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: $1.16B182 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$4.1M	0.4%Prev: 0.4%	25,325 SH	Increased+30 SH
ABBOTT LABORATORIES	COM	$323K	0.0%	3,554 SH	New
ABBVIE INC	COM	$3.4M	0.3%Prev: 0.3%	13,674 SH	Increased+397 SH
ADVANCED MICRO DEVICES INC	COM	$7.4M	0.6%Prev: 0.3%	12,686 SH	Increased-10,278 SH
AEROVIRONMENT INC	COM	$6.8M	0.6%	40,991 SH	New
AGNICO EAGLE MINES LTD	COM	$8.6M	0.7%Prev: 0.7%	55,125 SH	Increased-105 SH
ALPHABET INC	CAP STK CL A	$40.7M	3.5%Prev: 2.2%	114,007 SH	Increased-3,666 SH
ALPHABET INC	CAP STK CL C	$3.5M	0.3%Prev: 0.3%	10,043 SH	Increased-4,593 SH
AMAZON COM INC	COM	$22.6M	2.0%Prev: 2.6%	95,024 SH	Decreased-17,918 SH
AMERICAN HEALTHCARE REIT INC	COM SHS	$241K	0.0%Prev: 0.0%	4,613 SH	Increased-1,425 SH
AMGEN INC	COM	$906K	0.1%Prev: 0.1%	2,502 SH	Increased+12 SH
AMPLIFY ETF TR	JR SILV MINE ETF	$2.5M	0.2%	95,000 SH	New
APPLE INC	COM	$69.0M	6.0%Prev: 5.1%	238,452 SH	Increased+6,531 SH
APPLIED MATLS INC	COM	$763K	0.1%	1,056 SH	New
ASML HLDG NV	N Y REGISTRY SHS	$438K	0.0%	220 SH	New
AUTODESK INC	COM	$5.0M	0.4%Prev: 1.0%	25,837 SH	Decreased-3,625 SH
AUTOMATIC DATA PROCESSING IN	COM	$1.7M	0.2%Prev: 0.4%	7,760 SH	Decreased-3,565 SH
BANK OF AMER CORP	COM	$1.8M	0.2%	30,995 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$6.6M	0.6%Prev: 0.7%	13,256 SH	Decreased-1,232 SH
BLACKROCK FLOATING RATE INCO	COM	$526K	0.0%Prev: 0.1%	47,848 SH	Decreased+2,468 SH
BLACKSTONE INC	COM	$2.5M	0.2%	21,616 SH	New
BOEING CO	COM	$4.3M	0.4%Prev: 0.5%	19,832 SH	Decreased-3,753 SH
BRISTOL-MYERS SQUIBB CO	COM	$667K	0.1%Prev: 0.1%	11,584 SH	Increased+13 SH
BROADCOM INC	COM	$4.0M	0.3%Prev: 0.3%	10,601 SH	Increased+1,742 SH
CADELER A S	SPON ADR	$351K	0.0%Prev: 0.0%	16,000 SH	Increased+300 SH
CASTOR MARITIME INC	SHS	$40K	0.0%Prev: 0.0%	19,000 SH	Decreased
CATERPILLAR INC	COM	$327K	0.0%	307 SH	New
CELSIUS HLDGS INC	COM NEW	$468K	0.0%Prev: 0.1%	15,969 SH	Decreased-2,180 SH
CF INDUSTRIES HOLD	COM	$5.9M	0.5%	54,762 SH	New
CHEVRON CORPORATION	COM	$1.7M	0.1%	9,999 SH	New
CINTAS CORP	COM	$4.4M	0.4%Prev: 0.7%	25,756 SH	Decreased-4,493 SH
CISCO SYS INC	COM	$1.8M	0.2%Prev: 0.1%	15,561 SH	Increased+289 SH
CITIGROUP INC	COM NEW	$407K	0.0%	2,906 SH	New
CLOUDFLARE INC	CL A COM	$298K	0.0%	1,216 SH	New
COCA COLA CO	COM	$378K	0.0%Prev: 0.0%	4,654 SH	Increased+1,747 SH
COMMERCE BANCSHARES INC	COM	$232K	0.0%Prev: 0.0%	4,018 SH	Decreased+191 SH
CONSOLIDATED EDISON INC	COM	$1.4M	0.1%Prev: 0.1%	12,781 SH	Increased+50 SH
COSTCO WHOLESALE CORPORATION	COM	$2.6M	0.2%	2,815 SH	New
CROWDSTRIKE HLDGS INC	CL A	$4.4M	0.4%Prev: 0.1%	5,739 SH	Increased+3,897 SH
CVB FINL CORP	COM	$778K	0.1%Prev: 0.1%	34,500 SH	Increased
DIMENSIONAL ETF TRUST	US EQUI MARK ETF	$460K	0.0%	5,610 SH	New
