$270 Million is the total value of Apriem Advisors's 578 reported holdings in Q3 2015. The portfolio turnover from Q2 2015 to Q3 2015 was 20.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CATY | CATHAY GENERAL BANCOcs | $300,000 | -7.7% | 10,000 | 0.0% | 0.11% | -0.9% | |
| DVA | DAVITA HEALTHCARE PTcs | $293,000 | -9.0% | 4,050 | 0.0% | 0.11% | -2.7% | |
| BOND | PIMCO TOTAL RETURNcs | $260,000 | -1.5% | 2,470 | 0.0% | 0.10% | +5.5% | |
| 1/100 BERKSHIRE HTWY CLAcs | $195,000 | -4.9% | 1 | 0.0% | 0.07% | +2.9% | ||
| MYC | BLACKROCK MUNIYIELD CALIcs | $162,000 | +5.2% | 10,200 | 0.0% | 0.06% | +13.2% | |
| SRE | SEMPRA ENERGYcs | $162,000 | -2.4% | 1,675 | 0.0% | 0.06% | +5.3% | |
| PFF | ISHARES U.S. PREFERREDcs | $154,000 | -1.9% | 4,000 | 0.0% | 0.06% | +5.6% | |
| VO | VANGUARD MID CAP ETFcs | $152,000 | -8.4% | 1,300 | 0.0% | 0.06% | -1.8% | |
| APC | ANADARKO PETROLEUMcs | $151,000 | -22.6% | 2,500 | 0.0% | 0.06% | -16.4% | |
| ABT | ABBOTT LABORATORIEScs | $148,000 | -18.2% | 3,680 | 0.0% | 0.06% | -11.3% | |
| C | CITIGROUP INCcs | $144,000 | -10.6% | 2,912 | 0.0% | 0.05% | -3.6% | |
| A | AGILENT TECHNOLOGIEScs | $141,000 | -10.8% | 4,106 | 0.0% | 0.05% | -3.7% | |
| XLI | SELECT SECTOR INDUSTRIALcs | $137,000 | -8.1% | 2,750 | 0.0% | 0.05% | 0.0% | |
| VCV | INVESCO CALIFORNIA VALUEcs | $134,000 | +1.5% | 10,655 | 0.0% | 0.05% | +11.1% | |
| VOD | VODAFONE GROUP Fcs | $121,000 | -12.3% | 3,799 | 0.0% | 0.04% | -4.3% | |
| CTR | CLEARBRIDGE ENERGY MLP Tcs | $110,000 | -24.7% | 8,012 | 0.0% | 0.04% | -18.0% | |
| VGT | VANGUARD INFORMATIONcs | $109,000 | -5.2% | 1,085 | 0.0% | 0.04% | +2.6% | |
| BABA | ALIBABA GROUP HLDG Fcs | $103,000 | -28.5% | 1,748 | 0.0% | 0.04% | -22.4% | |
| ES | EVERSOURCE ENERGYcs | $101,000 | +11.0% | 2,004 | 0.0% | 0.04% | +19.4% | |
| SCS | STEELCASE INCcs | $92,000 | -3.2% | 5,000 | 0.0% | 0.03% | +3.0% | |
| IYF | ISHARES US FINANCIALScs | $84,000 | -6.7% | 1,000 | 0.0% | 0.03% | 0.0% | |
| FXY | GUGGENHEIM CURRENCYcs | $85,000 | +2.4% | 1,050 | 0.0% | 0.03% | +6.9% | |
| RGR | STURM RUGER & CO INCcs | $82,000 | +2.5% | 1,400 | 0.0% | 0.03% | +11.1% | |
| SWX | SOUTHWEST GAS CORPcs | $78,000 | +9.9% | 1,337 | 0.0% | 0.03% | +20.8% | |
| TAN | GUGGENHEIM SOLAR ETFcs | $79,000 | -31.9% | 2,958 | 0.0% | 0.03% | -27.5% | |
| ESRX | EXPRESS SCRIPTS HLDGcs | $76,000 | -9.5% | 943 | 0.0% | 0.03% | -3.4% | |
| NUE | NUCOR CORPcs | $77,000 | -14.4% | 2,050 | 0.0% | 0.03% | -9.7% | |
| PPG | PPG INDUSTRIES INCcs | $70,000 | -23.9% | 800 | 0.0% | 0.03% | -18.8% | |
| AMBA | AMBARELLA INC Fcs | $69,000 | -43.9% | 1,200 | 0.0% | 0.03% | -38.1% | |
| DRE | DUKE REALTY CORPoa | $67,000 | +3.1% | 3,500 | 0.0% | 0.02% | +13.6% | |
| JFR | NUVEEN FLOATING RATE INCcs | $67,000 | -6.9% | 6,716 | 0.0% | 0.02% | 0.0% | |
| SWHC | SMITH & WESSON HLDGcs | $67,000 | +1.5% | 4,000 | 0.0% | 0.02% | +8.7% | |
| IXJ | ISHARES GLOBALcs | $68,000 | -10.5% | 695 | 0.0% | 0.02% | -3.8% | |
| AGN | ALLERGAN PLC Fcs | $68,000 | -10.5% | 249 | 0.0% | 0.02% | -3.8% | |
| MUC | BLACKROCK MUNIHLDG CALIFcs | $64,000 | +1.6% | 4,473 | 0.0% | 0.02% | +9.1% | |
