$402 Million is the total value of Apriem Advisors's 151 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 29.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHX | Buy | SCHWAB US LARGE CAP ETFcs | $59,024,000 | +9.8% | 983,083 | +5.6% | 14.68% | +3.0% |
| SCHF | Buy | SCHWAB INTERNATIONALcs | $46,779,000 | +21.1% | 1,397,635 | +15.0% | 11.63% | +13.7% |
| SCHZ | Buy | SCHWAB US AGGREGATE BONDcs | $26,232,000 | +168.4% | 500,987 | +167.9% | 6.52% | +152.0% |
| SCHE | Buy | SCHWAB EMERGING MARKETScs | $17,509,000 | +9.9% | 650,634 | +1.5% | 4.35% | +3.2% |
| XOM | Buy | EXXON MOBIL CORPcs | $13,602,000 | +7.5% | 165,922 | +5.8% | 3.38% | +0.9% |
| SCHG | Buy | SCHWAB US LARGE CAPcs | $12,073,000 | +30.8% | 182,724 | +25.2% | 3.00% | +22.8% |
| SCHV | Buy | SCHWAB US LARGE CAPcs | $11,812,000 | +47.3% | 227,942 | +42.7% | 2.94% | +38.3% |
| T | Buy | A T & T INCcs | $9,728,000 | +6.5% | 248,362 | +2.5% | 2.42% | -0.1% |
| RSP | Sell | GUGGENHEIM S&P 500 EQUALcs | $9,513,000 | -25.5% | 99,570 | -27.7% | 2.37% | -30.1% |
| AAPL | Sell | APPLE INCcs | $8,958,000 | +6.5% | 58,124 | -0.5% | 2.23% | -0.0% |
| ETN | Buy | EATON CORP PLC Fcs | $7,475,000 | +3.4% | 97,349 | +4.8% | 1.86% | -2.9% |
| SPY | Buy | SPDR S&P 500 ETFcs | $7,293,000 | +7.2% | 29,030 | +3.1% | 1.81% | +0.6% |
| PFE | Sell | PFIZER INCORPORATEDcs | $6,734,000 | -4.4% | 188,621 | -10.1% | 1.68% | -10.3% |
| DBL | Sell | DOUBLELINE OPPORTUNISTICcs | $6,639,000 | -10.6% | 276,173 | -6.2% | 1.65% | -16.1% |
| ABBV | Sell | ABBVIE INCcs | $6,629,000 | +2.8% | 74,604 | -16.1% | 1.65% | -3.6% |
| ED | Buy | CONSOLIDATED EDISONcs | $6,614,000 | +16.9% | 81,980 | +17.1% | 1.64% | +9.7% |
| JPM | Sell | JPMORGAN CHASE & COcs | $6,210,000 | -0.1% | 65,018 | -4.4% | 1.54% | -6.3% |
| VYMI | Buy | VANGUARD INTERNATNL HGHcs | $5,843,000 | +63.5% | 88,950 | +55.7% | 1.45% | +53.4% |
| GOOGL | Buy | ALPHABET INC.cs | $5,815,000 | +30.4% | 5,972 | +24.5% | 1.45% | +22.4% |
| PGX | New | POWERSHARES PREFERREDcs | $5,264,000 | – | 350,202 | +100.0% | 1.31% | – |
| FB | Sell | FACEBOOK INCcs | $5,177,000 | +8.4% | 30,300 | -4.2% | 1.29% | +1.7% |
| WDC | Sell | WESTERN DIGITAL CORPcs | $4,818,000 | -30.3% | 55,762 | -28.5% | 1.20% | -34.6% |
| CSCO | Sell | CISCO SYSTEMS INCcs | $4,529,000 | +6.3% | 134,686 | -1.1% | 1.13% | -0.3% |
| VDC | Buy | VANGUARD CONSUMERcs | $4,497,000 | +12.3% | 32,452 | +14.3% | 1.12% | +5.4% |
| BAC | Sell | BANK OF AMERICA CORPcs | $4,469,000 | -2.1% | 176,364 | -6.3% | 1.11% | -8.2% |
