Analyzing Apriem Advisors' Q3 2022 vs. Q4 2022 13F Holdings: A Comprehensive Comparison

As a seasoned investor, it's vital to stay updated with the latest trends and changes in the market. And, keeping track of the holdings of top investment firms can be an excellent way to stay one step ahead of the game. In this article, we will analyze Apriem Advisors' Q3 2022 vs. Q4 2022 13F holdings to discover what changes they have made and what they are suggesting for the future.

Apriem Advisors is an independent, registered investment advisory firm that offers personalized investment and financial planning services to individuals, families, and organizations. The firm manages approximately $1.6 billion in assets and is known for its long-term investment philosophy, proprietary research, and customized financial planning.

In Q3 2022, Apriem Advisors held shares in 54 different issuers, with a total value of $357,162,000. In comparison, in Q4 2022, Apriem Advisors held shares in 57 different issuers, with a cumulative value of $430,826,000. This indicates that the company has made significant changes to its portfolio and shows a considerable increase in total holdings.

Let's take a closer look at Apriem Advisors' top holdings in the Q3 2022 vs. Q4 2022 13F filings:

SCHWAB STRATEGIC TR

Apriem Advisors' top holding in both Q3 and Q4 filings was Schwab Strategic Trust, an investment company that provides a variety of exchange-traded funds. In Q3, Apriem Advisors held 1,344,493 shares of SCHWAB STRATEGIC TR, with a value of $56,939,000. In Q4, the company held 1,645,622 shares, valued at $74,299,000. This indicates a significant increase in the number of shares held, with a value increment of approximately 30.5%.

APPLE INC

Apriem Advisors' second-largest holding in Q3 was APPLE INC, one of the largest technology companies in the world. The firm held 269,537 shares of Apple Inc, worth $37,250,000. However, in Q4, Apriem Advisors reduced its holdings to 266,201 shares, with a total value of $34,587,000. This represents a decrease of approximately 7.1% in value.

VANGUARD SCOTTSDALE FDS

Vanguard Scottsdale FDS was Apriem Advisors' third-largest holding in Q3, with 504,703 held shares worth $29,167,000. In comparison, in Q4, the company decreased its holdings, with 519,046 shares worth $30,011,000. This represents a slight increase of approximately 2.9% in value.

REGENERON PHARMACEUTICALS

In Q3, Apriem Advisors held 32,248 shares of Regeneron Pharmaceuticals, an American multinational biotechnology company, with a value of $22,215,000. However, in Q4, the firm reduced its holdings to 31,372 shares with a value of $22,634,000. This indicates a slight increase of approximately 1.9% in value.

SNAP ON INC

Snap-On Inc, an American designer, manufacturer, and marketer of high-end tools and equipment, was Apriem Advisors' fifth-largest holding in Q3, with 98,802 held shares worth $19,894,000. However, in Q4, the company increased its holdings with 97,731 shares valued at $22,330,000. This represents a substantial increase of approximately 12.2% in value.

Conclusion

Apriem Advisors' Q3 2022 vs. Q4 2022 13F filings reveal that the company has made significant changes to its holdings, which could suggest its outlook for the market. The company has increased its total holdings, showing that they are bullish about the market's future. Schwab Strategic Trust remains the company's top holding, indicating that they believe ETFs will continue to be essential investment vehicles. However, the firm has decreased some of its holdings, such as Apple Inc, indicating a potential lack of confidence in the company. Overall, Apriem Advisors' changes to its holdings suggest a cautiously optimistic outlook for the economy's future performance.