$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 18.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IYH | ISHARES TR US HEALTHCAREcs | $345,000 | +7.1% | 2,395 | 0.0% | 0.13% | +3.3% | |
| CATY | CATHAY GENERAL BANCORPcs | $256,000 | +3.2% | 10,000 | 0.0% | 0.09% | -1.1% | |
| BAX | BAXTER INTERNATIONAL INCcs | $235,000 | +2.2% | 3,200 | 0.0% | 0.09% | -1.1% | |
| 1/100 BERKSHIRE HTWY CLAcs | $226,000 | +9.2% | 1 | 0.0% | 0.08% | +5.1% | ||
| PHK | PIMCO HIGH INCOME FUNDcs | $215,000 | -3.2% | 19,077 | 0.0% | 0.08% | -7.1% | |
| SRE | SEMPRA ENERGYcs | $194,000 | +5.4% | 1,742 | 0.0% | 0.07% | +1.4% | |
| LQD | ISHARES IBOXX INVESTMENTcs | $173,000 | +1.2% | 1,446 | 0.0% | 0.06% | -1.5% | |
| CTR | CLEARBRIDGE ENERGY MLPcs | $171,000 | -7.6% | 8,012 | 0.0% | 0.06% | -11.3% | |
| A | AGILENT TECHNOLOGIES INCcs | $168,000 | -28.2% | 4,106 | 0.0% | 0.06% | -30.3% | |
| EIX | EDISON INTERNATIONALcs | $164,000 | +17.1% | 2,500 | 0.0% | 0.06% | +13.2% | |
| VO | VANGUARD MID CAPcs | $161,000 | +5.2% | 1,300 | 0.0% | 0.06% | +1.7% | |
| MYC | BLKRCK MUNIYIELD CAL FDcs | $151,000 | +2.0% | 9,800 | 0.0% | 0.06% | -1.8% | |
| ABT | ABBOTT LABORATORIEScs | $151,000 | +8.6% | 3,350 | 0.0% | 0.06% | +5.7% | |
| LNG | CHENIERE ENERGY INC NEWcs | $148,000 | -11.9% | 2,100 | 0.0% | 0.06% | -14.1% | |
| NUE | NUCOR CORPcs | $150,000 | -9.6% | 3,050 | 0.0% | 0.06% | -12.7% | |
| VCV | INVESCO CALIFORNIA VALUEcs | $137,000 | +5.4% | 10,655 | 0.0% | 0.05% | 0.0% | |
| WM | WASTE MANAGEMENT INC DELcs | $133,000 | +7.3% | 2,600 | 0.0% | 0.05% | +4.3% | |
| USB | U S BANCORP DEL NEWcs | $130,000 | +7.4% | 2,889 | 0.0% | 0.05% | +4.3% | |
| KMB | KIMBERLY-CLARK CORPcs | $116,000 | +7.4% | 1,000 | 0.0% | 0.04% | +4.9% | |
| PFF | ISHARES U S PFD ETFcs | $115,000 | 0.0% | 2,910 | 0.0% | 0.04% | -4.5% | |
| AGNCP | AMERN CAP AGY CR 8% PFDps | $113,000 | +4.6% | 4,250 | 0.0% | 0.04% | +2.4% | |
| FAX | ABERDEEN ASIA PAC INCMcs | $111,000 | -5.9% | 20,000 | 0.0% | 0.04% | -8.9% | |
| NU | NORTHEAST UTILITIEScs | $107,000 | +20.2% | 2,004 | 0.0% | 0.04% | +14.7% | |
| JFR | NUVEEN FLTG RATE INCM FDcs | $101,000 | -2.9% | 9,216 | 0.0% | 0.04% | -7.5% | |
| CRM | SALESFORCE COMcs | $95,000 | +3.3% | 1,600 | 0.0% | 0.04% | 0.0% | |
| NVO | NOVO-NORDISK A-S ADR Fcs | $95,000 | -11.2% | 2,240 | 0.0% | 0.04% | -14.6% | |
| POT | POTASH CORP SASK INC Fcs | $94,000 | +2.2% | 2,650 | 0.0% | 0.04% | 0.0% | |
| AMGN | AMGEN INCORPORATEDcs | $96,000 | +14.3% | 600 | 0.0% | 0.04% | +9.4% | |
| PPG | P P G INDUSTRIES INCcs | $92,000 | +16.5% | 400 | 0.0% | 0.03% | +13.3% | |
| IYF | ISHARES TR US FINANCIALScs | $90,000 | +7.1% | 1,000 | 0.0% | 0.03% | +3.1% | |
| SCS | STEELCASE INC CL Acs | $90,000 | +11.1% | 5,000 | 0.0% | 0.03% | +6.5% | |
| SWX | SOUTHWEST GAS CORP COMcs | $83,000 | +27.7% | 1,337 | 0.0% | 0.03% | +24.0% | |
| NMO | NUVEEN MUNI MKT OPPTY FDcs | $82,000 | +2.5% | 6,000 | 0.0% | 0.03% | -3.2% | |
| TFI | SPDR NUVEEN BARCLAY ETFcs | $75,000 | +1.4% | 3,102 | 0.0% | 0.03% | 0.0% | |
| NXC | NUVEEN CA SELECT TAX FRcs | $77,000 | 0.0% | 5,000 | 0.0% | 0.03% | -3.4% | |
