Investor
Apriem Advisors
CIK 0001425165 · filed 2026-05-15 · SEC filing
13F book
$1.05B
Positions
186
13 new · 18 sold
Largest name
13.8%
Schwab Strategic Tr
Est. mark
−$22.5M
Price effect on 173 names still held. Flow −$19.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr | — | 5.63M | $144.4M | 13.8% | −$7.15M | Cut−$21.5M |
| Vanguard Bd Index Fds | — | 935.3K | $68.9M | 6.6% | −$402.2K | Cut−$7.67M |
| Apple Inc. | AAPL | 234.3K | $59.5M | 5.7% | −$4.23M | Cut−$4.79M |
| Vaneck Etf Trust | — | 542.5K | $52.5M | 5.0% | −$3.52M | Added−$688.6K |
| Vanguard World Fd | — | 315.4K | $45.7M | 4.4% | $959.9K | Added$9.96M |
| Spdr Series Trust | — | 470.1K | $43.1M | 4.1% | $113.8K | Added$3.11M |
| Vanguard Tax-Managed Fds | — | 570.9K | $36.6M | 3.5% | $919.1K | Cut$744.3K |
| Vanguard Intl Equity Index F | — | 637.4K | $34.4M | 3.3% | $106.7K | Added$14.7M |
| Schwab Strategic Tr | — | 1.12M | $34.3M | 3.3% | $2.82M | Added$10.5M |
| Alphabet Inc | — | 114.7K | $33M | 3.1% | −$2.92M | Cut−$3.44M |
| Invesco Exch Traded Fd Tr Ii | — | 107.6K | $25.6M | 2.4% | −$1.65M | Cut−$5.55M |
| Exxon Mobil Corp | — | 143.3K | $24.3M | 2.3% | $6.65M | Added$8.1M |
| Vanguard World Fd | — | 63.2K | $23.2M | 2.2% | −$2.86M | Cut−$17.7M |
| Amazon Com Inc | AMZN | 94.5K | $19.7M | 1.9% | −$2.13M | Cut−$5.65M |
| Schwab Strategic Tr | — | 746.7K | $18.5M | 1.8% | $530.1K | Cut−$717.7K |
| Spdr S&P 500 Etf Tr | — | 25.2K | $16.4M | 1.6% | −$795.3K | Cut−$913.9K |
| Ishares 0-3 Month | — | 147.9K | $14.9M | 1.4% | — | New |
| Jpmorgan Chase & Co. | — | 44.7K | $13.1M | 1.3% | −$1.25M | Cut−$1.3M |
| Lam Research Corp | LRCX | 56K | $12M | 1.1% | $2.38M | Cut−$3.77M |
| Goldman Sachs Group Inc | — | 13.6K | $11.5M | 1.1% | −$449.6K | Cut−$954.1K |
| Agnico Eagle Mines Ltd | AEM | 55.1K | $11.2M | 1.1% | $1.84M | Cut$1.83M |
| Microsoft Corp | MSFT | 29.4K | $10.9M | 1.0% | −$3.34M | Cut−$7.22M |
| Vanguard Index Fds | — | 41K | $10.7M | 1.0% | $56.1K | Added$7.1M |
| Schwab Strategic Tr | — | 404.8K | $10.2M | 1.0% | −$457.4K | Cut−$465.8K |
| Schwab Us Aggregate Bond | — | 436.3K | $10.1M | 1.0% | −$65.4K | Cut−$639.6K |
| Nvidia Corp | NVDA | 53.4K | $9.3M | 0.9% | −$624.4K | Added−$320.3K |
| Schwab Strategic Tr | — | 272.3K | $8.97M | 0.9% | $54.5K | Cut−$1.87K |
| Grayscale Bitcoin Mini Tr Et | — | 286.3K | $8.58M | 0.8% | −$1.27M | Added$2.94M |
| Vaneck Etf Trust | — | 92.5K | $8.49M | 0.8% | $555K | Held |
| Invesco Qqq Tr | — | 12.6K | $7.28M | 0.7% | −$468.4K | Cut−$536.6K |
| Lockheed Martin Corp | LMT | 12K | $7.26M | 0.7% | $1.45M | Cut−$243.4K |
| Tesla, Inc. | TSLA | 17.9K | $6.67M | 0.6% | −$1.39M | Added−$1.34M |
| Ishares Tr | — | 15.6K | $6.65M | 0.6% | −$731.4K | Cut−$757.5K |
