Apriem Advisors 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AA Apriem Advisors | Institutional Filer | ▼ 3.83% | $1.05B | 186 |
Current Portfolio Holdings
Showing all 186 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | — | 5.6M | $144.4M | 13.78% |
| 2 | BND | VANGUARD BD INDEX FDS | — | 935K | $68.9M | 6.57% |
| 3 | AAPL | Apple Inc. | Technology | 234K | $59.5M | 5.68% |
| 4 | MOAT | VANECK ETF TRUST | — | 543K | $52.5M | 5.01% |
| 5 | MGV | VANGUARD WORLD FD | — | 315K | $45.7M | 4.36% |
| 6 | BIL | SPDR SERIES TRUST | — | 470K | $43.1M | 4.11% |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | — | 571K | $36.6M | 3.49% |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | — | 637K | $34.4M | 3.29% |
| 9 | SCHD | SCHWAB STRATEGIC TR | — | 1.1M | $34.3M | 3.28% |
| 10 | GOOGL | Alphabet Inc. | Technology | 115K | $33.0M | 3.15% |
| 11 | QQQM | INVESCO EXCH TRADED FD TR II | — | 108K | $25.6M | 2.44% |
| 12 | XOM | Exxon Mobil Corporation | Energy | 143K | $24.3M | 2.32% |
| 13 | MGK | VANGUARD WORLD FD | — | 63K | $23.2M | 2.21% |
| 14 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 94K | $19.7M | 1.88% |
| 15 | SCHF | SCHWAB STRATEGIC TR | — | 747K | $18.5M | 1.76% |
Showing 1 to 15 of 186 holdings