| NMO | NUVEEN MUNI MARKET OPPORcs | $66,000 | +1.5% | 5,000 | 0.0% | 0.02% | +9.1% | |
| PHK | PIMCO HIGH INCOME CFcs | $63,000 | -25.9% | 8,522 | 0.0% | 0.02% | -20.7% | |
| WM | WASTE MANAGEMENT INCcs | $60,000 | +7.1% | 1,200 | 0.0% | 0.02% | +15.8% | |
| KEYS | KEYSIGHT TECH INCcs | $60,000 | -1.6% | 1,953 | 0.0% | 0.02% | +4.8% | |
| XLV | SELECT SECTOR HEALTHcs | $56,000 | -11.1% | 850 | 0.0% | 0.02% | -4.5% | |
| GPC | GENUINE PARTS COcs | $56,000 | -6.7% | 675 | 0.0% | 0.02% | 0.0% | |
| LNKD | LINKEDIN CORPcs | $57,000 | -8.1% | 300 | 0.0% | 0.02% | 0.0% | |
| NQU | NUVEEN QLTY INCM MUNI FDcs | $57,000 | 0.0% | 4,250 | 0.0% | 0.02% | +5.0% | |
| AFL | AFLAC INCcs | $58,000 | -6.5% | 1,000 | 0.0% | 0.02% | 0.0% | |
| SPLK | SPLUNK INCcs | $55,000 | -21.4% | 1,000 | 0.0% | 0.02% | -16.7% | |
| JPS | NUVEEN QUALITY PFD INCOMcs | $55,000 | +1.9% | 6,330 | 0.0% | 0.02% | +5.3% | |
| EWJ | ISHARES MSCI JAPAN ETFcs | $54,000 | -10.0% | 4,700 | 0.0% | 0.02% | -4.8% | |
| LMT | LOCKHEED MARTIN CORPcs | $53,000 | +10.4% | 257 | 0.0% | 0.02% | +25.0% | |
| HTA | HLTHCARE TR OF AMERoa | $55,000 | +1.9% | 2,255 | 0.0% | 0.02% | +5.3% | |
| CFCPRBCL | COUNTRYWIDE CAP V 7%PFDps | $51,000 | -1.9% | 2,000 | 0.0% | 0.02% | +5.6% | |
| RTN | RAYTHEON COMPANYcs | $50,000 | +13.6% | 457 | 0.0% | 0.02% | +20.0% | |
| HSBC | HSBC HLDGS PLC Fcs | $49,000 | -15.5% | 1,300 | 0.0% | 0.02% | -10.0% | |
| POT | POTASH CORP SASK INC Fcs | $47,000 | -33.8% | 2,300 | 0.0% | 0.02% | -29.2% | |
| XLU | SELECT SECTOR UTI SELECTcs | $47,000 | +4.4% | 1,075 | 0.0% | 0.02% | +13.3% | |
| VEU | VANGUARD FTSE ALL WORLDcs | $43,000 | -12.2% | 1,000 | 0.0% | 0.02% | -5.9% | |
| APU | AMERIGAS PARTNERS, L LPoa | $42,000 | -8.7% | 1,000 | 0.0% | 0.02% | 0.0% | |
| NUVEEN INVT QUALITY MUNcs | $44,000 | +2.3% | 3,000 | 0.0% | 0.02% | +6.7% | ||
| AET | AETNA INCcs | $44,000 | -13.7% | 400 | 0.0% | 0.02% | -11.1% | |
| DXPRACL | DYNEX CAPITAL, 8.5% PFDps | $42,000 | -2.3% | 1,750 | 0.0% | 0.02% | +6.7% | |
| VSTO | VISTA OUTDOOR INCcs | $37,000 | 0.0% | 830 | 0.0% | 0.01% | +7.7% | |
| CLMT | CALUMET SPECIALTY PR LPoa | $36,000 | -5.3% | 1,500 | 0.0% | 0.01% | 0.0% | |
| PCQ | PIMCO CALIFORNIA MUNICIPcs | $36,000 | +5.9% | 2,373 | 0.0% | 0.01% | +8.3% | |
| RFI | COHEN STEERS TOTAL RETURcs | $36,000 | 0.0% | 3,000 | 0.0% | 0.01% | +8.3% | |
| TASR | TASER INTERNATIONALcs | $33,000 | -34.0% | 1,500 | 0.0% | 0.01% | -29.4% | |
| PNW | PINNACLE WEST CAPcs | $32,000 | +14.3% | 500 | 0.0% | 0.01% | +20.0% | |
| GLOBAL X SUPERDIVIDENDcs | $29,000 | -9.4% | 1,200 | 0.0% | 0.01% | 0.0% | ||
| BKN | BLACKROCK INVESTMENT QLTcs | $30,000 | +3.4% | 2,000 | 0.0% | 0.01% | +10.0% | |
| NUVEEN MASS PREM INCOMEcs | $30,000 | +3.4% | 2,200 | 0.0% | 0.01% | +10.0% | ||
| OKS | ONEOK PARTNERS LP LPoa | $29,000 | -14.7% | 999 | 0.0% | 0.01% | -8.3% | |
| OA | ORBITAL A T K INCcs | $30,000 | 0.0% | 415 | 0.0% | 0.01% | +10.0% | |
| SO | SOUTHERN COMPANYcs | $31,000 | +6.9% | 700 | 0.0% | 0.01% | +10.0% | |
| UMH | UMH PROPERTIES INC.oa | $28,000 | -3.4% | 3,000 | 0.0% | 0.01% | 0.0% | |
