Apriem Advisors
$1.0B Assets Reported
204 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 5,632,258 | $144M | 13.8% |
| BND | VANGUARD BD INDEX FDS | 935,329 | $69M | 6.6% |
| AAPL | APPLE INC | 234,310 | $59M | 5.7% |
| MOAT | VANECK ETF TRUST | 542,530 | $52M | 5.0% |
| MGV | VANGUARD WORLD FD | 315,383 | $46M | 4.4% |
| BIL | SPDR SERIES TRUST | 470,068 | $43M | 4.1% |
| VEA | VANGUARD TAX-MANAGED FDS | 570,851 | $37M | 3.5% |
| VWO | VANGUARD INTL EQUITY INDEX F | 637,358 | $34M | 3.3% |
| SCHD | SCHWAB STRATEGIC TR | 1,119,196 | $34M | 3.3% |
| GOOGL | ALPHABET INC | 114,684 | $33M | 3.1% |
Track Apriem Advisors's 13F portfolio: $1.0B in reported holdings, 204 positions. Top holdings, AUM, and quarterly changes on SentiSense.