$337 Million is the total value of Apriem Advisors's 779 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was 38.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHD | Sell | SCHWAB US DIVIDENDcs | $22,973,000 | -28.1% | 527,275 | -30.2% | 6.82% | -28.4% |
| SCHV | Sell | SCHWAB US LARGE CAPcs | $15,841,000 | -3.0% | 329,398 | -8.1% | 4.70% | -3.4% |
| XOM | Sell | EXXON MOBIL CORPcs | $12,774,000 | -4.8% | 141,529 | -7.9% | 3.79% | -5.1% |
| T | Sell | A T & T INCcs | $10,026,000 | +2.7% | 235,731 | -1.9% | 2.98% | +2.3% |
| SCHF | Sell | SCHWAB INTERNATIONALcs | $7,964,000 | -41.3% | 287,715 | -38.9% | 2.36% | -41.5% |
| AAPL | Sell | APPLE INCcs | $6,615,000 | -5.6% | 57,112 | -7.9% | 1.96% | -6.0% |
| WDC | Sell | WESTERN DIGITAL CORPcs | $6,564,000 | +13.9% | 96,594 | -2.0% | 1.95% | +13.4% |
| JPM | Sell | JPMORGAN CHASE & COcs | $5,695,000 | +25.7% | 66,003 | -3.0% | 1.69% | +25.3% |
| ED | Sell | CONSOLIDATED EDISONcs | $5,052,000 | -6.4% | 68,570 | -4.3% | 1.50% | -6.7% |
| WMT | Sell | WAL-MART STORES INCcs | $4,990,000 | -4.6% | 72,186 | -0.4% | 1.48% | -4.9% |
| TGT | Sell | TARGET CORPORATIONcs | $4,935,000 | -1.5% | 68,325 | -6.3% | 1.46% | -1.9% |
| WFC | Sell | WELLS FARGO BK N Acs | $4,528,000 | +21.6% | 82,159 | -2.3% | 1.34% | +21.1% |
| IGIB | Sell | ISHARES INTERM CREDITcs | $4,513,000 | -19.6% | 41,717 | -17.3% | 1.34% | -19.9% |
| BAC | Sell | BANK OF AMERICA CORPcs | $4,381,000 | +34.4% | 198,241 | -4.8% | 1.30% | +33.8% |
| CSCO | Sell | CISCO SYSTEMS INCcs | $4,027,000 | -5.8% | 133,266 | -1.1% | 1.20% | -6.1% |
| SCHP | Sell | SCHWAB US TIPS ETFcs | $3,976,000 | -52.3% | 72,500 | -50.3% | 1.18% | -52.5% |
| VZ | Sell | VERIZON COMMUNICATNcs | $3,518,000 | +0.6% | 65,901 | -2.1% | 1.04% | +0.1% |
| SBUX | Sell | STARBUCKS CORPcs | $2,966,000 | -0.9% | 53,421 | -3.3% | 0.88% | -1.2% |
| CELG | Sell | CELGENE CORPcs | $2,677,000 | +4.5% | 23,129 | -5.6% | 0.80% | +4.2% |
| VFH | Sell | VANGUARD FINANCIALS ETFcs | $2,465,000 | +19.0% | 41,530 | -1.0% | 0.73% | +18.6% |
| BND | Sell | VANGUARD TOTAL BONDcs | $2,053,000 | -17.9% | 25,414 | -14.5% | 0.61% | -18.2% |
| QCOM | Sell | QUALCOMM INCcs | $1,222,000 | -10.1% | 18,737 | -5.5% | 0.36% | -10.4% |
| DSL | Sell | DOUBLELINE INCOME SOLUTIcs | $917,000 | -2.4% | 48,302 | -1.6% | 0.27% | -2.9% |
| TSLA | Sell | TESLA MOTORS INCcs | $772,000 | +3.8% | 3,613 | -0.9% | 0.23% | +3.2% |
| MET | Sell | METLIFE INCcs | $751,000 | +19.8% | 13,936 | -1.2% | 0.22% | +19.3% |
| IGSB | Sell | ISHARES 1-3 YEAR CREDITcs | $630,000 | -27.1% | 5,999 | -26.6% | 0.19% | -27.5% |
| UNP | Sell | UNION PACIFIC CORPcs | $575,000 | +3.8% | 5,546 | -2.4% | 0.17% | +3.6% |
