Apriem Advisors Q1 2019 Filing
Filed May 15, 2019
Portfolio Value
$377.8M
Holdings
128
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (128 positions)
| Stock | Value |
|---|---|
SCHXSCHWAB STRATEGIC TR | $74.5M |
SCHZSCHWAB STRATEGIC TR | $38.6M |
XOMEXXON MOBIL CORP | $15.4M |
SCHESCHWAB STRATEGIC TR | $14.8M |
AAPLAPPLE INC | $13.2M |
TAT&T INC | $11.6M |
CSCOCISCO SYS INC | $11.0M |
GOOGLALPHABET INC | $9.8M |
XEVVXEATON VANCE LTD DUR INCOME F | $9.0M |
AMZNAMAZON COM INC | $8.9M |
PFEPFIZER INC | $8.7M |
EDCONSOLIDATED EDISON INC | $8.5M |
ETNEATON CORP PLC | $8.3M |
JPMJPMORGAN CHASE & CO | $8.0M |
SCHBSCHWAB STRATEGIC TR | $7.2M |
ABBVABBVIE INC | $7.0M |
UTXZUNITED TECHNOLOGIES CORP | $6.9M |
BACBANK AMER CORP | $6.8M |
CLXCLOROX CO DEL | $6.8M |
PGXINVESCO EXCHNG TRADED FD TR | $5.9M |
PHGKONINKLIJKE PHILIPS N V | $5.8M |
UTFCOHEN & STEERS INFRASTRUCTUR | $5.0M |
BF/BBROWN FORMAN CORP | $4.0M |
EMREMERSON ELEC CO | $4.0M |
SPYSPDR S&P 500 ETF TR | $3.9M |
BTZBLACKROCK CR ALLCTN INC TR | $3.6M |
XLUSELECT SECTOR SPDR TR | $2.7M |
NACNUVEEN CA QUALTY MUN INCOME | $2.5M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.3M |
AMLPUSDALPS ETF TR | $2.3M |
XNCMXNUVEEN CALIFORNIA AMT QLT MU | $2.1M |
XBXMXNUVEEN S&P 500 BUY-WRITE INC | $2.0M |
XLFSELECT SECTOR SPDR TR | $2.0M |
NDQINVESCO QQQ TR | $2.0M |
SCHVSCHWAB STRATEGIC TR | $1.9M |
SCHDSCHWAB STRATEGIC TR | $1.8M |
BACVERIZON COMMUNICATIONS INC | $1.6M |
NLYEURANNALY CAP MGMT INC | $1.6M |
ITA*ISHARES TR | $1.4M |
SBUXSTARBUCKS CORP | $1.3M |
RSPTINVESCO EXCHANGE TRADED FD T | $1.2M |
EXGEATON VANCE TAX ADVT DIV INC | $1.2M |
GDXVANECK VECTORS ETF TR | $1.2M |
DONSPDR DOW JONES INDL AVRG ETF | $1.2M |
IYHISHARES TR | $1.1M |
XLESELECT SECTOR SPDR TR | $1.1M |
IGIBISHARES TR | $1.0M |
ALTREURALTAIR ENGR INC | $1.0M |
NFLXNETFLIX INC | $1.0M |
TSLATESLA INC | $994K |
MRKMERCK & CO INC | $974K |
CVBFCVB FINL CORP | $966K |
BITBLACKROCK MULTI-SECTOR INC T | $964K |
SCHGSCHWAB STRATEGIC TR | $914K |
SCHFSCHWAB STRATEGIC TR | $896K |
XFRAXBLACKROCK FLOAT RATE OME STR | $890K |
METAFACEBOOK INC | $859K |
CVXCHEVRON CORP NEW | $789K |
BABOEING CO | $779K |
—BLACKROCK MUNIYIELD CALI QLT | $726K |
—DOWDUPONT INC | $723K |
LOWLOWES COS INC | $680K |
PGPROCTER AND GAMBLE CO | $668K |
IBBISHARES TR | $664K |
BABAALIBABA GROUP HLDG LTD | $650K |
SBACSBA COMMUNICATIONS CORP NEW | $619K |
PYPLPAYPAL HLDGS INC | $601K |
VCVINVESCO CALIF VALUE MUN INC | $601K |
HDHOME DEPOT INC | $596K |
—INVESCO EXCH TRD SLF IDX FD | $514K |
AMDADVANCED MICRO DEVICES INC | $506K |
UNPUNION PACIFIC CORP | $498K |
DISDISNEY WALT CO | $495K |
PFXFVANECK VECTORS ETF TR | $487K |
QCOMQUALCOMM INC | $481K |
AMGNAMGEN INC | $479K |
HONHONEYWELL INTL INC | $463K |
MSFTMICROSOFT CORP | $432K |
XLISELECT SECTOR SPDR TR | $426K |
TWLOTWILIO INC | $426K |
—ALLERGAN PLC | $415K |
VENVENTAS INC | $381K |
TRVCCITIGROUP INC | $378K |
JNJJOHNSON & JOHNSON | $378K |
MUMICRON TECHNOLOGY INC | $367K |
COSTCOSTCO WHSL CORP NEW | $363K |
INTCINTEL CORP | $362K |
EPDENTERPRISE PRODS PARTNERS L | $361K |
PPGPPG INDS INC | $350K |
ROKUROKU INC | $342K |
NVDANVIDIA CORP | $334K |
DBLDOUBLELINE OPPORTUNISTIC CR | $330K |
SCHWTHE CHARLES SCHWAB CORPORATI | $328K |
GISGENERAL MLS INC | $325K |
IBMINTERNATIONAL BUSINESS MACHS | $325K |
SIRIEURSIRIUS XM HLDGS INC | $315K |
IVVISHARES TR | $312K |
VOOVANGUARD INDEX FDS | $311K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $301K |
DNPDNP SELECT INCOME FD | $297K |
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