Apriem Advisors
Top Portfolio Positions
132 positions ·
$404,092,635 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
234,310 | $59,465,534 | 14.72% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
114,684 | $32,978,531 | 8.16% | |
| XOM |
Exxon Mobil Corp
Energy
|
143,319 | $24,315,501 | 6.02% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
94,467 | $19,674,642 | 4.87% | |
| SPY |
Spdr S&P 500 ETF Trust
|
25,166 | $16,366,456 | 4.05% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
44,658 | $13,136,597 | 3.25% | |
| LRCX |
Lam Research Corp
Technology
|
56,027 | $11,970,728 | 2.96% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
13,604 | $11,508,847 | 2.85% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
55,125 | $11,189,272 | 2.77% | |
| MSFT |
Microsoft Corp
Technology
|
29,446 | $10,900,025 | 2.70% |
Portfolio Trend
25 quarters · across all stocks
Holdings in DBL
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $352,006 | 24,110 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $367,677 | 24,110 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $313,313 | 20,110 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $309,291 | 20,110 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $314,319 | 20,110 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $311,705 | 20,110 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $365,600 | 23,110 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $431,769 | 28,110 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $433,456 | 28,110 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $431,488 | 28,110 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $410,572 | 28,160 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $408,601 | 28,160 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $399,308 | 28,160 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $476,091 | 32,060 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $492,889 | 34,110 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $531,433 | 34,110 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $596,823 | 35,610 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $686,477 | 35,810 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $761,389 | 38,610 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $750,444 | 37,410 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $708,666 | 35,900 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $646,485 | 32,900 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $508,902 | 26,700 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $294,672 | 15,550 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $218,025 | 12,750 | Shares | Sole | 2020-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||