Apriem Advisors - Q12026 Holdings

Apriem Advisors holds 186 stocks with a total portfolio value of $ 1.05B as of Q12026. In Q12026, Apriem Advisors added 13 new positions, increased stakes in 51 stocks, reduced 72 holdings, and fully exited 18 positions. The largest holding is Schwab Strategic Tr (SCHX), representing 13.78% of the total portfolio.