$271 Million is the total value of Apriem Advisors's 581 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was 44.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHB | Buy | SCHW US BRD MKT ETFcs | $23,263,000 | +34.2% | 466,936 | +28.1% | 8.57% | +29.5% |
| SCHD | Buy | SCH US DIV EQUITY ETFcs | $9,503,000 | +30.7% | 238,478 | +26.4% | 3.50% | +26.0% |
| XOM | Buy | EXXON MOBIL CORPORATIONcs | $8,428,000 | -0.9% | 91,165 | +0.8% | 3.10% | -4.5% |
| RSP | Buy | GUGGENHEIM ETFcs | $7,788,000 | +22.5% | 97,293 | +15.9% | 2.87% | +18.1% |
| SCHZ | Buy | SCH US AGG BND ETFcs | $7,282,000 | +76.4% | 139,080 | +74.4% | 2.68% | +70.1% |
| SCHG | Buy | SCHW US LCAP GRO ETFcs | $6,672,000 | +124.3% | 128,828 | +113.0% | 2.46% | +116.4% |
| PFE | Buy | PFIZER INCORPORATEDcs | $6,651,000 | +9.4% | 213,517 | +3.8% | 2.45% | +5.5% |
| COP | Buy | CONOCOPHILLIPScs | $6,627,000 | +54.5% | 95,961 | +71.2% | 2.44% | +49.0% |
| QCOM | Buy | QUALCOMM INCcs | $6,412,000 | +59.9% | 86,267 | +60.8% | 2.36% | +54.2% |
| Buy | TARGET CORPORATIONcs | $6,296,000 | +62.4% | 82,942 | +34.0% | 2.32% | +56.6% | |
| ETN | Buy | EATON CORP PLC Fcs | $6,198,000 | +13.0% | 91,207 | +5.4% | 2.28% | +9.0% |
| GE | Buy | GENERAL ELECTRIC COMPANYcs | $5,332,000 | +0.0% | 211,018 | +1.4% | 1.96% | -3.5% |
| JCI | Buy | JOHNSON CONTROLS INCcs | $5,289,000 | +10.7% | 109,418 | +0.8% | 1.95% | +6.7% |
| O | Buy | REALTY INCOME CORPoa | $5,114,000 | +21.6% | 107,186 | +3.9% | 1.88% | +17.2% |
| WFC | Buy | WELLS FARGO & CO NEWcs | $4,968,000 | +6.4% | 90,628 | +0.7% | 1.83% | +2.6% |
| SCHH | Buy | SCH US REIT ETFcs | $4,404,000 | +96.0% | 113,078 | +71.4% | 1.62% | +89.0% |
| VTR | Buy | VENTAS INCoa | $3,952,000 | +19.3% | 55,120 | +3.0% | 1.46% | +15.0% |
| DBL | Buy | DOUBLELINE OPPORTUNISTICcs | $3,933,000 | +18.4% | 160,128 | +13.8% | 1.45% | +14.2% |
| AXP | Buy | AMERICAN EXPRESS COMPANYcs | $3,912,000 | +43.1% | 42,044 | +34.7% | 1.44% | +38.0% |
| PFXF | Buy | MARKET VECTORS ETFcs | $3,821,000 | +2.3% | 185,577 | +1.7% | 1.41% | -1.3% |
| EMR | Buy | EMERSON ELECTRIC COcs | $3,746,000 | +31.4% | 60,690 | +33.2% | 1.38% | +26.7% |
| SBUX | Buy | STARBUCKS CORPcs | $3,475,000 | +11.6% | 42,348 | +2.6% | 1.28% | +7.7% |
| BAC | Buy | BANK OF AMERICA CORPcs | $3,374,000 | +9.6% | 188,580 | +4.5% | 1.24% | +5.7% |
| DE | Buy | DEERE & COcs | $3,304,000 | +17.7% | 37,346 | +9.1% | 1.22% | +13.5% |