| NMA | NUVEEN MUNICIPAL ADVANTAcs | $27,000 | +3.8% | 2,000 | 0.0% | 0.01% | +11.1% | |
| CINF | CINCINNATI FINANCIALcs | $27,000 | +8.0% | 500 | 0.0% | 0.01% | +11.1% | |
| AMERISOURCEBERGEN COcs | $28,000 | -12.5% | 300 | 0.0% | 0.01% | -9.1% | ||
| NQS | NUVEEN SELECT QUALITY MUcs | $27,000 | +3.8% | 2,000 | 0.0% | 0.01% | +11.1% | |
| V | VISA INCcs | $28,000 | +3.7% | 400 | 0.0% | 0.01% | +11.1% | |
| PCG | P G & E CORPcs | $26,000 | +4.0% | 500 | 0.0% | 0.01% | +11.1% | |
| HTSPRA | HATTERAS FIN 7.625% PFDps | $24,000 | +4.3% | 1,000 | 0.0% | 0.01% | +12.5% | |
| CAH | CARDINAL HEALTH INCcs | $23,000 | -8.0% | 300 | 0.0% | 0.01% | 0.0% | |
| CVS | CVS HEALTH CORPcs | $23,000 | -8.0% | 240 | 0.0% | 0.01% | 0.0% | |
| CYSPRA | CYS INVESTMEN 7.75% PFDps | $23,000 | -4.2% | 1,000 | 0.0% | 0.01% | +12.5% | |
| GPRO | GOPRO INCcs | $25,000 | -40.5% | 800 | 0.0% | 0.01% | -35.7% | |
| PJH | PRUDENTIAL FINA 5.75%PFDps | $25,000 | 0.0% | 1,000 | 0.0% | 0.01% | 0.0% | |
| TM | TOYOTA MOTOR CORP Fcs | $23,000 | -14.8% | 200 | 0.0% | 0.01% | 0.0% | |
| AVGO | AVAGO TECHNOLOGIES Fcs | $25,000 | -7.4% | 200 | 0.0% | 0.01% | 0.0% | |
| EBAY | EBAY INCcs | $24,000 | -60.0% | 1,000 | 0.0% | 0.01% | -57.1% | |
| EWSC | GUGGENHEIM RUSSELL 2000cs | $23,000 | -17.9% | 600 | 0.0% | 0.01% | -10.0% | |
| MDY | SPDR S&P MIDCAP 400 ETFcs | $25,000 | -7.4% | 100 | 0.0% | 0.01% | 0.0% | |
| BIDU | BAIDU INC Fcs | $21,000 | -30.0% | 150 | 0.0% | 0.01% | -20.0% | |
| DASTY | DASSAULT SYSTEMS SA Fcs | $22,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% | |
| NHC | NATIONAL HEALTHCAREcs | $21,000 | -8.7% | 350 | 0.0% | 0.01% | 0.0% | |
| DVY | ISHARES SELECT DIVIDENDcs | $22,000 | -4.3% | 300 | 0.0% | 0.01% | 0.0% | |
| BSCK | GUGGENHEIM BULTSH 2020cs | $21,000 | 0.0% | 1,000 | 0.0% | 0.01% | +14.3% | |
| REGN | REGENERON PHARMS INCcs | $21,000 | -8.7% | 45 | 0.0% | 0.01% | 0.0% | |
| RAVE | RAVE RESTAURANT GRPcs | $22,000 | -35.3% | 2,575 | 0.0% | 0.01% | -33.3% | |
| DUK | DUKE ENERGY CORPcs | $22,000 | +4.8% | 300 | 0.0% | 0.01% | +14.3% | |
| HDB | HDFC BANK LIMITD Fcs | $21,000 | 0.0% | 350 | 0.0% | 0.01% | +14.3% | |
| PEY | POWERSHARES HIGH YIELDcs | $22,000 | -4.3% | 1,740 | 0.0% | 0.01% | 0.0% | |
| UBS | UBS GROUP AG Fcs | $18,000 | -14.3% | 1,000 | 0.0% | 0.01% | 0.0% | |
| BLACKROCK CALIF MUN INCOcs | $19,000 | +5.6% | 1,250 | 0.0% | 0.01% | +16.7% | ||
| BASFY | BASF SE Fcs | $19,000 | -13.6% | 250 | 0.0% | 0.01% | -12.5% | |
| UDN | POWERSHRS DB US DLR INDXcs | $18,000 | 0.0% | 800 | 0.0% | 0.01% | +16.7% | |
| VRX | VALEANT PHARMA INTL Fcs | $18,000 | -18.2% | 100 | 0.0% | 0.01% | -12.5% | |
| SIEGY | SIEMENS A G Fcs | $18,000 | -10.0% | 200 | 0.0% | 0.01% | 0.0% | |
| ETR | ENTERGY CORPcs | $20,000 | -4.8% | 300 | 0.0% | 0.01% | 0.0% | |
| SDIV | GLOBAL X SUPERDIVIDENDcs | $20,000 | -9.1% | 1,000 | 0.0% | 0.01% | -12.5% | |
| HRL | HORMEL FOODS CORPcs | $19,000 | +11.8% | 302 | 0.0% | 0.01% | +16.7% | |
| FL | FOOT LOCKER INCcs | $18,000 | +5.9% | 250 | 0.0% | 0.01% | +16.7% | |
| RDSA | ROYAL DUTCH SHELL Fcs | $18,000 | -14.3% | 375 | 0.0% | 0.01% | 0.0% | |
