$581 Million is the total value of Apriem Advisors's 143 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 15.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $62,321,000 | -22.7% | 1,395,465 | -6.8% | 10.73% | -9.3% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $46,889,000 | -13.2% | 1,490,900 | +1.4% | 8.08% | +1.9% |
| AAPL | Sell | APPLE INC | $37,086,000 | -22.4% | 271,254 | -0.9% | 6.39% | -8.9% |
| SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $30,164,000 | -7.3% | 630,132 | -2.1% | 5.20% | +8.9% |
| VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $22,533,000 | – | 382,824 | +100.0% | 3.88% | – |
| AMT | Buy | AMERICAN TOWER CORP NEW | $20,120,000 | +4.4% | 78,721 | +2.6% | 3.47% | +22.6% |
| SNA | Sell | SNAP ON INC | $19,344,000 | -4.2% | 98,180 | -0.0% | 3.33% | +12.5% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $19,046,000 | -15.1% | 32,220 | +0.3% | 3.28% | -0.4% |
| CTAS | Sell | CINTAS CORP | $17,020,000 | -21.3% | 45,565 | -10.3% | 2.93% | -7.6% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $16,081,000 | -22.2% | 7,379 | -0.7% | 2.77% | -8.7% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $15,979,000 | -17.0% | 76,075 | -10.1% | 2.75% | -2.5% |
| FB | Buy | META PLATFORMS INCcl a | $14,532,000 | -25.3% | 90,119 | +3.0% | 2.50% | -12.3% |
| INTC | Buy | INTEL CORP | $14,444,000 | -20.6% | 386,094 | +5.1% | 2.49% | -6.8% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $13,870,000 | -7.8% | 546,502 | +0.9% | 2.39% | +8.3% |
| ZBRA | Buy | ZEBRA TECHNOLOGIES CORPORATIcl a | $12,834,000 | -16.9% | 43,659 | +17.0% | 2.21% | -2.4% |
| LMT | Sell | LOCKHEED MARTIN CORP | $12,797,000 | -7.1% | 29,764 | -4.7% | 2.20% | +9.0% |
| TSLA | Buy | TESLA INC | $11,650,000 | -35.4% | 17,299 | +3.4% | 2.01% | -24.1% |
| MDT | Sell | MEDTRONIC PLC | $11,639,000 | -19.7% | 129,677 | -0.7% | 2.00% | -5.7% |
| SYK | Sell | STRYKER CORPORATION | $11,320,000 | -27.8% | 56,904 | -2.9% | 1.95% | -15.2% |
| AMZN | Buy | AMAZON COM INC | $10,163,000 | -35.9% | 95,690 | +1867.7% | 1.75% | -24.8% |
| MMM | Sell | 3M CO | $9,687,000 | -15.0% | 74,855 | -2.2% | 1.67% | -0.2% |
| XOM | Buy | EXXON MOBIL CORP | $9,361,000 | +6.1% | 109,307 | +2.3% | 1.61% | +24.5% |
| TROW | Buy | PRICE T ROWE GROUP INC | $8,845,000 | -18.7% | 77,854 | +8.3% | 1.52% | -4.5% |
| MOAT | Sell | VANECK ETF TRUSTmrngstr wde moat | $8,609,000 | -17.5% | 135,086 | -3.3% | 1.48% | -3.1% |
| JPM | Sell | JPMORGAN CHASE & CO | $6,459,000 | -20.2% | 57,355 | -3.4% | 1.11% | -6.3% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $5,999,000 | +206.5% | 15,901 | +267.0% | 1.03% | +259.9% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $5,939,000 | -26.2% | 134,389 | -10.8% | 1.02% | -13.4% |
| JNJ | Sell | JOHNSON & JOHNSON | $4,656,000 | -1.6% | 26,228 | -1.8% | 0.80% | +15.6% |