| Berkshire Hathaway Inc Del | — | 13.7K | $6.57M | 0.6% | −$321.7K | Cut−$606.7K |
| Resmed Inc | — | 28.9K | $6.49M | 0.6% | −$473.8K | Cut−$882.5K |
| Autodesk, Inc. | ADSK | 26.7K | $6.39M | 0.6% | −$1.51M | Cut−$1.8M |
| Regeneron Pharmaceuticals, Inc. | REGN | 8.16K | $6.3M | 0.6% | $6.28K | Cut−$324.1K |
| World Gold Tr | — | 52.7K | $4.89M | 0.5% | — | New |
| Cintas Corp | CTAS | 27.6K | $4.66M | 0.4% | −$521.8K | Cut−$685.7K |
| Boeing Co | — | 22.4K | $4.46M | 0.4% | −$405.6K | Cut−$439.3K |
| Vanguard Index Fds | — | 20.3K | $4.42M | 0.4% | $31.4K | Added$3.2M |
| Intuit Inc. | INTU | 9.73K | $4.21M | 0.4% | −$2.24M | Cut−$2.63M |
| Select Sector Spdr Tr | — | 89.4K | $4.1M | 0.4% | $286.1K | Held |
| Mercadolibre Inc | MELI | 2.2K | $3.8M | 0.4% | — | New |
| Alphabet Inc | — | 12.9K | $3.71M | 0.4% | −$348.2K | Cut−$509.8K |
| 3M CO | MMM | 25.3K | $3.68M | 0.4% | −$376.6K | Held |
| Schwab Strategic Tr | — | 116.9K | $3.56M | 0.3% | $104K | Cut$45.7K |
| Slb Limited/Nv | SLB | 69.1K | $3.55M | 0.3% | $899.4K | Cut$748.3K |
| Broadcom Inc. | AVGO | 11.5K | $3.55M | 0.3% | −$419.6K | Cut−$1.52M |
| Kla Corp | KLAC | 2.39K | $3.52M | 0.3% | $614.5K | Cut$508.8K |
| Snap-on Inc | SNA | 9.64K | $3.5M | 0.3% | $179.6K | Cut−$59.9K |
| Invesco Exchange Traded Fd T | — | 71.6K | $3.24M | 0.3% | −$17.9K | Added−$17.8K |
| Advanced Micro Devices Inc | AMD | 15.6K | $3.18M | 0.3% | −$167.9K | Cut−$217.1K |
| Eaton Corp Plc | ETN | 8.61K | $3.08M | 0.3% | $337.1K | Cut$330.7K |
| Costco Whsl Corp New | — | 3.05K | $3.04M | 0.3% | $386K | Added$559.4K |
| Johnson & Johnson | JNJ | 12K | $2.94M | 0.3% | $445.4K | Added$485K |
| AbbVie Inc. | ABBV | 13.4K | $2.92M | 0.3% | −$147.3K | Added−$145.1K |
| Amplify Etf Tr | — | 95K | $2.82M | 0.3% | $194.7K | Held |
| Chevron Corp New | CVX | 12.9K | $2.67M | 0.3% | $703.7K | Cut$661.6K |
| Mastercard Inc | MA | 5.3K | $2.65M | 0.3% | −$362.5K | Added−$257.6K |
| Vanguard Malvern Fds | — | 52.6K | $2.63M | 0.3% | $24.6K | Added$142K |
| Crowdstrike Hldgs Inc | — | 6.71K | $2.62M | 0.3% | −$140.3K | Added$1.78M |
| Meta Platforms, Inc. | META | 4.17K | $2.39M | 0.2% | −$356.7K | Added−$288.6K |
| Vanguard Whitehall Fds | — | 14K | $2.07M | 0.2% | $9.33K | Added$1.78M |
| Schwab Strategic Tr | — | 70K | $2.04M | 0.2% | −$244.2K | Cut−$249.1K |
| Vanguard Index Fds | — | 6.45K | $1.95M | 0.2% | $614 | Added$326.1K |
| Spdr Dow Jones Indl Average | — | 4.15K | $1.92M | 0.2% | −$72.1K | Held |
| Ishares Tr | — | 7.62K | $1.89M | 0.2% | $14K | Cut$489 |
| Disney Walt Co | — | 19.2K | $1.85M | 0.2% | −$333.8K | Cut−$7.61M |
| GE Vernova Inc. | GEV | 2.02K | $1.76M | 0.2% | $442.9K | Cut$374.2K |
| Vanguard Index Fds | — | 2.92K | $1.74M | 0.2% | −$86.1K | Cut−$141.3K |