| SCHC | SCHWAB INTERNATNAL SMALLcs | $20,000 | -9.1% | 700 | 0.0% | 0.01% | -12.5% | |
| SAP | SAP SPONSORED Fcs | $19,000 | -9.5% | 300 | 0.0% | 0.01% | 0.0% | |
| SNY | SANOFI SPOND Fcs | $19,000 | -5.0% | 400 | 0.0% | 0.01% | 0.0% | |
| USL | UNITED STATES 12 MONTHcs | $15,000 | -25.0% | 750 | 0.0% | 0.01% | -14.3% | |
| MSTR | MICROSTRATEGY INCcs | $15,000 | +15.4% | 75 | 0.0% | 0.01% | +50.0% | |
| ZJPN | SPDR MSCI JAPAN QUALITYcs | $15,000 | -11.8% | 250 | 0.0% | 0.01% | 0.0% | |
| RYT | GUGGENHEIM S&P 500 EQUALcs | $17,000 | -5.6% | 200 | 0.0% | 0.01% | 0.0% | |
| LEA | LEAR CORPORATIONcs | $16,000 | -5.9% | 150 | 0.0% | 0.01% | 0.0% | |
| HAIN | HAIN CELESTIAL GROUPcs | $15,000 | -25.0% | 300 | 0.0% | 0.01% | -14.3% | |
| OPK | OPKO HEALTH INCcs | $17,000 | -46.9% | 2,000 | 0.0% | 0.01% | -45.5% | |
| BOBE | BOB EVANS FARMS INCcs | $13,000 | -13.3% | 300 | 0.0% | 0.01% | 0.0% | |
| EPP | ISHARES MSCI PACIFIC EXcs | $13,000 | -13.3% | 350 | 0.0% | 0.01% | 0.0% | |
| PTY | PIMCO CORPORATE OPPORTUNcs | $13,000 | -7.1% | 1,000 | 0.0% | 0.01% | 0.0% | |
| SPLV | POWERSHARES S&P 500 LOWcs | $14,000 | -6.7% | 400 | 0.0% | 0.01% | 0.0% | |
| LL | LUMBER LIQUIDATORScs | $14,000 | -39.1% | 1,100 | 0.0% | 0.01% | -37.5% | |
| MWOCL | MORGAN STANLEY 5.75%PFDps | $13,000 | 0.0% | 500 | 0.0% | 0.01% | +25.0% | |
| CEO | CNOOC LIMITED Fcs | $14,000 | -30.0% | 140 | 0.0% | 0.01% | -28.6% | |
| DHR | DANAHER CORPcs | $11,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% | |
| ABEV | AMBEV SA Fcs | $12,000 | -20.0% | 2,500 | 0.0% | 0.00% | -20.0% | |
| HSEACL | HSBC HLDGS P 8.125% PFDps | $10,000 | 0.0% | 400 | 0.0% | 0.00% | +33.3% | |
| PCP | PRECISION CASTPARTScs | $11,000 | +10.0% | 50 | 0.0% | 0.00% | +33.3% | |
| SAN | BANCO SANTANDER SA Fcs | $11,000 | -21.4% | 2,000 | 0.0% | 0.00% | -20.0% | |
| ODFL | OLD DOMINION FREIGHTcs | $12,000 | -14.3% | 200 | 0.0% | 0.00% | -20.0% | |
| OLN | OLIN CORPcs | $12,000 | -36.8% | 710 | 0.0% | 0.00% | -42.9% | |
| EWG | ISHARES MSCI GERMANYcs | $12,000 | -14.3% | 500 | 0.0% | 0.00% | -20.0% | |
| MATX | MATSON INCcs | $12,000 | -7.7% | 300 | 0.0% | 0.00% | 0.0% | |
| ACN | ACCENTURE PLC CL A Fcs | $10,000 | 0.0% | 100 | 0.0% | 0.00% | +33.3% | |
| TOOTSIE ROLL INDS B XXXcs | $10,000 | -9.1% | 325 | 0.0% | 0.00% | 0.0% | ||
| IJR | ISHARES CORE S&P SMALLcs | $11,000 | -8.3% | 102 | 0.0% | 0.00% | 0.0% | |
| INVE | IDENTIVE INCcs | $10,000 | -44.4% | 3,000 | 0.0% | 0.00% | -33.3% | |
| HYMB | SPDR NUVEEN S&P HIGHcs | $12,000 | 0.0% | 216 | 0.0% | 0.00% | 0.0% | |
| CX | CEMEX SAB DE C V Fcs | $10,000 | -28.6% | 1,500 | 0.0% | 0.00% | -20.0% | |
| TR | TOOTSIE ROLL INDScs | $10,000 | -9.1% | 325 | 0.0% | 0.00% | 0.0% | |
| HOG | HARLEY DAVIDSON INCcs | $11,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| BJZ | BLACKROCK CA MUNI 2018 Tcs | $12,000 | 0.0% | 787 | 0.0% | 0.00% | 0.0% | |
| SONY | SONY CORPORATION Fcs | $12,000 | -7.7% | 475 | 0.0% | 0.00% | 0.0% | |
| PHG | KONINKLIJKE PHILIPS Fcs | $12,000 | -7.7% | 500 | 0.0% | 0.00% | 0.0% | |
| ALEX | ALEXANDER & BALDWINcs | $10,000 | -16.7% | 300 | 0.0% | 0.00% | 0.0% | |