| EOG | Buy | E O G RESOURCES INCcs | $2,921,000 | +62.5% | 31,730 | +74.8% | 1.08% | +56.9% |
| OXY | Buy | OCCIDENTAL PETE CORPcs | $2,898,000 | -5.2% | 35,946 | +13.0% | 1.07% | -8.6% |
| PDI | Buy | PIMCO DYNAMIC INCOME FDcs | $2,817,000 | +41.8% | 91,650 | +45.6% | 1.04% | +36.8% |
| DVA | Buy | DAVITA HEALTHCARE PTNRcs | $2,691,000 | +11.2% | 35,530 | +7.4% | 0.99% | +7.3% |
| BND | Buy | VANGUARD BOND INDEX FUNDcs | $2,509,000 | +1.4% | 30,459 | +0.9% | 0.92% | -2.2% |
| VZ | Buy | VERIZON COMMUNICATIONScs | $2,489,000 | +15.7% | 53,199 | +23.6% | 0.92% | +11.6% |
| GILD | Buy | GILEAD SCIENCES INCcs | $2,487,000 | +36.0% | 26,385 | +53.6% | 0.92% | +31.0% |
| TD | Buy | TORONTO DOMINION BANK Fcs | $2,401,000 | +8.1% | 50,260 | +11.8% | 0.88% | +4.4% |
| SCHA | Buy | SCHW US SCAP ETFcs | $2,285,000 | +228400.0% | 41,462 | +180169.6% | 0.84% | – |
| GDX | Buy | MARKET VECTORS ETF TRUSTcs | $2,124,000 | +7.7% | 115,560 | +25.1% | 0.78% | +3.7% |
| LULU | Buy | LULULEMON ATHLETICA INCcs | $1,745,000 | +68.9% | 31,280 | +27.2% | 0.64% | +62.8% |
| NKX | Buy | NUVEEN CA AMT FREE MUNIcs | $1,397,000 | +13.0% | 94,755 | +6.8% | 0.52% | +9.1% |
| RYE | Buy | GUGGENHEIM ETFcs | $1,336,000 | +97.6% | 19,757 | +138.0% | 0.49% | +90.7% |
| GOOGL | Buy | GOOGLE INC CLASS A VTGcs | $1,213,000 | +397.1% | 2,285 | +451.9% | 0.45% | +380.6% |
| AMJ | Buy | JP MORGAN EXCH TRADED NTcs | $1,115,000 | +60.9% | 24,260 | +85.9% | 0.41% | +55.1% |
| NAC | Buy | NUVEEN CA DIV ADV MUN FDcs | $1,029,000 | +14.0% | 68,390 | +7.9% | 0.38% | +9.9% |
| FGB | Buy | FIRST TR SPECIALTY FDcs | $1,025,000 | +7.8% | 130,393 | +14.6% | 0.38% | +4.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY B NEWcs | $984,000 | +11.2% | 6,554 | +2.3% | 0.36% | +7.4% |
| BXMX | Buy | NUVEEN S&P 500 BUY-WRITEcs | $771,000 | +65.8% | 63,692 | +74.5% | 0.28% | +59.6% |
| UTF | Buy | COHEN & STEERScs | $658,000 | +12.1% | 28,950 | +14.2% | 0.24% | +8.0% |
| New | NUVEEN ALL CAP ENGY MLPcs | $651,000 | – | 42,700 | +100.0% | 0.24% | – | |
| TSLA | Buy | TESLA MOTORS INCcs | $650,000 | +51.5% | 2,921 | +65.1% | 0.24% | +45.7% |
| CVX | Buy | CHEVRON CORPORATIONcs | $453,000 | -3.0% | 4,036 | +3.1% | 0.17% | -6.2% |
| INTC | Buy | INTEL CORPcs | $429,000 | +25.1% | 11,833 | +20.0% | 0.16% | +20.6% |