| AMJ | Sell | JP MORGAN CHASE ALERIANcs | $556,000 | -13.9% | 17,600 | -14.2% | 0.16% | -14.5% |
| PG | Sell | PROCTER & GAMBLEcs | $544,000 | -24.9% | 6,471 | -19.7% | 0.16% | -25.0% |
| SCHZ | Sell | SCHWAB US AGGREGATE BONDcs | $487,000 | -45.8% | 9,453 | -43.5% | 0.14% | -45.9% |
| VTR | Sell | VENTAS INCoa | $476,000 | -19.0% | 7,612 | -8.6% | 0.14% | -19.4% |
| WBA | Sell | WALGREENS BOOTS ALLIcs | $456,000 | +1.1% | 5,513 | -1.4% | 0.14% | +0.7% |
| PWZ | Sell | POWERSH CALIFOR AMT FREcs | $433,000 | -32.3% | 17,084 | -29.0% | 0.13% | -32.5% |
| HD | Sell | HOME DEPOT INCcs | $414,000 | +1.2% | 3,091 | -2.7% | 0.12% | +0.8% |
| JCI | Sell | JOHNSON CTLS INTL Fcs | $396,000 | -18.7% | 9,607 | -8.1% | 0.12% | -18.6% |
| GILD | Sell | GILEAD SCIENCES INCcs | $363,000 | -83.9% | 5,070 | -82.2% | 0.11% | -83.9% |
| TFI | Sell | SPDR NUVEEN BLMBRGcs | $276,000 | -18.6% | 5,810 | -14.1% | 0.08% | -18.8% |
| PANW | Sell | PALO ALTO NETWORKScs | $276,000 | -32.5% | 2,205 | -14.2% | 0.08% | -32.8% |
| COST | Sell | COSTCO WHOLESALE COcs | $260,000 | -3.0% | 1,626 | -7.4% | 0.08% | -3.8% |
| FAX | Sell | ABERDEEN ASIA PACIFIC INcs | $250,000 | -15.5% | 54,000 | -6.6% | 0.07% | -15.9% |
| GSK | Sell | GLAXOSMITHKLINE PLC Fcs | $232,000 | -78.3% | 6,012 | -75.7% | 0.07% | -78.3% |
| NFLX | Sell | NETFLIX INCcs | $234,000 | +19.4% | 1,894 | -4.6% | 0.07% | +19.0% |
| KMB | Sell | KIMBERLY-CLARK CORPcs | $223,000 | -29.0% | 1,956 | -21.4% | 0.07% | -29.8% |
| DUK | Sell | DUKE ENERGY CORPcs | $220,000 | -21.4% | 2,829 | -19.2% | 0.06% | -21.7% |
| BHK | Sell | BLACKROCK CORE BOND CFcs | $190,000 | -24.0% | 14,567 | -17.3% | 0.06% | -25.3% |
| MU | Sell | MICRON TECHNOLOGYcs | $186,000 | -18.8% | 8,475 | -34.3% | 0.06% | -19.1% |
| BA | Sell | BOEING COcs | $177,000 | -4.8% | 1,137 | -19.4% | 0.05% | -3.6% |
| SIRI | Sell | SIRIUS XM HLDGS INCcs | $180,000 | +1.1% | 40,440 | -5.2% | 0.05% | 0.0% |
| SGOL | Sell | ETFS GOLD TRUST ETFcs | $174,000 | -98.1% | 1,560 | -97.9% | 0.05% | -98.1% |
| PFF | Sell | ISHARES U.S. PREFERREDcs | $169,000 | -11.1% | 4,548 | -5.2% | 0.05% | -12.3% |
| YUM | Sell | YUM BRANDS INCcs | $146,000 | -32.1% | 2,313 | -2.2% | 0.04% | -32.8% |
| SRE | Sell | SEMPRA ENERGYcs | $132,000 | -14.8% | 1,310 | -9.7% | 0.04% | -15.2% |
| SCHR | Sell | SCHWAB INTERMEDIATE TERMcs | $129,000 | -99.0% | 2,415 | -99.0% | 0.04% | -99.0% |
| CCP | Sell | CARE CAPITAL PROPERTcs | $104,000 | -50.7% | 4,168 | -43.8% | 0.03% | -50.8% |
| BOND | Sell | PIMCO TOTAL RETURNcs | $101,000 | -16.5% | 970 | -13.4% | 0.03% | -16.7% |
