1.8M | Add +173.1% |
| KLAC KLA Corp. | 0.21% | 2,581 | $1.8M | Reduce -4.7% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.20% | 4,150 | $1.7M | No change |
| LOW Lowe's Cos Inc. | 0.20% | 7,249 | $1.7M | Reduce -1.5% |
| SBUX Starbucks Corp. | 0.19% | 16,382 | $1.6M | Reduce -0.5% |
| VOO Vanguard S&P 500 ETF | 0.19% | 3,104 | $1.6M | Add +0.0% |
| IWM iShares Russell 2000 ETF | 0.18% | 7,662 | $1.5M | Add +2.6% |
| AVGO Broadcom Inc. | 0.17% | 8,890 | $1.5M | Reduce -3.3% |
| PFE Pfizer Inc. | 0.17% | 58,666 | $1.5M | Add +5.0% |
| NFLX Netflix Inc. | 0.17% | 1,585 | $1.5M | Reduce -11.8% |
| ED Consolidated Edison Inc. | 0.17% | 12,771 | $1.4M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.16% | 6,315 | $1.4M | Add +314.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.14% | 28,824 | $1.2M | Add +0.4% |
| PANW Palo Alto Networks Inc. | 0.14% | 7,028 | $1.2M | Reduce -0.5% |
| SILJ Amplify Junior Silver Miners | 0.13% | 95,000 | $1.2M | Add +58.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.13% | 4,569 | $1.2M | Add +63.3% |
| T AT&T Inc. | 0.13% | 39,393 | $1.1M | No change |
| HON Honeywell International Inc. | 0.13% | 5,184 | $1.1M | Add +2.3% |
| PG The Procter & Gamble Co. | 0.12% | 6,009 | $1.0M | Reduce -2.0% |
| HD Home Depot Inc. | 0.11% | 2,656 | $973K | Reduce -0.8% |
| MRK Merck & Co. Inc. | 0.11% | 10,668 | $958K | Reduce -5.1% |
| V Visa Inc. Class A | 0.11% | 2,724 | $955K | Reduce -14.8% |
| CSCO Cisco Systems Inc. | 0.11% | 15,249 | $941K | Add +3.5% |
| SMH Vaneck Semiconductor ETF | 0.10% | 4,165 | $881K | No change |
| RTX RTX Corp. | 0.09% | 6,011 | $796K | Reduce -1.9% |
| PH Parker Hannifin Corp. | 0.09% | 1,307 | $794K | Add +4.6% |
| AMGN Amgen Inc. | 0.09% | 2,490 | $776K | Reduce -4.8% |
| BMY Bristol-Myers Squibb Co. | 0.08% | 11,506 | $702K | Reduce -23.2% |
| LLY Eli Lilly & Co. | 0.08% | 785 | $648K | Add +5.0% |
| CELH Celsius Holdings Inc. | 0.08% | 18,149 | $646K | No change |
| CVBF CVB Financial Corp. | 0.07% | 34,500 | $637K | No change |
| SCHW Schwab (charles) Corp. | 0.07% | 8,131 | $637K | Add +2.5% |
| UNP Union Pacific Corp. | 0.07% | 2,601 | $614K | Add +3.0% |
| GLD SPDR Gold Shares | 0.07% | 2,118 | $610K | Add +5.9% |
| GEV GE Vernova Inc. | 0.07% | 1,996 | $609K | Add +104.5% |
| FAST Fastenal Co. | 0.07% | 7,850 | $609K | No change |
| IVV iShares Core S&P 500 ETF | 0.07% | 1,083 | $609K | Reduce -0.6% |
| PEP Pepsico Inc. | 0.07% | 4,039 | $606K | Reduce -2.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.07% | 3,246 | $605K | Add +68.8% |
Portfolio Sells Q4 2024 → Q1 2025
| TSLA Tesla Inc. | Reduce -52.8% | 0.77% | −1.71 |
| AAPL Apple Inc. | Reduce -0.5% | 6.12% | −0.66 |
| AMZN Amazon.com Inc. | Reduce -5.8% | 2.63% | −0.52 |
| GOOGL Alphabet Inc. Class A | Reduce -1.7% | 2.24% | −0.49 |
| PYPL PayPal Holdings Inc. | Reduce -11.2% | 1.10% | −0.48 |
