Apriem-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "GDX", "TROW", "CVBF", "ONON", null, "MMM", "ABT", "ABBV", "ADBE", null, "GOOGL", null, "CDLR", "T", "AVGO", "LOW", "BRO", "DUK", null, "FRA", "FCT", "GIS", "HON", "BITB", "HD", "MCD", "INTU", null, "EVV", "UNP", "QCOM", "ISRG", null, null, "EMR", null, "META", null, "IJH", "NAC", "DBL", "NKX", "LRCX", "MA", "MDT", "MSFT", "MS", "GE", null, "FAST", "ANSS", "IJR", "KLAC", "ORCL", "NOC", null, "IWF", "PANW", "PYPL", "PEP", "DNP", null, "IVV", null, "AAPL", "SPY", "ECL", "NVDA", "GS", "PLTR", "PFE", "LMT", "PG", "MRK", "VZ", "AMGN", "NYT", "REGN", null, "SCHX", null, "SLB", "ROP", "SNA", "RTX", "GLD", null, "AMT", null, "SPLG", "IBM", "SYK", "SBUX", "TXN", "TGT", "TYL", "NEM", "SCHW", "VWO", "BXMX", null, "DSL", null, "GKOS", "TSM", "RMD", "VYM", null, "VRSK", "ADSK", null, "AMD", "SGOL", "AMZN", "SCHB", null, null, null, "VGT", "VUG", "VEA", "MGK", "VBK", "MGV", "BND", "VBR", "VB", "VOO", "VTV", "V", "WMT", "WFC", "SOLV", null, "AEM", "SCHD", "SCHG", "SCHF", "SCHA", "MKL", "CRM", "DIA", null, null, "GEV", null, "KMB", "ADP", "BAC", "BRK-B", "BA", "BMY", "CELH", "CVX", "CTAS", "CSCO", "C", "CLX", "CBSH", "CMCSA", "CEG", "ED", "COST", "CSGP", "CRWD", null, null, "NEE", "QQQ", "IWM", "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PH", "XLK", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-15
- Total Holdings
- 182
- Total Value
- 853484611
- Accession Number
- 0001172661-25-002047
- Form Type
- 13F-HR
- Manager Name
- Apriem-Advisors
Data Enrichment
84% identified152 identified30 unidentified
Holdings
182 positions • $853.5M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
(cusip85207K107)✕ | 10.5K | QoQ 0.00% (+0)YoY +5.00% (+500) | All Managers (Combined) | $121.8K | 0.0% ($121.8K/$853.5M) | |
(cusipY1146L208)✕ | 19.0K | QoQ 0.00% (-0) | All Managers (Combined) | $43.3K | 0.0% ($43.3K/$853.5M) |