Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Apriem Advisors > Profile

Instuitional Investor - Apriem Advisors

Fund Profile
Filing Period:
Fund Name: Apriem Advisors
Portfolio Value $853,484,611
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 6,127,531 $135,295,902 15.85%
2.
Vanguard Bond Index Funds
 BND 784,719 $57,637,644 6.75%
3.
Apple Inc.
 AAPL 234,980 $52,196,186 6.12%
4.
Vanguard Tax-Managed Fds
 610,140 $31,013,426 3.63%
5.
Vaneck Etf Trust
 349,681 $30,771,989 3.61%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)

OSZAR »