| SAVE | SPIRIT AIRLINEScs | $76,000 | +10.1% | 1,000 | 0.0% | 0.03% | +7.7% | |
| IXJ | ISHARES TR GLOBAL ETFcs | $69,000 | +1.5% | 695 | 0.0% | 0.02% | -3.8% | |
| LNKD | LINKEDIN CORPcs | $69,000 | +11.3% | 300 | 0.0% | 0.02% | +4.2% | |
| XLV | SECTOR SPDR HEALTH FUNDcs | $65,000 | +6.6% | 950 | 0.0% | 0.02% | +4.3% | |
| AFL | A F L A C INCcs | $61,000 | +5.2% | 1,000 | 0.0% | 0.02% | 0.0% | |
| LFC | CHINA LIFE INS CO ADR Fcs | $59,000 | +40.5% | 1,000 | 0.0% | 0.02% | +37.5% | |
| SPLK | SPLUNK INCcs | $59,000 | +7.3% | 1,000 | 0.0% | 0.02% | +4.8% | |
| EWJ | ISHARES MSCI JPN ETFcs | $58,000 | -4.9% | 5,200 | 0.0% | 0.02% | -8.7% | |
| EBAY | EBAY INCcs | $56,000 | -1.8% | 1,000 | 0.0% | 0.02% | -4.5% | |
| COST | COSTCO WHSL CORP NEWcs | $56,000 | +12.0% | 398 | 0.0% | 0.02% | +10.5% | |
| JPS | NUVEEN QUAL PFD INC FD 2cs | $56,000 | +1.8% | 6,330 | 0.0% | 0.02% | 0.0% | |
| ABB | ABB LTD ADR Fcs | $53,000 | -5.4% | 2,500 | 0.0% | 0.02% | -4.8% | |
| TWTR | TWITTER INCcs | $55,000 | -29.5% | 1,520 | 0.0% | 0.02% | -33.3% | |
| CFCPRBCL | COUNTRYWIDE CAP V 7%PFDps | $52,000 | +2.0% | 2,000 | 0.0% | 0.02% | 0.0% | |
| PETROCHINA CO ADR Fcs | $50,000 | -13.8% | 450 | 0.0% | 0.02% | -18.2% | ||
| NQS | NUVEEN SELCT QLTY MUN FDcs | $49,000 | +2.1% | 3,500 | 0.0% | 0.02% | 0.0% | |
| APU | AMERIGAS PARTNERS LPoa | $48,000 | +4.3% | 1,000 | 0.0% | 0.02% | 0.0% | |
| RGR | STURM RUGER & CO INCcs | $48,000 | -29.4% | 1,400 | 0.0% | 0.02% | -30.8% | |
| LLY | LILLY ELI & COMPANYcs | $48,000 | +6.7% | 700 | 0.0% | 0.02% | +5.9% | |
| RTN | RAYTHEON COMPANY NEWcs | $49,000 | +6.5% | 457 | 0.0% | 0.02% | 0.0% | |
| VEU | VANGUARD INTL EQTY INDEXcs | $47,000 | -4.1% | 1,000 | 0.0% | 0.02% | -10.5% | |
| WMT | WAL-MART STORES INCcs | $46,000 | +12.2% | 536 | 0.0% | 0.02% | +6.2% | |
| NUVEEN INVT QLTY MUN FDcs | $46,000 | +2.2% | 3,000 | 0.0% | 0.02% | 0.0% | ||
| AGG | ISHARES CORE ETFcs | $44,000 | 0.0% | 400 | 0.0% | 0.02% | -5.9% | |
| DXPRACL | DYNEX CAPITAL, 8.5% PFDps | $44,000 | 0.0% | 1,750 | 0.0% | 0.02% | -5.9% | |
| NVS | NOVARTIS A G SPON ADR Fcs | $44,000 | -2.2% | 475 | 0.0% | 0.02% | -5.9% | |
| INVE | IDENTIVE INCcs | $42,000 | +5.0% | 3,000 | 0.0% | 0.02% | 0.0% | |
| LMT | LOCKHEED MARTIN CORPcs | $40,000 | +5.3% | 207 | 0.0% | 0.02% | 0.0% | |
| NMA | NUVEEN MUNI ADVTG FUNDcs | $41,000 | +2.5% | 3,000 | 0.0% | 0.02% | 0.0% | |
| TASR | TASER INTERNATIONAL INCcs | $40,000 | +73.9% | 1,500 | 0.0% | 0.02% | +66.7% | |
| RFI | COHEN & STEERS TOTALcs | $40,000 | +11.1% | 3,000 | 0.0% | 0.02% | +7.1% | |
| SWHC | SMITH & WESSON HLDG CORPcs | $38,000 | 0.0% | 4,000 | 0.0% | 0.01% | -6.7% | |
| PCQ | PIMCO CALIF MUN INCM FDcs | $37,000 | +8.8% | 2,373 | 0.0% | 0.01% | +7.7% | |
| ITUB | ITAU UNI HOLDING SA ADRFcs | $37,000 | -7.5% | 2,860 | 0.0% | 0.01% | -6.7% | |
| EWA | ISHARES MSCI ETFcs | $38,000 | -7.3% | 1,700 | 0.0% | 0.01% | -12.5% | |
| HAO | GUGGENHEIM EXCH TRD FDcs | $35,000 | 0.0% | 1,350 | 0.0% | 0.01% | 0.0% | |
| CLMT | CALUMET SPECIALTY PRODoa | $34,000 | -17.1% | 1,500 | 0.0% | 0.01% | -18.8% | |
