$577 Million is the total value of Apriem Advisors's 145 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ANSS | New | ANSYS INC | $391,134 | – | 1,619 | +100.0% | 0.07% | – |
| FAST | New | FASTENAL CO | $376,194 | – | 7,950 | +100.0% | 0.06% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $322,931 | – | 1,217 | +100.0% | 0.06% | – |
| CSGP | New | COSTAR GROUP INC | $325,194 | – | 4,208 | +100.0% | 0.06% | – |
| ROP | New | ROPER TECHNOLOGIES INC | $302,463 | – | 700 | +100.0% | 0.05% | – |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $261,467 | – | 2,416 | +100.0% | 0.04% | – |
| EXPO | New | EXPONENT INC | $258,922 | – | 2,613 | +100.0% | 0.04% | – |
| PSX | New | PHILLIPS 66 | $256,245 | – | 2,462 | +100.0% | 0.04% | – |
| DFUS | New | DIMENSIONAL ETF TRUSTus equity etf | $233,432 | – | 5,610 | +100.0% | 0.04% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $215,607 | – | 1,530 | +100.0% | 0.04% | – |
| C | New | CITIGROUP INC | $209,353 | – | 4,629 | +100.0% | 0.04% | – |
| VRSK | New | VERISK ANALYTICS INC | $200,590 | – | 1,137 | +100.0% | 0.04% | – |
| IQ | New | IQIYI INCsponsored ads | $79,500 | – | 15,000 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-13
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.