| MSFT | Buy | MICROSOFT CORP | $4,202,000 | -12.9% | 16,360 | +4.5% | 0.72% | +2.3% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $4,091,000 | -1.0% | 81,632 | +1.1% | 0.70% | +16.3% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $3,699,000 | -16.5% | 13,550 | +8.0% | 0.64% | -2.0% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $3,498,000 | -16.7% | 48,841 | -8.3% | 0.60% | -2.1% |
| PFE | Sell | PFIZER INC | $3,487,000 | -11.8% | 66,502 | -12.9% | 0.60% | +3.6% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $3,374,000 | -29.6% | 12,039 | -9.0% | 0.58% | -17.5% |
| KLAC | Sell | KLA CORP | $3,275,000 | -43.4% | 10,263 | -35.1% | 0.56% | -33.6% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $3,159,000 | -11.2% | 45,050 | -5.7% | 0.54% | +4.2% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $2,999,000 | -16.5% | 48,039 | -4.5% | 0.52% | -1.9% |
| LOW | Sell | LOWES COS INC | $2,488,000 | -55.3% | 14,244 | -48.3% | 0.43% | -47.5% |
| ED | Buy | CONSOLIDATED EDISON INC | $2,234,000 | +0.5% | 23,490 | +0.1% | 0.38% | +18.1% |
| IWF | ISHARES TRrus 1000 grw etf | $2,187,000 | -21.2% | 10,000 | 0.0% | 0.38% | -7.4% | |
| ABBV | Sell | ABBVIE INC | $2,079,000 | -9.3% | 13,573 | -4.0% | 0.36% | +6.5% |
| BA | Sell | BOEING CO | $2,006,000 | -31.5% | 14,670 | -4.1% | 0.35% | -19.5% |
| T | Buy | AT&T INC | $1,894,000 | +10.1% | 90,348 | +24.1% | 0.33% | +29.4% |
| RYT | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $1,700,000 | -17.8% | 7,192 | +0.6% | 0.29% | -3.3% |
| GDX | Buy | VANECK ETF TRUSTgold miners etf | $1,702,000 | -28.5% | 62,159 | +0.2% | 0.29% | -16.0% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $1,636,000 | -26.6% | 21,389 | +4.9% | 0.28% | -13.8% |
| QCOM | Buy | QUALCOMM INC | $1,528,000 | -15.3% | 11,959 | +1.3% | 0.26% | -0.8% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $1,308,000 | -15.2% | 4,250 | -4.5% | 0.22% | -0.4% |
| ETN | Sell | EATON CORP PLC | $1,284,000 | -17.4% | 10,190 | -0.5% | 0.22% | -3.1% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,283,000 | -61.6% | 16,830 | -60.7% | 0.22% | -54.9% |
| SBUX | Buy | STARBUCKS CORP | $1,246,000 | -15.6% | 16,306 | +0.4% | 0.22% | -0.9% |
| CSCO | Buy | CISCO SYS INC | $1,236,000 | -22.7% | 28,984 | +1.1% | 0.21% | -9.0% |
| CVX | Buy | CHEVRON CORP NEW | $1,173,000 | -0.1% | 8,102 | +12.4% | 0.20% | +17.4% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,159,000 | -5.8% | 8,058 | +0.0% | 0.20% | +10.5% |
| SMH | Sell | VANECK ETF TRUSTsemiconductr etf | $1,097,000 | -33.5% | 5,386 | -11.9% | 0.19% | -21.9% |
| IYH | Sell | ISHARES TRus hlthcare etf | $1,087,000 | -10.2% | 4,042 | -3.6% | 0.19% | +5.1% |
| COST | Sell | COSTCO WHSL CORP NEW | $1,068,000 | -25.6% | 2,228 | -10.6% | 0.18% | -12.8% |
| FRA | Buy | BLACKROCK FLOATING RATE INCO | $1,036,000 | -8.8% | 90,917 | +4.2% | 0.18% | +6.6% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $1,026,000 | -24.4% | 469 | -3.5% | 0.18% | -11.1% |
