$682 Million is the total value of Apriem Advisors's 152 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 15.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $80,656,000 | -17.6% | 1,497,793 | +74.2% | 11.83% | -14.6% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $54,009,000 | -9.0% | 1,470,846 | -3.7% | 7.92% | -5.7% |
| AAPL | Sell | APPLE INC | $47,816,000 | -2.7% | 273,843 | -1.1% | 7.02% | +0.9% |
| SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $32,536,000 | -10.1% | 643,395 | -4.1% | 4.77% | -6.8% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $22,446,000 | +11.9% | 32,138 | +1.2% | 3.29% | +16.1% |
| CTAS | Sell | CINTAS CORP | $21,620,000 | -9.4% | 50,824 | -5.6% | 3.17% | -6.0% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $20,677,000 | -4.4% | 7,434 | -0.4% | 3.03% | -0.9% |
| SNA | Buy | SNAP ON INC | $20,183,000 | -1.9% | 98,224 | +2.8% | 2.96% | +1.6% |
| FB | Buy | META PLATFORMS INCcl a | $19,454,000 | -23.9% | 87,488 | +15.1% | 2.85% | -21.1% |
| AMT | New | AMERICAN TOWER CORP NEW | $19,268,000 | – | 76,699 | +100.0% | 2.83% | – |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $19,250,000 | -8.2% | 84,602 | -0.5% | 2.82% | -4.8% |
| INTC | Buy | INTEL CORP | $18,199,000 | +41.5% | 367,221 | +47.0% | 2.67% | +46.7% |
| TSLA | Sell | TESLA INC | $18,027,000 | +1.8% | 16,729 | -0.1% | 2.64% | +5.6% |
| AMZN | Buy | AMAZON COM INC | $15,853,000 | -1.0% | 4,863 | +1.2% | 2.33% | +2.6% |
| SYK | Sell | STRYKER CORPORATION | $15,673,000 | -1.3% | 58,624 | -1.3% | 2.30% | +2.3% |
| ZBRA | New | ZEBRA TECHNOLOGIES CORPORATIcl a | $15,441,000 | – | 37,324 | +100.0% | 2.26% | – |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $15,038,000 | -4.1% | 541,510 | +2.3% | 2.21% | -0.6% |
| MDT | Sell | MEDTRONIC PLC | $14,492,000 | +6.7% | 130,617 | -0.5% | 2.13% | +10.6% |
| LMT | Sell | LOCKHEED MARTIN CORP | $13,780,000 | +23.5% | 31,220 | -0.6% | 2.02% | +28.1% |
| MMM | Sell | 3M CO | $11,395,000 | -18.6% | 76,538 | -2.8% | 1.67% | -15.6% |
| TROW | Buy | PRICE T ROWE GROUP INC | $10,873,000 | -22.7% | 71,916 | +0.6% | 1.60% | -19.8% |
| MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $10,439,000 | -0.2% | 139,749 | +1.7% | 1.53% | +3.5% |
| XOM | Buy | EXXON MOBIL CORP | $8,824,000 | +37.6% | 106,836 | +1.9% | 1.30% | +42.6% |
| JPM | Sell | JPMORGAN CHASE & CO | $8,097,000 | -14.5% | 59,395 | -0.7% | 1.19% | -11.3% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $8,048,000 | -1.8% | 150,733 | +107.8% | 1.18% | +1.8% |
| KLAC | Sell | KLA CORP | $5,790,000 | -19.8% | 15,817 | -5.8% | 0.85% | -16.8% |
| LOW | Sell | LOWES COS INC | $5,566,000 | -29.0% | 27,527 | -9.2% | 0.82% | -26.3% |
| EWT | New | ISHARES INCmsci taiwan etf | $5,137,000 | – | 83,600 | +100.0% | 0.75% | – |
| MSFT | Buy | MICROSOFT CORP | $4,827,000 | -3.6% | 15,657 | +5.2% | 0.71% | 0.0% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $4,796,000 | +0.1% | 13,230 | +9.9% | 0.70% | +3.8% |