| IGIB | Sell | ISHARES INTERM CREDITcs | $4,321,000 | -1.0% | 39,229 | -1.4% | 1.07% | -7.2% |
| VZ | Buy | VERIZON COMMUNICATNcs | $4,244,000 | +22.0% | 85,758 | +10.1% | 1.06% | +14.4% |
| WFC | Sell | WELLS FARGO BK N Acs | $4,081,000 | -12.2% | 74,000 | -11.7% | 1.02% | -17.5% |
| AMZN | Buy | AMAZON COM INCcs | $3,853,000 | +27.1% | 4,008 | +28.0% | 0.96% | +19.3% |
| UTF | Buy | COHEN AND STEERS INFRASTcs | $3,674,000 | +68.6% | 159,725 | +73.2% | 0.91% | +58.4% |
| VFH | Buy | VANGUARD FINANCIALS ETFcs | $3,351,000 | +19.8% | 51,266 | +14.6% | 0.83% | +12.4% |
| UTX | Buy | UNITED TECHNOLOGIEScs | $3,337,000 | +27.5% | 28,743 | +34.1% | 0.83% | +19.8% |
| CELG | Sell | CELGENE CORPcs | $3,131,000 | +6.6% | 21,475 | -5.1% | 0.78% | +0.1% |
| SBUX | Sell | STARBUCKS CORPcs | $2,946,000 | -10.6% | 54,852 | -2.9% | 0.73% | -16.0% |
| VNQ | Buy | VANGUARD REIT ETFcs | $2,612,000 | +36.8% | 31,439 | +37.0% | 0.65% | +28.5% |
| NLY | Buy | ANNALY CAPITAL MGMToa | $2,561,000 | +42.8% | 210,120 | +41.1% | 0.64% | +34.1% |
| XLU | Buy | SELECT SECTOR UTI SELECTcs | $2,497,000 | +11.1% | 47,060 | +8.8% | 0.62% | +4.2% |
| SCHB | Sell | SCHWAB US BROAD MARKETcs | $2,495,000 | -5.8% | 40,961 | -9.6% | 0.62% | -11.7% |
| EVV | Buy | EATON VANCE LIMITED DURAcs | $2,485,000 | +22.5% | 177,132 | +23.1% | 0.62% | +15.1% |
| BXMX | Buy | NUVEEN S&P500 BUY-WRITEcs | $2,228,000 | +45.4% | 159,347 | +44.1% | 0.55% | +36.5% |
| NKX | Sell | NUVEN CALIFOR AMT FREE Qcs | $2,103,000 | -0.3% | 133,382 | -1.5% | 0.52% | -6.4% |
| TSLA | Buy | TESLA INCcs | $2,041,000 | +61.5% | 5,985 | +71.2% | 0.51% | +51.6% |
| MO | Buy | ALTRIA GROUP INCcs | $1,952,000 | +9.6% | 30,776 | +28.7% | 0.48% | +2.8% |
| PHG | New | KONINKLIJKE PHILIPS Fcs | $1,942,000 | – | 47,127 | +100.0% | 0.48% | – |
| NAC | Buy | NUVEEN CLIFORNIA QULTY Mcs | $1,842,000 | +4.5% | 123,426 | +5.3% | 0.46% | -1.9% |
| BRKB | Sell | BERKSHIRE HATHAWAYcs | $1,674,000 | +3.1% | 9,134 | -4.7% | 0.42% | -3.3% |
| MCA | Buy | BLACKROCK MUNIYIELD CALIcs | $1,347,000 | +9.7% | 87,157 | +6.5% | 0.34% | +3.1% |
| CVX | Buy | CHEVRON CORPORATIONcs | $1,165,000 | +25.4% | 9,913 | +11.3% | 0.29% | +17.9% |
| SCHD | Sell | SCHWAB US DIVIDENDcs | $1,057,000 | -7.9% | 22,585 | -11.3% | 0.26% | -13.5% |
| FRA | Buy | BLACKROCK FLOAT RATE INCcs | $1,030,000 | +19.5% | 71,700 | +17.1% | 0.26% | +12.3% |
| DWDP | New | DOWDUPONT INCcs | $1,015,000 | – | 14,660 | +100.0% | 0.25% | – |