| FLR | FLUOR CORPORATION NEWcs | $36,000 | -10.0% | 601 | 0.0% | 0.01% | -13.3% | |
| BIDU | BAIDU INC ADR Fcs | $34,000 | +3.0% | 150 | 0.0% | 0.01% | 0.0% | |
| PNW | PINNACLE WEST CAPITAL CPcs | $34,000 | +25.9% | 500 | 0.0% | 0.01% | +30.0% | |
| GLOBAL X ETFcs | $35,000 | 0.0% | 1,200 | 0.0% | 0.01% | 0.0% | ||
| SLF | SUN LIFE FINANCIAL INC Fcs | $36,000 | 0.0% | 1,000 | 0.0% | 0.01% | -7.1% | |
| BKN | BLACKROCK INVT QLTY MUNIcs | $33,000 | +10.0% | 2,000 | 0.0% | 0.01% | +9.1% | |
| MHRGQ | MAGNUM HUNTER RE 8% PFDps | $31,000 | -29.5% | 900 | 0.0% | 0.01% | -35.3% | |
| MFC | MANULIFE FINANCIAL CORPFcs | $29,000 | 0.0% | 1,500 | 0.0% | 0.01% | 0.0% | |
| UMH | UMH PROPERTIES INCoa | $29,000 | 0.0% | 3,000 | 0.0% | 0.01% | 0.0% | |
| NSRGY | NESTLE S A REG B ADR Fcs | $29,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% | |
| PCG | P G & E CORPcs | $27,000 | +17.4% | 500 | 0.0% | 0.01% | +11.1% | |
| ETR | ENTERGY CORP NEWcs | $26,000 | +13.0% | 300 | 0.0% | 0.01% | +11.1% | |
| AMERISOURCEBERGEN CORPcs | $27,000 | +17.4% | 300 | 0.0% | 0.01% | +11.1% | ||
| SSL | SASOL LIMITED SPON ADR Fcs | $27,000 | -28.9% | 700 | 0.0% | 0.01% | -33.3% | |
| RYF | GUGGENHEIM ETFcs | $27,000 | +8.0% | 600 | 0.0% | 0.01% | 0.0% | |
| NKE | NIKE INC CLASS Bcs | $27,000 | +8.0% | 276 | 0.0% | 0.01% | 0.0% | |
| NUVEEN MASS PRE INCM MUNcs | $26,000 | 0.0% | 1,991 | 0.0% | 0.01% | 0.0% | ||
| CINF | CINCINNATI FINANCIAL CPcs | $26,000 | +8.3% | 500 | 0.0% | 0.01% | +11.1% | |
| DUK | DUKE ENERGY CORP NEWcs | $25,000 | +13.6% | 300 | 0.0% | 0.01% | +12.5% | |
| PJH | PRUDENTIAL FINL 5.75%PFDps | $25,000 | 0.0% | 1,000 | 0.0% | 0.01% | -10.0% | |
| CYSPRA | CYS INVESTMEN 7.75% PFDps | $24,000 | 0.0% | 1,000 | 0.0% | 0.01% | 0.0% | |
| HTSPRA | HATTERAS FIN 7.625% PFDps | $24,000 | 0.0% | 1,000 | 0.0% | 0.01% | 0.0% | |
| EWW | ISHARES MSCI MEXICO ETFcs | $24,000 | -11.1% | 400 | 0.0% | 0.01% | -10.0% | |
| NEM | NEWMONT MINING CORPcs | $23,000 | -17.9% | 1,200 | 0.0% | 0.01% | -27.3% | |
| BSCK | GUGGENHEIM ETFcs | $21,000 | 0.0% | 1,000 | 0.0% | 0.01% | 0.0% | |
| PEY | POWERSHS EXCH TRAD FD TRcs | $23,000 | +4.5% | 1,740 | 0.0% | 0.01% | 0.0% | |
| SDIV | GLOBAL X ETFcs | $23,000 | -4.2% | 1,000 | 0.0% | 0.01% | -11.1% | |
| SYNA | SYNAPTICS INCcs | $21,000 | -4.5% | 300 | 0.0% | 0.01% | 0.0% | |
| EWZ | ISHARES MSCI BRAZIL ETFcs | $22,000 | -15.4% | 600 | 0.0% | 0.01% | -20.0% | |
| IP | INTERNATIONAL PAPER COcs | $22,000 | +10.0% | 417 | 0.0% | 0.01% | 0.0% | |
| TJX | T J X COS INCcs | $21,000 | +16.7% | 300 | 0.0% | 0.01% | +14.3% | |
| AMX | AMERICA MOVIL SAB L ADRFcs | $22,000 | -12.0% | 1,000 | 0.0% | 0.01% | -20.0% | |
| CVS | C V S HEALTH CORPORATIONcs | $23,000 | +21.1% | 240 | 0.0% | 0.01% | +14.3% | |
| FRN | GUGGENHEIM EXCH TRD FDcs | $22,000 | -18.5% | 1,600 | 0.0% | 0.01% | -20.0% | |
| RVT | ROYCE VALUE TRUST INCcs | $21,000 | -4.5% | 1,500 | 0.0% | 0.01% | 0.0% | |
| MET | METLIFE INCcs | $22,000 | 0.0% | 410 | 0.0% | 0.01% | 0.0% | |
| SSYS | STRATASYS LTD Fcs | $20,000 | -28.6% | 235 | 0.0% | 0.01% | -36.4% | |