| OILNF | Sell | BARCLYS IPATH NOTES LKDcs | $101,000 | +6.3% | 15,950 | -2.4% | 0.03% | +7.1% |
| AMGN | Sell | AMGEN INCORPORATEDcs | $100,000 | -23.1% | 682 | -12.6% | 0.03% | -23.1% |
| PBF | Sell | PBF ENERGY INCcs | $98,000 | -12.5% | 3,500 | -29.3% | 0.03% | -12.1% |
| DVA | Sell | DAVITA INCcs | $96,000 | -19.3% | 1,500 | -16.7% | 0.03% | -17.1% |
| V | Sell | VISA INCcs | $85,000 | -18.3% | 1,095 | -12.6% | 0.02% | -19.4% |
| IAU | Sell | ISHARES GOLD ETFcs | $83,000 | -29.7% | 7,527 | -19.1% | 0.02% | -28.6% |
| NAD | Sell | NUVEEN DIVIDEND ADVANTAGcs | $81,000 | -12.0% | 5,789 | -4.9% | 0.02% | -11.1% |
| PDI | Sell | PIMCO DYNAMIC INCOME CFcs | $77,000 | -42.1% | 2,783 | -40.6% | 0.02% | -42.5% |
| NM | Sell | NAVIOS MARITIME Fcs | $71,000 | -22.0% | 50,000 | -33.3% | 0.02% | -22.2% |
| XLV | Sell | SELECT SECTOR HEALTHcs | $68,000 | -16.0% | 988 | -11.9% | 0.02% | -16.7% |
| F | Sell | FORD MOTOR COMPANYcs | $66,000 | -18.5% | 5,416 | -19.6% | 0.02% | -16.7% |
| OXY | Sell | OCCIDENTAL PETROL COcs | $59,000 | -46.8% | 832 | -45.3% | 0.02% | -45.5% |
| LLY | Sell | ELI LILLY & COMPANYcs | $56,000 | -11.1% | 763 | -2.6% | 0.02% | -10.5% |
| GOLD | Sell | BARRICK GOLD CORP Fcs | $55,000 | -12.7% | 3,436 | -3.5% | 0.02% | -15.8% |
| GDX | Sell | VANECK VECTORS GOLDcs | $54,000 | -61.4% | 2,600 | -50.8% | 0.02% | -61.9% |
| NVDA | Sell | NVIDIA CORPcs | $55,000 | -38.9% | 517 | -60.7% | 0.02% | -40.7% |
| CAT | Sell | CATERPILLAR INCcs | $50,000 | 0.0% | 534 | -5.2% | 0.02% | 0.0% |
| ALL | Sell | ALLSTATE CORPORATIONcs | $46,000 | -22.0% | 621 | -26.8% | 0.01% | -22.2% |
| ESRX | Sell | EXPRESS SCRIPTS HLDGcs | $45,000 | -13.5% | 651 | -12.4% | 0.01% | -13.3% |
| PGX | Sell | POWERSHARES PREFERREDcs | $44,000 | -44.3% | 3,074 | -41.4% | 0.01% | -45.8% |
| VEA | Sell | VANGUARD FTSE DEVELOPEDcs | $41,000 | -28.1% | 1,120 | -26.0% | 0.01% | -29.4% |
| TWTR | Sell | TWITTER INCcs | $37,000 | -65.4% | 2,250 | -51.6% | 0.01% | -65.6% |
| PSAPRB | Sell | PUBLIC STORAGE 5.4 PFDps | $32,000 | -49.2% | 1,400 | -41.7% | 0.01% | -47.4% |
| SWHC | Sell | SMITH & WESSON HLDGcs | $33,000 | -52.2% | 1,580 | -38.8% | 0.01% | -52.4% |
| KMI | Sell | KINDER MORGAN INCcs | $27,000 | -20.6% | 1,310 | -11.0% | 0.01% | -20.0% |
| FBT | Sell | FIRST TRUST NYSE ARCAcs | $27,000 | -81.0% | 300 | -78.9% | 0.01% | -81.0% |
| XLRE | Sell | REAL ESTATE SELECT SCTRcs | $23,000 | -23.3% | 760 | -18.3% | 0.01% | -22.2% |
| BIDU | Sell | BAIDU INC Fcs | $25,000 | -39.0% | 150 | -33.3% | 0.01% | -41.7% |
| RGR | Sell | STURM RUGER & CO INCcs | $19,000 | -52.5% | 355 | -49.3% | 0.01% | -50.0% |
| RYT | Sell | GUGGENHEIM S&P 500 EQUALcs | $16,000 | -23.8% | 150 | -25.0% | 0.01% | -16.7% |