| DSL | Sell | DOUBLELINE INCOME SOLUTIcs | $925,000 | +0.4% | 43,510 | -2.4% | 0.23% | -5.7% |
| BSCH | Sell | GUGGENHEIM BLLSHS 2017cs | $918,000 | -78.3% | 40,572 | -78.4% | 0.23% | -79.7% |
| PFXF | Sell | VANECK VECTORS PFD SECcs | $867,000 | -82.6% | 43,175 | -82.5% | 0.22% | -83.6% |
| CBSH | Sell | COMMERCE BANCSHAREScs | $867,000 | -15.2% | 15,000 | -16.7% | 0.22% | -20.3% |
| BND | Sell | VANGUARD TOTAL BONDcs | $861,000 | -45.9% | 10,510 | -46.0% | 0.21% | -49.3% |
| AGN | New | ALLERGAN PLC Fcs | $805,000 | – | 3,928 | +100.0% | 0.20% | – |
| SBAC | Sell | S B A COMMUNICATIONScs | $720,000 | -40.7% | 5,000 | -44.4% | 0.18% | -44.4% |
| LOW | Buy | LOWES COMPANIES INCcs | $701,000 | +9.9% | 8,774 | +6.7% | 0.17% | +3.0% |
| AMJ | Buy | JP MORGAN CHASE ALERIANcs | $691,000 | +29.4% | 24,495 | +36.1% | 0.17% | +22.0% |
| PG | Buy | PROCTER & GAMBLEcs | $644,000 | +9.0% | 7,074 | +4.4% | 0.16% | +1.9% |
| QQQ | Buy | POWERSHARES QQQ TRUSTcs | $635,000 | +11.2% | 4,366 | +5.3% | 0.16% | +4.6% |
| UNP | UNION PACIFIC CORPcs | $614,000 | +6.4% | 5,296 | 0.0% | 0.15% | 0.0% | |
| BA | Buy | BOEING COcs | $593,000 | +118.0% | 2,334 | +69.7% | 0.15% | +104.2% |
| QCOM | Sell | QUALCOMM INCcs | $593,000 | -29.7% | 11,445 | -25.0% | 0.15% | -34.1% |
| PWZ | Buy | POWERSH CALIFOR AMT FREcs | $579,000 | +12.4% | 22,184 | +11.8% | 0.14% | +5.9% |
| PPG | Buy | PPG INDUSTRIES INCcs | $577,000 | +2.9% | 5,309 | +4.1% | 0.14% | -4.0% |
| CORP | New | PIMCO INVEST GRADE CORPcs | $570,000 | – | 5,407 | +100.0% | 0.14% | – |
| HD | HOME DEPOT INCcs | $526,000 | +6.7% | 3,216 | 0.0% | 0.13% | 0.0% | |
| MRK | Buy | MERCK & CO INCcs | $528,000 | +1.1% | 8,248 | +1.3% | 0.13% | -5.1% |
| VTR | Sell | VENTAS INCoa | $517,000 | -8.5% | 7,937 | -2.5% | 0.13% | -14.0% |
| FAX | Buy | ABERDEEN ASIA PACIFIC INcs | $511,000 | +76.2% | 99,000 | +70.7% | 0.13% | +64.9% |
| HON | Sell | HONEYWELL INTL INCcs | $483,000 | +3.2% | 3,410 | -3.0% | 0.12% | -3.2% |
| C | New | CITIGROUP INCcs | $484,000 | – | 6,660 | +100.0% | 0.12% | – |
| MET | Sell | METLIFE INCcs | $476,000 | -33.7% | 9,160 | -29.9% | 0.12% | -37.9% |
| GIS | Buy | GENERAL MILLS INCcs | $462,000 | +61.0% | 8,934 | +72.4% | 0.12% | +51.3% |
| MU | New | MICRON TECHNOLOGYcs | $461,000 | – | 11,715 | +100.0% | 0.12% | – |
| COST | Buy | COSTCO WHOLESALE COcs | $460,000 | +30.7% | 2,799 | +27.1% | 0.11% | +22.6% |
| IBB | Buy | ISHARES NASDAQcs | $454,000 | +28.6% | 1,360 | +19.3% | 0.11% | +20.2% |
