Managers / Q3 2024 · view latest →
Apriem Advisors
CIK 0001425165 · 19200 VON KARMAN AVE, #1050, IRVINE, CA, 92612 · 949-253-8888
Reported Value
$856M
Q3 2024
Positions
175
Filings on Record
30
2019–present window
Filed
Nov 14, 2024
original filing
Summary
Apriem Advisors reported $856M in U.S.-listed holdings across 175 positions for Q3 2024.
Its largest position, SCHX, represents 15.4% of the portfolio.
Compared with Q2 2024, the fund opened 12 new positions and exited 10.
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 — Q3 2024
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 ↗.