DISNEY WALT CO	COM	$1.1M	0.1%Prev: 1.1%	11,621 SH	Decreased-75,501 SH
DNP SELECT INCOME FD INC	COM	$199K	0.0%Prev: 0.0%	18,400 SH	Increased+1,000 SH
DOUBLELINE OPPORTUNISTIC CR	COM	$289K	0.0%Prev: 0.0%	20,110 SH	Decreased
DUKE ENERGY CORP NEW	COM NEW	$312K	0.0%Prev: 0.0%	2,466 SH	Increased+66 SH
EATON CORP PLC	SHS	$3.7M	0.3%Prev: 0.3%	8,610 SH	Increased-326 SH
EATON VANCE LIMITED DURATION	COM	$367K	0.0%Prev: 0.0%	39,129 SH	Decreased+1,217 SH
ELI LILLY & CO	COM	$2.5M	0.2%Prev: 0.1%	2,119 SH	Increased+400 SH
EMERSON ELEC CO	COM	$757K	0.1%Prev: 0.1%	5,285 SH	Increased+7 SH
ETFS GOLD TR	PHYSCL GOLD SHS	$368K	0.0%Prev: 0.0%	9,629 SH	Increased-700 SH
EXXON MOBIL CORP	COM	$19.9M	1.7%Prev: 1.6%	145,798 SH	Increased+5,499 SH
FASTENAL CO	COM	$305K	0.0%Prev: 0.1%	6,350 SH	Decreased-9,350 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$657K	0.1%Prev: 0.0%	2,300 SH	Increased
FIRST TR SR FLTG RATE INCOME	COM	$227K	0.0%Prev: 0.0%	23,500 SH	Increased+2,500 SH
GE AEROSPACE	COM NEW	$589K	0.1%Prev: 0.0%	1,575 SH	Increased+80 SH
GE VERNOVA INC	COM	$1.2M	0.1%Prev: 0.1%	1,019 SH	Increased-1,107 SH
GENCO SHIPPING & TRADING LTD	SHS	$228K	0.0%	9,200 SH	New
GENERAL MTRS CO	COM	$250K	0.0%	3,240 SH	New
GLAUKOS CORP	COM	$477K	0.0%Prev: 0.0%	3,412 SH	Increased+1,312 SH
GOLDMAN SACHS GROUP INC	COM	$12.7M	1.1%Prev: 1.1%	12,602 SH	Increased-2,636 SH
GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$8.6M	0.7%Prev: 0.3%	330,202 SH	Increased+280,515 SH
HOME DEPOT INC	COM	$1.2M	0.1%Prev: 0.1%	3,368 SH	Increased+557 SH
HONEYWELL AEROSPACE INC	COM	$612K	0.1%	2,770 SH	New
HONEYWELL INTL INC	COM	$620K	0.1%Prev: 0.1%	2,771 SH	Decreased-2,580 SH
HOULIHAN LOKEY INC	CL A	$601K	0.1%	4,481 SH	New
INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$501K	0.0%	14,617 SH	New
INNOVATOR ETFS TRUST	EQUI DEFI 1 MARC	$274K	0.0%	9,700 SH	New
INNOVATOR ETFS TRUST	EQUITY DEF PROTN	$247K	0.0%Prev: 0.0%	9,500 SH	Increased
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$394K	0.0%Prev: 0.0%	9,150 SH	Increased
INNOVATOR ETFS TRUST	US SM CAP BUFFER	$295K	0.0%Prev: 0.0%	9,500 SH	Increased
INTEL CORP	COM	$681K	0.1%	4,878 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$339K	0.0%Prev: 0.1%	1,204 SH	Decreased-933 SH
INTUITIVE SURGICAL INC	COM NEW	$319K	0.0%Prev: 0.1%	801 SH	Decreased-367 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$33.8M	2.9%Prev: 2.8%	111,422 SH	Increased-5,852 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$217K	0.0%Prev: 0.0%	2,900 SH	Decreased-255 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$4.7M	0.4%Prev: 0.3%	72,565 SH	Increased+1,016 SH
INVESCO QQQ TR	UNIT SER 1	$9.4M	0.8%Prev: 0.7%	12,774 SH	Increased+71 SH
IRON MTN INC DEL	COM	$253K	0.0%Prev: 0.0%	2,000 SH	Increased