| BABA | New | ALIBABA GROUP HLDG Fcs | $439,000 | – | 2,540 | +100.0% | 0.11% | – |
| XLF | Sell | SELECT STR FINANCIALcs | $438,000 | +3.5% | 16,953 | -1.1% | 0.11% | -2.7% |
| PYPL | Sell | PAYPAL HOLDINGS INCOcs | $424,000 | -6.0% | 6,628 | -21.1% | 0.10% | -12.5% |
| QRVO | Sell | QORVO INCcs | $412,000 | -4.6% | 5,825 | -14.7% | 0.10% | -10.5% |
| CATY | CATHAY GENERAL BANCOcs | $402,000 | +5.8% | 10,000 | 0.0% | 0.10% | -1.0% | |
| NVDA | New | NVIDIA CORPcs | $395,000 | – | 2,207 | +100.0% | 0.10% | – |
| XLE | Buy | ENERGY SELECT SECTORcs | $393,000 | +18.7% | 5,745 | +12.8% | 0.10% | +11.4% |
| NOC | Buy | NORTHROP GRUMMAN COcs | $396,000 | +20.4% | 1,378 | +7.6% | 0.10% | +12.6% |
| XLI | Sell | SELECT SECTOR INDUSTRIALcs | $374,000 | -1.6% | 5,274 | -5.6% | 0.09% | -7.9% |
| DIS | Sell | WALT DISNEY COcs | $372,000 | -17.7% | 3,771 | -11.4% | 0.09% | -22.5% |
| SCHA | Sell | SCHWAB US SMALL CAP ETFcs | $369,000 | -94.9% | 5,474 | -95.2% | 0.09% | -95.2% |
| IYH | Buy | ISHARES US HEALTHCAREcs | $368,000 | +8.2% | 2,142 | +4.9% | 0.09% | +2.2% |
| PM | Buy | PHILIP MORRIS INTLcs | $371,000 | +5.4% | 3,338 | +11.3% | 0.09% | -1.1% |
| JNJ | Buy | JOHNSON & JOHNSONcs | $366,000 | +6.4% | 2,814 | +8.4% | 0.09% | 0.0% |
| FFWM | FIRST FOUNDATION INCcs | $358,000 | +8.8% | 20,000 | 0.0% | 0.09% | +2.3% | |
| GILD | Buy | GILEAD SCIENCES INCcs | $342,000 | +28.1% | 4,225 | +11.8% | 0.08% | +19.7% |
| SGOL | Buy | ETFS GOLD TRUST ETFcs | $334,000 | +29.0% | 2,690 | +25.1% | 0.08% | +20.3% |
| DNP | Buy | DNP SELECT INCOME CFcs | $325,000 | +19.0% | 28,300 | +14.1% | 0.08% | +12.5% |
| XOP | New | SPDR S&P OIL & GAS EXPLcs | $314,000 | – | 9,200 | +100.0% | 0.08% | – |
| TWX | TIME WARNER INCcs | $315,000 | +1.9% | 3,076 | 0.0% | 0.08% | -4.9% | |
| INTC | Sell | INTEL CORPcs | $307,000 | +12.0% | 8,071 | -0.5% | 0.08% | +4.1% |
| MYC | Buy | BLACKROCK MUNIYIELD CALIcs | $304,000 | +23.6% | 19,700 | +21.6% | 0.08% | +16.9% |
| NFLX | Buy | NETFLIX INCcs | $302,000 | +35.4% | 1,664 | +11.4% | 0.08% | +27.1% |
| DUK | Buy | DUKE ENERGY CORPcs | $296,000 | +3.9% | 3,529 | +3.7% | 0.07% | -2.6% |
| PANW | Sell | PALO ALTO NETWORKScs | $298,000 | -4.2% | 2,065 | -11.1% | 0.07% | -9.8% |
| EPD | Buy | ENTERPRISE PRODUCTS LPoa | $295,000 | -2.0% | 11,302 | +1.6% | 0.07% | -8.8% |
| NKE | Buy | NIKE INCcs | $293,000 | -0.3% | 5,652 | +13.2% | 0.07% | -6.4% |
| XLP | Buy | SPDR FUND CONSUMERcs | $280,000 | +17.2% | 5,180 | +18.9% | 0.07% | +11.1% |
