Apriem Advisors
Top Portfolio Positions
131 positions ·
$399,482,164 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
234,310 | $59,465,534 | 14.89% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
114,684 | $32,978,531 | 8.26% | |
| XOM |
Exxon Mobil Corp
Energy
|
143,319 | $24,315,501 | 6.09% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
94,467 | $19,674,642 | 4.93% | |
| SPY |
Spdr S&P 500 ETF Trust
|
25,166 | $16,366,456 | 4.10% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
44,658 | $13,136,597 | 3.29% | |
| LRCX |
Lam Research Corp
Technology
|
56,027 | $11,970,728 | 3.00% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
13,604 | $11,508,847 | 2.88% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
55,125 | $11,189,272 | 2.80% | |
| MSFT |
Microsoft Corp
Technology
|
29,446 | $10,900,025 | 2.73% |
Portfolio Trend
Holdings in CDLR
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $376,480 | 16,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $297,440 | 16,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $324,205 | 15,700 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $311,959 | 15,700 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $308,662 | 15,700 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $334,950 | 15,000 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $408,271 | 14,488 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $362,634 | 14,488 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $262,812 | 14,488 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $266,579 | 14,488 | Shares | Sole | 2024-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||