| LL | Sell | LUMBER LIQUIDATORScs | $16,000 | -33.3% | 1,000 | -16.7% | 0.01% | -28.6% |
| SPSB | Sell | SPDR BLMBRG BARCLY SHTcs | $18,000 | -5.3% | 600 | -3.5% | 0.01% | -16.7% |
| DHR | Sell | DANAHER CORPcs | $12,000 | -52.0% | 159 | -51.1% | 0.00% | -42.9% |
| COH | Sell | COACH INCcs | $14,000 | -41.7% | 400 | -38.5% | 0.00% | -42.9% |
| SPLV | Sell | POWERSHARES S&P 500 LOWcs | $10,000 | -63.0% | 249 | -61.6% | 0.00% | -62.5% |
| SONY | Sell | SONY CORPORATION Fcs | $11,000 | -31.2% | 375 | -21.1% | 0.00% | -40.0% |
| IVW | Sell | ISHARES S&P 500 GROWTHcs | $9,000 | -80.4% | 75 | -80.3% | 0.00% | -78.6% |
| REGN | Sell | REGENERON PHARMS INCcs | $9,000 | -50.0% | 25 | -44.4% | 0.00% | -40.0% |
| SCHH | Sell | CHARLES SCHWAB US REITcs | $11,000 | -99.7% | 260 | -99.7% | 0.00% | -99.7% |
| WFM | Sell | WHOLE FOODS MARKETcs | $8,000 | -50.0% | 247 | -57.2% | 0.00% | -60.0% |
| CL | Sell | COLGATE-PALMOLIVE COcs | $6,000 | -33.3% | 89 | -25.8% | 0.00% | -33.3% |
| LQD | Sell | ISHARES IBOXX INVT GRADEcs | $6,000 | -68.4% | 50 | -68.2% | 0.00% | -66.7% |
| AEP | Sell | AMER ELECTRIC PWR COcs | $2,000 | -75.0% | 25 | -79.8% | 0.00% | -50.0% |
| CCL | Sell | CARNIVAL CORP Fcs | $4,000 | 0.0% | 71 | -5.3% | 0.00% | 0.0% |
| CHK | Sell | CHESAPEAKE ENERGY COcs | $2,000 | -33.3% | 250 | -50.0% | 0.00% | 0.0% |
| CSAL | Sell | COMMUNICATIONS SALEScs | $4,000 | -71.4% | 160 | -65.2% | 0.00% | -75.0% |
| FTV | Sell | FORTIVE CORPORATIONcs | $3,000 | -62.5% | 62 | -61.7% | 0.00% | -50.0% |
| TIP | Sell | ISHARES TIPS BOND ETFcs | $2,000 | -85.7% | 22 | -82.3% | 0.00% | -75.0% |
| SHY | Sell | ISHARES 1-3 YEAR TREASRYcs | $2,000 | -33.3% | 29 | -17.1% | 0.00% | 0.0% |
| MLCO | Sell | MELCO CROWN ENTMT Fcs | $4,000 | -20.0% | 225 | -30.8% | 0.00% | 0.0% |
| OCLR | Sell | OCLARO INCcs | $4,000 | -55.6% | 500 | -50.0% | 0.00% | -66.7% |
| SPTL | Sell | SPDR BLMBRG BRCLY LG TMcs | $4,000 | -100.0% | 61 | -100.0% | 0.00% | -100.0% |
| UA | Sell | UNDER ARMOUR INCcs | $5,000 | -37.5% | 217 | -4.4% | 0.00% | -50.0% |
| BIV | Sell | VANGUARD INTERMEDIATEcs | $5,000 | -87.5% | 56 | -87.9% | 0.00% | -91.7% |
| VOX | Sell | VANGUARDcs | $5,000 | -28.6% | 50 | -30.6% | 0.00% | -50.0% |
| RIG | Sell | TRANSOCEAN INC NEW Fcs | $4,000 | -60.0% | 239 | -74.5% | 0.00% | -66.7% |
| NXPI | Exit | NXP SEMICONDUCTORS Fcs | $0 | – | -14 | -100.0% | 0.00% | – |
| THW | Exit | TEKLA WORLD HEALTHCARE Ccs | $0 | – | -100 | -100.0% | 0.00% | – |
| CMLS | Exit | CUMULUS MEDIA INCcs | $0 | – | -2,300 | -100.0% | 0.00% | – |
| LPTN | Exit | LPATH INCcs | $0 | – | -143 | -100.0% | 0.00% | – |