| BMY | Sell | BRISTOL-MYERS SQUIBBcs | $277,000 | -1.4% | 4,348 | -13.8% | 0.07% | -6.8% |
| GE | Sell | GENERAL ELECTRIC COcs | $277,000 | -95.7% | 11,463 | -95.2% | 0.07% | -96.0% |
| PSX | Buy | PHILLIPS 66cs | $273,000 | +18.2% | 2,980 | +6.7% | 0.07% | +11.5% |
| Buy | 1/100 BERKSHIRE HTWY CLAcs | $275,000 | +7.8% | 100 | +9900.0% | 0.07% | 0.0% | |
| MMC | Buy | MARSH & MC LENNAN COcs | $270,000 | +8.0% | 3,218 | +0.5% | 0.07% | +1.5% |
| GLD | Buy | SPDR GOLD SHARES ETFcs | $267,000 | +13.1% | 2,200 | +10.0% | 0.07% | +4.8% |
| EIX | EDISON INTERNATIONALcs | $263,000 | -1.5% | 3,414 | 0.0% | 0.06% | -8.5% | |
| AVGO | Buy | BROADCOM LTD Fcs | $246,000 | +22.4% | 1,013 | +17.4% | 0.06% | +15.1% |
| LUMN | Buy | CENTURYLINK INCcs | $246,000 | +14.4% | 13,002 | +44.4% | 0.06% | +7.0% |
| MSFT | New | MICROSOFT CORPcs | $232,000 | – | 3,117 | +100.0% | 0.06% | – |
| IGSB | Sell | ISHARES 1-3 YEAR CREDITcs | $232,000 | -57.2% | 2,200 | -57.3% | 0.06% | -59.7% |
| SIRI | Buy | SIRIUS XM HLDGS INCcs | $224,000 | +1.4% | 40,575 | +0.3% | 0.06% | -5.1% |
| O | Buy | REALTY INCM CORPoa | $226,000 | +8.7% | 3,950 | +4.6% | 0.06% | +1.8% |
| TAL | New | TAL EDUCATION GROUP Fcs | $216,000 | – | 6,400 | +100.0% | 0.05% | – |
| JCI | Sell | JOHNSON CTLS INTL Fcs | $218,000 | -40.4% | 5,406 | -36.0% | 0.05% | -44.3% |
| SWKS | Sell | SKYWORKS SOLUTIONScs | $213,000 | -19.0% | 2,094 | -23.7% | 0.05% | -24.3% |
| AMGN | Sell | AMGEN INCORPORATEDcs | $209,000 | +1.0% | 1,119 | -6.8% | 0.05% | -5.5% |
| EMR | New | EMERSON ELECTRIC COcs | $209,000 | – | 3,329 | +100.0% | 0.05% | – |
| CRM | Sell | SALESFORCE COMcs | $208,000 | -15.8% | 2,225 | -21.9% | 0.05% | -20.0% |
| RTN | New | RAYTHEON COMPANYcs | $205,000 | – | 1,097 | +100.0% | 0.05% | – |
| KMB | Sell | KIMBERLY-CLARK CORPcs | $207,000 | -10.0% | 1,757 | -1.4% | 0.05% | -16.4% |
| BSCI | New | GUGGENHEIM BULTSH 2018cs | $207,000 | – | 9,761 | +100.0% | 0.05% | – |
| BHK | Buy | BLACKROCK CORE BOND CFcs | $178,000 | +9.9% | 12,667 | +8.6% | 0.04% | +2.3% |
| AMLP | Sell | ALPS ALERIAN MLP ETFcs | $174,000 | -61.8% | 15,534 | -59.2% | 0.04% | -64.5% |
| NM | Buy | NAVIOS MARITIME Fcs | $167,000 | +87.6% | 100,000 | +53.8% | 0.04% | +75.0% |
| CAPR | CAPRICOR THERAPEUTICScs | $152,000 | +261.9% | 50,000 | 0.0% | 0.04% | +245.5% | |
| F | Sell | FORD MOTOR COMPANYcs | $131,000 | -15.5% | 10,909 | -21.1% | 0.03% | -19.5% |
| VIPS | New | VIPSHOP HLDGS LTD Fcs | $88,000 | – | 10,000 | +100.0% | 0.02% | – |