| RDSB | ROYAL DUTCH SHELL Fcs | $12,000 | -14.3% | 250 | 0.0% | 0.00% | -20.0% | |
| PHO | POWERSHARES WATER RESCcs | $11,000 | -15.4% | 525 | 0.0% | 0.00% | 0.0% | |
| SGEN | SEATTLE GENETICS INCcs | $10,000 | -16.7% | 250 | 0.0% | 0.00% | 0.0% | |
| EWW | ISHARES MSCI MEXICOcs | $10,000 | -9.1% | 200 | 0.0% | 0.00% | 0.0% | |
| CMI | CUMMINS INCcs | $11,000 | -15.4% | 100 | 0.0% | 0.00% | 0.0% | |
| AEB | AEGON NV 4% PFDps | $7,000 | 0.0% | 300 | 0.0% | 0.00% | +50.0% | |
| SHL TELEMEDICINE ORD Fcs | $7,000 | 0.0% | 700 | 0.0% | 0.00% | +50.0% | ||
| FISV | FISERV INCcs | $9,000 | +12.5% | 100 | 0.0% | 0.00% | 0.0% | |
| KLAC | K L A TENCOR CORPcs | $8,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| EWP | ISHARES MSCI SPAINcs | $9,000 | -10.0% | 300 | 0.0% | 0.00% | 0.0% | |
| GSPRD | GOLDMAN SACHS GR 4% PFDps | $7,000 | -12.5% | 375 | 0.0% | 0.00% | 0.0% | |
| PXD | PIONEER NATURAL REScs | $9,000 | -10.0% | 70 | 0.0% | 0.00% | 0.0% | |
| MFA | MFA FINANCIAL, INC.oa | $7,000 | 0.0% | 1,000 | 0.0% | 0.00% | +50.0% | |
| CACI | C A C I INCcs | $7,000 | -12.5% | 100 | 0.0% | 0.00% | 0.0% | |
| XLK | TECHNOLOGY SELECT SECTORcs | $8,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| CUBEPRA | CUBESMART TRS 7.75% PFDps | $6,000 | 0.0% | 213 | 0.0% | 0.00% | 0.0% | |
| EEP | ENBRIDGE ENERGY PTNR LPoa | $6,000 | -25.0% | 240 | 0.0% | 0.00% | -33.3% | |
| FITX | CREATIVE EDGE NUTRITcs | $6,000 | +20.0% | 1,045,000 | 0.0% | 0.00% | 0.0% | |
| JBLU | JETBLUE AIRWAYS CORPcs | $6,000 | +20.0% | 225 | 0.0% | 0.00% | 0.0% | |
| TOTAL S A Fcs | $6,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% | ||
| GLW | CORNING INCcs | $6,000 | -14.3% | 333 | 0.0% | 0.00% | 0.0% | |
| RH | RESTORATION HARDWAREcs | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| NUAN | NUANCE COMMUN INCcs | $5,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| MZA | BLACKROCK MUNIYIELD ARIZcs | $6,000 | +20.0% | 330 | 0.0% | 0.00% | 0.0% | |
| NRFPRB | NORTHSTAR REA 8.25% PFDps | $5,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| AHLPRC | ASPEN INSURAN 5.95% PFDps | $5,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| HLX | HELIX ENERGY SOLUTNcs | $5,000 | -61.5% | 1,000 | 0.0% | 0.00% | -50.0% | |
| NOK | NOKIA CORP SPON Fcs | $6,000 | 0.0% | 850 | 0.0% | 0.00% | 0.0% | |
| AREPRD | ALEXANDRIA REAL E 7% PFDps | $6,000 | 0.0% | 213 | 0.0% | 0.00% | 0.0% | |
| ALLPRB | ALLSTATE CORPORA 5.1%PFDps | $5,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| NLYPRD | ANNALY CAPITAL 7.5% PFDps | $5,000 | +25.0% | 183 | 0.0% | 0.00% | +100.0% | |
| HII | HUNTINGTON INGALLScs | $5,000 | -16.7% | 50 | 0.0% | 0.00% | 0.0% | |
| ITB | ISHARES US HOMEcs | $5,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| MDSO | MEDIDATA SOLUTIONScs | $6,000 | -25.0% | 150 | 0.0% | 0.00% | -33.3% | |
| USBPRH | U S BANCORP 5.56% PFDps | $5,000 | 0.0% | 225 | 0.0% | 0.00% | 0.0% | |
| DLR | DIGITAL REALTY TRUSToa | $5,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| PBW | POWERSHARES WILDER CLEANcs | $5,000 | -28.6% | 1,250 | 0.0% | 0.00% | 0.0% | |