| BLACKROCK CA MUN INCM TRcs | $19,000 | +5.6% | 1,250 | 0.0% | 0.01% | 0.0% | ||
| PZZI | PIZZA INN HOLDINGS INCcs | $18,000 | -14.3% | 2,575 | 0.0% | 0.01% | -12.5% | |
| OPK | OPKO HEALTH INCcs | $20,000 | +17.6% | 2,000 | 0.0% | 0.01% | +16.7% | |
| ALXN | ALEXION PHARMA INCcs | $19,000 | +11.8% | 100 | 0.0% | 0.01% | +16.7% | |
| GDXJ | MARKET VECTORS NEW ETFcs | $19,000 | -29.6% | 800 | 0.0% | 0.01% | -30.0% | |
| STX | SEAGATE TECHNOLOGY PLC Fcs | $20,000 | +17.6% | 300 | 0.0% | 0.01% | +16.7% | |
| DASTY | DASSAULT SYSTEMS SA ADRFcs | $18,000 | -5.3% | 300 | 0.0% | 0.01% | 0.0% | |
| MSTR | MICROSTRATEGY INC A NEWcs | $20,000 | +25.0% | 125 | 0.0% | 0.01% | +16.7% | |
| ROST | ROSS STORES INCcs | $19,000 | +26.7% | 200 | 0.0% | 0.01% | +16.7% | |
| CMCSA | COMCAST CORP NEW CL Acs | $18,000 | +5.9% | 314 | 0.0% | 0.01% | +16.7% | |
| PSMT | PRICESMART INCcs | $18,000 | +5.9% | 200 | 0.0% | 0.01% | +16.7% | |
| GD | GENERAL DYNAMICS CORPcs | $15,000 | +7.1% | 111 | 0.0% | 0.01% | +20.0% | |
| AVGO | AVAGO TECHNOLOGIES Fcs | $15,000 | +15.4% | 150 | 0.0% | 0.01% | +20.0% | |
| KR | KROGER COMPANYcs | $16,000 | +23.1% | 250 | 0.0% | 0.01% | +20.0% | |
| LEA | LEAR CORPORATIONcs | $15,000 | +15.4% | 150 | 0.0% | 0.01% | +20.0% | |
| HRL | HORMEL FOODS CORPcs | $16,000 | 0.0% | 302 | 0.0% | 0.01% | 0.0% | |
| ARLP | ALLIANCE RES PARTNERS LPoa | $17,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% | |
| SNDK | SANDISK CORPcs | $15,000 | 0.0% | 151 | 0.0% | 0.01% | 0.0% | |
| BOBE | BOB EVANS FARMS INCcs | $15,000 | +7.1% | 300 | 0.0% | 0.01% | +20.0% | |
| ODFL | OLD DOMINION FREIGHT LNScs | $16,000 | +14.3% | 200 | 0.0% | 0.01% | +20.0% | |
| RHHBY | ROCHE HLDG LTD SPON ADRFcs | $17,000 | -5.6% | 500 | 0.0% | 0.01% | -14.3% | |
| ESRX | EXPRESS SCRIPTS HLDG COcs | $17,000 | +21.4% | 200 | 0.0% | 0.01% | +20.0% | |
| VRX | VALEANT PHARMA INTL Fcs | $14,000 | +7.7% | 100 | 0.0% | 0.01% | 0.0% | |
| HDB | HDFC BANK LIMITED ADR Fcs | $13,000 | +8.3% | 250 | 0.0% | 0.01% | 0.0% | |
| EWS | ISHARES MSCI SINGAPOREcs | $13,000 | 0.0% | 1,000 | 0.0% | 0.01% | 0.0% | |
| MWOCL | MORGAN STANLEY 5.75%PFDps | $13,000 | 0.0% | 500 | 0.0% | 0.01% | 0.0% | |
| FL | FOOT LOCKER INCcs | $14,000 | 0.0% | 250 | 0.0% | 0.01% | 0.0% | |
| HOG | HARLEY DAVIDSON INCcs | $13,000 | +8.3% | 200 | 0.0% | 0.01% | 0.0% | |
| LOW | LOWES COMPANIES INCcs | $14,000 | +27.3% | 200 | 0.0% | 0.01% | +25.0% | |
| FCT | FIRST TRUST SENIORcs | $13,000 | -7.1% | 1,000 | 0.0% | 0.01% | 0.0% | |
| USIG | ISHARES TR CORE UScs | $13,000 | 0.0% | 119 | 0.0% | 0.01% | 0.0% | |
| VMC | VULCAN MATERIALS COMPANYcs | $13,000 | +8.3% | 200 | 0.0% | 0.01% | 0.0% | |
| PHO | POWERSHS EXCH TRAD FD TRcs | $14,000 | +7.7% | 525 | 0.0% | 0.01% | 0.0% | |
| GMKYY | GRUMA S A B DE CV ADR Fcs | $10,000 | -9.1% | 250 | 0.0% | 0.00% | 0.0% | |
| HSEACL | HSBC HOLDING 8.125% PFDps | $11,000 | +10.0% | 400 | 0.0% | 0.00% | 0.0% | |
| EQR | EQUITY RESIDENTIALoa | $11,000 | +22.2% | 150 | 0.0% | 0.00% | +33.3% | |
| IJR | ISHARES CORE S&P ETFcs | $12,000 | +9.1% | 101 | 0.0% | 0.00% | 0.0% | |