| BABA | Buy | ALIBABA GROUP HLDG ADR Fcs | $398,000 | +54.3% | 3,828 | +31.8% | 0.15% | +48.5% |
| CVY | New | GUGGENHEIM EXCH TRD FDcs | $355,000 | – | 15,875 | +100.0% | 0.13% | – |
| QQQ | Buy | POWERSHS QQQ TRUST SER 1cs | $347,000 | +40.5% | 3,356 | +34.1% | 0.13% | +36.2% |
| KMI | Buy | KINDER MORGAN INCcs | $323,000 | +3937.5% | 7,643 | +3721.5% | 0.12% | +3866.7% |
| DIS | Buy | DISNEY WALT COcs | $299,000 | +7.6% | 3,175 | +1.6% | 0.11% | +3.8% |
| EVV | Buy | EATON VANCE LTD DURATIONcs | $271,000 | +8.4% | 19,175 | +11.6% | 0.10% | +5.3% |
| NLY | Buy | ANNALY CAPITAL MGMToa | $268,000 | +21.3% | 24,750 | +19.6% | 0.10% | +17.9% |
| MCA | Buy | BLKRCK MUNIYIELD CA QLTYcs | $258,000 | +8.9% | 16,962 | +4.4% | 0.10% | +4.4% |
| MO | Buy | ALTRIA GROUP INCcs | $234,000 | +9.3% | 4,750 | +2.2% | 0.09% | +4.9% |
| VUG | New | VANGUARD GROWTHcs | $217,000 | – | 2,075 | +100.0% | 0.08% | – |
| New | BLACKROCK CORE BD TRUSTcs | $215,000 | – | 16,257 | +100.0% | 0.08% | – | |
| JPM | Buy | JPMORGAN CHASE & COcs | $211,000 | +3.9% | 3,369 | +0.0% | 0.08% | 0.0% |
| IVV | New | ISHARES CORE S&P ETFcs | $205,000 | – | 993 | +100.0% | 0.08% | – |
| AMZN | Buy | AMAZON COM INCcs | $195,000 | +61.2% | 627 | +67.6% | 0.07% | +56.5% |
| PWZ | Buy | POWERSHS EXCH TRAD FD TRcs | $192,000 | +13.6% | 7,441 | +12.6% | 0.07% | +9.2% |
| EFA | Buy | ISHARES TR MSCI EAFEcs | $186,000 | +1.1% | 3,054 | +6.4% | 0.07% | -1.4% |
| YUM | Buy | YUM BRANDS INCcs | $173,000 | +1.2% | 2,380 | +0.1% | 0.06% | -1.5% |
| EMC | Buy | E M C CORP MASScs | $165,000 | +10.0% | 5,542 | +7.8% | 0.06% | +7.0% |
| PM | Buy | PHILIP MORRIS INTL INCcs | $156,000 | +3.3% | 1,915 | +5.5% | 0.06% | -1.7% |
| F | Buy | FORD MOTOR COMPANY NEWcs | $151,000 | +48.0% | 9,762 | +41.4% | 0.06% | +43.6% |
| BALT | Buy | BALTIC TRADING LTD Fcs | $148,000 | +221.7% | 59,059 | +436.9% | 0.06% | +205.6% |
| BA | Buy | BOEING COcs | $150,000 | +2.0% | 1,157 | +0.1% | 0.06% | -1.8% |
| XLE | Buy | SECTOR SPDR ENGY SELECTcs | $139,000 | -9.2% | 1,750 | +3.8% | 0.05% | -12.1% |
| GIS | Buy | GENERAL MILLS INCcs | $111,000 | +5.7% | 2,090 | +0.1% | 0.04% | +2.5% |
| JNJ | Buy | JOHNSON & JOHNSONcs | $107,000 | -1.8% | 1,019 | +0.1% | 0.04% | -7.1% |
| NFLX | Buy | NETFLIX INCcs | $107,000 | +35.4% | 314 | +79.4% | 0.04% | +30.0% |
| CELG | Buy | CELGENE CORPcs | $102,000 | +54.5% | 915 | +30.7% | 0.04% | +52.0% |