| Qualcomm Inc | — | 13.5K | $1.74M | 0.2% | −$571.7K | Cut−$574.9K |
| Automatic Data Processing In | — | 8.43K | $1.71M | 0.2% | −$455.7K | Cut−$597.7K |
| Eli Lilly & Co | LLY | 1.83K | $1.69M | 0.2% | −$283.3K | Added−$278.7K |
| Stryker Corp | SYK | 5.08K | $1.67M | 0.2% | −$116.3K | Cut−$118.7K |
| Pfizer Inc | PFE | 58.2K | $1.63M | 0.2% | $184.9K | Cut$139.8K |
| Vaneck Etf Trust | — | 4.17K | $1.6M | 0.2% | $97K | Held |
| Sempra | — | 16.3K | $1.59M | 0.2% | $145.1K | Held |
| Lowes Cos Inc | — | 6.56K | $1.55M | 0.1% | −$32K | Cut−$117.1K |
| Bank America Corp | — | 31.2K | $1.52M | 0.1% | −$195K | Cut−$213.8K |
| Consolidated Edison Inc | ED | 12.7K | $1.44M | 0.1% | $175.8K | Held |
| Starbucks Corp | SBUX | 14.8K | $1.32M | 0.1% | $79.4K | Cut$69.2K |
| Netflix Inc | NFLX | 13.4K | $1.29M | 0.1% | $30.4K | Added$94.9K |
| Merck & Co., Inc. | MRK | 10.6K | $1.27M | 0.1% | $155.9K | Added$181.2K |
| Honeywell Intl Inc | — | 5.54K | $1.25M | 0.1% | $168.1K | Added$192.5K |
| Parker-Hannifin Corp | PH | 1.39K | $1.25M | 0.1% | $18.3K | Added$255.6K |
| Palo Alto Networks Inc | PANW | 7.51K | $1.2M | 0.1% | −$167K | Added−$84.6K |
| Cisco Sys Inc | — | 15.5K | $1.2M | 0.1% | $8.69K | Added$8.84K |
| Vaneck Etf Trust | — | 10K | $1.2M | 0.1% | $18.8K | Added$859.1K |
| At&T Inc | — | 40.9K | $1.19M | 0.1% | $169.9K | Cut$166.3K |
| Adobe Inc. | ADBE | 4.54K | $1.1M | 0.1% | −$485.6K | Cut−$5.26M |
| Home Depot, Inc. | HD | 3.22K | $1.06M | 0.1% | −$49.1K | Cut−$57.3K |
| RTX Corp | RTX | 5.27K | $1.02M | 0.1% | $50.1K | Cut$4.57K |
| Spdr Gold Tr | — | 2.34K | $1.01M | 0.1% | $79.6K | Cut$76K |
| Northrop Grumman Corp | — | 1.45K | $985.6K | 0.1% | $161.9K | Held |
| American Tower Corp New | — | 5.17K | $891.4K | 0.1% | −$15.4K | Cut−$168.9K |
| Amgen Inc | AMGN | 2.5K | $879.6K | 0.1% | $61.4K | Held |
| Visa Inc. | V | 2.89K | $872.9K | 0.1% | −$130.1K | Added−$68.4K |
| Procter And Gamble Co | PG | 5.7K | $823.1K | 0.1% | $6.28K | Added$34.2K |
| Palantir Technologies Inc. | PLTR | 5.25K | $768.7K | 0.1% | −$152K | Added−$89.8K |
| Micron Technology Inc | MU | 2.27K | $765.5K | 0.1% | $75.7K | Added$353.7K |
| Morgan Stanley | — | 4.44K | $730.8K | 0.1% | −$56.3K | Added−$39.8K |
| Ishares Silver Tr | — | 10.3K | $705.2K | 0.1% | — | New |
| Bristol-Myers Squibb Co | — | 11.6K | $702.4K | 0.1% | $77.7K | Cut$74.4K |
| Emerson Elec Co | — | 5.28K | $691.9K | 0.1% | −$9.01K | Added−$8.87K |
| Walmart Inc. | WMT | 5.43K | $675.4K | 0.1% | $65.5K | Added$108.2K |
| Cvb Finl Corp | — | 34.5K | $669K | 0.1% | $27.3K | Held |
| Select Sector Spdr Tr | — | 5.01K | $665.3K | 0.1% | −$55.4K | Held |
| Pepsico Inc | PEP | 4.15K | $644.8K | 0.1% | $46K | Added$83.5K |
