Apriem Advisors - Portfolio overview

Apriem Advisors has 207 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SCHX - SCHWAB STRATEGIC TR, 13.52%
2. BND - VANGUARD BD INDEX FDS, 6.45%
3. AAPL - APPLE INC, 5.57%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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