| IWM | Buy | ISHARES TR RUSSELL 2000cs | $90,000 | +233.3% | 752 | +200.8% | 0.03% | +230.0% |
| MCD | Buy | MC DONALDS CORPcs | $90,000 | -1.1% | 961 | +0.4% | 0.03% | -5.7% |
| QCLN | Buy | FIRST TR NASDAQ CLEANcs | $87,000 | +107.1% | 5,050 | +129.5% | 0.03% | +100.0% |
| SCHX | Buy | SCHW US LCAP ETFcs | $79,000 | +5.3% | 1,607 | +0.2% | 0.03% | 0.0% |
| SCCO | Buy | SOUTHERN COPPER CORPcs | $76,000 | -5.0% | 2,686 | +0.0% | 0.03% | -9.7% |
| BHP | Buy | BHP BILLITON LTD ADR Fcs | $71,000 | -1.4% | 1,500 | +22.1% | 0.03% | -7.1% |
| KEYS | New | KEYSIGHT TECHNOLOGIEScs | $69,000 | – | 2,053 | +100.0% | 0.02% | – |
| WFCPRN | Buy | WELLS FARGO & 5.2% PFDps | $64,000 | +1.6% | 2,757 | +0.1% | 0.02% | 0.0% |
| MUC | Buy | BLKRCK MUNIHLDGS CA QLTYcs | $65,000 | +32.7% | 4,473 | +28.8% | 0.02% | +26.3% |
| OCR | New | OMNICARE INCcs | $62,000 | – | 855 | +100.0% | 0.02% | – |
| MDT | Buy | MEDTRONIC INCcs | $60,000 | +20.0% | 832 | +4.0% | 0.02% | +15.8% |
| OILNF | New | BARCLAYS BANK IPATH ETNcs | $59,000 | – | 4,700 | +100.0% | 0.02% | – |
| HTA | New | HLTHCARE TR OF AMER NEWoa | $61,000 | – | 2,255 | +100.0% | 0.02% | – |
| BBT | Buy | BB&T CORPORATIONcs | $54,000 | +260.0% | 1,400 | +250.0% | 0.02% | +233.3% |
| SDY | Buy | SPDR S&P DIVIDEND ETFcs | $55,000 | +7.8% | 697 | +2.0% | 0.02% | +5.3% |
| VNQ | Buy | VANGUARD REITcs | $49,000 | +96.0% | 605 | +72.9% | 0.02% | +80.0% |
| NOC | Buy | NORTHROP GRUMMAN CORPcs | $48,000 | +20.0% | 327 | +6.5% | 0.02% | +20.0% |
| DIAX | New | NUVEEN DOW 30SM DYNAMICcs | $43,000 | – | 2,767 | +100.0% | 0.02% | – |
| ALL | Buy | ALLSTATE CORPORATIONcs | $41,000 | +17.1% | 579 | +0.5% | 0.02% | +15.4% |
| CAT | Buy | CATERPILLAR INCcs | $40,000 | -4.8% | 432 | +2.6% | 0.02% | -6.2% |
| BP | Buy | BP PLC ADR Fcs | $37,000 | -14.0% | 982 | +1.4% | 0.01% | -12.5% |
| EWG | Buy | ISHARES MSCI GRMNYcs | $39,000 | +178.6% | 1,407 | +181.4% | 0.01% | +180.0% |
| AA | Buy | ALCOA INCcs | $37,000 | 0.0% | 2,327 | +0.2% | 0.01% | 0.0% |
| EEM | Buy | ISHARES MSCI EMRG MKT FDcs | $39,000 | -4.9% | 995 | +1.3% | 0.01% | -12.5% |
| SLB | Buy | SCHLUMBERGER LTD Fcs | $38,000 | +40.7% | 450 | +71.1% | 0.01% | +40.0% |
| BANC | Buy | BANC CALIF INCcs | $35,000 | 0.0% | 3,064 | +1.0% | 0.01% | 0.0% |
| DSL | Buy | DOUBLELINE INC SOLUTIONScs | $35,000 | +105.9% | 1,779 | +131.9% | 0.01% | +116.7% |
