Apriem Advisors
CIK 1425165 · Holdings on Dec 31, 2023 · First reported Feb 14, 2024
Top ten holdings
Q4 2023- SCHX14.47%
- BND7.03%
- AAPL6.72%
- BIL4.53%
- SCHF4.23%
- VEA3.75%
- INTC3.43%
- SNA3.08%
- REGN2.79%
- PXD2.53%
Share classes counted separately52.56%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHXSCHWAB US LARGE-CAP ETFUS LRG CAP ETF View history and evidence | $108.32M | 14.47% | 1.92M shares | — | ↗▾ | |
| 02 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $52.61M | 7.03% | 715.28K shares | — | ↗▾ | |
| 03 | AAPLAPPLE INC View history and evidence | $50.28M | 6.72% | 261.14K shares | — | ↗▾ | |
| 04 | BILSS SPDR BB 1-3M T-BILL ETFBLOOMBERG 1-3 MO View history and evidence | $33.93M | 4.53% | 371.24K shares | — | ↗▾ | |
| 05 | SCHFSCHWAB INTL EQUITY ETFINTL EQTY ETF View history and evidence | $31.69M | 4.23% | 857.37K shares | — | ↗▾ | |
| 06 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $28.07M | 3.75% | 586.11K shares | — | ↗▾ | |
| 07 | INTCINTEL CORP View history and evidence | $25.71M | 3.43% | 511.65K shares | — | ↗▾ | |
| 08 | SNASNAP-ON INC View history and evidence | $23.03M | 3.08% | 79.74K shares | — | ↗▾ | |
| 09 | REGNREGENERON PHARMACEUTICALS View history and evidence | $20.92M | 2.79% | 23.82K shares | — | ↗▾ | |
| 10 | PXDPIONEER NATURAL RESOURCES CO View history and evidence | $18.96M | 2.53% | 84.33K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| TXN TEXAS INSTRUMENTS INC | Non-derivative | — | — | SEC filing ↗ | |
| SALT ENETI INC | Non-derivative | — | — | SEC filing ↗ | |
| AVX AVAX ONE TECHNOLOGY LTD | Non-derivative | — | — | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1425165 · Period Dec 31, 2023
Data loaded Oct 15, 2026 · First reported Feb 14, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 748498562
}Research all 151 reported holdings.
This page includes 30 of 151 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.