| SNA Snap-on Inc. | Reduce -27.9% | 1.28% | −0.47 |
| LMT Lockheed Martin Corp. | Reduce -14.9% | 1.34% | −0.34 |
| DIS The Walt Disney Co. | Reduce -13.0% | 1.22% | −0.33 |
| INTU Intuit Inc. | Reduce -28.6% | 0.81% | −0.33 |
| RMD Resmed Inc. | Reduce -25.1% | 0.97% | −0.32 |
| ADSK Autodesk Inc. | Reduce -13.8% | 1.13% | −0.32 |
| ADBE Adobe Inc. | Reduce -14.0% | 0.97% | −0.31 |
| MSFT Microsoft Corp. | Reduce -7.1% | 1.66% | −0.30 |
| REGN Regeneron Pharmaceuticals | Reduce -14.2% | 0.92% | −0.26 |
| AMT American Tower Corp. | Reduce -36.7% | 0.75% | −0.23 |
| SCHF Schwab Intl Equity ETF | Reduce -15.7% | 2.68% | −0.23 |
| CTAS Cintas Corp. | Reduce -27.8% | 0.95% | −0.19 |
| ALTR Altair Engineering Inc. Class A | Sold out | 0.00% | −0.19 |
| AVGO Broadcom Inc. | Reduce -3.3% | 0.17% | −0.07 |
| ETN Eaton Corp. PLC | Reduce -3.1% | 0.28% | −0.07 |
| LRCX Lam Research Corp. | Reduce -8.1% | 1.01% | −0.06 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.0% | 0.69% | −0.05 |
| ADP Automatic Data Processing | Reduce -15.1% | 0.49% | −0.05 |
| SLB SLB Ltd. | Reduce -15.5% | 0.82% | −0.05 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.04 |
| PBF PBF Energy Inc. Class A | Sold out | 0.00% | −0.04 |
| BA The Boeing Co. | Reduce -5.9% | 0.47% | −0.04 |
| IRM Iron Mountain Inc. | Sold out | 0.00% | −0.04 |
| SCHB Schwab US Broad Market ETF | Reduce -0.1% | 1.05% | −0.03 |
| PSX Phillips 66 | Sold out | 0.00% | −0.03 |
| SDY SS SPDR S&P Dividend ETF | Sold out | 0.00% | −0.03 |
| XBFZX BlackRock Ca Muni Inc. TR | Sold out | 0.00% | −0.03 |
| EXPO Exponent Inc. | Sold out | 0.00% | −0.02 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.02 |
| TGT Target Corp. | Reduce -25.4% | 0.03% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -17.6% | 0.07% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -19.5% | 0.05% | −0.02 |
| NOC Northrop Grumman Corp. | Reduce -28.9% | 0.06% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -5.1% | 0.11% | −0.02 |
| TROW T Rowe Price Group Inc. | Reduce -8.1% | 0.05% | −0.02 |
| BMY Bristol-Myers Squibb Co. | Reduce -23.2% | 0.08% | −0.01 |
| XLK SS Technology Select Sector | Reduce -10.3% | 0.06% | −0.01 |
| FPE FT-Preferred Secur & Inc. ETF | Reduce -29.4% | 0.03% | −0.01 |
| NFLX Netflix Inc. | Reduce -11.8% | 0.17% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -1.5% | 0.20% | −0.01 |
| PANW Palo Alto Networks Inc. | Reduce -0.5% | 0.14% | −0.01 |
| PFF iShares Preferred & Income S | Reduce -14.3% | 0.03% | −0.01 |
| HD Home Depot Inc. | Reduce -0.8% | 0.11% | −0.01 |
| PFXF Vaneck Pref Sec X-Financials | Reduce -9.9% | 0.04% | −0.01 |
| MS Morgan Stanley | Reduce -3.0% | 0.06% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +97.2% | 2.87% | +1.29 |
| MOAT Vaneck Morningstar Wide Moat | Add +54.3% | 3.61% | +1.20 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +116.0% | 2.03% | +1.14 |