| MRK | Sell | MERCK & CO INC | $999,000 | +6.3% | 10,955 | -4.3% | 0.17% | +24.6% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $985,000 | +6.8% | 19,400 | +7.1% | 0.17% | +25.9% |
| DIS | Buy | DISNEY WALT CO | $899,000 | -24.8% | 9,527 | +9.3% | 0.16% | -11.4% |
| NKX | Sell | NUVEEN CALIFORNIA AMT QLT MU | $891,000 | -5.1% | 69,189 | -0.1% | 0.15% | +10.9% |
| BAC | Sell | BK OF AMERICA CORP | $885,000 | -26.8% | 28,441 | -3.1% | 0.15% | -14.1% |
| EVV | Buy | EATON VANCE LTD DURATION INC | $874,000 | -10.2% | 84,599 | +1.7% | 0.15% | +5.6% |
| NVDA | Buy | NVIDIA CORPORATION | $864,000 | -30.7% | 5,698 | +24.7% | 0.15% | -18.6% |
| NAC | Sell | NUVEEN CA QUALTY MUN INCOME | $866,000 | -6.1% | 70,220 | -0.1% | 0.15% | +10.4% |
| IGIB | Sell | ISHARES TR | $811,000 | -14.5% | 15,893 | -8.1% | 0.14% | +0.7% |
| AUY | YAMANA GOLD INC | $793,000 | -16.6% | 170,500 | 0.0% | 0.14% | -2.1% | |
| ALTR | ALTAIR ENGR INC | $786,000 | -18.5% | 14,965 | 0.0% | 0.14% | -4.3% | |
| HON | Buy | HONEYWELL INTL INC | $753,000 | -5.3% | 4,335 | +6.1% | 0.13% | +11.1% |
| CVBF | CVB FINL CORP | $757,000 | +6.9% | 30,500 | 0.0% | 0.13% | +25.0% | |
| LRCX | Buy | LAM RESEARCH CORP | $710,000 | -14.9% | 1,666 | +7.4% | 0.12% | 0.0% |
| KGC | Buy | KINROSS GOLD CORP | $698,000 | -32.2% | 195,000 | +11.4% | 0.12% | -20.5% |
| AEM | AGNICO EAGLE MINES LTD | $686,000 | -25.4% | 15,000 | 0.0% | 0.12% | -12.6% | |
| AMGN | AMGEN INC | $653,000 | +0.6% | 2,685 | 0.0% | 0.11% | +17.9% | |
| PEP | Sell | PEPSICO INC | $631,000 | -1.9% | 3,787 | -1.4% | 0.11% | +16.0% |
| VOO | Buy | VANGUARD INDEX FDS | $628,000 | -2.9% | 1,811 | +16.3% | 0.11% | +13.7% |
| F | Buy | FORD MTR CO DEL | $624,000 | +2.0% | 56,049 | +54.8% | 0.11% | +18.9% |
| SCHW | SCHWAB CHARLES CORP | $621,000 | -25.1% | 9,836 | 0.0% | 0.11% | -12.3% | |
| IBB | Sell | ISHARES TRishares biotech | $598,000 | -14.8% | 5,085 | -5.6% | 0.10% | 0.0% |
| HD | Buy | HOME DEPOT INC | $584,000 | -5.0% | 2,129 | +3.6% | 0.10% | +12.2% |
| PFXF | Sell | VANECK ETF TRUSTpreferred securt | $589,000 | -12.4% | 32,550 | -0.5% | 0.10% | +2.0% |
| PBF | Buy | PBF ENERGY INCcl a | $569,000 | +22.6% | 19,612 | +2.9% | 0.10% | +44.1% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $544,000 | -3.0% | 5,663 | -0.1% | 0.09% | +14.6% |
| DBL | Sell | DOUBLELINE OPPORTUNISTIC CR | $531,000 | -11.1% | 34,110 | -4.2% | 0.09% | +3.4% |
| D | Buy | DOMINION ENERGY INC | $506,000 | +2.0% | 6,342 | +8.6% | 0.09% | +19.2% |
| UNP | Sell | UNION PAC CORP | $500,000 | -28.2% | 2,346 | -7.9% | 0.09% | -15.7% |
| NOC | NORTHROP GRUMMAN CORP | $491,000 | +7.0% | 1,026 | 0.0% | 0.08% | +26.9% | |
| PWZ | Sell | INVESCO EXCH TRADED FD TR IIcalif amt mun | $473,000 | -33.9% | 19,450 | -29.9% | 0.08% | -22.9% |
| EMR | Sell | EMERSON ELEC CO | $444,000 | -19.7% | 5,587 | -0.9% | 0.08% | -6.2% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $426,000 | +5.4% | 5,529 | +0.1% | 0.07% | +23.7% |
| ACN | ACCENTURE PLC IRELAND | $410,000 | -17.7% | 1,478 | 0.0% | 0.07% | -2.7% | |
