Apriem Advisors

CIK 0001425165 • 6 13F filings • May 15, 2025 – Aug 14, 2026

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Filer information

Filed by: Apriem Advisors, CIO
Address: 19200 VON KARMAN AVE, #1050, IRVINE, CA, 92612
Phone: 949-253-8888
AUM: $1.09B

AUM over time

$1.16B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $1.05B184 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$3.7M	0.4%Prev: 0.4%	25,325 SH	Decreased+30 SH
ABBOTT LABORATORIES	COM	$355K	0.0%	3,454 SH	New
ABBVIE INC	COM	$2.9M	0.3%Prev: 0.3%	13,413 SH	Increased-2 SH
ADOBE INC	COM	$1.1M	0.1%Prev: 1.0%	4,542 SH	Decreased-16,942 SH
ADVANCED MICRO DEVICES INC	COM	$3.2M	0.3%Prev: 0.3%	15,643 SH	Increased-6,946 SH
AGNICO EAGLE MINES LTD	COM	$11.2M	1.1%Prev: 0.7%	55,125 SH	Increased+125 SH
ALPHABET INC	CAP STK CL A	$33.0M	3.1%Prev: 2.2%	114,684 SH	Increased-8,965 SH
ALPHABET INC	CAP STK CL C	$3.7M	0.4%Prev: 0.2%	12,925 SH	Increased-587 SH
AMAZON COM INC	COM	$19.7M	1.9%Prev: 2.6%	94,467 SH	Decreased-23,607 SH
AMERICAN HEALTHCARE REIT INC	COM SHS	$218K	0.0%	4,613 SH	New
AMERICAN TOWER CORP	COM	$891K	0.1%	5,165 SH	New
AMGEN INC	COM	$880K	0.1%Prev: 0.1%	2,500 SH	Increased+10 SH
AMPLIFY ETF TR	AMPLIFY JUNIOR S	$2.8M	0.3%Prev: 0.1%	95,000 SH	Increased
APPLE INC	COM	$59.5M	5.7%Prev: 6.1%	234,310 SH	Increased-670 SH
APPLIED MATLS INC	COM	$258K	0.0%	756 SH	New
ARM HOLDINGS PLC	SPONSORED ADS	$228K	0.0%	1,508 SH	New
ASML HLDG NV	N Y REGISTRY SHS	$291K	0.0%	220 SH	New
AT&T INC	COM	$1.2M	0.1%Prev: 0.1%	40,942 SH	Increased+1,549 SH
AUTODESK INC	COM	$6.4M	0.6%Prev: 1.1%	26,677 SH	Decreased-10,030 SH
AUTOMATIC DATA PROCESSING IN	COM	$1.7M	0.2%Prev: 0.5%	8,431 SH	Decreased-5,357 SH
BANK AMERICA CORP	COM	$1.5M	0.1%Prev: 0.1%	31,198 SH	Increased+2,374 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$6.6M	0.6%Prev: 0.9%	13,720 SH	Decreased-777 SH
BLACKROCK FLOATING RATE INCO	COM	$488K	0.0%Prev: 0.1%	44,287 SH	Decreased-1,047 SH
BOEING CO	COM	$4.5M	0.4%Prev: 0.5%	22,424 SH	Increased-1,244 SH
BRISTOL-MYERS SQUIBB CO	COM	$702K	0.1%Prev: 0.1%	11,582 SH	Increased+76 SH
BROADCOM INC	COM	$3.5M	0.3%Prev: 0.2%	11,469 SH	Increased+2,579 SH
BROWN & BROWN INC	COM	$283K	0.0%Prev: 0.1%	4,343 SH	Decreased
CADELER A S	SPON ADR	$376K	0.0%Prev: 0.0%	16,000 SH	Increased+300 SH
CASTOR MARITIME INC	SHS	$35K	0.0%Prev: 0.0%	19,000 SH	Decreased
CATERPILLAR INC	COM	$217K	0.0%	307 SH	New
CELSIUS HLDGS INC	COM NEW	$644K	0.1%Prev: 0.1%	18,140 SH	Decreased-9 SH
CHEVRON CORPORATION	COM	$2.7M	0.3%	12,913 SH	New
CINTAS CORP	COM	$4.7M	0.4%Prev: 1.0%	27,567 SH	Decreased-12,009 SH
CISCO SYS INC	COM	$1.2M	0.1%Prev: 0.1%	15,479 SH	Increased+230 SH
CITIGROUP INC	COM NEW	$301K	0.0%Prev: 0.0%	2,653 SH	Increased-553 SH
COCA COLA CO	COM	$354K	0.0%	4,651 SH	New
COHERENT CORP	COM	$546K	0.1%	2,290 SH	New
CONSOLIDATED EDISON INC	COM	$1.4M	0.1%Prev: 0.2%	12,681 SH	Increased-90 SH