| LNCOQ | LINNCO LLCcs | $10,000 | -65.5% | 1,000 | 0.0% | 0.00% | -63.6% | |
| MATX | MATSON INCcs | $10,000 | +25.0% | 300 | 0.0% | 0.00% | +33.3% | |
| PXD | PIONEER NATURAL RES COcs | $10,000 | -28.6% | 70 | 0.0% | 0.00% | -20.0% | |
| UUP | POWERSHS DB US DOLLAR TRcs | $12,000 | +9.1% | 500 | 0.0% | 0.00% | 0.0% | |
| CEO | CNOOC LIMITED ADR Fcs | $11,000 | -21.4% | 80 | 0.0% | 0.00% | -20.0% | |
| BJZ | BLACKROCK CA MUN 2018 FDcs | $12,000 | 0.0% | 787 | 0.0% | 0.00% | -20.0% | |
| SCHP | SCH US TIPS ETFcs | $11,000 | 0.0% | 201 | 0.0% | 0.00% | 0.0% | |
| TR | TOOTSIE ROLL INDS INCcs | $10,000 | +11.1% | 316 | 0.0% | 0.00% | +33.3% | |
| TOOTSIE ROLL INDS B XXXcs | $10,000 | +11.1% | 316 | 0.0% | 0.00% | +33.3% | ||
| ALEX | ALEXANDER & BALDWIN NEWcs | $12,000 | +9.1% | 300 | 0.0% | 0.00% | 0.0% | |
| DHS | WISDOMTREE EQUITY INC FDcs | $12,000 | 0.0% | 200 | 0.0% | 0.00% | -20.0% | |
| Z | ZILLOW INC CL Acs | $11,000 | -8.3% | 100 | 0.0% | 0.00% | -20.0% | |
| RMBS | RAMBUS INC DELcs | $8,000 | -11.1% | 700 | 0.0% | 0.00% | 0.0% | |
| ACN | ACCENTURE PLC CL A Fcs | $9,000 | +12.5% | 100 | 0.0% | 0.00% | 0.0% | |
| CACI | C A C I INC CL Acs | $9,000 | +28.6% | 100 | 0.0% | 0.00% | 0.0% | |
| SGEN | SEATTLE GENETICS INCcs | $8,000 | -11.1% | 250 | 0.0% | 0.00% | 0.0% | |
| MSEX | MIDDLESEX WATER COcs | $9,000 | +12.5% | 400 | 0.0% | 0.00% | 0.0% | |
| PBW | POWERSHS EXCH TRAD FD TRcs | $7,000 | -12.5% | 1,250 | 0.0% | 0.00% | 0.0% | |
| CWT | CA WATER SERVICE GROUPcs | $7,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| WIN | WINDSTREAM HLDGS INCcs | $9,000 | -25.0% | 1,104 | 0.0% | 0.00% | -40.0% | |
| RYT | GUGGENHEIM ETFcs | $9,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| KLAC | K L A TENCOR CORPcs | $7,000 | -12.5% | 100 | 0.0% | 0.00% | 0.0% | |
| LOGI | LOGITECH INTL S A NEW Fcs | $7,000 | +16.7% | 500 | 0.0% | 0.00% | +50.0% | |
| WES | WESTERN GAS PARTNERS L Poa | $7,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% | |
| CEF | CENTRAL FD CDA LTD CLA Fcs | $8,000 | -11.1% | 700 | 0.0% | 0.00% | 0.0% | |
| CX | CEMEX SAB ADR Fcs | $7,000 | -22.2% | 700 | 0.0% | 0.00% | 0.0% | |
| SYY | SYSCO CORPORATIONcs | $7,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% | |
| NOK | NOKIA CORP SPON ADR Fcs | $7,000 | 0.0% | 850 | 0.0% | 0.00% | 0.0% | |
| MFA | MFA FINANCIAL INCoa | $8,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| PEG | PUB SVC ENT GROUP INCcs | $8,000 | +14.3% | 200 | 0.0% | 0.00% | 0.0% | |
| LBSR | LIBERTY STAR URANIUM NEWcs | $8,000 | +14.3% | 616,600 | 0.0% | 0.00% | 0.0% | |
| CWB | SPDR BARCLAYS ETFcs | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| LVS | LAS VEGAS SANDS CORPcs | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| BB | BLACKBERRY LTD Fcs | $5,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| PBE | POWERSHS EXCH TRAD FD TRcs | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| BEAV | B/E AEROSPACE INCcs | $6,000 | -33.3% | 106 | 0.0% | 0.00% | -33.3% | |
| WESTERN LITHIUM USA Fcs | $5,000 | -28.6% | 10,000 | 0.0% | 0.00% | -33.3% | ||