| Celsius Hldgs Inc | — | 18.1K | $643.6K | 0.1% | −$186.1K | Held |
| Houlihan Lokey, Inc. | HLI | 4.48K | $643.6K | 0.1% | — | New |
| Schwab Charles Corp | — | 6.65K | $624.8K | 0.1% | −$39.4K | Cut−$259K |
| Union Pac Corp | — | 2.54K | $617K | 0.1% | $27.9K | Added$45.2K |
| Vanguard Index Fds | — | 1.89K | $605.4K | 0.1% | −$27.3K | Held |
| Taiwan Semiconductor Mfg Ltd | — | 1.66K | $559.3K | 0.1% | $53K | Added$86.8K |
| Coherent Corp. | COHR | 2.29K | $545.5K | 0.1% | $122.8K | Held |
| New York Times Co | NYT | 6.47K | $541.6K | 0.1% | $92.6K | Held |
| Oracle Corp | — | 3.64K | $536K | 0.1% | −$174.2K | Cut−$194K |
| Ishares Tr | — | 10K | $533.2K | 0.1% | −$3.11K | Added$278.8K |
| Nuveen California Amt Qlt Mu | — | 43.4K | $516.9K | 0.0% | −$22.4K | Added$1.43K |
| Ishares Tr | — | 760 | $496.4K | 0.0% | −$24K | Cut−$197.3K |
| Blackrock Floating Rate Inco | — | 44.3K | $488K | 0.0% | −$33.6K | Added−$33K |
| Salesforce, Inc. | CRM | 2.57K | $479.7K | 0.0% | −$153.7K | Added−$40.8K |
| Fidelity Covington Trust | — | 2.3K | $478.5K | 0.0% | −$38.2K | Held |
| Fastenal Co | FAST | 10.2K | $473.3K | 0.0% | $64K | Cut−$100.6K |
| Vanguard Growth Etf | — | 1.06K | $462.6K | 0.0% | −$54.1K | Held |
| Ge Aerospace | — | 1.57K | $446.8K | 0.0% | −$38.1K | Held |
| Intuitive Surgical Inc | ISRG | 968 | $446.2K | 0.0% | −$102K | Cut−$156.4K |
| Verizon Communications Inc | VZ | 8.72K | $437.9K | 0.0% | $82.6K | Cut$68.8K |
| Etfs Gold Tr | — | 9.73K | $434.1K | 0.0% | $34.4K | Cut$13.9K |
| Constellation Energy Corp | CEG | 1.45K | $403.8K | 0.0% | −$107K | Held |
| Dimensional Etf Trust | — | 5.61K | $397.8K | 0.0% | −$18.3K | Held |
| Sprott Asset Management Lp | — | 11.1K | $394.7K | 0.0% | $26.9K | Added$27.7K |
| Cadeler A/S | CDLR | 16K | $376.5K | 0.0% | $79K | Held |
| Nuveen Ca Qualty Mun Income | — | 32.2K | $375.4K | 0.0% | −$5.15K | Held |
| Vaneck Etf Trust | — | 21K | $368.3K | 0.0% | −$2.52K | Held |
| Glaukos Corp | GKOS | 3.41K | $367.3K | 0.0% | −$17.9K | Held |
| Innovator Etfs Trust | — | 9.15K | $366.9K | 0.0% | −$5.66K | Held |
| Abbott Labs | ABT | 3.45K | $354.7K | 0.0% | −$74.9K | Added−$60.5K |
| Coca Cola Co | KO | 4.65K | $353.7K | 0.0% | $28.6K | Held |
| Medtronic Plc | MDT | 4.07K | $352.9K | 0.0% | −$38.3K | Cut−$49.8K |
| Doubleline Opportunistic Cr | — | 24.1K | $352K | 0.0% | −$15.7K | Held |
| Freeport-Mcmoran Inc | FCX | 5.87K | $345.1K | 0.0% | $46.9K | Added$46.9K |
| PBF Energy Inc. | PBF | 7.21K | $343.1K | 0.0% | $147.7K | Cut$141.7K |
| Nextera Energy Inc | — | 3.63K | $337.2K | 0.0% | $45.7K | Held |
| Duke Energy Corp New | — | 2.4K | $314.3K | 0.0% | $33K | Held |
| Citigroup Inc | — | 2.65K | $300.9K | 0.0% | −$7.48K | Added$33.6K |