| PBE | POWERSHAREScs | $5,000 | -16.7% | 100 | 0.0% | 0.00% | 0.0% | |
| SINA | SINA CORPORATION Fcs | $4,000 | -20.0% | 100 | 0.0% | 0.00% | -50.0% | |
| CWB | SPDR BARCLAYS CNVcs | $4,000 | -20.0% | 100 | 0.0% | 0.00% | -50.0% | |
| HAL | HALLIBURTON CO HLDGcs | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| NRF | NORTHSTAR REALTYoa | $2,000 | 0.0% | 157 | 0.0% | 0.00% | 0.0% | |
| CCVCL | COMCAST CORPORATIO 5%PFDps | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| KORS | MICHAEL KORS HLDGS Fcs | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| PBR | PETROLEO BRASILEIRO Fcs | $2,000 | -60.0% | 500 | 0.0% | 0.00% | -50.0% | |
| HNNMY | HENNES & MAURITZ AB Fcs | $3,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| WFTIQ | WEATHERFORD INTL NEW Fcs | $3,000 | -25.0% | 300 | 0.0% | 0.00% | 0.0% | |
| GNCMA | GENERAL COMMUN INCcs | $4,000 | 0.0% | 225 | 0.0% | 0.00% | 0.0% | |
| SLV | ISHARES SILVER TRUSTcs | $4,000 | -20.0% | 300 | 0.0% | 0.00% | -50.0% | |
| SQM | SOC QUIMICA MINER Fcs | $2,000 | 0.0% | 151 | 0.0% | 0.00% | 0.0% | |
| ZG | ZILLOW GROUP INCcs | $3,000 | -66.7% | 100 | 0.0% | 0.00% | -66.7% | |
| USBPRA | U S BANCORP 7.189% PFDps | $2,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
| SCHW | CHARLES SCHWAB CORPcs | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| PEB | PEBBLEBROOK HOTEL TRoa | $3,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| NMBL | NIMBLE STORAGE INCcs | $4,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| TVC | TENNESSEE VLY A 6.75%PFDps | $4,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| WMB | WILLIAMS COMPANIEScs | $4,000 | -33.3% | 100 | 0.0% | 0.00% | -50.0% | |
| BB | BLACKBERRY LTD Fcs | $3,000 | -25.0% | 500 | 0.0% | 0.00% | 0.0% | |
| WWAV | WHITEWAVE FOODScs | $3,000 | -25.0% | 75 | 0.0% | 0.00% | 0.0% | |
| GPS | GAP INCcs | $4,000 | -33.3% | 150 | 0.0% | 0.00% | -50.0% | |
| WESTERN LITHIUM USA Fcs | $2,000 | -60.0% | 10,000 | 0.0% | 0.00% | -50.0% | ||
| WES | WSTN GAS PARTNERS LP LPoa | $4,000 | -33.3% | 90 | 0.0% | 0.00% | -50.0% | |
| EC | ECOPETROL SA Fcs | $4,000 | -33.3% | 420 | 0.0% | 0.00% | -50.0% | |
| KLXI | KLX INCcs | $2,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% | |
| LVS | LAS VEGAS SANDS CORPcs | $4,000 | -20.0% | 100 | 0.0% | 0.00% | -50.0% | |
| MKTO | MARKETO INCcs | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| AMT | AMERICAN TOWER CORPoa | $4,000 | -20.0% | 50 | 0.0% | 0.00% | -50.0% | |
| PRU | PRUDENTIAL FINANCIALcs | $3,000 | -25.0% | 40 | 0.0% | 0.00% | 0.0% | |
| FMCC | FREDDIE MACcs | $3,000 | 0.0% | 1,500 | 0.0% | 0.00% | 0.0% | |
| PEG | PUB SVC ENTERPISE GPcs | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| TVIX | CS VELOCITYSHRS DALY 2Xcs | $2,000 | 0.0% | 190 | 0.0% | 0.00% | 0.0% | |
| VA | VIRGIN AMERICA INCcs | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| LM | LEGG MASON INCcs | $2,000 | -33.3% | 50 | 0.0% | 0.00% | 0.0% | |
| FNMA | FANNIE MAEcs | $3,000 | 0.0% | 1,500 | 0.0% | 0.00% | 0.0% | |
| RMBS | RAMBUS INC DELcs | $2,000 | -33.3% | 200 | 0.0% | 0.00% | 0.0% | |
