Apriem Advisors - Q42025 Holdings

Apriem Advisors holds 191 stocks with a total portfolio value of $ 1.09B as of Q42025. In Q42025, Apriem Advisors added 4 new positions, increased stakes in 61 stocks, reduced 94 holdings, and fully exited 7 positions. The largest holding is Schwab Strategic Tr (SCHX), representing 15.23% of the total portfolio.