Apriem Advisors

Q3 2025 13F-HR Holdings

Location
Irvine, CA
Holdings as of
9/30/2025
Date filed
11/10/2025
Form type
13F-HR
Num holdings
194
Total value ($000)
$1,057,004
Net value change ($000)
+116,398 (12.4%)
New positions
14
Sold out positions
7
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHX 16,392 10.8%
BND 15,635 26.2%
AAPL 12,063 25.4%
BIL 11,436 43.3%
GOOGL 7,717 37.2%
CPRT 6,453 2304.6%
MOAT 5,706 13.2%
MGK 5,162 15.0%
MGV 4,648 15.7%
LRCX 3,223 32.9%
Top Reduces (Value $000, Stocks/ETFs)
INTU -1,428 -16.6%
SCHWAB STRATEGIC TRUST -1,204 -5.9%
SNA -1,187 -24.6%
DIS -1,159 -10.7%
ADBE -1,154 -14.5%
PYPL -1,039 -12.3%
ADP -835 -23.9%
CTAS -775 -11.5%
AMD -569 -17.5%
AKX -389 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type