| HII | HUNTINGTON INGALLS INDScs | $6,000 | +20.0% | 50 | 0.0% | 0.00% | 0.0% | |
| ENPH | ENPHASE ENERGY INCcs | $6,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| ELX | EMULEX CORP NEWcs | $6,000 | +20.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| TOTAL S A ADR Fcs | $6,000 | -25.0% | 125 | 0.0% | 0.00% | -33.3% | ||
| SHL TELEMEDICINE ORD Fcs | $6,000 | 0.0% | 700 | 0.0% | 0.00% | 0.0% | ||
| ITB | ISHARES US HOME CONSTcs | $5,000 | +25.0% | 200 | 0.0% | 0.00% | 0.0% | |
| DLR | DIGITAL REALTY TRUST INCoa | $5,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| SLV | ISHARES SILVER TRUSTcs | $5,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| OLN | OLIN CORPcs | $5,000 | 0.0% | 210 | 0.0% | 0.00% | 0.0% | |
| MZA | BLACKROCK MUNIYIELD AZcs | $5,000 | 0.0% | 330 | 0.0% | 0.00% | 0.0% | |
| CRUS | CIRRUS LOGIC INCcs | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| NQI | NUVEEN QUALITY MUNI FDcs | $4,000 | 0.0% | 300 | 0.0% | 0.00% | -50.0% | |
| NMBL | NIMBLE STORAGE INCcs | $4,000 | 0.0% | 150 | 0.0% | 0.00% | -50.0% | |
| NKTR | NEKTAR THERAPEUTICScs | $2,000 | +100.0% | 100 | 0.0% | 0.00% | – | |
| PRU | PRUDENTIAL FINANCIAL INCcs | $4,000 | 0.0% | 40 | 0.0% | 0.00% | -50.0% | |
| RGT | ROYCE GLOBAL VALUE TRcs | $2,000 | 0.0% | 214 | 0.0% | 0.00% | 0.0% | |
| MERPRFCL | MERRILL LYNCH 7.28% PFDps | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| EDIV | SPDR S&P EMERGING MKTScs | $3,000 | -25.0% | 100 | 0.0% | 0.00% | -50.0% | |
| MKTO | MARKETO INCcs | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| MOO | MARKET VECTORS ETF TRUSTcs | $4,000 | 0.0% | 75 | 0.0% | 0.00% | -50.0% | |
| SCHW | THE CHARLES SCHWAB CORPcs | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| BLK | BLACKROCK INCcs | $4,000 | 0.0% | 12 | 0.0% | 0.00% | -50.0% | |
| BERY | BERRY PLASTICS GROUP INCcs | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| LFVN | LIFEVANTAGE CORPcs | $2,000 | 0.0% | 1,500 | 0.0% | 0.00% | 0.0% | |
| LM | LEGG MASON INCcs | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| FLM | FIRST TR ISE EXCH TRD FDcs | $4,000 | 0.0% | 80 | 0.0% | 0.00% | -50.0% | |
| SCTY | SOLARCITY CORPcs | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| MT | ARCELOR MITTAL NY NEW Fcs | $2,000 | -33.3% | 204 | 0.0% | 0.00% | 0.0% | |
| JBLU | JETBLUE AIRWAYS CORPcs | $4,000 | +100.0% | 225 | 0.0% | 0.00% | 0.0% | |
| IYR | ISHARES TR REAL ESTATEcs | $3,000 | +50.0% | 35 | 0.0% | 0.00% | 0.0% | |
| EVT | EATON VANCE TAX ADV DIVcs | $4,000 | 0.0% | 200 | 0.0% | 0.00% | -50.0% | |
| X | UNITED STATES STEEL CORPcs | $3,000 | -25.0% | 100 | 0.0% | 0.00% | -50.0% | |
| EC | ECOPETROL SA ADR Fcs | $4,000 | -50.0% | 260 | 0.0% | 0.00% | -66.7% | |
| ERIC | ERICSSON AMERICAN ADR Fcs | $3,000 | 0.0% | 210 | 0.0% | 0.00% | 0.0% | |
| HNNMY | HENNES & MAURITZ AB ADRFcs | $3,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| FAN | FIRST TRUST GLOBALcs | $3,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| FMCC | FREDDIE MAC VOTING SHScs | $3,000 | -25.0% | 1,500 | 0.0% | 0.00% | -50.0% | |