ISHARES TR	0-3 MTH TREASURY	$3.2M	0.3%	31,870 SH	New
ISHARES TR	CORE S&P MCP ETF	$270K	0.0%Prev: 0.0%	3,500 SH	Decreased-1,145 SH
ISHARES TR	CORE S&P500 ETF	$569K	0.0%Prev: 0.1%	760 SH	Decreased-411 SH
ISHARES TR	ISHARES BIOTECH	$294K	0.0%	1,545 SH	New
ISHARES TR	ISHS 5-10YR INVT	$704K	0.1%Prev: 0.0%	13,234 SH	Increased+8,624 SH
ISHARES TR	RUS 1000 GRW ETF	$7.8M	0.7%Prev: 0.7%	62,418 SH	Increased+46,864 SH
ISHARES TR	RUSSELL 2000 ETF	$2.6M	0.2%Prev: 0.2%	8,599 SH	Increased+428 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$293K	0.0%	6,358 SH	New
JOHNSON & JOHNSON	COM	$3.1M	0.3%Prev: 0.2%	12,145 SH	Increased+262 SH
JPMORGAN CHASE & CO	COM	$14.6M	1.3%	44,544 SH	New
KLA CORP	COM NEW	$7.2M	0.6%Prev: 0.2%	23,912 SH	Increased+21,331 SH
LAM RESEARCH CORP	COM NEW	$21.5M	1.9%Prev: 1.0%	49,571 SH	Increased-51,172 SH
LOCKHEED MARTIN CORP	COM	$5.9M	0.5%Prev: 0.9%	11,541 SH	Decreased-6,261 SH
LOWES COS INC	COM	$1.3M	0.1%Prev: 0.2%	5,746 SH	Decreased-1,288 SH
MARVELL TECHNOLOGY INC	COM	$536K	0.0%	1,800 SH	New
MASTERCARD INCORPORATED	CL A	$2.7M	0.2%Prev: 0.3%	5,322 SH	Decreased+297 SH
MCDONALDS CORP	COM	$209K	0.0%Prev: 0.0%	774 SH	Decreased+27 SH
MEDTRONIC PLC	SHS	$352K	0.0%Prev: 0.0%	4,502 SH	Decreased+390 SH
MERCADOLIBRE INC	COM	$3.6M	0.3%	2,122 SH	New
MERCK & CO INC	COM	$1.4M	0.1%Prev: 0.1%	10,808 SH	Increased+104 SH
META PLATFORMS INC	CL A	$2.4M	0.2%Prev: 0.3%	4,201 SH	Decreased+122 SH
MICRON TECHNOLOGY INC	COM	$3.1M	0.3%Prev: 0.0%	2,713 SH	Increased+829 SH
MICROSOFT CORP	COM	$10.5M	0.9%Prev: 2.0%	28,101 SH	Decreased-10,634 SH
MORGAN STANLEY	COM NEW	$887K	0.1%Prev: 0.1%	4,241 SH	Increased-379 SH
NETFLIX INC.	COM	$975K	0.1%	13,662 SH	New
NEW YORK TIMES CO MTN BE	CL A	$453K	0.0%	6,468 SH	New
NORTHROP GRUMMAN CORP	COM	$736K	0.1%Prev: 0.1%	1,445 SH	Increased+445 SH
NUVEEN CA DIVI ADV MUN	COM	$401K	0.0%	33,120 SH	New
NUVEEN CALIF AMT FREE MUNI I	COM	$569K	0.0%	45,436 SH	New
NUVEEN S&P 500 DYNAMIC OVERW	COM	$281K	0.0%	15,083 SH	New
NVIDIA CORPORATION	COM	$9.7M	0.8%Prev: 0.9%	48,299 SH	Increased-6,209 SH
ORACLE CORP	COM	$397K	0.0%Prev: 0.1%	2,712 SH	Decreased-61 SH
PALANTIR TECHNOLOGIES INC	CL A	$615K	0.1%Prev: 0.0%	5,273 SH	Increased+2,441 SH
PALO ALTO NETWORKS INC	COM	$2.6M	0.2%Prev: 0.2%	7,482 SH	Increased+504 SH
PARKER-HANNIFIN CORP	COM	$1.4M	0.1%Prev: 0.1%	1,482 SH	Increased+175 SH
PBF ENERGY INC	CL A	$321K	0.0%	7,054 SH	New
PEPSICO INC	COM	$567K	0.0%Prev: 0.1%	4,189 SH	Increased+152 SH
PFIZER INC	COM	$1.5M	0.1%Prev: 0.1%	61,465 SH	Increased+4,877 SH
PHILLIPS 66	COM	$254K	0.0%	1,500 SH	New
PRICE T ROWE GROUP INC	COM	$247K	0.0%Prev: 0.0%	2,168 SH	Decreased-2,143 SH
PROCTER & GAMBLE CO	COM	$836K	0.1%	5,699 SH	New
PROSHARES TR	PSHS ULTRA QQQ	$473K	0.0%Prev: 0.0%	4,884 SH	Increased+2,442 SH