| UNP | New | UNION PACIFIC CORPcs | $36,000 | – | 300 | +100.0% | 0.01% | – |
| KO | Buy | COCA COLA COMPANYcs | $34,000 | -2.9% | 816 | +0.7% | 0.01% | 0.0% |
| SPLV | Buy | POWERSHARES S&P ETFcs | $30,000 | +50.0% | 794 | +38.1% | 0.01% | +37.5% |
| PCL | Buy | PLUM CREEK TIMBER COoa | $30,000 | +200.0% | 690 | +165.4% | 0.01% | +175.0% |
| RAD | Buy | RITE AID CORPORATIONcs | $30,000 | +200.0% | 4,000 | +100.0% | 0.01% | +175.0% |
| APC | New | ANADARKO PETROLEUM CORPcs | $29,000 | – | 350 | +100.0% | 0.01% | – |
| EWH | Buy | ISHARES MSCI HK ETFcs | $27,000 | +68.8% | 1,324 | +65.5% | 0.01% | +66.7% |
| VIG | New | VANGUARD DIV APPRCIATIONcs | $28,000 | – | 350 | +100.0% | 0.01% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETFcs | $26,000 | – | 100 | +100.0% | 0.01% | – |
| EWSC | New | GUGGENHEIM ETFcs | $27,000 | – | 600 | +100.0% | 0.01% | – |
| COH | Buy | COACH INCcs | $28,000 | +12.0% | 751 | +7.1% | 0.01% | 0.0% |
| CAH | New | CARDINAL HEALTH INCcs | $24,000 | – | 300 | +100.0% | 0.01% | – |
| DBC | Buy | POWERSHS DB COMMDTY INDXcs | $25,000 | +108.3% | 1,332 | +166.4% | 0.01% | +80.0% |
| AGNC | Buy | AMERICAN CAPITAL AGENCYoa | $24,000 | +41.2% | 1,100 | +34.1% | 0.01% | +50.0% |
| HLX | New | HELIX ENERGY SOLUTION GPcs | $22,000 | – | 1,000 | +100.0% | 0.01% | – |
| DVY | New | ISHARES SELECT DIVIDENDcs | $21,000 | – | 263 | +100.0% | 0.01% | – |
| NM | New | NAVIOS MARITIME Fcs | $18,000 | – | 4,500 | +100.0% | 0.01% | – |
| USL | Buy | UNITED STS 12 MO OIL FDcs | $20,000 | -4.8% | 750 | +50.0% | 0.01% | -12.5% |
| CNMD | Buy | CONMED CORPcs | $18,000 | +20.0% | 396 | +0.5% | 0.01% | +16.7% |
| SPSB | New | SPDR BARCLAYS ETFcs | $19,000 | – | 633 | +100.0% | 0.01% | – |
| VNQI | New | VANGUARD INTL EQTY ETFcs | $18,000 | – | 335 | +100.0% | 0.01% | – |
| NFJ | New | ALLIANZGI NFJ DIVID INTcs | $18,000 | – | 1,108 | +100.0% | 0.01% | – |
| IEF | New | ISHARES TR BONDcs | $19,000 | – | 182 | +100.0% | 0.01% | – |
| BFB | New | BROWN FORMAN CORP CL Bcs | $18,000 | – | 200 | +100.0% | 0.01% | – |
| PGX | Buy | POWERSHS EXCH TRAD FD TRcs | $16,000 | +6.7% | 1,066 | +0.1% | 0.01% | 0.0% |
| VEA | New | VANGUARD FTSE ETFcs | $15,000 | – | 399 | +100.0% | 0.01% | – |
| HAIN | Buy | HAIN CELESTIAL GROUP INCcs | $17,000 | +13.3% | 300 | +100.0% | 0.01% | 0.0% |
| PCI | Buy | PIMCO DYNAMIC CDT INC FDcs | $15,000 | +36.4% | 750 | +50.0% | 0.01% | +50.0% |