| PANW | Sell | PALO ALTO NETWORKS INC | $414,000 | -33.7% | 838 | -16.5% | 0.07% | -22.8% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $409,000 | -22.7% | 1 | 0.0% | 0.07% | -10.3% | |
| NVG | New | NUVEEN AMT FREE MUN CR INC F | $406,000 | – | 30,988 | +100.0% | 0.07% | – |
| VTI | VANGUARD INDEX FDStotal stk mkt | $388,000 | -17.3% | 2,058 | 0.0% | 0.07% | -2.9% | |
| ABT | ABBOTT LABS | $386,000 | -8.1% | 3,552 | 0.0% | 0.07% | +6.5% | |
| TGT | Buy | TARGET CORP | $386,000 | -13.1% | 2,730 | +30.6% | 0.07% | +1.5% |
| AVGO | BROADCOM INC | $384,000 | -22.7% | 790 | 0.0% | 0.07% | -9.6% | |
| CLX | Buy | CLOROX CO DEL | $376,000 | +2.5% | 2,668 | +1.0% | 0.06% | +20.4% |
| KMB | KIMBERLY-CLARK CORP | $373,000 | +9.7% | 2,760 | 0.0% | 0.06% | +28.0% | |
| DUK | DUKE ENERGY CORP NEW | $370,000 | -3.9% | 3,450 | 0.0% | 0.06% | +14.3% | |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $359,000 | -28.5% | 6,188 | -7.7% | 0.06% | -16.2% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $361,000 | -18.7% | 2,842 | +1.8% | 0.06% | -4.6% |
| BIIB | Sell | BIOGEN INC | $346,000 | -22.1% | 1,699 | -19.4% | 0.06% | -7.7% |
| PH | PARKER-HANNIFIN CORP | $348,000 | -13.4% | 1,416 | 0.0% | 0.06% | +1.7% | |
| FFWM | Sell | FIRST FNDTN INC | $342,000 | -29.6% | 16,700 | -16.5% | 0.06% | -16.9% |
| LULU | Buy | LULULEMON ATHLETICA INC | $341,000 | -2.8% | 1,250 | +30.2% | 0.06% | +15.7% |
| CELH | CELSIUS HLDGS INC | $329,000 | +17.9% | 5,048 | 0.0% | 0.06% | +39.0% | |
| GIS | Buy | GENERAL MLS INC | $329,000 | +11.5% | 4,360 | +0.0% | 0.06% | +32.6% |
| MU | Buy | MICRON TECHNOLOGY INC | $321,000 | +1.3% | 5,810 | +42.9% | 0.06% | +17.0% |
| GLD | SPDR GOLD TR | $298,000 | -6.9% | 1,770 | 0.0% | 0.05% | +8.5% | |
| CRM | Buy | SALESFORCE INC | $277,000 | -10.1% | 1,680 | +15.9% | 0.05% | +6.7% |
| FCT | FIRST TR SR FLTG RATE INCOME | $274,000 | -20.3% | 27,400 | 0.0% | 0.05% | -6.0% | |
| V | Sell | VISA INC | $273,000 | -12.2% | 1,384 | -1.4% | 0.05% | +2.2% |
| NFLX | Buy | NETFLIX INC | $256,000 | -50.2% | 1,463 | +6.6% | 0.04% | -41.3% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $241,000 | -10.7% | 810 | -1.0% | 0.04% | +5.0% |
| BXMX | NUVEEN S&P 500 BUY-WRITE INC | $243,000 | -13.2% | 19,675 | 0.0% | 0.04% | +2.4% | |
| TXN | Sell | TEXAS INSTRS INC | $240,000 | -22.6% | 1,559 | -7.6% | 0.04% | -8.9% |
| DASH | DOORDASH INCcl a | $240,000 | -45.2% | 3,735 | 0.0% | 0.04% | -35.9% | |
| SHM | New | SPDR SER TRnuveen blmbrg sh | $232,000 | – | 4,917 | +100.0% | 0.04% | – |
| IWM | Sell | ISHARES TRrussell 2000 etf | $229,000 | -58.9% | 1,355 | -50.1% | 0.04% | -52.4% |
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $225,000 | -7.8% | 3,630 | 0.0% | 0.04% | +8.3% | |
| FTEC | FIDELITY COVINGTON TRUSTmsci info tech i | $222,000 | -21.6% | 2,300 | 0.0% | 0.04% | -9.5% | |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $216,000 | -20.3% | 1,530 | -26.5% | 0.04% | -7.5% |