CONSTELLATION ENERGY CORP	COM	$404K	0.0%Prev: 0.0%	1,446 SH	Increased-35 SH
COSTCO WHOLESALE CORPORATION	COM	$3.0M	0.3%	3,052 SH	New
CROWDSTRIKE HLDGS INC	CL A	$2.6M	0.2%Prev: 0.1%	6,708 SH	Increased+5,431 SH
CVB FINL CORP	COM	$669K	0.1%Prev: 0.1%	34,500 SH	Increased
DELL TECHNOLOGIES INC	CL C	$280K	0.0%	1,704 SH	New
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$398K	0.0%Prev: 0.0%	5,610 SH	Increased
DISNEY WALT CO	COM	$1.8M	0.2%Prev: 1.2%	19,195 SH	Decreased-86,537 SH
DNP SELECT INCOME FD INC	COM	$179K	0.0%Prev: 0.0%	17,400 SH	Increased
DOUBLELINE INCOME SOLUTIONS	COM	$187K	0.0%Prev: 0.0%	17,300 SH	Decreased-5,000 SH
DOUBLELINE OPPORTUNISTIC CR	COM	$352K	0.0%Prev: 0.0%	24,110 SH	Increased+4,000 SH
DUKE ENERGY CORP NEW	COM NEW	$314K	0.0%Prev: 0.0%	2,400 SH	Increased
EATON CORP PLC	SHS	$3.1M	0.3%Prev: 0.3%	8,607 SH	Increased-319 SH
EATON VANCE LIMITED DURATION	COM	$298K	0.0%Prev: 0.0%	31,498 SH	Decreased-6,387 SH
ELI LILLY & CO	COM	$1.7M	0.2%Prev: 0.1%	1,834 SH	Increased+1,049 SH
EMERSON ELEC CO	COM	$692K	0.1%Prev: 0.1%	5,281 SH	Increased-146 SH
ETFS GOLD TR	PHYSCL GOLD SHS	$434K	0.0%Prev: 0.0%	9,729 SH	Increased-1,500 SH
EXXON MOBIL CORP	COM	$24.3M	2.3%Prev: 2.0%	143,319 SH	Increased+1,733 SH
FASTENAL CO	COM	$473K	0.0%Prev: 0.1%	10,200 SH	Decreased+2,350 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$479K	0.0%Prev: 0.0%	2,300 SH	Increased
FIRST TR SR FLTG RATE INCOME	COM	$202K	0.0%Prev: 0.0%	21,000 SH	Decreased
FREEPORT MCMORAN INC	CL B	$345K	0.0%	5,871 SH	New
GE AEROSPACE	COM NEW	$447K	0.0%Prev: 0.0%	1,574 SH	Increased+167 SH
GE VERNOVA INC	COM	$1.8M	0.2%Prev: 0.1%	2,019 SH	Increased+23 SH
GENCO SHIPPING & TRADING LTD	SHS	$203K	0.0%	9,000 SH	New
GENERAL MTRS CO	COM	$241K	0.0%	3,240 SH	New
GLAUKOS CORP	COM	$367K	0.0%Prev: 0.0%	3,412 SH	Increased+1,312 SH
GOLDMAN SACHS GROUP INC	COM	$11.5M	1.1%Prev: 0.0%	13,604 SH	Increased+12,885 SH
GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$8.6M	0.8%Prev: 0.2%	286,259 SH	Increased+236,902 SH
HOME DEPOT INC	COM	$1.1M	0.1%Prev: 0.1%	3,218 SH	Increased+562 SH
HONEYWELL INTL INC	COM	$1.3M	0.1%Prev: 0.1%	5,539 SH	Increased+355 SH
HOULIHAN LOKEY INC	CL A	$644K	0.1%	4,481 SH	New
INNOVATOR ETFS TRUST	EQUITY DEF PROTN	$241K	0.0%Prev: 0.0%	9,500 SH	Increased+1,000 SH
INNOVATOR ETFS TRUST	EQUITY DEFINED P	$268K	0.0%	9,700 SH	New
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$367K	0.0%Prev: 0.0%	9,150 SH	Increased
INNOVATOR ETFS TRUST	US SM CAP BUFFER	$267K	0.0%Prev: 0.0%	9,500 SH	Increased
INTEL CORP	COM	$252K	0.0%	5,718 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$280K	0.0%Prev: 0.1%	1,154 SH	Decreased-983 SH
INTUIT	COM	$4.2M	0.4%Prev: 0.8%	9,730 SH	Decreased-1,528 SH