| PAY | New | VERIFONE SYSTEMS INCcs | $15,000 | – | 410 | +100.0% | 0.01% | – |
| HYS | New | PIMCO ETFcs | $15,000 | – | 147 | +100.0% | 0.01% | – |
| CMG | Buy | CHIPOTLE MEXICAN GRILLcs | $14,000 | +100.0% | 20 | +100.0% | 0.01% | +66.7% |
| FITX | Buy | CREATIVE EDGE NUTRIT NEWcs | $14,000 | -26.3% | 1,081,000 | +164.3% | 0.01% | -28.6% |
| CMI | New | CUMMINS INCcs | $14,000 | – | 100 | +100.0% | 0.01% | – |
| TIP | New | ISHARES TR TIPScs | $12,000 | – | 103 | +100.0% | 0.00% | – |
| INDA | New | ISHARES MSCI ETFcs | $12,000 | – | 391 | +100.0% | 0.00% | – |
| DHR | Buy | DANAHER CORP DELcs | $11,000 | +83.3% | 125 | +66.7% | 0.00% | +100.0% |
| MS | Buy | MORGAN STANLEYcs | $12,000 | +71.4% | 300 | +50.0% | 0.00% | +33.3% |
| SONY | Buy | SONY CORP ADR NEW Fcs | $10,000 | +42.9% | 475 | +18.8% | 0.00% | +33.3% |
| REXR | New | REXFORD INDL REALTY INCoa | $8,000 | – | 490 | +100.0% | 0.00% | – |
| CXW | Buy | CORRECTIONS CP AMER NEWcs | $8,000 | +14.3% | 212 | +1.4% | 0.00% | 0.0% |
| BIIB | New | BIOGEN IDEC INCcs | $8,000 | – | 25 | +100.0% | 0.00% | – |
| QLTA | New | ISHARES ETFcs | $8,000 | – | 155 | +100.0% | 0.00% | – |
| XLK | Buy | SECTOR SPDR TECH SELECTcs | $8,000 | +100.0% | 200 | +100.0% | 0.00% | +50.0% |
| New | GLOBAL X ETFcs | $5,000 | – | 219 | +100.0% | 0.00% | – | |
| BOH | Buy | BANK OF HAWAII CORPcs | $6,000 | 0.0% | 104 | +1.0% | 0.00% | 0.0% |
| ALD | New | WISDOMTREE ASIA ETFcs | $5,000 | – | 117 | +100.0% | 0.00% | – |
| HYH | New | HALYARD HEALTH INCcs | $6,000 | – | 124 | +100.0% | 0.00% | – |
| HAS | Buy | HASBRO INCcs | $6,000 | 0.0% | 112 | +0.9% | 0.00% | 0.0% |
| IDCC | Buy | INTERDIGITAL INCcs | $5,000 | +25.0% | 103 | +1.0% | 0.00% | 0.0% |
| ECON | New | EGSHARES ETFcs | $5,000 | – | 203 | +100.0% | 0.00% | – |
| NVDA | Buy | NVIDIA CORPcs | $5,000 | +25.0% | 227 | +0.4% | 0.00% | 0.0% |
| AMT | New | AMERICAN TOWER CORPoa | $5,000 | – | 50 | +100.0% | 0.00% | – |
| PCM | New | PCM FUND INCcs | $6,000 | – | 596 | +100.0% | 0.00% | – |
| RIG | Buy | TRANSOCEAN INC NEW Fcs | $4,000 | -42.9% | 223 | +4.2% | 0.00% | -66.7% |
| NUAN | Buy | NUANCE COMMUN INCcs | $4,000 | +33.3% | 300 | +50.0% | 0.00% | 0.0% |
| MDLZ | Buy | MONDELEZ INTL INC CL Acs | $4,000 | +300.0% | 104 | +197.1% | 0.00% | – |
| MSO | New | MARTHA STEWART LVNG OMNIcs | $4,000 | – | 1,000 | +100.0% | 0.00% | – |