QUALCOMM INC	COM	$2.5M	0.2%Prev: 0.2%	13,511 SH	Increased-197 SH
REGENERON PHARMACEUTICALS	COM	$271K	0.0%Prev: 0.5%	434 SH	Decreased-8,683 SH
RESMED INC	COM	$4.5M	0.4%Prev: 0.9%	23,244 SH	Decreased-10,799 SH
RTX CORPORATION	COM	$994K	0.1%Prev: 0.1%	5,239 SH	Increased-714 SH
SALESFORCE INC	COM	$391K	0.0%Prev: 0.1%	2,498 SH	Decreased+413 SH
SCHWAB CHARLES CORP	COM	$613K	0.1%Prev: 0.1%	6,648 SH	Decreased-1,690 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$9.5M	0.8%Prev: 0.9%	260,903 SH	Increased-12,071 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$18.1M	1.6%Prev: 2.2%	651,760 SH	Decreased-268,412 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$10.0M	0.9%Prev: 1.1%	434,154 SH	Decreased-23,551 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$11.7M	1.0%Prev: 1.0%	404,758 SH	Increased-7,654 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$39.0M	3.4%Prev: 2.0%	1,230,371 SH	Increased+521,735 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$2.4M	0.2%Prev: 0.2%	70,185 SH	Increased-7,285 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$4.1M	0.4%Prev: 0.4%	116,855 SH	Increased-11,987 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$159.5M	13.8%Prev: 16.2%	5,419,045 SH	Increased-813,352 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$1.4M	0.1%	39,836 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$970K	0.1%	5,093 SH	New
SELECT SECTOR SPDR TR	ST STR UTIL ETF	$4.1M	0.4%	89,400 SH	New
SEMPRA	COM	$1.5M	0.1%	16,461 SH	New
SLB LIMITED	COM STK	$2.4M	0.2%	51,292 SH	New
SNAP ON INC	COM	$2.7M	0.2%Prev: 0.5%	6,698 SH	Decreased-8,777 SH
SOLVENTUM CORP	COM SHS	$261K	0.0%Prev: 0.0%	3,377 SH	Decreased-1,669 SH
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$490K	0.0%	2,867 SH	New
SPDR GOLD TR	GOLD SHS	$863K	0.1%Prev: 0.1%	2,342 SH	Increased+70 SH
SPDR SERIES TRUST	ST STR BLO 1 ETF	$44.6M	3.9%	486,811 SH	New
SPDR SERIES TRUST	ST STR SP DIV	$229K	0.0%	1,508 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$328K	0.0%	10,871 SH	New
STARBUCKS CORP	COM	$1.5M	0.1%Prev: 0.2%	14,900 SH	Increased-1,339 SH
STATE STR SPDR DOW JONES IND	UT SER 1	$2.2M	0.2%	4,150 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$18.7M	1.6%	25,086 SH	New
STRYKER CORPORATION	COM	$1.6M	0.1%Prev: 0.2%	5,077 SH	Decreased-845 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$473K	0.0%	991 SH	New
TESLA INC	COM	$8.2M	0.7%Prev: 0.7%	19,522 SH	Increased-1,925 SH
TEXAS INSTRS INC	COM	$311K	0.0%Prev: 0.0%	1,044 SH	Increased-222 SH
UNION PAC CORP	COM	$681K	0.1%Prev: 0.1%	2,505 SH	Increased-200 SH
VANECK ETF TRUST	GOLD MINERS ETF	$7.0M	0.6%Prev: 0.5%	93,070 SH	Increased+535 SH
VANECK ETF TRUST	JUNIOR GOLD MINE	$1.5M	0.1%	15,000 SH	New
VANECK ETF TRUST	MRNGSTR WDE MOAT	$49.2M	4.3%Prev: 4.6%	473,733 SH	Increased+12,738 SH
