Managers / Q4 2019 · view latest →
Apriem Advisors
CIK 0001425165 · 19200 VON KARMAN AVE, #1050, IRVINE, CA, 92612 · 949-253-8888
Reported Value
$522M
Q4 2019
Positions
137
Filings on Record
30
2019–present window
Filed
Feb 10, 2020
original filing
Summary
Apriem Advisors reported $522M in U.S.-listed holdings across 137 positions for Q4 2019.
The portfolio is heavily concentrated: SCHX alone accounts for 20.6% of reported value.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2019
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.0B | 186 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.1B | 191 | Feb 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.1B | 194 | Nov 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $941M | 187 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $853M | 182 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $873M | 184 | Feb 5, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $856M | 175 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $817M | 173 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $796M | 172 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $748M | 151 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $682M | 142 | Nov 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $667M | 143 | Aug 8, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $625M | 150 | May 12, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $577.0B | 145 | Feb 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $555M | 142 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $581M | 143 | Aug 8, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $682M | 152 | May 10, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $707M | 147 | Feb 9, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $697M | 151 | Nov 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $670M | 153 | Aug 10, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $645M | 146 | May 10, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $561M | 131 | Feb 4, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $545M | 123 | Nov 10, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $487M | 122 | Aug 7, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $413M | 113 | May 7, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $522M | 137 | Feb 10, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $451M | 127 | Nov 12, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $319M | 129 | Aug 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $378M | 128 | May 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $284M | 126 | Feb 19, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.