INTUITIVE SURGICAL INC	COM NEW	$446K	0.0%Prev: 0.1%	968 SH	Decreased-200 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$25.6M	2.4%Prev: 2.5%	107,614 SH	Increased-3,749 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$212K	0.0%Prev: 0.0%	2,900 SH	Decreased-100 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$3.2M	0.3%Prev: 0.3%	71,554 SH	Increased+7 SH
INVESCO QQQ TR	UNIT SER 1	$7.3M	0.7%Prev: 0.7%	12,611 SH	Increased-5 SH
IRON MTN INC DEL	COM	$204K	0.0%	2,000 SH	New
ISHARES SILVER TR	ISHARES	$705K	0.1%	10,349 SH	New
ISHARES TR	0-3 MNTH TREASRY	$14.9M	1.4%	147,853 SH	New
ISHARES TR	CORE S&P MCP ETF	$246K	0.0%Prev: 0.1%	3,645 SH	Decreased-6,500 SH
ISHARES TR	CORE S&P500 ETF	$496K	0.0%Prev: 0.1%	760 SH	Decreased-323 SH
ISHARES TR	ISHARES BIOTECH	$261K	0.0%Prev: 0.0%	1,545 SH	Increased-60 SH
ISHARES TR	ISHS 5-10YR INVT	$533K	0.1%Prev: 0.0%	10,019 SH	Increased+5,414 SH
ISHARES TR	RUS 1000 GRW ETF	$6.7M	0.6%Prev: 0.7%	15,598 SH	Increased+108 SH
ISHARES TR	RUSSELL 2000 ETF	$1.9M	0.2%Prev: 0.2%	7,624 SH	Increased-38 SH
JOHNSON & JOHNSON	COM	$2.9M	0.3%Prev: 0.2%	12,045 SH	Increased+21 SH
JPMORGAN CHASE & CO	COM	$13.1M	1.3%	44,658 SH	New
KLA CORP	COM NEW	$3.5M	0.3%Prev: 0.2%	2,388 SH	Increased-193 SH
LAM RESEARCH CORP	COM NEW	$12.0M	1.1%Prev: 1.0%	56,027 SH	Increased-63,047 SH
LOCKHEED MARTIN CORP	COM	$7.3M	0.7%Prev: 1.3%	12,010 SH	Decreased-13,666 SH
LOWES COS INC	COM	$1.6M	0.1%Prev: 0.2%	6,563 SH	Decreased-686 SH
MASTERCARD INCORPORATED	CL A	$2.6M	0.3%Prev: 0.3%	5,300 SH	Decreased+275 SH
MCDONALDS CORP	COM	$246K	0.0%Prev: 0.0%	791 SH	Increased+44 SH
MEDTRONIC PLC	SHS	$353K	0.0%Prev: 0.0%	4,072 SH	Decreased-290 SH
MERCADOLIBRE INC	COM	$3.8M	0.4%	2,196 SH	New
MERCK & CO INC	COM	$1.3M	0.1%Prev: 0.1%	10,577 SH	Increased-91 SH
META PLATFORMS INC	CL A	$2.4M	0.2%Prev: 0.3%	4,171 SH	Increased+158 SH
MICRON TECHNOLOGY INC	COM	$766K	0.1%	2,266 SH	New
MICROSOFT CORP	COM	$10.9M	1.0%Prev: 1.7%	29,446 SH	Decreased-8,361 SH
MORGAN STANLEY	COM NEW	$731K	0.1%Prev: 0.1%	4,441 SH	Increased+201 SH
NATERA INC	COM	$234K	0.0%	1,171 SH	New
NETFLIX INC.	COM	$1.3M	0.1%	13,410 SH	New
NEW YORK TIMES CO MTN BE	CL A	$542K	0.1%	6,468 SH	New
NEXTERA ENERGY INC	COM	$337K	0.0%Prev: 0.0%	3,630 SH	Increased+85 SH
NORTHROP GRUMMAN CORP	COM	$986K	0.1%Prev: 0.1%	1,445 SH	Increased+382 SH
NUVEEN CA DIVI ADV MUN	COM	$375K	0.0%	32,220 SH	New
NUVEEN CALIF AMT FREE MUNI I	COM	$517K	0.0%	43,436 SH	New
NUVEEN S&P 500 DYNAMIC OVERW	COM	$242K	0.0%	15,087 SH	New
NVIDIA CORPORATION	COM	$9.3M	0.9%Prev: 0.7%	53,350 SH	Increased+623 SH
ORACLE CORP	COM	$536K	0.1%Prev: 0.0%	3,644 SH	Increased+917 SH
PALANTIR TECHNOLOGIES INC	CL A	$769K	0.1%Prev: 0.0%	5,255 SH	Increased+2,438 SH
PALO ALTO NETWORKS INC	COM	$1.2M	0.1%Prev: 0.1%	7,507 SH	Increased+479 SH
PARKER-HANNIFIN CORP	COM	$1.2M	0.1%Prev: 0.1%	1,392 SH	Increased+85 SH
PBF ENERGY INC	CL A	$343K	0.0%	7,205 SH	New
PEPSICO INC	COM	$645K	0.1%Prev: 0.1%	4,152 SH	Increased+113 SH
PFIZER INC	COM	$1.6M	0.2%Prev: 0.2%	58,152 SH	Increased-514 SH
