$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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 | 2024-05-15 |
| 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.