| Proshares Tr | — | 4.88K | $297.9K | 0.0% | −$46K | Held |
| Eaton Vance Limited Duration | — | 31.5K | $297.7K | 0.0% | −$14.5K | Added−$14.2K |
| Vanguard Index Fds | — | 1.49K | $292.7K | 0.0% | $7.77K | Held |
| Asml Holding N V | — | 220 | $290.6K | 0.0% | $49.2K | Added$80.9K |
| Brown & Brown, Inc. | BRO | 4.34K | $283.2K | 0.0% | −$62.9K | Held |
| International Business Machs | — | 1.15K | $279.8K | 0.0% | −$62.1K | Held |
| Dell Technologies Inc. | DELL | 1.7K | $279.7K | 0.0% | $65.2K | Cut$52.2K |
| Phillips 66 | PSX | 1.5K | $273.3K | 0.0% | — | New |
| Innovator Etfs Trust | — | 9.7K | $267.6K | 0.0% | $886 | Held |
| Innovator Etfs Trust | — | 9.5K | $266.8K | 0.0% | $8K | Held |
| Ishares Tr | — | 1.54K | $260.9K | 0.0% | $123 | Held |
| Applied Matls Inc | — | 756 | $258.4K | 0.0% | — | New |
| Spdr Series Trust | — | 9.01K | $258.3K | 0.0% | −$1.62K | Cut−$12.4M |
| Vanguard World Fd | — | 364 | $254.3K | 0.0% | −$20.1K | Held |
| Intel Corp | INTC | 5.72K | $252.3K | 0.0% | $40.9K | Added$43.4K |
| Ishares Tr | — | 3.65K | $246.1K | 0.0% | $5.58K | Cut−$60.4K |
| Mcdonalds Corp | MCD | 791 | $245.9K | 0.0% | $3.78K | Added$21.8K |
| Nuveen S&P 500 Dynamic Overw | — | 15.1K | $242.4K | 0.0% | — | New |
| General Mtrs Co | — | 3.24K | $241.4K | 0.0% | −$22.1K | Held |
| Innovator Etfs Trust | — | 9.5K | $241.2K | 0.0% | $95 | Held |
| Wells Fargo Co New | — | 3.02K | $240K | 0.0% | −$41K | Held |
| Natera, Inc. | NTRA | 1.17K | $234.2K | 0.0% | −$34.1K | Held |
| Arm Holdings Plc | — | 1.51K | $228.1K | 0.0% | — | New |
| Vanguard World Fd | — | 1K | $224.6K | 0.0% | $13.3K | Held |
| Price T Rowe Group Inc | TROW | 2.48K | $223.3K | 0.0% | −$30.3K | Cut−$181.1K |
| Solventum Corp | SOLV | 3.38K | $220.5K | 0.0% | −$47.1K | Held |
| Spdr Series Trust | — | 1.51K | $220.1K | 0.0% | $10.2K | Held |
| Sprott Asset Management Lp | — | 9K | $219.5K | 0.0% | $6.66K | Held |
| American Healthcare REIT, Inc. | AHR | 4.61K | $217.5K | 0.0% | $461 | Cut−$63.9K |
| Caterpillar Inc | CAT | 307 | $217.5K | 0.0% | — | New |
| Invesco Exch Traded Fd Tr Ii | — | 2.9K | $212.1K | 0.0% | $4.99K | Cut−$2.15K |
| Schwab Strategic Tr | — | 7.06K | $205.3K | 0.0% | $4.24K | Cut−$1.46K |
| Iron Mtn Inc Del | — | 2K | $204.3K | 0.0% | — | New |
| Genco Shipping & Trading Ltd | GNK | 9K | $202.9K | 0.0% | — | New |
| First Tr Sr Fltg Rate Income | — | 21K | $202.4K | 0.0% | −$9.03K | Held |
| Texas Instrs Inc | — | 1.04K | $201.4K | 0.0% | — | New |
| Doubleline Income Solutions | — | 17.3K | $187.4K | 0.0% | −$7.61K | Held |
| Dnp Select Income Fd Inc | — | 17.4K | $179.2K | 0.0% | $5.39K | Held |
| Castor Maritime Inc. | CTRM | 19K | $35.1K | 0.0% | −$4.18K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.