PHILLIPS 66	COM	$273K	0.0%	1,500 SH	New
PRICE T ROWE GROUP INC	COM	$223K	0.0%Prev: 0.0%	2,477 SH	Decreased-2,056 SH
PROCTER & GAMBLE CO	COM	$823K	0.1%	5,698 SH	New
PROSHARES TR	PSHS ULTRA QQQ	$298K	0.0%Prev: 0.0%	4,884 SH	Increased+2,442 SH
QUALCOMM INC	COM	$1.7M	0.2%Prev: 0.2%	13,524 SH	Decreased-208 SH
REGENERON PHARMACEUTICALS	COM	$6.3M	0.6%Prev: 0.9%	8,156 SH	Decreased-4,280 SH
RESMED INC	COM	$6.5M	0.6%Prev: 1.0%	28,906 SH	Decreased-8,094 SH
RTX CORPORATION	COM	$1.0M	0.1%Prev: 0.1%	5,267 SH	Increased-744 SH
SALESFORCE INC	COM	$480K	0.0%Prev: 0.0%	2,570 SH	Increased+1,545 SH
SCHWAB CHARLES CORP	COM	$625K	0.1%Prev: 0.1%	6,648 SH	Decreased-1,483 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$9.0M	0.9%Prev: 1.0%	272,299 SH	Increased-23,883 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$18.5M	1.8%Prev: 2.7%	746,672 SH	Decreased-408,835 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$10.1M	1.0%Prev: 1.2%	436,285 SH	Decreased-19,999 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$10.2M	1.0%Prev: 1.1%	404,757 SH	Increased-11,813 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$34.3M	3.3%Prev: 1.5%	1,119,196 SH	Increased+651,128 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$2.0M	0.2%Prev: 0.2%	69,964 SH	Increased-6,235 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$3.6M	0.3%Prev: 0.4%	116,855 SH	Increased-13,412 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$144.4M	13.8%Prev: 15.9%	5,632,258 SH	Increased-495,273 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$205K	0.0%Prev: 0.0%	7,060 SH	Increased-1,620 SH
SELECT SECTOR SPDR TR	STATE STREET TEC	$665K	0.1%	5,006 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$4.1M	0.4%	89,400 SH	New
SEMPRA	COM	$1.6M	0.2%	16,336 SH	New
SLB LIMITED	COM STK	$3.6M	0.3%	69,133 SH	New
SNAP ON INC	COM	$3.5M	0.3%Prev: 1.3%	9,640 SH	Decreased-22,757 SH
SOLVENTUM CORP	COM SHS	$221K	0.0%Prev: 0.0%	3,377 SH	Decreased-1,669 SH
SPDR GOLD TR	GOLD SHS	$1.0M	0.1%Prev: 0.1%	2,342 SH	Increased+224 SH
SPDR SERIES TRUST	STATE STREET SPD	$43.6M	4.2%	480,590 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$395K	0.0%	11,137 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$220K	0.0%	9,000 SH	New
STARBUCKS CORP	COM	$1.3M	0.1%Prev: 0.2%	14,757 SH	Decreased-1,625 SH
STATE STR SPDR DOW JONES IND	UT SER 1	$1.9M	0.2%	4,150 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$16.4M	1.6%	25,166 SH	New
STRYKER CORPORATION	COM	$1.7M	0.2%Prev: 0.3%	5,083 SH	Decreased-1,413 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$559K	0.1%	1,655 SH	New
TESLA INC	COM	$6.7M	0.6%Prev: 0.8%	17,931 SH	Increased-7,388 SH
TEXAS INSTRS INC	COM	$201K	0.0%Prev: 0.0%	1,037 SH	Decreased-229 SH
UNION PAC CORP	COM	$617K	0.1%Prev: 0.1%	2,543 SH	Increased-58 SH
VANECK ETF TRUST	GOLD MINERS ETF	$8.5M	0.8%Prev: 0.5%	92,497 SH	Increased-188 SH