| SCHD Schwab US DVD Equity ETF | Add +65.9% | 1.53% | +0.65 |
| BND Vanguard Total Bond Market | Add +3.3% | 6.75% | +0.50 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +21.2% | 2.47% | +0.48 |
| QQQM Invesco Nasdaq 100 ETF | Add +24.9% | 2.52% | +0.37 |
| XOM Exxon Mobil Corp. | Add +3.3% | 1.97% | +0.28 |
| SCHX Schwab US Large-Cap ETF | Add +4.3% | 15.85% | +0.25 |
| SCHZ Schwab US Aggregate Bond ETF | Add +7.0% | 1.24% | +0.13 |
| VWO Vanguard Ftse Emerging Marke | Add +6.7% | 1.16% | +0.13 |
| BTC Grayscale Bitcoin Mini ETF | Add +173.1% | 0.21% | +0.12 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +314.1% | 0.16% | +0.12 |
| SPTI SS SPDR P Int Term TSY ETF | Add +2.6% | 1.47% | +0.10 |
| SCHG Schwab US Large-Cap Growth | Add +93.7% | 0.22% | +0.10 |
| SILJ Amplify Junior Silver Miners | Add +58.3% | 0.13% | +0.07 |
| MMM 3M Co. | Add +0.5% | 0.44% | +0.06 |
| ABBV Abbvie Inc. | Add +0.8% | 0.33% | +0.06 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +63.3% | 0.13% | +0.04 |
| PFEB Innovator U.S. Equity Power | New | 0.04% | +0.04 |
| CEG Constellation Energy | New | 0.04% | +0.04 |
| GEV GE Vernova Inc. | Add +104.5% | 0.07% | +0.03 |
| GE General Electric | New | 0.03% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | New | 0.03% | +0.03 |
| COST Costco Wholesale Corp. | Add +4.8% | 0.29% | +0.03 |
| QCOM Qualcomm Inc. | Add +9.8% | 0.25% | +0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +68.8% | 0.07% | +0.03 |
| SCHV Schwab US Large-Cap Value | Add +2.7% | 0.41% | +0.03 |
| KFEB Inov US SML Cap P Bu ETF - F | New | 0.03% | +0.03 |
| MKL Markel Group Inc. | New | 0.02% | +0.02 |
| ZFEB Inotr Eq Def PR ETF - 1 YR F | New | 0.02% | +0.02 |
| NEM Newmont Corp. | Add +9.1% | 0.07% | +0.02 |
| NAC Nuveen Ca QLTY Muni Inc. | Add +39.9% | 0.06% | +0.02 |
| GLD SPDR Gold Shares | Add +5.9% | 0.07% | +0.02 |
| VTIP Vanguard Short-Term Tips | Add +0.1% | 0.29% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +46.4% | 0.05% | +0.01 |
| VYM Vanguard High DVD Yield ETF | Add +26.3% | 0.05% | +0.01 |
| CSCO Cisco Systems Inc. | Add +3.5% | 0.11% | +0.01 |
| LLY Eli Lilly & Co. | Add +5.0% | 0.08% | +0.01 |
| WMT Walmart Inc. | Add +33.7% | 0.04% | +0.01 |
| XEVVX Eaton Vance Ltd. Durat Inc. | Add +18.2% | 0.04% | +0.01 |
| SGOL Abrdn Physical Gold Shares | Add +3.2% | 0.04% | +0.01 |
| SCHW Schwab (charles) Corp. | Add +2.5% | 0.07% | +0.01 |
| XFRAX BlackRock Fltng RT Inc. Strat | Add +15.5% | 0.07% | +0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +7.3% | 0.05% | +0.01 |
| UNP Union Pacific Corp. | Add +3.0% | 0.07% | +0.01 |
| META Meta Platforms Inc. Class A | Add +1.4% | 0.27% | +0.01 |
| DSL Doubleline Income Solutions | Add +15.5% | 0.03% | +0.01 |
| VGT Vanguard Info Tech ETF | Add +32.5% | 0.03% | +0.00 |
| PFE Pfizer Inc. | Add +5.0% | 0.17% | +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 |