| FNMA | FANNIE MAEcs | $3,000 | -25.0% | 1,500 | 0.0% | 0.00% | -50.0% | |
| WMB | WILLIAMS COMPANIEScs | $4,000 | -33.3% | 100 | 0.0% | 0.00% | -50.0% | |
| F113PS | COVIDIEN PLC NEW Fcs | $4,000 | +33.3% | 38 | 0.0% | 0.00% | 0.0% | |
| AMLP | ALPS TRUST ETFcs | $3,000 | -25.0% | 195 | 0.0% | 0.00% | -50.0% | |
| WFTIQ | WEATHERFORD INTL NEW Fcs | $3,000 | -50.0% | 300 | 0.0% | 0.00% | -50.0% | |
| SINA | SINA CORPORATION Fcs | $4,000 | 0.0% | 100 | 0.0% | 0.00% | -50.0% | |
| TEL | TE CONNECTIVITY LTD Fcs | $2,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| NXPI | NXP SEMICONDUCTORS NV Fcs | $4,000 | 0.0% | 55 | 0.0% | 0.00% | -50.0% | |
| PEB | PEBBLEBROOK HOTEL TRUSToa | $3,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| PBR | PETROLEO BRASILEIRO ADRFcs | $4,000 | -42.9% | 500 | 0.0% | 0.00% | -66.7% | |
| CMNR | COMMERCE ENERGY GROUPcs | $0 | – | 8,000 | 0.0% | 0.00% | – | |
| AMTY | AMERITYRE CORPORATIONcs | $0 | – | 2,000 | 0.0% | 0.00% | – | |
| DREAM MARKETING INCcs | $0 | – | 10 | 0.0% | 0.00% | – | ||
| TWX | TIME WARNER INC NEWcs | $1,000 | – | 6 | 0.0% | 0.00% | – | |
| TWC | TIME WARNER CABLEcs | $0 | – | 1 | 0.0% | 0.00% | – | |
| MNKKQ | MALLINCKRODT PUB Fcs | $0 | – | 4 | 0.0% | 0.00% | – | |
| CNP | CENTERPOINT ENERGY INCcs | $1,000 | 0.0% | 46 | 0.0% | 0.00% | – | |
| PNK | PINNACLE ENTERTAINMENTcs | $0 | – | 8 | 0.0% | 0.00% | – | |
| PNR | PENTAIR PLC Fcs | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| CDGT | CHINA DIGITAL MEDIA CXXXcs | $0 | – | 275 | 0.0% | 0.00% | – | |
| LUMN | CENTURYLINK INCcs | $0 | – | 2 | 0.0% | 0.00% | – | |
| PWNX | POWERLINX INC NEWcs | $0 | – | 10 | 0.0% | 0.00% | – | |
| CLF | CLIFFS NATURAL RES INCcs | $1,000 | 0.0% | 101 | 0.0% | 0.00% | – | |
| FNSR | FINISAR CORP NEWcs | $0 | – | 20 | 0.0% | 0.00% | – | |
| SODA | SODASTREAM INTL Fcs | $1,000 | 0.0% | 36 | 0.0% | 0.00% | – | |
| CCGM | CHINA CGAME INCcs | $0 | – | 334 | 0.0% | 0.00% | – | |
| GASTEM INC Fcs | $0 | – | 26 | 0.0% | 0.00% | – | ||
| ADT | ADT CORPcs | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
| PLUG | PLUG POWER INC NEWcs | $1,000 | -50.0% | 475 | 0.0% | 0.00% | -100.0% | |
| CHAG | CHANCELLOR GROUP INCcs | $1,000 | 0.0% | 70,000 | 0.0% | 0.00% | – | |
| SEAS | SEAWORLD ENTERTAINMENTcs | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| BESE | BEESTON ENTERPRISES NEWcs | $0 | – | 9,000 | 0.0% | 0.00% | – | |
| AST | ASTERIAS BIOTHERAPEUTICcs | $0 | – | 12 | 0.0% | 0.00% | – | |
| SBY | SILVER BAY RLTY TR CORPoa | $0 | – | 2 | 0.0% | 0.00% | – | |
| CRYFQ | CRYSTALLEX INTL CORP XXXcs | $0 | – | 1,590 | 0.0% | 0.00% | – | |
| SCHM | SCH US MID-CAP ETFcs | $0 | – | 4 | 0.0% | 0.00% | – | |
| LLL | L-3 COMMUNICATIONS HLDGScs | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| SPCL | SOLARIS PWR CELLS INCcs | $1,000 | -50.0% | 20,000 | 0.0% | 0.00% | -100.0% | |
| MHRCQ | MAGNUM HUNTER RESOURCEScs | $1,000 | 0.0% | 250 | 0.0% | 0.00% | – | |
| SGCR | STRATEGIC RESOURCES LXXXcs | $0 | – | 5,500 | 0.0% | 0.00% | – | |