| NPI | NUVEEN PREMIUM INCOME MUcs | $4,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| JCPNQ | JC PENNEY CO INCcs | $2,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| CMLS | CUMULUS MEDIA INCcs | $2,000 | -60.0% | 2,300 | 0.0% | 0.00% | -50.0% | |
| NQI | NUVEEN QUALITY MUN FD INcs | $4,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| FAN | FIRST TRUST GLOBAL WINDcs | $3,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| MERPRFCL | MERRILL LYNCH 7.28% PFDps | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| ATVI | ACTIVISION BLIZZARDcs | $2,000 | +100.0% | 60 | 0.0% | 0.00% | – | |
| BERY | BERRY PLASTICS GROUPcs | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| IYR | ISHARES US REAL ESTATEcs | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| SHINSEI BANK LTD ORD Fcs | $4,000 | 0.0% | 2,000 | 0.0% | 0.00% | 0.0% | ||
| LFVN | LIFEVANTAGE CORPcs | $2,000 | +100.0% | 2,500 | 0.0% | 0.00% | – | |
| 4305PS | ALCATEL LUCENT Fcs | $0 | – | 34 | 0.0% | 0.00% | – | |
| IWV | ISHARES RUSSELL 3000cs | $0 | – | 1 | 0.0% | 0.00% | – | |
| LLL | L-3 COMMUNICATIONScs | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| LBSR | LIBERTY STAR URANIUMcs | $1,000 | 0.0% | 616,600 | 0.0% | 0.00% | – | |
| GBNW | GLOBAL NETWORKS CORPcs | $0 | – | 5 | 0.0% | 0.00% | – | |
| GNVC | GENVEC INCcs | $0 | – | 100 | 0.0% | 0.00% | – | |
| GMWSB | GENERAL MOTORS CO 19 WTSwt | $0 | – | 6 | 0.0% | 0.00% | – | |
| GMWSA | GENERAL MOTORS CO 16 WTSwt | $0 | – | 6 | 0.0% | 0.00% | – | |
| MHRCQ | MAGNUM HUNTER RESOURcs | $0 | – | 250 | 0.0% | 0.00% | – | |
| MAGNUM HUNTER RES 16 WTSwt | $0 | – | 51 | 0.0% | 0.00% | – | ||
| GASTEM INC Fcs | $0 | – | 26 | 0.0% | 0.00% | – | ||
| FCEL | FUELCELL ENERGY INCcs | $0 | – | 300 | 0.0% | 0.00% | – | |
| MTLQU | MOTORS LIQ CO GUC TRcs | $0 | – | 25 | 0.0% | 0.00% | – | |
| NIHD | N I I HOLDINGS INCcs | $1,000 | – | 181 | 0.0% | 0.00% | – | |
| NRG | NRG ENERGY INCcs | $0 | – | 4 | 0.0% | 0.00% | – | |
| NKTR | NEKTAR THERAPEUTICScs | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| FAST | FASTENAL COcs | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| FRCMQ | FAIRPOINT COMMUN INC XXXcs | $0 | – | 2 | 0.0% | 0.00% | – | |
| ENPH | ENPHASE ENERGY INCcs | $1,000 | -66.7% | 400 | 0.0% | 0.00% | -100.0% | |
| EAGB | EAGLE BROADBAND INC NXXXcs | $0 | – | 22 | 0.0% | 0.00% | – | |
| BTU | PEABODY ENERGY CORPcs | $1,000 | 0.0% | 500 | 0.0% | 0.00% | – | |
| PHSL | PENTHOUSE INTL INCcs | $0 | – | 125,000 | 0.0% | 0.00% | – | |
| DREAM MARKETING INCcs | $0 | – | 10 | 0.0% | 0.00% | – | ||
| DTEMF | DITEM EXPLORATION INC Fcs | $0 | – | 80 | 0.0% | 0.00% | – | |
| PNK | PINNACLE ENTERTAINMTcs | $0 | – | 8 | 0.0% | 0.00% | – | |
| PLUG | PLUG POWER INCcs | $1,000 | 0.0% | 350 | 0.0% | 0.00% | – | |
| PWNX | POWERLINX INCcs | $0 | – | 10 | 0.0% | 0.00% | – | |
| PLSIQ | PREMIER LASER SYS A NXXXcs | $0 | – | 500 | 0.0% | 0.00% | – | |
| CRYFQ | CRYSTALLEX INTL CORP XXXcs | $0 | – | 1,590 | 0.0% | 0.00% | – | |
| ZQKSQ | QUIKSILVER INCcs | $0 | – | 440 | 0.0% | 0.00% | – | |
| RHT | REDHAT INCcs | $0 | – | 5 | 0.0% | 0.00% | – | |
| LODE | COMSTOCK MINING INCcs | $0 | – | 100 | 0.0% | 0.00% | – | |