VANECK ETF TRUST	JUNIOR GOLD MINE	$1.2M	0.1%	10,000 SH	New
VANECK ETF TRUST	MRNGSTR WDE MOAT	$52.5M	5.0%Prev: 3.6%	542,530 SH	Increased+192,849 SH
VANECK ETF TRUST	PREFERRED SECURT	$368K	0.0%Prev: 0.0%	21,000 SH	Decreased-1,700 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$1.6M	0.2%Prev: 0.1%	4,167 SH	Increased+2 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$68.9M	6.6%Prev: 6.8%	935,329 SH	Increased+150,610 SH
VANGUARD INDEX FDS	GROWTH ETF	$463K	0.0%Prev: 0.0%	1,059 SH	Increased+71 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.7M	0.2%Prev: 0.2%	2,920 SH	Increased-184 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$4.4M	0.4%Prev: 0.1%	20,337 SH	Increased+17,091 SH
VANGUARD INDEX FDS	SMALL CP ETF	$10.7M	1.0%Prev: 0.2%	40,996 SH	Increased+34,681 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$2.0M	0.2%Prev: 0.1%	6,452 SH	Increased+1,883 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$605K	0.1%Prev: 0.1%	1,887 SH	Increased-136 SH
VANGUARD INDEX FDS	VALUE ETF	$293K	0.0%Prev: 0.0%	1,492 SH	Increased+34 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$34.4M	3.3%Prev: 1.2%	637,358 SH	Increased+418,792 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$2.6M	0.3%Prev: 0.3%	52,609 SH	Increased+2,648 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$36.6M	3.5%Prev: 3.6%	570,851 SH	Increased-39,289 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.1M	0.2%Prev: 0.0%	13,974 SH	Increased+10,991 SH
VANGUARD WORLD FD	CONSUM STP ETF	$225K	0.0%Prev: 0.0%	1,000 SH	Increased
VANGUARD WORLD FD	INF TECH ETF	$254K	0.0%Prev: 0.0%	364 SH	Decreased-133 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$45.7M	4.4%Prev: 2.0%	315,383 SH	Increased+180,826 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$23.2M	2.2%Prev: 2.9%	63,152 SH	Decreased-16,064 SH
VERIZON COMMUNICATIONS INC	COM	$438K	0.0%Prev: 0.1%	8,722 SH	Increased-743 SH
VISA INC	COM CL A	$873K	0.1%Prev: 0.1%	2,888 SH	Decreased+164 SH
WALMART INC	COM	$675K	0.1%Prev: 0.0%	5,435 SH	Increased+1,617 SH
WELLS FARGO & CO	COM	$240K	0.0%	3,015 SH	New
WORLD GOLD TR	SPDR GLD MINIS	$4.9M	0.5%	52,729 SH	New

Sold (vs prior filing)

ABBOTT LABS — $431K
AMERICAN TOWER CORP NEW — $6.4M
ANSYS INC — $351K
BITWISE BITCOIN ETF TR — $234K
CENCORA INC — $523K
CHEVRON CORP NEW — $2.2M
CLOROX CO DEL — $253K
COMCAST CORP NEW — $244K
COMMERCE BANCSHARES INC — $238K
COSTAR GROUP INC — $333K
COSTCO WHSL CORP NEW — $2.4M
ECOLAB INC — $238K
FIRST TR EXCH TRADED FD III — $281K
GENERAL MLS INC — $208K
ISHARES TR — $431K
ISHARES TR — $275K
JPMORGAN CHASE & CO. — $12.5M
KIMBERLY-CLARK CORP — $316K
MARKEL GROUP INC — $204K
NETFLIX INC — $1.5M
… and 24 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 13, 2026	Q4 2025	13F-HR	0001172661-26-000785	$1.09B	View
Nov 10, 2025	Q3 2025	13F-HR	0001172661-25-004676	$1.06B	View
Aug 14, 2026	Q2 2026