$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $22,533,000 | – | 382,824 | +100.0% | 3.88% | – |
| NVG | New | NUVEEN AMT FREE MUN CR INC F | $406,000 | – | 30,988 | +100.0% | 0.07% | – |
| SHM | New | SPDR SER TRnuveen blmbrg sh | $232,000 | – | 4,917 | +100.0% | 0.04% | – |
| 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% | – |
| New | DRAFTKINGS INC NEW | $175,000 | – | 15,003 | +100.0% | 0.03% | – | |
| GGN | New | GAMCO GLOBAL GOLD NAT RES & | $86,000 | – | 23,853 | +100.0% | 0.02% | – |
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.