| WIN | Exit | WINDSTREAM HLDGS INCcs | $0 | – | -134 | -100.0% | 0.00% | – |
| ADMD | Exit | ADVANCED MED ISOTOPEcs | $0 | – | -43,594 | -100.0% | 0.00% | – |
| GNVC | Exit | GENVEC INCcs | $0 | – | -100 | -100.0% | 0.00% | – |
| SDOCQ | Exit | SANDRIDGE ENERGY INCcs | $0 | – | -567 | -100.0% | 0.00% | – |
| GTRL | Exit | GET REAL USA INCcs | $0 | – | -38 | -100.0% | 0.00% | – |
| UWTIF | Exit | VELOCITYSHARES 3X LNGcs | $0 | – | -30 | -100.0% | 0.00% | – |
| AENYQ | Exit | AMERICAS ENERGY CO XXXcs | $0 | – | -7,100 | -100.0% | 0.00% | – |
| RDSA | Sell | ROYAL DUTCH SHELL Fcs | $1,000 | -94.7% | 20 | -94.7% | 0.00% | -100.0% |
| SQM | Exit | SOC QUIMICA MINER Fcs | $0 | – | -51 | -100.0% | 0.00% | – |
| SANB | Exit | SANBORN RESOURCE LTDcs | $0 | – | -5,000 | -100.0% | 0.00% | – |
| ABB | Sell | ABB LTD Fcs | $1,000 | -90.9% | 46 | -90.8% | 0.00% | -100.0% |
| CRCQQ | Sell | CALIFORNIA RESOURCEScs | $0 | – | 23 | -4.2% | 0.00% | – |
| SDRXQ | Exit | SANDRIDGE ENERGY 7% PFDps | $0 | – | -345 | -100.0% | 0.00% | – |
| MNKKQ | Sell | MALLINCKRODT PUB Fcs | $1,000 | -80.0% | 13 | -83.1% | 0.00% | -100.0% |
| FIT | Exit | FITBIT INCcs | $0 | – | -200 | -100.0% | -0.00% | – |
| EC | Exit | ECOPETROL SA Fcs | $0 | – | -420 | -100.0% | -0.00% | – |
| EMLC | Exit | VANECK VECTORS J Pcs | $0 | – | -164 | -100.0% | -0.00% | – |
| SHPG | Exit | SHIRE PLC Fcs | $0 | – | -10 | -100.0% | -0.00% | – |
| CXW | Exit | CORRECTION CORP AMERcs | $0 | – | -238 | -100.0% | -0.00% | – |
| LVMUY | Exit | L V M H MOET Fcs | $0 | – | -91 | -100.0% | -0.00% | – |
| BAX | Exit | BAXTER INTERNATIONALcs | $0 | – | -70 | -100.0% | -0.00% | – |
| HYG | Exit | ISHARES IBOXX HIGH YIELDcs | $0 | – | -45 | -100.0% | -0.00% | – |
| PRU | Exit | PRUDENTIAL FINANCIALcs | $0 | – | -40 | -100.0% | -0.00% | – |
| SCTY | Exit | SOLARCITY CORPcs | $0 | – | -200 | -100.0% | -0.00% | – |
| AEGR | Exit | AEGERION PHARMACEUTLcs | $0 | – | -1,000 | -100.0% | -0.00% | – |
| XIV | Exit | CS VELOCITYSHRS DLY INVcs | $0 | – | -150 | -100.0% | -0.00% | – |
| Exit | LITHIUM AMERS CORP Fcs | $0 | – | -10,000 | -100.0% | -0.00% | – | |
| AMX | Exit | AMERICA MOVIL SAB Fcs | $0 | – | -500 | -100.0% | -0.00% | – |
| HIE | Exit | MILLER HOWARD HIGH INCOMcs | $0 | – | -600 | -100.0% | -0.00% | – |
| BSV | Exit | VANGUARD SHORT-TERM BONDcs | $0 | – | -97 | -100.0% | -0.00% | – |
| PCY | Exit | POWERSHARES EMRG MKTScs | $0 | – | -347 | -100.0% | -0.00% | – |
| CUNB | Exit | CU BANCORP CAcs | $0 | – | -500 | -100.0% | -0.00% | – |
| IEMG | Exit | ISHARES CORE MSCIcs | $0 | – | -234 | -100.0% | -0.00% | – |
| DANOY | Exit | DANONE Fcs | $0 | – | -755 | -100.0% | -0.00% | – |