| JMLP | NUVEEN ALL CAP ENERGY MLcs | $90,000 | -3.2% | 10,075 | 0.0% | 0.02% | -12.0% | |
| OILNF | BARCLYS IPATH NOTES LKDcs | $86,000 | +10.3% | 15,950 | 0.0% | 0.02% | 0.0% | |
| FSK | New | FS INVESTMENT CORPcs | $85,000 | – | 10,000 | +100.0% | 0.02% | – |
| SALT | New | SCORPIO BULKERS INC Fcs | $78,000 | – | 11,000 | +100.0% | 0.02% | – |
| GRPN | New | GROUPON INCcs | $57,000 | – | 11,000 | +100.0% | 0.01% | – |
| LEOM | New | LEO MOTORS INCcs | $32,000 | – | 249,742 | +100.0% | 0.01% | – |
| XNNHQ | XENONICS HOLDINGScs | $0 | – | 16,553 | 0.0% | 0.00% | – | |
| NTEK | NANOTECH ENTERTAINMEcs | $2,000 | 0.0% | 82,323 | 0.0% | 0.00% | -100.0% | |
| LBSR | LIBERTY STAR URANIUMcs | $1,000 | 0.0% | 616,600 | 0.0% | 0.00% | – | |
| HEALTHMED SVCS LTDcs | $0 | – | 489,700 | 0.0% | 0.00% | – | ||
| SPCL | SOLARIS PWR CELLScs | $0 | – | 20,000 | 0.0% | 0.00% | – | |
| New | GENERAL MOTORS 7.70XXXoa | $0 | – | 25,000 | +100.0% | 0.00% | – | |
| BARZ | 5BARZ INTL INCcs | $2,000 | 0.0% | 50,000 | 0.0% | 0.00% | -100.0% | |
| USAU | USA URANIUM CORP XXXcs | $0 | – | 400,000 | 0.0% | 0.00% | – | |
| FITX | CREATIVE EDGE NUTRITcs | $0 | – | 150,000 | 0.0% | 0.00% | – | |
| CHAG | CHANCELLOR GROUP INCcs | $0 | – | 70,000 | 0.0% | 0.00% | – | |
| PHK | Exit | PIMCO HIGH INCOME CFcs | $0 | – | -11,160 | -100.0% | -0.03% | – |
| SDY | Exit | SPDR S&P DIVIDEND ETFcs | $0 | – | -2,262 | -100.0% | -0.05% | – |
| TGT | Exit | TARGET CORPORATIONcs | $0 | – | -3,895 | -100.0% | -0.05% | – |
| VTV | Exit | VANGUARD VALUE ETFcs | $0 | – | -2,175 | -100.0% | -0.06% | – |
| IWM | Exit | ISHARES RUSSELL 2000cs | $0 | – | -1,746 | -100.0% | -0.06% | – |
| PSEC | Exit | PROSPECT CAPITAL COcs | $0 | – | -30,000 | -100.0% | -0.06% | – |
| TFI | Exit | SPDR NUVEEN BLMBRGcs | $0 | – | -5,550 | -100.0% | -0.07% | – |
| VTI | Exit | VANGUARD TOTAL STOCKcs | $0 | – | -4,353 | -100.0% | -0.14% | – |
| KLAC | Exit | K L A TENCOR CORPcs | $0 | – | -6,000 | -100.0% | -0.14% | – |
| APO | Exit | APOLLO GLOBAL MGMT LPoa | $0 | – | -27,725 | -100.0% | -0.19% | – |
| DD | Exit | DU PONT EI DE NEMOURcs | $0 | – | -11,060 | -100.0% | -0.24% | – |
| BKLN | Exit | POWERSHARES SENIOR LOANcs | $0 | – | -49,275 | -100.0% | -0.30% | – |
| SCHP | Exit | SCHWAB US TIPS ETFcs | $0 | – | -81,577 | -100.0% | -1.19% | – |
| IBM | Exit | IBM CORPcs | $0 | – | -37,237 | -100.0% | -1.52% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-11-14
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.