| DTEMF | DITEM EXPLORATION INC Fcs | $0 | – | 80 | 0.0% | 0.00% | – | |
| SSH | SUNSHINE HEART INCcs | $1,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| SVU | SUPERVALU INCcs | $1,000 | 0.0% | 85 | 0.0% | 0.00% | – | |
| JDSU | JDS UNIPHASE CORP NEWcs | $0 | – | 8 | 0.0% | 0.00% | – | |
| SANB | SANBORN RESOURCES LTDcs | $0 | – | 5,000 | 0.0% | 0.00% | – | |
| THQIQ | T H Q INC NEW XXXcs | $0 | – | 2 | 0.0% | 0.00% | – | |
| TTWO | TAKE TWO INTERACTV SFTWRcs | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
| MTNX | MELTRONIX INCcs | $0 | – | 12,000 | 0.0% | 0.00% | – | |
| MU | MICRON TECHNOLOGY INCcs | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
| LODE | COMSTOCK MINING INCcs | $0 | – | 100 | 0.0% | 0.00% | – | |
| RHT | REDHAT INCcs | $0 | – | 5 | 0.0% | 0.00% | – | |
| IWV | ISHARES TR RUSSELL 3000cs | $0 | – | 1 | 0.0% | 0.00% | – | |
| EAGB | EAGLE BROADBAND INC NXXXcs | $0 | – | 22 | 0.0% | 0.00% | – | |
| UIS | UNISYS CORP NEWcs | $0 | – | 1 | 0.0% | 0.00% | – | |
| USAU | USA URANIUM CORP XXXcs | $0 | – | 400,000 | 0.0% | 0.00% | – | |
| AMRN | AMARIN CORP PLC NEW ADRFcs | $0 | – | 100 | 0.0% | 0.00% | – | |
| VAPE | VAPE HLDGS INCcs | $0 | -100.0% | 500 | 0.0% | 0.00% | – | |
| MTLQU | MOTORS LIQ CO GUC TRUSTcs | $0 | -100.0% | 25 | 0.0% | 0.00% | – | |
| ZQKSQ | QUIKSILVER INCcs | $1,000 | 0.0% | 440 | 0.0% | 0.00% | – | |
| IDAI | IDNA INC XXXcs | $0 | – | 5,000 | 0.0% | 0.00% | – | |
| ISCIQ | ISC8 INCcs | $0 | – | 12 | 0.0% | 0.00% | – | |
| NRG | NRG ENERGY INC NEWcs | $0 | – | 4 | 0.0% | 0.00% | – | |
| HIMX | HIMAX TECHNOLOGIES ADR Fcs | $1,000 | -50.0% | 158 | 0.0% | 0.00% | -100.0% | |
| FAST | FASTENAL COcs | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| VERISIGN INCcs | $0 | – | 8 | 0.0% | 0.00% | – | ||
| VRTV | VERITIV CORPORATIONcs | $0 | – | 7 | 0.0% | 0.00% | – | |
| VVUS | VIVUS INCcs | $0 | – | 100 | 0.0% | 0.00% | – | |
| 4305PS | ALCATEL LUCENT ADR Fcs | $0 | – | 34 | 0.0% | 0.00% | – | |
| VNO | VORNADO REALTY TRUSToa | $0 | – | 3 | 0.0% | 0.00% | – | |
| GBNW | GLOBAL NETWORKS CORPcs | $0 | – | 5 | 0.0% | 0.00% | – | |
| AMD | ADVANCED MICRO DEVICEScs | $1,000 | 0.0% | 400 | 0.0% | 0.00% | – | |
| PLSIQ | PREMIER LASER SYS A NXXXcs | $0 | – | 500 | 0.0% | 0.00% | – | |
| NQ | NQ MOBILE INC ADR Fcs | $0 | – | 30 | 0.0% | 0.00% | – | |
| ATVI | ACTIVISION BLIZZARD INCcs | $1,000 | 0.0% | 60 | 0.0% | 0.00% | – | |
| CVR993/PYTMT | NEXTWAVE WIRELESS CVRXXXcs | $0 | – | 47 | 0.0% | 0.00% | – | |
| GALE | GALENA BIOPHARMA INCcs | $1,000 | 0.0% | 475 | 0.0% | 0.00% | – | |
| XIN | XINYUAN REAL ESTATE ADRFcs | $0 | – | 100 | 0.0% | 0.00% | – | |
| GNVC | GENVEC INC NEWcs | $0 | – | 100 | 0.0% | 0.00% | – | |
| FCEL | FUELCELL ENERGY INCcs | $0 | -100.0% | 300 | 0.0% | 0.00% | – | |
| ZNGA | ZYNGA INCcs | $1,000 | 0.0% | 400 | 0.0% | 0.00% | – | |
| PWAVQ | POWERWAVE TECH INC NEWcs | $0 | – | 13 | 0.0% | 0.00% | – | |
| JCPNQ | PENNEY J C CO INCcs | $1,000 | -50.0% | 200 | 0.0% | 0.00% | -100.0% | |
| PHSL | PENTHOUSE INTL INCcs | $0 | – | 125,000 | 0.0% | 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.