Apriem Advisors
CIK
1425165
City
IRVINE
State / Country
CA
Top Portfolio Positions
131 positions ·
$399,482,164 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| 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 FCT
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $202,440 | 21,000 | Shares | Sole | 2026-05-15 | |
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