Apriem Advisors
•CIK: 1425165•Filing: Q4 2025
**Apriem Advisors** manages $1.1B across a diversified portfolio of 191 positions. The fund exhibits notable allocations to broad market exposure, led by SCHX at $165.9M, alongside significant fixed income holdings in BND ($76.5M). Key technology and growth names anchor the portfolio, with substantial positions in AAPL ($64.3M), GOOGL ($36.4M), and QQQM ($31.1M). This structure suggests a balanced, large-cap orientation blending sector leadership with core market diversification.
Total AUM
$1.1B
QoQ Performance
+3.1%
Positions
155
Top 10 Concentration
53.2%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHX
BND
AAPL
SCHX15.2%
BND7.0%
AAPL5.9%
MOAT4.9%
MGK3.8%
BIL3.7%
GOOGL3.3%
VEA3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other68.2%
Technology16.3%
Financial3.8%
Consumer3.7%
ETF1.8%
Industrial1.8%
Energy1.7%
Healthcare1.2%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW4 new positions
↑61 increased
↓94 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023