$487 Million is the total value of Apriem Advisors's 122 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHA | Exit | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | -3,999 | -100.0% | -0.05% | – |
| AGN | Exit | ALLERGAN PLC | $0 | – | -2,600 | -100.0% | -0.11% | – |
| BTZ | Exit | BLACKROCK CR ALLOCATION INCO | $0 | – | -151,749 | -100.0% | -0.43% | – |
| UTX | Exit | UNITED TECHNOLOGIES CORPcs | $0 | – | -41,118 | -100.0% | -0.94% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-07
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.