VANECK ETF TRUST	PREFERRED SECURT	$375K	0.0%Prev: 0.0%	21,000 SH	Decreased-1,700 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$2.7M	0.2%Prev: 0.1%	4,137 SH	Increased-28 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$257K	0.0%	3,114 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$70.7M	6.1%Prev: 6.4%	963,506 SH	Increased+151,741 SH
VANGUARD INDEX FDS	GROWTH ETF	$547K	0.0%Prev: 0.0%	6,354 SH	Increased+5,295 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.0M	0.2%Prev: 0.2%	2,872 SH	Increased-179 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$5.4M	0.5%Prev: 0.1%	22,173 SH	Increased+17,103 SH
VANGUARD INDEX FDS	SMALL CP ETF	$13.7M	1.2%Prev: 0.3%	45,306 SH	Increased+33,746 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$2.4M	0.2%Prev: 0.1%	6,689 SH	Increased+1,915 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$710K	0.1%Prev: 0.1%	1,918 SH	Increased-57 SH
VANGUARD INDEX FDS	VALUE ETF	$399K	0.0%Prev: 0.0%	1,830 SH	Increased+372 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$40.7M	3.5%Prev: 1.2%	682,576 SH	Increased+447,642 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$2.6M	0.2%Prev: 0.3%	52,110 SH	Increased+2,154 SH
VANGUARD STAR FDS	VG TL INTL STK F	$203K	0.0%	2,375 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$41.2M	3.6%Prev: 3.7%	578,734 SH	Increased-24,541 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$3.1M	0.3%Prev: 0.0%	19,536 SH	Increased+17,170 SH
VANGUARD WORLD FD	CONSUM STP ETF	$225K	0.0%Prev: 0.0%	1,000 SH	Increased
VANGUARD WORLD FD	INF TECH ETF	$358K	0.0%Prev: 0.0%	2,997 SH	Increased+2,634 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$57.1M	4.9%Prev: 3.1%	349,628 SH	Increased+124,603 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$30.2M	2.6%Prev: 3.7%	343,729 SH	Decreased+249,753 SH
VERIZON COMMUNICATIONS INC	COM	$374K	0.0%Prev: 0.0%	8,826 SH	Decreased-1,045 SH
VISA INC	COM CL A	$739K	0.1%Prev: 0.1%	2,153 SH	Decreased-571 SH
WALMART INC	COM	$345K	0.0%Prev: 0.1%	3,048 SH	Decreased-2,258 SH
WELLS FARGO & CO	COM	$249K	0.0%	3,015 SH	New
WORLD GOLD TR	SPDR GLD MINIS	$12.6M	1.1%	159,205 SH	New

Sold (vs prior filing)

ABBOTT LABS — $442K
ADOBE INC — $8.0M
AMERICAN TOWER CORP NEW — $1.5M
AMPLIFY ETF TR — $1.4M
ANSYS INC — $389K
AT&T INC — $1.1M
BANK AMERICA CORP — $1.6M
BITWISE BITCOIN ETF TR — $305K
BROWN & BROWN INC — $482K
CENCORA INC — $564K
CHEVRON CORP NEW — $1.9M
CHIPOTLE MEXICAN GRILL INC — $228K
CLOROX CO DEL — $202K
CONSTELLATION ENERGY CORP — $478K
COPART INC — $280K
COSTAR GROUP INC — $338K
COSTCO WHSL CORP NEW — $2.6M
DIMENSIONAL ETF TRUST — $376K
DOUBLELINE INCOME SOLUTIONS — $273K
ECOLAB INC — $252K
… and 37 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