| IEI | Exit | ISHARES 3-7 YEAR TRERYcs | $0 | – | -114 | -100.0% | -0.00% | – |
| CHL | Exit | CHINA MOBILE LTD Fcs | $0 | – | -200 | -100.0% | -0.00% | – |
| PHK | Exit | PIMCO HIGH INCOME CFcs | $0 | – | -1,500 | -100.0% | -0.00% | – |
| RHHBY | Exit | ROCHE HLDG AG Fcs | $0 | – | -500 | -100.0% | -0.00% | – |
| SWZ | Exit | SWISS HELVETIA CFcs | $0 | – | -1,200 | -100.0% | -0.00% | – |
| PNRA | Exit | PANERA BREAD COMPANYcs | $0 | – | -80 | -100.0% | -0.01% | – |
| AZN | Exit | ASTRAZENECA PLC Fcs | $0 | – | -491 | -100.0% | -0.01% | – |
| EMB | Exit | ISHARES JPMORGAN USD MTScs | $0 | – | -198 | -100.0% | -0.01% | – |
| MDY | Exit | SPDR S&P MIDCAP 400 ETFcs | $0 | – | -90 | -100.0% | -0.01% | – |
| AA | Exit | ALCOA INCcs | $0 | – | -2,375 | -100.0% | -0.01% | – |
| MBB | Exit | ISHARES MBS ETFcs | $0 | – | -207 | -100.0% | -0.01% | – |
| RING | Exit | ISHARES MSCI GLO GOLDcs | $0 | – | -2,200 | -100.0% | -0.01% | – |
| NLYPRECL | Exit | ANNALY CAPITAL 7.625%PFDps | $0 | – | -1,000 | -100.0% | -0.01% | – |
| VPU | Exit | VANGUARD UTILITIES ETFcs | $0 | – | -202 | -100.0% | -0.01% | – |
| HOPE | Exit | HOPE BANCORP INCcs | $0 | – | -1,746 | -100.0% | -0.01% | – |
| SRPT | Exit | SAREPTA THERAPEUTICScs | $0 | – | -500 | -100.0% | -0.01% | – |
| UMH | Exit | UMH PROPERTIES INC.oa | $0 | – | -3,000 | -100.0% | -0.01% | – |
| EWJ | Exit | ISHARES MSCI JAPAN ETFcs | $0 | – | -3,000 | -100.0% | -0.01% | – |
| IONS | Exit | IONIS PHARMACEUTICALcs | $0 | – | -1,000 | -100.0% | -0.01% | – |
| JJOFF | Exit | BARCLAYS BK IPATH BLOOMcs | $0 | – | -1,750 | -100.0% | -0.01% | – |
| LEN | Exit | LENNAR CORPcs | $0 | – | -1,000 | -100.0% | -0.01% | – |
| AGNC | Exit | AMERN CAP AGY CRPoa | $0 | – | -2,570 | -100.0% | -0.02% | – |
| LNKD | Exit | LINKEDIN CORPcs | $0 | – | -300 | -100.0% | -0.02% | – |
| BANC | Exit | BANC CALIF INCcs | $0 | – | -4,117 | -100.0% | -0.02% | – |
| TLT | Exit | ISHARES 20 PLS YEARcs | $0 | – | -650 | -100.0% | -0.03% | – |
| Exit | K L A TENCOR CORP XXXcs | $0 | – | -1,300 | -100.0% | -0.03% | – | |
| NVX | Exit | NUVEEN CALIF DIV ADVAN Mcs | $0 | – | -7,000 | -100.0% | -0.03% | – |
| AGNCP | Exit | AMERN CAP AGY CR 8% PFDps | $0 | – | -4,500 | -100.0% | -0.04% | – |
| CAPR | Exit | CAPRICOR THERAPEUTICS INCcs | $0 | – | -70,962 | -100.0% | -0.07% | – |
| BSCG | Exit | GUGGENHEIM BLLSHS 2016cs | $0 | – | -14,276 | -100.0% | -0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-02-14
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 | 2024-02-14 |
| 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 |
| 13F-HR | 2021-11-12 |
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.