$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PGX | New | POWERSHARES PREFERREDcs | $5,264,000 | – | 350,202 | +100.0% | 1.31% | – |
| PHG | New | KONINKLIJKE PHILIPS Fcs | $1,942,000 | – | 47,127 | +100.0% | 0.48% | – |
| DWDP | New | DOWDUPONT INCcs | $1,015,000 | – | 14,660 | +100.0% | 0.25% | – |
| AGN | New | ALLERGAN PLC Fcs | $805,000 | – | 3,928 | +100.0% | 0.20% | – |
| CORP | New | PIMCO INVEST GRADE CORPcs | $570,000 | – | 5,407 | +100.0% | 0.14% | – |
| C | New | CITIGROUP INCcs | $484,000 | – | 6,660 | +100.0% | 0.12% | – |
| MU | New | MICRON TECHNOLOGYcs | $461,000 | – | 11,715 | +100.0% | 0.12% | – |
| BABA | New | ALIBABA GROUP HLDG Fcs | $439,000 | – | 2,540 | +100.0% | 0.11% | – |
| NVDA | New | NVIDIA CORPcs | $395,000 | – | 2,207 | +100.0% | 0.10% | – |
| XOP | New | SPDR S&P OIL & GAS EXPLcs | $314,000 | – | 9,200 | +100.0% | 0.08% | – |
| MSFT | New | MICROSOFT CORPcs | $232,000 | – | 3,117 | +100.0% | 0.06% | – |
| TAL | New | TAL EDUCATION GROUP Fcs | $216,000 | – | 6,400 | +100.0% | 0.05% | – |
| EMR | New | EMERSON ELECTRIC COcs | $209,000 | – | 3,329 | +100.0% | 0.05% | – |
| RTN | New | RAYTHEON COMPANYcs | $205,000 | – | 1,097 | +100.0% | 0.05% | – |
| BSCI | New | GUGGENHEIM BULTSH 2018cs | $207,000 | – | 9,761 | +100.0% | 0.05% | – |
| VIPS | New | VIPSHOP HLDGS LTD Fcs | $88,000 | – | 10,000 | +100.0% | 0.02% | – |
| 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% | – |
| New | GENERAL MOTORS 7.70XXXoa | $0 | – | 25,000 | +100.0% | 0.00% | – |
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 | 2024-05-15 |
| 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.