| JNJ | Sell | JOHNSON & JOHNSON | $4,732,000 | -12.0% | 26,701 | -15.1% | 0.69% | -8.8% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $4,429,000 | +17.3% | 12,550 | -0.6% | 0.65% | +21.7% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $4,201,000 | +7.0% | 53,255 | +9.6% | 0.62% | +10.8% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $4,133,000 | +37.9% | 80,712 | +38.4% | 0.61% | +42.9% |
| PFE | Sell | PFIZER INC | $3,954,000 | -24.4% | 76,372 | -13.7% | 0.58% | -21.6% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $3,592,000 | +4.6% | 50,309 | +7.3% | 0.53% | +8.4% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $3,558,000 | +10.3% | 47,780 | +6.1% | 0.52% | +14.5% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $3,342,000 | -31.3% | 42,795 | -28.6% | 0.49% | -28.9% |
| BA | Buy | BOEING CO | $2,929,000 | +3.5% | 15,296 | +8.8% | 0.43% | +7.2% |
| IWF | ISHARES TRrus 1000 grw etf | $2,776,000 | -9.2% | 10,000 | 0.0% | 0.41% | -5.8% | |
| GDX | Buy | VANECK ETF TRUSTgold miners etf | $2,379,000 | +19.8% | 62,035 | +0.1% | 0.35% | +24.2% |
| ABBV | Sell | ABBVIE INC | $2,292,000 | +12.6% | 14,136 | -6.0% | 0.34% | +16.7% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $2,230,000 | -5.7% | 20,399 | +24.1% | 0.33% | -2.4% |
| ED | Buy | CONSOLIDATED EDISON INC | $2,223,000 | +11.2% | 23,475 | +0.1% | 0.33% | +15.2% |
| RYT | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $2,068,000 | -9.5% | 7,152 | +1.4% | 0.30% | -6.2% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $1,957,000 | -86.2% | 4,333 | -85.4% | 0.29% | -85.6% |
| QCOM | Sell | QUALCOMM INC | $1,803,000 | -16.5% | 11,800 | -0.0% | 0.26% | -13.1% |
| T | Sell | AT&T INC | $1,721,000 | -9.2% | 72,810 | -5.5% | 0.25% | -6.0% |
| SMH | Buy | VANECK ETF TRUSTsemiconductr etf | $1,650,000 | +1.0% | 6,116 | +15.6% | 0.24% | +4.8% |
| CSCO | Buy | CISCO SYS INC | $1,598,000 | -11.3% | 28,655 | +0.8% | 0.23% | -8.2% |
| ETN | Buy | EATON CORP PLC | $1,554,000 | -11.9% | 10,240 | +0.3% | 0.23% | -8.8% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $1,543,000 | +2.3% | 4,450 | +7.2% | 0.23% | +6.1% |
| SBUX | Buy | STARBUCKS CORP | $1,477,000 | -20.8% | 16,240 | +1.9% | 0.22% | -17.8% |
| COST | Buy | COSTCO WHSL CORP NEW | $1,435,000 | +2.2% | 2,492 | +0.8% | 0.21% | +6.0% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,357,000 | +5.6% | 486 | +9.5% | 0.20% | +9.3% |
| NVDA | Sell | NVIDIA CORPORATION | $1,246,000 | -11.6% | 4,568 | -4.7% | 0.18% | -8.5% |
| PG | Sell | PROCTER AND GAMBLE CO | $1,231,000 | -6.7% | 8,057 | -0.1% | 0.18% | -3.2% |
| IYH | Buy | ISHARES TRus hlthcare etf | $1,211,000 | +0.3% | 4,192 | +4.3% | 0.18% | +4.1% |
| BAC | Sell | BK OF AMERICA CORP | $1,209,000 | -11.6% | 29,337 | -4.5% | 0.18% | -8.3% |
| DIS | Buy | DISNEY WALT CO | $1,195,000 | -7.4% | 8,714 | +4.6% | 0.18% | -4.4% |
| CVX | Sell | CHEVRON CORP NEW | $1,174,000 | -1.8% | 7,208 | -29.2% | 0.17% | +1.8% |
