Apriem Advisors Q4 2019 Filing
Filed February 10, 2020
Portfolio Value
$521.6M
Holdings
137
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (137 positions)
| Stock | Value |
|---|---|
SCHXSCHWAB STRATEGIC TR | $107.7M |
SCHZSCHWAB STRATEGIC TR | $59.0M |
SCHFSCHWAB STRATEGIC TR | $39.7M |
AAPLAPPLE INC | $19.1M |
BIIBBIOGEN INC | $15.8M |
TAT&T INC | $14.1M |
JNJJOHNSON & JOHNSON | $13.4M |
MMM3M CO | $13.0M |
LOWLOWES COS INC | $12.9M |
SCHESCHWAB STRATEGIC TR | $12.5M |
GOOGLALPHABET INC | $11.7M |
SPYSPDR S&P 500 ETF TR | $10.0M |
AMZNAMAZON COM INC | $9.9M |
JPMJPMORGAN CHASE & CO | $9.9M |
CSCOCISCO SYS INC | $8.9M |
XOMEXXON MOBIL CORP | $8.5M |
EDCONSOLIDATED EDISON INC | $8.2M |
XEVVXEATON VANCE LTD DUR INCOME F | $8.1M |
BACBANK AMER CORP | $8.0M |
KLACKLA CORPORATION | $8.0M |
UTXZUNITED TECHNOLOGIES CORP | $7.9M |
SCHBSCHWAB STRATEGIC TR | $7.8M |
PFEPFIZER INC | $7.6M |
CLXCLOROX CO DEL | $7.3M |
PGXINVESCO EXCHNG TRADED FD TR | $6.4M |
BF/BBROWN FORMAN CORP | $4.8M |
BABOEING CO | $3.6M |
BTZBLACKROCK CR ALLCTN INC TR | $3.5M |
TSLATESLA INC | $3.0M |
XLUSELECT SECTOR SPDR TR | $3.0M |
NDQINVESCO QQQ TR | $2.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.4M |
XLFSELECT SECTOR SPDR TR | $2.2M |
SCHVSCHWAB STRATEGIC TR | $2.1M |
NACNUVEEN CA QUALTY MUN INCOME | $1.8M |
GDXVANECK VECTORS ETF TRUST | $1.8M |
SCHDSCHWAB STRATEGIC TR | $1.8M |
IWFISHARES TR | $1.8M |
BACVERIZON COMMUNICATIONS INC | $1.7M |
XNCMXNUVEEN CALIFORNIA AMT QLT MU | $1.6M |
RSPTINVESCO EXCHANGE TRADED FD T | $1.4M |
GISGENERAL MLS INC | $1.4M |
ETNEATON CORP PLC | $1.3M |
DONSPDR DOW JONES INDL AVRG ETF | $1.2M |
NLYEURANNALY CAP MGMT INC | $1.2M |
AMDADVANCED MICRO DEVICES INC | $1.2M |
SBUXSTARBUCKS CORP | $1.1M |
IGIBISHARES TR | $1.1M |
CVBFCVB FINL CORP | $1.1M |
CVXCHEVRON CORP NEW | $1.1M |
IYHISHARES TR | $1.1M |
MRKMERCK & CO INC | $975K |
ABBVABBVIE INC | $910K |
DISDISNEY WALT CO | $868K |
IBBISHARES TR | $839K |
METAFACEBOOK INC | $805K |
XLESELECT SECTOR SPDR TR | $803K |
XBXMXNUVEEN S&P 500 BUY-WRITE INC | $801K |
XFRAXBLACKROCK FLOAT RATE OME STR | $755K |
PGPROCTER & GAMBLE CO | $745K |
PBFPBF ENERGY INC | $700K |
PYPLPAYPAL HLDGS INC | $685K |
NFLXNETFLIX INC | $650K |
MSFTMICROSOFT CORP | $645K |
QCOMQUALCOMM INC | $630K |
—BLACKROCK MUNIYIELD CALI QLT | $620K |
AMGNAMGEN INC | $615K |
ALTREURALTAIR ENGR INC | $610K |
BITBLACKROCK MULTI-SECTOR INC T | $608K |
EMREMERSON ELEC CO | $603K |
SCHGSCHWAB STRATEGIC TR | $596K |
INTCINTEL CORP | $569K |
HDHOME DEPOT INC | $568K |
NVDANVIDIA CORP | $560K |
PFXFVANECK VECTORS ETF TRUST | $543K |
COSTCOSTCO WHSL CORP NEW | $524K |
TRVCCITIGROUP INC | $517K |
HONHONEYWELL INTL INC | $516K |
SCHWTHE CHARLES SCHWAB CORPORATI | $511K |
—ALLERGAN PLC | $497K |
BSCKINVESCO EXCH TRD SLF IDX FD | $496K |
EXGEATON VANCE TAX ADVT DIV INC | $493K |
AMLPUSDALPS ETF TR | $476K |
UNPUNION PACIFIC CORP | $469K |
LRCXEURLAM RESEARCH CORP | $452K |
VCVINVESCO CALIF VALUE MUN INC | $447K |
PPGPPG INDS INC | $400K |
PANWPALO ALTO NETWORKS INC | $371K |
VENVENTAS INC | $365K |
IBMINTERNATIONAL BUSINESS MACHS | $348K |
FFWMFIRST FNDTN INC | $348K |
GOOGALPHABET INC | $342K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $340K |
DSLDOUBLELINE INCOME SOLUTIONS | $338K |
XLNXEURXILINX INC | $315K |
CBSHCOMMERCE BANCSHARES INC | $308K |
XLKSELECT SECTOR SPDR TR | $307K |
PSXPHILLIPS 66 | $307K |
KMBKIMBERLY CLARK CORP | $306K |
SCHASCHWAB STRATEGIC TR | $299K |
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