Apriem Advisors Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$856.2B
Holdings
175
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (175 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | MDIVFIRST TR EXCHANGE-TRADED FD | 15,000 | $0 | 0.00% | |
| 102 | SHOPSHOPIFY INC | 2,560 | $0 | 0.00% | |
| 103 | DUKDUKE ENERGY CORP NEW | 2,400 | $0 | 0.00% | |
| 104 | BROBROWN & BROWN INC | 4,343 | $0 | 0.00% | |
| 105 | XEVVXEATON VANCE LTD DURATION INC | 32,331 | $0 | 0.00% | |
| 106 | DWDMORGAN STANLEY | 4,851 | $0 | 0.00% | |
| 107 | CMCSACOMCAST CORP NEW | 6,990 | $0 | 0.00% | |
| 108 | VVISA INC | 2,461 | $0 | 0.00% | |
| 109 | XNCMXNUVEEN CALIFORNIA AMT QLT MU | 55,639 | $0 | 0.00% | |
| 110 | IBBISHARES TR | 1,625 | $0 | 0.00% | |
| 111 | NYTNEW YORK TIMES CO | 6,468 | $0 | 0.00% | |
| 112 | SMHVANECK ETF TRUST | 4,012 | $0 | 0.00% | |
| 113 | ISRGINTUITIVE SURGICAL INC | 1,183 | $0 | 0.00% | |
| 114 | LLYELI LILLY & CO | 763 | $0 | 0.00% | |
| 115 | DSLDOUBLELINE INCOME SOLUTIONS | 11,300 | $0 | 0.00% | |
| 116 | PHYS/USPROTT PHYSICAL GOLD TR | 12,113 | $0 | 0.00% | |
| 117 | FTECFIDELITY COVINGTON TRUST | 2,300 | $0 | 0.00% | |
| 118 | PEPPEPSICO INC | 3,893 | $0 | 0.00% | |
| 119 | CTRMCASTOR MARITIME INC | 19,000 | $0 | 0.00% | |
| 120 | CVBFCVB FINL CORP | 34,500 | $0 | 0.00% | |
| 121 | GKOSGLAUKOS CORP | 2,100 | $0 | 0.00% | |
| 122 | SCHASCHWAB STRATEGIC TR | 4,340 | $0 | 0.00% | |
| 123 | CLXCLOROX CO DEL | 1,920 | $0 | 0.00% | |
| 124 | XFEBFIRST TR EXCH TRADED FD III | 30,000 | $0 | 0.00% | |
| 125 | MDTMEDTRONIC PLC | 5,806 | $0 | 0.00% | |
| 126 | GQ9SPDR GOLD TR | 1,956 | $0 | 0.00% | |
| 127 | ABTABBOTT LABS | 3,142 | $0 | 0.00% | |
| 128 | MCDMCDONALDS CORP | 760 | $0 | 0.00% | |
| 129 | KMBKIMBERLY-CLARK CORP | 2,285 | $0 | 0.00% | |
| 130 | VYMVANGUARD WHITEHALL FDS | 2,362 | $0 | 0.00% | |
| 131 | VBVANGUARD INDEX FDS | 1,103 | $0 | 0.00% | |
| 132 | AKXANSYS INC | 1,108 | $0 | 0.00% | |
| 133 | IBMINTERNATIONAL BUSINESS MACHS | 1,429 | $0 | 0.00% | |
| 134 | VDCVANGUARD WORLD FD | 1,000 | $0 | 0.00% | |
| 135 | PFFISHARES TR | 14,914 | $0 | 0.00% | |
| 136 | VTIVANGUARD INDEX FDS | 2,036 | $0 | 0.00% | |
| 137 | KOCOCA COLA CO | 2,900 | $0 | 0.00% | |
| 138 | INTCINTEL CORP | 9,580 | $0 | 0.00% | |
| 139 | FCTFIRST TR SR FLTG RATE INCOME | 21,000 | $0 | 0.00% | |
| 140 | PHPARKER-HANNIFIN CORP | 1,367 | $0 | 0.00% | |
| 141 | VBRVANGUARD INDEX FDS | 1,300 | $0 | 0.00% | |
| 142 | DBLDOUBLELINE OPPORTUNISTIC CR | 23,110 | $0 | 0.00% | |
| 143 | ORCLORACLE CORP | 2,535 | $0 | 0.00% | |
| 144 | NACNUVEEN CA QUALTY MUN INCOME | 40,320 | $0 | 0.00% | |
| 145 | TYLTYLER TECHNOLOGIES INC | 533 | $0 | 0.00% | |
| 146 | TAT&T INC | 39,166 | $0 | 0.00% | |
| 147 | BMYBRISTOL-MYERS SQUIBB CO | 14,977 | $0 | 0.00% | |
| 148 | XFRAXBLACKROCK FLOATING RATE INCO | 39,200 | $0 | 0.00% | |
| 149 | GEVGE VERNOVA INC | 1,053 | $0 | 0.00% | |
| 150 | SCHWSCHWAB CHARLES CORP | 7,718 | $0 | 0.00% | |
| 151 | PBFPBF ENERGY INC | 12,637 | $0 | 0.00% | |
| 152 | CELHCELSIUS HLDGS INC | 17,624 | $0 | 0.00% | |
| 153 | PGPROCTER AND GAMBLE CO | 5,773 | $0 | 0.00% | |
| 154 | DYHTARGET CORP | 3,699 | $0 | 0.00% | |
| 155 | AMGNAMGEN INC | 2,524 | $0 | 0.00% | |
| 156 | ABGCENCORA INC | 1,881 | $0 | 0.00% | |
| 157 | CDLRCADELER A S | 14,488 | $0 | 0.00% | |
| 158 | MUMICRON TECHNOLOGY INC | 2,015 | $0 | 0.00% | |
| 159 | EMREMERSON ELEC CO | 4,946 | $0 | 0.00% | |
| 160 | IGIBISHARES TR | 4,897 | $0 | 0.00% | |
| 161 | NVONOVO-NORDISK A S | 1,730 | $0 | 0.00% | |
| 162 | EXPOEXPONENT INC | 2,513 | $0 | 0.00% | |
| 163 | CBSHCOMMERCE BANCSHARES INC | 3,645 | $0 | 0.00% | |
| 164 | HDHOME DEPOT INC | 2,439 | $0 | 0.00% | |
| 165 | TXNTEXAS INSTRS INC | 1,266 | $0 | 0.00% | |
| 166 | BACVERIZON COMMUNICATIONS INC | 8,996 | $0 | 0.00% | |
| 167 | VBKVANGUARD INDEX FDS | 1,894 | $0 | 0.00% | |
| 168 | XBXMXNUVEEN S&P 500 BUY-WRITE INC | 19,675 | $0 | 0.00% | |
| 169 | TROWPRICE T ROWE GROUP INC | 5,031 | $0 | 0.00% | |
| 170 | PSXPHILLIPS 66 | 2,158 | $0 | 0.00% | |
| 171 | SILJAMPLIFY ETF TR | 20,000 | $0 | 0.00% | |
| 172 | DNPDNP SELECT INCOME FD INC | 17,400 | $0 | 0.00% | |
| 173 | XLKSELECT SECTOR SPDR TR | 2,583 | $0 | 0.00% | |
| 174 | CSCOCISCO SYS INC | 14,376 | $0 | 0.00% | |
| 175 | ROPROPER TECHNOLOGIES INC | 675 | $0 | 0.00% |
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