| SHLDQ | Buy | SEARS HOLDINGS CORPcs | $4,000 | +33.3% | 125 | +25.0% | 0.00% | 0.0% |
| KRFT | Buy | KRAFT FOODS GROUPcs | $2,000 | +100.0% | 34 | +209.1% | 0.00% | – |
| KLXI | New | KLX INCcs | $2,000 | – | 53 | +100.0% | 0.00% | – |
| HAL | New | HALLIBURTON CO HLDG COcs | $4,000 | – | 100 | +100.0% | 0.00% | – |
| VA | New | VIRGIN AMERICA INCcs | $4,000 | – | 100 | +100.0% | 0.00% | – |
| GM | Buy | GENERAL MOTORS COcs | $4,000 | +33.3% | 105 | +1.9% | 0.00% | 0.0% |
| TYC | New | TYCO INTL PLC NEW Fcs | $2,000 | – | 38 | +100.0% | 0.00% | – |
| TNK | Buy | TEEKAY TANKERS LTD CL AFcs | $3,000 | +50.0% | 641 | +0.8% | 0.00% | 0.0% |
| BTU | New | PEABODY ENERGY CORPcs | $4,000 | – | 500 | +100.0% | 0.00% | – |
| TEF | Buy | TELEFONICA S A SPON ADRFcs | $1,000 | 0.0% | 82 | +2.5% | 0.00% | – |
| FCAU | New | FIAT CHRYSLER AUTO Fcs | $1,000 | – | 70 | +100.0% | 0.00% | – |
| BTXWS | New | BIOTIME INC 18WTSwt | $0 | – | 14 | +100.0% | 0.00% | – |
| AMAT | New | APPLIED MATERIALS INCcs | $1,000 | – | 40 | +100.0% | 0.00% | – |
| New | MAGNUM HUNTER RES 16WTSwt | $0 | – | 51 | +100.0% | 0.00% | – | |
| RVREF | New | TRUE GOLD MINING INC Fcs | $0 | – | 793 | +100.0% | 0.00% | – |
| CRC | New | CALIFORNIA RES CORPcs | $1,000 | – | 172 | +100.0% | 0.00% | – |
| New | ADELPHIA COMMUN CP CLXXXcs | $0 | – | 4,000 | +100.0% | 0.00% | – | |
| WWAV | Buy | THE WHITEWAVE FOODS COcs | $1,000 | 0.0% | 35 | +40.0% | 0.00% | – |
| New | PUT CURRENCYSHARES JAPAput | $1,000 | – | 5 | +100.0% | 0.00% | – | |
| GMWSB | Buy | GENERAL MOTORS CL B 19WTwt | $0 | – | 6 | +50.0% | 0.00% | – |
| GMWSA | Buy | GENERAL MOTORS CL A 16WTwt | $0 | – | 6 | +50.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-02-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHW US LCAP ETF | 42 | Q3 2023 | 22.1% |
| SCHW INTL EQ ETF | 42 | Q3 2023 | 13.7% |
| APPLE INC | 42 | Q3 2023 | 7.6% |
| EXXON MOBIL CORPORATION | 42 | Q3 2023 | 5.5% |
| SCHW US BRD MKT ETF | 42 | Q3 2023 | 10.1% |
| A T & T INC NEW | 42 | Q3 2023 | 4.2% |
| SCHW EMG MKT EQ ETF | 42 | Q3 2023 | 5.8% |
| PFIZER INCORPORATED | 42 | Q3 2023 | 3.3% |
| EATON CORP PLC F | 42 | Q3 2023 | 2.9% |
| META PLATFORMS INC | 42 | Q3 2023 | 3.6% |
View Apriem Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-09 |
View Apriem Advisors's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.