$561 Million is the total value of Apriem Advisors's 131 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SMH | New | VANECK VECTORS ETF TRsemiconductor et | $4,515,000 | – | 20,669 | +100.0% | 0.80% | – |
| SQ | New | SQUARE INCcl a | $530,000 | – | 2,435 | +100.0% | 0.09% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $310,000 | – | 1,580 | +100.0% | 0.06% | – |
| VTRS | New | VIATRIS INC | $264,000 | – | 14,086 | +100.0% | 0.05% | – |
| TGT | New | TARGET CORP | $256,000 | – | 1,453 | +100.0% | 0.05% | – |
| CELH | New | CELSIUS HLDGS INC | $254,000 | – | 5,048 | +100.0% | 0.04% | – |
| NKE | New | NIKE INCcl b | $234,000 | – | 1,654 | +100.0% | 0.04% | – |
| VEA | New | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $219,000 | – | 4,647 | +100.0% | 0.04% | – |
| WDC | New | WESTERN DIGITAL CORP. | $213,000 | – | 3,839 | +100.0% | 0.04% | – |
| SDY | New | SPDR SER TRs&p divid etf | $212,000 | – | 1,999 | +100.0% | 0.04% | – |
| FNDB | New | SCHWAB STRATEGIC TRschwab fdt us bm | $207,000 | – | 4,600 | +100.0% | 0.04% | – |
| CBSH | New | COMMERCE BANCSHARES INC | $207,000 | – | 3,150 | +100.0% | 0.04% | – |
| SPLV | New | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $210,000 | – | 3,740 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-04
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.