| FRA | Buy | BLACKROCK FLOATING RATE INCO | $1,136,000 | +11.0% | 87,230 | +14.5% | 0.17% | +15.2% |
| KGC | Buy | KINROSS GOLD CORP | $1,029,000 | +18.0% | 175,000 | +16.7% | 0.15% | +22.8% |
| EVV | Sell | EATON VANCE LTD DURATION INC | $973,000 | -12.8% | 83,153 | -2.4% | 0.14% | -9.5% |
| ALTR | ALTAIR ENGR INC | $964,000 | -16.7% | 14,965 | 0.0% | 0.14% | -14.0% | |
| AUY | Buy | YAMANA GOLD INC | $951,000 | +86.8% | 170,500 | +41.5% | 0.14% | +94.4% |
| IGIB | Sell | ISHARES TR | $949,000 | -14.2% | 17,287 | -7.4% | 0.14% | -10.9% |
| NKX | Sell | NUVEEN CALIFORNIA AMT QLT MU | $939,000 | -17.8% | 69,239 | -4.0% | 0.14% | -14.8% |
| MRK | Sell | MERCK & CO INC | $940,000 | +6.0% | 11,453 | -1.1% | 0.14% | +9.5% |
| NAC | Sell | NUVEEN CA QUALTY MUN INCOME | $922,000 | -16.4% | 70,270 | -0.4% | 0.14% | -13.5% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $922,000 | +2.1% | 18,106 | +4.2% | 0.14% | +5.5% |
| AEM | New | AGNICO EAGLE MINES LTD | $919,000 | – | 15,000 | +100.0% | 0.14% | – |
| SCHW | Sell | SCHWAB CHARLES CORP | $829,000 | -10.1% | 9,836 | -10.3% | 0.12% | -6.2% |
| LRCX | LAM RESEARCH CORP | $834,000 | -25.2% | 1,551 | 0.0% | 0.12% | -22.8% | |
| HON | Buy | HONEYWELL INTL INC | $795,000 | +19.7% | 4,085 | +28.3% | 0.12% | +24.5% |
| PWZ | Sell | INVESCO EXCH TRADED FD TR IIcalif amt mun | $716,000 | -17.1% | 27,750 | -10.3% | 0.10% | -13.9% |
| CVBF | CVB FINL CORP | $708,000 | +8.4% | 30,500 | 0.0% | 0.10% | +13.0% | |
| IBB | ISHARES TRishares biotech | $702,000 | -14.6% | 5,385 | 0.0% | 0.10% | -11.2% | |
| UNP | UNION PAC CORP | $696,000 | +8.6% | 2,546 | 0.0% | 0.10% | +12.1% | |
| PFXF | Buy | VANECK ETF TRUSTpreferred securt | $672,000 | -0.6% | 32,700 | +5.8% | 0.10% | +3.1% |
| AMGN | Sell | AMGEN INC | $649,000 | +3.5% | 2,685 | -3.6% | 0.10% | +6.7% |
| VOO | Sell | VANGUARD INDEX FDS | $647,000 | -5.1% | 1,557 | -0.3% | 0.10% | -2.1% |
| PEP | Buy | PEPSICO INC | $643,000 | -2.6% | 3,839 | +1.1% | 0.09% | +1.1% |
| PANW | Sell | PALO ALTO NETWORKS INC | $624,000 | +5.4% | 1,003 | -5.6% | 0.09% | +9.5% |
| F | Buy | FORD MTR CO DEL | $612,000 | +84.9% | 36,212 | +126.9% | 0.09% | +91.5% |
| HD | Sell | HOME DEPOT INC | $615,000 | -28.2% | 2,055 | -0.3% | 0.09% | -25.6% |
| DBL | Sell | DOUBLELINE OPPORTUNISTIC CR | $597,000 | -13.0% | 35,610 | -0.6% | 0.09% | -9.3% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $561,000 | +15.0% | 5,667 | +0.0% | 0.08% | +18.8% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $557,000 | -11.6% | 2,715 | -4.1% | 0.08% | -7.9% |
| EMR | Buy | EMERSON ELEC CO | $553,000 | +10.4% | 5,636 | +4.7% | 0.08% | +14.1% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $529,000 | +17.3% | 1 | 0.0% | 0.08% | +21.9% | |
| NFLX | Buy | NETFLIX INC | $514,000 | -25.4% | 1,373 | +20.1% | 0.08% | -22.7% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $502,000 | -11.8% | 6,703 | +92.8% | 0.07% | -8.6% |
| AVGO | Sell | BROADCOM INC | $497,000 | -11.1% | 790 | -6.0% | 0.07% | -7.6% |