| CMNR | COMMERCE ENERGY GRPcs | $0 | – | 8,000 | 0.0% | 0.00% | – | |
| SAFEWAY CASA LEY CVR RTSwt | $0 | – | 150 | 0.0% | 0.00% | – | ||
| SAFEWAY PDC LLC CVR RTSwt | $0 | – | 150 | 0.0% | 0.00% | – | ||
| SANB | SANBORN RESOURCE LTDcs | $0 | – | 5,000 | 0.0% | 0.00% | – | |
| SDRXQ | SANDRIDGE ENERGY 7% PFDps | $0 | -100.0% | 45 | 0.0% | 0.00% | – | |
| CCGM | CHINA CGAME INCcs | $0 | – | 334 | 0.0% | 0.00% | – | |
| SCHM | SCHWAB US MID CAP ETFcs | $0 | – | 3 | 0.0% | 0.00% | – | |
| CDGT | CHINA DIGITAL MEDIA CXXXcs | $0 | – | 275 | 0.0% | 0.00% | – | |
| CHAG | CHANCELLOR GROUP INCcs | $0 | – | 70,000 | 0.0% | 0.00% | – | |
| CNP | CENTERPOINT ENERGYcs | $1,000 | 0.0% | 46 | 0.0% | 0.00% | – | |
| SEAS | SEAWORLD ENTERTAINMTcs | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| SBY | SILVER BAY REALTY TRoa | $0 | – | 2 | 0.0% | 0.00% | – | |
| SCTY | SOLARCITY CORPcs | $1,000 | -50.0% | 30 | 0.0% | 0.00% | -100.0% | |
| SPCL | SOLARIS PWR CELLScs | $0 | – | 20,000 | 0.0% | 0.00% | – | |
| BTXWS | BIOTIME INC 18 WTSwt | $0 | – | 14 | 0.0% | 0.00% | – | |
| SGCR | STRATEGIC RESOURCES LXXXcs | $0 | – | 5,500 | 0.0% | 0.00% | – | |
| SVU | SUPERVALU INCcs | $1,000 | 0.0% | 85 | 0.0% | 0.00% | – | |
| THQIQ | T H Q INC NEW XXXcs | $0 | – | 2 | 0.0% | 0.00% | – | |
| TTWO | TAKE TWO INTERACTVcs | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
| BESE | BEESTON ENTERPRISEScs | $0 | – | 9,000 | 0.0% | 0.00% | – | |
| RVREF | TRUE GOLD MINING INC Fcs | $0 | – | 793 | 0.0% | 0.00% | – | |
| UIS | UNISYS CORPcs | $0 | – | 1 | 0.0% | 0.00% | – | |
| USAU | USA URANIUM CORP XXXcs | $0 | – | 400,000 | 0.0% | 0.00% | – | |
| X | UNITED STATES STEELcs | $1,000 | -50.0% | 100 | 0.0% | 0.00% | -100.0% | |
| AST | ASTERIAS BIOTHERAPEUcs | $0 | – | 12 | 0.0% | 0.00% | – | |
| UE | URBAN EDGE PPTYScs | $0 | – | 1 | 0.0% | 0.00% | – | |
| VAPE | VAPE HLDGS INCcs | $0 | – | 500 | 0.0% | 0.00% | – | |
| MT | ARCELOR MITTAL NY NEW Fcs | $1,000 | -50.0% | 204 | 0.0% | 0.00% | -100.0% | |
| AMAT | APPLIED MATERIALScs | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| VVUS | VIVUS INCcs | $0 | – | 100 | 0.0% | 0.00% | – | |
| AMRN | AMARIN CORP PLC Fcs | $0 | – | 100 | 0.0% | 0.00% | – | |
| WPX | WPX ENERGY INCcs | $0 | – | 33 | 0.0% | 0.00% | – | |
| ISCIQ | ISC8 INCcs | $0 | – | 12 | 0.0% | 0.00% | – | |
| AMD | ADVANCED MICRO DEVICcs | $1,000 | 0.0% | 400 | 0.0% | 0.00% | – | |
| ADELPHIA COMMUN CP CLXXXcs | $0 | – | 4,000 | 0.0% | 0.00% | – | ||
| PNR | PENTAIR PLC Fcs | $0 | -100.0% | 8 | 0.0% | 0.00% | – | |
| SODA | SODASTREAM INTL Fcs | $0 | -100.0% | 36 | 0.0% | 0.00% | – | |
| FCAU | FIAT CHRYSLER AUTO Fcs | $1,000 | 0.0% | 70 | 0.0% | 0.00% | – | |
| ECTPQ | ENRON CORP DISC 00 8%PFDps | $0 | – | 400 | 0.0% | 0.00% | – | |
| EGKPF | EAGLE BULK SHIPPI 21 WTSwt | $0 | – | 105 | 0.0% | 0.00% | – | |
| ADT | ADT CORPcs | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
| IDAI | IDNA INC XXXcs | $0 | – | 5,000 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-11-13
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.