AA
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Apriem Advisors13F | |
| Apriem Advisors | |
| Last update 2025-05-15 | 182 Stocks (7 new) |
| Value $853.00 Mil | Turnover 7 % |
Apriem Advisors Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHX | Schwab U.S. Large-Cap ETF | 6,127,531 | 135,295.9 | +4.28% | 15.850 | +0.65% | 0.270 | +17.13% | +7.49% | 56,642.8 | ||
BND | Vanguard Total Bond Market ETF | 784,719 | 57,637.6 | +3.31% | 6.750 | +0.22% | 0.040 | +0.05% | +3.60% | 126,370.7 | ||
AAPL | Apple Inc | 234,980 | 52,196.2 | -0.51% | 6.120 | -0.03% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
VEA | Vanguard FTSE Developed Markets ETF | 610,140 | 31,013.4 | -1.10% | 3.630 | -0.04% | 0.020 | +15.17% | +21.17% | 151,853.0 | ||
MOAT | VanEck Morningstar Wide Moat ETF | 349,681 | 30,772.0 | +54.28% | 3.610 | +1.27% | 0.240 | +16.13% | +4.45% | 13,100.6 | ||
MGK | Vanguard Mega Cap Growth ETF | 79,216 | 24,468.2 | +97.15% | 2.870 | +1.41% | 0.110 | +25.00% | +7.70% | 23,455.3 | ||
SCHF | Schwab International Equity ETF | 1,155,507 | 22,855.9 | -15.67% | 2.680 | -0.45% | 0.050 | +14.61% | +20.68% | 49,128.7 | ||
AMZN | Amazon.com Inc | 118,074 | 22,464.8 | -5.77% | 2.630 | -0.18% | 0.000 | +25.22% | +1.83% | 2,371,799.3 | Retail - Cyclical | |
QQQM | Invesco NASDAQ 100 ETF | 111,363 | 21,495.3 | +24.85% | 2.520 | +0.50% | 0.050 | +23.50% | +9.11% | 53,065.9 | ||
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 229,604 | 21,061.6 | +21.18% | 2.470 | +0.43% | 0.040 | +1.08% | +2.14% | 42,785.6 |
Apriem Advisors's Historical Top Holdings Breakdowns
Apriem Advisors's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
MGK | Vanguard Mega Cap Growth ETF | 2025-03-31 | Add Add | +1.41% | 307.43 ($337.36) 357.48 | $369.06 | 9.40% | Add 97.15% | 79,216 | 39,036 | |
TSLA | Tesla Inc | 2025-03-31 | Reduce Reduce | -1.31% | 222.15 ($333.26) 428.22 | $315.35 | -5.37% | Reduce -52.81% | 25,319 | -28,340 | |
MOAT | VanEck Morningstar Wide Moat ETF | 2025-03-31 | Add Add | +1.27% | 87.69 ($92.02) 96.49 | $96.86 | 5.26% | Add 54.28% | 349,681 | 123,029 | |
MGV | Vanguard Mega Cap Value ETF | 2025-03-31 | Add Add | +1.09% | 123.61 ($129.3) 133.01 | $133.39 | 3.16% | Add 115.95% | 134,557 | 72,249 | |
SCHX | Schwab U.S. Large-Cap ETF | 2025-03-31 | Add Add | +0.65% | 21.75 ($23.28) 24.28 | $24.77 | 6.40% | Add 4.28% | 6,127,531 | 251,287 | |
SCHD | Schwab US Dividend Equity ETF | 2025-03-31 | Add Add | +0.61% | 27.01 ($27.88) 28.54 | $27.35 | -1.90% | Add 65.9% | 468,068 | 185,929 | |
QQQM | Invesco NASDAQ 100 ETF | 2025-03-31 | Add Add | +0.50% | 192.82 ($209.18) 222.1 | $228.92 | 9.44% | Add 24.85% | 111,363 | 22,169 | |
SNA | Snap-on Inc | 2025-03-31 | Reduce Reduce | -0.49% | 324.09 ($339.82) 358.62 | $321.63 | -5.35% | Reduce -27.88% | 32,397 | -12,523 | |
SCHF | Schwab International Equity ETF | 2025-03-31 | Reduce Reduce | -0.45% | 18.36 ($19.62) 20.51 | $22.18 | 13.05% | Reduce -15.67% | 1,155,507 | -214,686 | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-03-31 | Add Add | +0.43% | 91.45 ($91.59) 91.75 | $91.50 | -0.10% | Add 21.18% | 229,604 | 40,129 |
Apriem Advisors Total Holding History ($B)
Apriem Advisors's Asset Allocation
Apriem Advisors Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Apriem Advisors's Hypothetical Growth since 2025-03-31
Apriem Advisors's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Apriem Advisors's Holdings Heat Map
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Apriem Advisors's Holdings Bubble Chart
Apriem Advisors News
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