| D | Buy | DOMINION ENERGY INC | $496,000 | +22.8% | 5,842 | +13.6% | 0.07% | +28.1% |
| ACN | Buy | ACCENTURE PLC IRELAND | $498,000 | -17.4% | 1,478 | +1.7% | 0.07% | -14.1% |
| FFWM | FIRST FNDTN INC | $486,000 | -2.2% | 20,000 | 0.0% | 0.07% | +1.4% | |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $469,000 | -6.4% | 2,058 | -0.8% | 0.07% | -2.8% |
| PBF | Sell | PBF ENERGY INCcl a | $464,000 | -13.4% | 19,055 | -53.9% | 0.07% | -10.5% |
| NOC | NORTHROP GRUMMAN CORP | $459,000 | +15.6% | 1,026 | 0.0% | 0.07% | +19.6% | |
| TGT | Buy | TARGET CORP | $444,000 | +33.3% | 2,090 | +45.1% | 0.06% | +38.3% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $444,000 | -10.3% | 2,792 | -1.9% | 0.06% | -7.1% |
| BIIB | Sell | BIOGEN INC | $444,000 | -36.8% | 2,107 | -28.1% | 0.06% | -34.3% |
| DASH | New | DOORDASH INCcl a | $438,000 | – | 3,735 | +100.0% | 0.06% | – |
| ABT | Buy | ABBOTT LABS | $420,000 | -13.0% | 3,552 | +3.5% | 0.06% | -8.8% |
| PH | PARKER-HANNIFIN CORP | $402,000 | -10.7% | 1,416 | 0.0% | 0.06% | -7.8% | |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $404,000 | +21.7% | 5,525 | +3.8% | 0.06% | +25.5% |
| DUK | Buy | DUKE ENERGY CORP NEW | $385,000 | +11.9% | 3,450 | +5.1% | 0.06% | +14.3% |
| CLX | Sell | CLOROX CO DEL | $367,000 | -38.9% | 2,642 | -23.4% | 0.05% | -36.5% |
| LULU | Sell | LULULEMON ATHLETICA INC | $351,000 | -16.2% | 960 | -10.3% | 0.05% | -13.6% |
| KMB | Buy | KIMBERLY-CLARK CORP | $340,000 | +1.8% | 2,760 | +18.2% | 0.05% | +6.4% |
| FCT | Buy | FIRST TR SR FLTG RATE INCOME | $344,000 | +16.6% | 27,400 | +11.8% | 0.05% | +19.0% |
| MU | Sell | MICRON TECHNOLOGY INC | $317,000 | -21.1% | 4,065 | -5.8% | 0.05% | -17.5% |
| GLD | SPDR GOLD TR | $320,000 | +5.6% | 1,770 | 0.0% | 0.05% | +9.3% | |
| V | Buy | VISA INC | $311,000 | +40.1% | 1,404 | +37.0% | 0.05% | +48.4% |
| CRM | Buy | SALESFORCE COM INC | $308,000 | +10.0% | 1,450 | +31.8% | 0.04% | +12.5% |
| TXN | New | TEXAS INSTRS INC | $310,000 | – | 1,688 | +100.0% | 0.04% | – |
| GIS | Sell | GENERAL MLS INC | $295,000 | -1.0% | 4,358 | -1.3% | 0.04% | +2.4% |
| FTEC | FIDELITY COVINGTON TRUSTmsci info tech i | $283,000 | -9.0% | 2,300 | 0.0% | 0.04% | -4.5% | |
| BXMX | NUVEEN S&P 500 BUY-WRITE INC | $280,000 | -2.8% | 19,675 | 0.0% | 0.04% | 0.0% | |
| CELH | CELSIUS HLDGS INC | $279,000 | -25.8% | 5,048 | 0.0% | 0.04% | -22.6% | |
| PYPL | Sell | PAYPAL HLDGS INC | $279,000 | -63.6% | 2,414 | -40.7% | 0.04% | -62.4% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $270,000 | +2.7% | 818 | +18.9% | 0.04% | +8.1% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $271,000 | +32.2% | 2,082 | +35.6% | 0.04% | +37.9% |
| FNDB | SCHWAB STRATEGIC TRschwab fdt us bm | $266,000 | -0.4% | 4,600 | 0.0% | 0.04% | +2.6% | |
| GENERAL ELECTRIC CO | $259,000 | -3.4% | 2,832 | 0.0% | 0.04% | 0.0% | ||
| PSX | New | PHILLIPS 66 | $242,000 | – | 2,800 | +100.0% | 0.04% | – |
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $244,000 | -2.0% | 3,630 | 0.0% | 0.04% | +2.9% | |
