Notify me when Apriem Advisors files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 194 | $1,057,004,049 | +$60,820,295 | -$18,575,223 | +$42,245,072 | SCHX, BND, AAPL, MOAT, MGK | 13F-HR | 10 Nov 2025, 16:21 |
| Q2 2025 | 187 | $940,606,460 | +$64,852,633 | -$47,980,727 | +$16,871,906 | SCHX, BND, AAPL, MOAT, MGK | 13F-HR | 14 Aug 2025, 09:25 |
| Q1 2025 | 182 | $853,484,611 | +$64,211,881 | -$50,227,823 | +$13,984,058 | SCHX, BND, AAPL, VEA, MOAT | 13F-HR | 15 May 2025, 10:24 |
| Q4 2024 | 184 | $873,085,126 | +$164,768,525 | -$25,579,350 | +$139,189,175 | SCHX, AAPL, BND, VEA, AMZN | 13F-HR | 04 Feb 2025, 19:23 |
| Q3 2024 | 175 | $856,171,596 | +$61,049,775 | -$56,356,665 | +$4,693,110 | SCHX, BND, AAPL, VEA, SCHF | 13F-HR | 14 Nov 2024, 12:13 |
| Q2 2024 | 173 | $816,837,962 | +$57,103,866 | -$42,196,407 | +$14,907,459 | SCHX, BND, AAPL, BIL, VEA | 13F-HR | 14 Aug 2024, 10:46 |
| Q1 2024 | 172 | $795,986,346 | +$75,080,082 | -$63,928,490 | +$11,151,592 | SCHX, BND, AAPL, BIL, SCHF | 13F-HR | 15 May 2024, 10:39 |
| Q4 2023 | 151 | $748,498,562 | +$29,799,598 | -$34,235,790 | -$4,436,192 | SCHX, BND, AAPL, BIL, SCHF | 13F-HR | 14 Feb 2024, 14:29 |
| Q3 2023 | 142 | $682,424,462 | +$115,276,415 | -$76,100,770 | +$39,175,645 | SCHX, BND, AAPL, BIL, SCHF | 13F-HR | 13 Nov 2023, 12:01 |
| Q2 2023 | 143 | $666,893,101 | +$22,535,666 | -$14,283,466 | +$8,252,200 | SCHX, AAPL, SCHF, VGSH, VEA | 13F-HR | 08 Aug 2023, 15:47 |
| Q1 2023 | 150 | $625,012,941 | +$38,573,502 | -$33,391,357 | +$5,182,145 | SCHX, AAPL, SCHF, VGSH, SCHZ | 13F-HR | 12 May 2023, 12:17 |
| Q4 2022 | 145 | $577,037,414 | +$22,632,878 | -$24,951,267 | -$2,318,389 | SCHX, AAPL, SCHF, VGSH, SCHZ | 13F-HR | 13 Feb 2023, 17:08 |
| Q3 2022 | 142 | $554,672,000 | +$69,830,351 | -$43,094,782 | +$26,735,569 | SCHX, AAPL, VGSH, SCHF, SCHZ | 13F-HR | 14 Nov 2022, 11:43 |
| Q2 2022 | 143 | $580,577,000 | +$45,821,654 | -$29,759,523 | +$16,062,131 | SCHX, SCHF, AAPL, SCHZ, VGSH | 13F-HR | 08 Aug 2022, 16:39 |
| Q1 2022 | 152 | $681,644,000 | +$97,815,536 | -$37,010,994 | +$60,804,542 | SCHX, SCHF, AAPL, SCHZ, REGN | 13F-HR | 09 May 2022, 18:39 |
| Q4 2021 | 147 | $706,729,000 | +$27,236,115 | -$67,884,157 | -$40,648,042 | SCHX, SCHF, AAPL, SCHZ, META | 13F-HR | 08 Feb 2022, 17:48 |
| Q3 2021 | 151 | $697,026,000 | +$45,825,857 | -$11,339,017 | +$34,486,840 | SCHX, SCHF, SCHZ, AAPL, TSLA | 13F-HR | 12 Nov 2021, 10:03 |
| Q2 2021 | 153 | $670,046,000 | +$18,508,934 | -$32,995,225 | -$14,486,291 | SCHX, SCHF, AAPL, SCHZ, META | 13F-HR | 10 Aug 2021, 16:59 |
| Q1 2021 | 146 | $645,431,000 | +$105,500,008 | -$47,325,439 | +$58,174,569 | SCHX, SCHF, SCHZ, AAPL, TSLA | 13F-HR | 07 May 2021, 19:06 |
| Q4 2020 | 131 | $560,967,000 | +$10,476,065 | -$53,244,685 | -$42,768,620 | SCHX, SCHZ, SCHF, AAPL, TSLA | 13F-HR | 04 Feb 2021, 15:53 |
| Q3 2020 | 123 | $544,794,000 | +$71,281,798 | -$18,739,353 | +$52,542,445 | SCHZ, SCHX, SCHF, AAPL, CTAS | 13F-HR | 09 Nov 2020, 20:43 |
| Q2 2020 | 122 | $486,268,000 | +$34,020,123 | -$26,254,622 | +$7,765,501 | SCHZ, SCHX, SCHF, AAPL, META | 13F-HR | 06 Aug 2020, 20:02 |
| Q1 2020 | 113 | $412,147,000 | +$76,112,098 | -$100,856,428 | -$24,744,330 | SCHZ, SCHX, SCHF, BIIB, AAPL | 13F-HR | 07 May 2020, 09:51 |