| FNDB | Sell | SCHWAB STRATEGIC TRschwab fdt us bm | $212,000 | -20.3% | 4,225 | -8.2% | 0.04% | -5.1% |
| CBSH | COMMERCE BANCSHARES INC | $217,000 | -8.4% | 3,307 | 0.0% | 0.04% | +5.7% | |
| C | Buy | CITIGROUP INC | $203,000 | -11.7% | 4,419 | +2.4% | 0.04% | +2.9% |
| VTV | New | VANGUARD INDEX FDSvalue etf | $205,000 | – | 1,555 | +100.0% | 0.04% | – |
| MUC | New | BLACKROCK MUNIHLDNGS CALI QL | $199,000 | – | 16,662 | +100.0% | 0.03% | – |
| SGOL | ABRDN GOLD ETF TRUST | $191,000 | -6.4% | 11,000 | 0.0% | 0.03% | +10.0% | |
| DNP | DNP SELECT INCOME FD INC | $189,000 | -8.3% | 17,400 | 0.0% | 0.03% | +10.0% | |
| DSL | Sell | DOUBLELINE INCOME SOLUTIONS | $181,000 | -19.2% | 14,920 | -3.2% | 0.03% | -6.1% |
| New | DRAFTKINGS INC NEW | $175,000 | – | 15,003 | +100.0% | 0.03% | – | |
| FAX | ABRDN ASIA PACIFIC INCOME FU | $149,000 | -13.9% | 51,100 | 0.0% | 0.03% | +4.0% | |
| NETI | ENETI INC | $141,000 | -3.4% | 23,000 | 0.0% | 0.02% | +14.3% | |
| HBI | Sell | HANESBRANDS INC | $107,000 | -31.0% | 10,394 | -0.0% | 0.02% | -21.7% |
| GGN | New | GAMCO GLOBAL GOLD NAT RES & | $86,000 | – | 23,853 | +100.0% | 0.02% | – |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT IN | $85,000 | -6.6% | 14,300 | +10.9% | 0.02% | +15.4% |
| PSLV | SPROTT PHYSICAL SILVER TRtr unit | $69,000 | -21.6% | 10,000 | 0.0% | 0.01% | -7.7% | |
| CTRM | CASTOR MARITIME INC | $13,000 | -27.8% | 10,000 | 0.0% | 0.00% | -33.3% | |
| BBIG | VINCO VENTURES INC | $14,000 | -56.2% | 10,000 | 0.0% | 0.00% | -60.0% | |
| GM | Exit | GENERAL MTRS CO | $0 | – | -4,644 | -100.0% | -0.03% | – |
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -4,000 | -100.0% | -0.03% | – |
| IRM | Exit | IRON MTN INC NEW | $0 | – | -3,700 | -100.0% | -0.03% | – |
| DKNG | Exit | DRAFTKINGS INC | $0 | – | -10,903 | -100.0% | -0.03% | – |
| BX | Exit | BLACKSTONE INC | $0 | – | -1,682 | -100.0% | -0.03% | – |
| SDY | Exit | SPDR SER TRs&p divid etf | $0 | – | -1,649 | -100.0% | -0.03% | – |
| NSTG | Exit | NANOSTRING TECHNOLOGIES INC | $0 | – | -6,000 | -100.0% | -0.03% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -725 | -100.0% | -0.03% | – |
| QLD | Exit | PROSHARES TR | $0 | – | -2,950 | -100.0% | -0.03% | – |
| VEA | Exit | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $0 | – | -4,472 | -100.0% | -0.03% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -4,500 | -100.0% | -0.03% | – |
| SCHA | Exit | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | -4,895 | -100.0% | -0.03% | – |
| PSX | Exit | PHILLIPS 66 | $0 | – | -2,800 | -100.0% | -0.04% | – |
| Exit | GENERAL ELECTRIC CO | $0 | – | -2,832 | -100.0% | -0.04% | – | |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -2,414 | -100.0% | -0.04% | – |
| EWT | Exit | ISHARES INCmsci taiwan etf | $0 | – | -83,600 | -100.0% | -0.75% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-08
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.