| CBSH | COMMERCE BANCSHARES INC | $237,000 | +4.4% | 3,307 | 0.0% | 0.04% | +9.4% | |
| C | Sell | CITIGROUP INC | $230,000 | -28.3% | 4,315 | -18.8% | 0.03% | -24.4% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $232,000 | -6.8% | 4,895 | +101.3% | 0.03% | -2.9% |
| DSL | DOUBLELINE INCOME SOLUTIONS | $224,000 | -10.0% | 15,420 | 0.0% | 0.03% | -5.7% | |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $215,000 | -6.5% | 4,472 | -0.8% | 0.03% | -3.0% |
| WFC | New | WELLS FARGO CO NEW | $218,000 | – | 4,500 | +100.0% | 0.03% | – |
| BX | New | BLACKSTONE INC | $214,000 | – | 1,682 | +100.0% | 0.03% | – |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $209,000 | -13.6% | 725 | -4.0% | 0.03% | -8.8% |
| NSTG | NANOSTRING TECHNOLOGIES INC | $209,000 | -17.4% | 6,000 | 0.0% | 0.03% | -13.9% | |
| QLD | PROSHARES TR | $212,000 | -19.4% | 2,950 | 0.0% | 0.03% | -16.2% | |
| SDY | SPDR SER TRs&p divid etf | $211,000 | -0.9% | 1,649 | 0.0% | 0.03% | +3.3% | |
| DKNG | New | DRAFTKINGS INC | $212,000 | – | 10,903 | +100.0% | 0.03% | – |
| GM | GENERAL MTRS CO | $203,000 | -25.4% | 4,644 | 0.0% | 0.03% | -21.1% | |
| IRM | New | IRON MTN INC NEW | $205,000 | – | 3,700 | +100.0% | 0.03% | – |
| DNP | DNP SELECT INCOME FD INC | $206,000 | +9.0% | 17,400 | 0.0% | 0.03% | +11.1% | |
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $206,000 | – | 4,000 | +100.0% | 0.03% | – |
| SGOL | Sell | ABRDN GOLD ETF TRUST | $204,000 | +4.6% | 11,000 | -0.9% | 0.03% | +7.1% |
| FAX | ABERDEEN ASIA-PACIFIC INCOME | $173,000 | -11.3% | 51,100 | 0.0% | 0.02% | -10.7% | |
| HBI | Sell | HANESBRANDS INC | $155,000 | -98.7% | 10,396 | -98.5% | 0.02% | -98.6% |
| NETI | New | ENETI INC | $146,000 | – | 23,000 | +100.0% | 0.02% | – |
| NLY | Sell | ANNALY CAPITAL MANAGEMENT IN | $91,000 | -41.7% | 12,900 | -35.2% | 0.01% | -40.9% |
| PSLV | Sell | SPROTT PHYSICAL SILVER TRtr unit | $88,000 | -15.4% | 10,000 | -23.1% | 0.01% | -13.3% |
| BBIG | VINCO VENTURES INC | $32,000 | +33.3% | 10,000 | 0.0% | 0.01% | +66.7% | |
| CTRM | New | CASTOR MARITIME INC | $18,000 | – | 10,000 | +100.0% | 0.00% | – |
| MYC | Exit | BLACKROCK MUNIYIELD CALIF FD | $0 | – | -13,000 | -100.0% | -0.03% | – |
| MCA | Exit | BLACKROCK MUNIYIELD CALIF QU | $0 | – | -12,500 | -100.0% | -0.03% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -3,995 | -100.0% | -0.03% | – |
| TFC | Exit | TRUIST FINL CORP | $0 | – | -3,557 | -100.0% | -0.03% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -1,258 | -100.0% | -0.03% | – |
| WDC | Exit | WESTERN DIGITAL CORP. | $0 | – | -4,044 | -100.0% | -0.04% | – |
| TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | -2,260 | -100.0% | -0.04% | – |
| XLNX | Exit | XILINX INC | $0 | – | -2,225 | -100.0% | -0.07% | – |
| KL | Exit | KIRKLAND LAKE GOLD LTD | $0 | – | -12,000 | -100.0% | -0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-10
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.