| Q4 2019 | 137 | $521,151,000 | +$66,264,509 | -$30,907,425 | +$35,357,084 | SCHX, SCHZ, SCHF, AAPL, BIIB | 13F-HR | 10 Feb 2020, 15:42 |
| Q3 2019 | 127 | $451,119,000 | +$153,183,049 | -$27,093,123 | +$126,089,926 | SCHX, SCHZ, AAPL, T, XOM | 13F-HR | 12 Nov 2019, 09:33 |
| Q2 2019 | 129 | $318,619,000 | +$32,309,680 | -$99,655,827 | -$67,346,147 | SCHZ, XOM, AAPL, T, CSCO | 13F-HR | 14 Aug 2019, 17:20 |
| Q1 2019 | 128 | $377,240,000 | +$102,973,203 | -$39,342,497 | +$63,630,706 | SCHX, SCHZ, XOM, SCHE, AAPL | 13F-HR | 15 May 2019, 14:40 |
| Q4 2018 | 126 | $284,363,000 | +$25,517,768 | -$145,069,600 | -$119,551,832 | SCHX, SPLV, XOM, AAPL, PFE | 13F-HR | 19 Feb 2019, 09:35 |
| Q3 2018 | 150 | $456,519,000 | +$82,168,748 | -$90,605,307 | -$8,436,559 | SCHX, PDBC, SCHA, SPLV, SCHM | 13F-HR | 14 Nov 2018, 14:23 |
| Q2 2018 | 436 | $444,849,000 | +$108,407,395 | -$76,115,272 | +$32,292,123 | SCHX, SCHF, PDBC, SCHA, SCHG | 13F-HR | 14 Aug 2018, 15:11 |
| Q1 2018 | 133 | $409,581,000 | +$38,379,641 | -$26,112,776 | +$12,266,865 | SCHX, SCHF, SCHE, SCHG, XOM | 13F-HR | 11 May 2018, 16:25 |
| Q4 2017 | 132 | $403,211,000 | +$25,404,850 | -$39,003,411 | -$13,598,561 | SCHX, SCHF, SCHE, SCHV, SCHG | 13F-HR | 14 Feb 2018, 15:43 |
| Q3 2017 | 144 | $402,147,000 | +$61,814,541 | -$49,182,762 | +$12,631,779 | SCHX, SCHF, SCHZ, SCHE, XOM | 13F-HR | 13 Nov 2017, 17:38 |
| Q2 2017 | 138 | $377,147,000 | +$52,017,045 | -$48,974,476 | +$3,042,569 | SCHX, SCHF, SCHE, RSP, XOM | 13F-HR | 04 Aug 2017, 15:37 |
| Q1 2017 | 663 | $367,797,000 | +$56,847,009 | -$38,189,398 | +$18,657,611 | SCHX, SCHF, SCHV, SCHE, XOM | 13F-HR | 12 May 2017, 20:51 |
| Q4 2016 | 704 | $336,532,000 | +$67,472,368 | -$67,222,794 | +$249,574 | SCHX, SCHD, SCHV, BSCH, XOM | 13F-HR | 14 Feb 2017, 13:22 |
| Q3 2016 | 587 | $335,291,000 | +$60,394,941 | -$34,614,126 | +$25,780,815 | SCHD, SCHV, SPTL, SCHF, XOM | 13F-HR | 14 Nov 2016, 17:13 |
| Q2 2016 | 578 | $307,369,000 | +$90,316,042 | -$41,559,924 | +$48,756,118 | SCHD, BSCH, SCHV, SPTL, SCHR | 13F-HR | 12 Aug 2016, 15:27 |
| Q1 2016 | 572 | $253,905,000 | +$41,069,802 | -$70,804,288 | -$29,734,486 | BSCH, SPTL, SCHR, AAPL, XOM | 13F-HR | 13 May 2016, 12:54 |
| Q4 2015 | 543 | $280,358,000 | +$59,974,002 | -$54,070,069 | +$5,903,933 | BSCH, SCHB, SCHG, AAPL, SCHD | 13F-HR | 08 Feb 2016, 18:12 |
| Q3 2015 | 513 | $270,093,000 | +$97,579,366 | -$94,300,979 | +$3,278,387 | BSCH, SCHR, AAPL, T, XOM | 13F-HR | 13 Nov 2015, 11:41 |
| Q2 2015 | 623 | $290,901,000 | +$27,427,104 | -$21,284,124 | +$6,142,980 | SCHB, SCHF, AAPL, SCHD, SCHZ | 13F-HR | 14 Aug 2015, 12:49 |
| Q1 2015 | 556 | $288,322,000 | +$36,146,748 | -$18,328,565 | +$17,818,183 | SCHB, AAPL, SCHD, SCHF, RSP | 13F-HR | 07 May 2015, 12:17 |
| Q4 2014 | 521 | $271,199,000 | +$41,993,584 | -$39,222,582 | +$2,771,002 | SCHB, AAPL, SCHD, XOM, RSP | 13F-HR | 12 Feb 2015, 06:02 |
| Q3 2014 | 527 | $261,568,000 | +$49,681,464 | -$42,381,842 | +$7,299,622 | SCHB, SCHF, AAPL, XOM, T | 13F-HR | 10 Nov 2014, 15:53 |
| Q2 2014 | 481 | $261,699,000 | +$25,091,890 | -$31,118,384 | -$6,026,494 | SCHB, SCHF, AAPL, T, XOM | 13F-HR | 11 Aug 2014, 15:41 |
| Q1 2014 | 493 | $264,154,000 | +$31,458,773 | -$23,706,587 | +$7,752,186 | XOM, SCHB, SCHF, T, PFE | 13F-HR | 12 May 2014, 21:39 |
| Q4 2013 | 501 | $255,016,000 | $0 | $0 | $0 | XOM, SCHF, SCHB, AAPL, T | 13F-HR | 14 Feb 2014, 14:28 |