Iwamoto Kong & Co
Latest statistics and disclosures from Apriem Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHX, BND, AAPL, MOAT, MGK, and represent 36.79% of Apriem Advisors's stock portfolio.
- Added to shares of these 10 stocks: VWO (+$6.0M), BTC, BIL, SCHD, MOAT, XLU, BND, NFLX, MGV, QQQM.
- Started 4 new stock positions in GKOS, NTRA, ASML, DHR.
- Reduced shares in these 10 stocks: SCHX (-$6.4M), SLB, TSLA, LRCX, SCHF, AMZN, ADBE, , VEA, XOM.
- Sold out of its positions in COR, CMG, IRM, KMB, PSX, TXN, UBER.
- Apriem Advisors was a net buyer of stock by $6.1M.
- Apriem Advisors has $1.1B in assets under management (AUM), dropping by 3.08%.
- Central Index Key (CIK): 0001425165
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Portfolio Holdings for Apriem Advisors
Apriem Advisors holds 191 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 15.2 | $166M | -3% | 6.2M | 26.91 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 7.0 | $77M | 1.0M | 74.07 |
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| Apple (AAPL) | 5.9 | $64M | 236k | 271.86 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 4.9 | $53M | +3% | 513k | 103.56 |
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| Vanguard World Mega Grwth Ind (MGK) | 3.8 | $41M | 99k | 412.77 |
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| Spdr Series Trust State Street Spd (BIL) | 3.7 | $40M | +6% | 437k | 91.38 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $36M | 116k | 313.00 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.3 | $36M | 574k | 62.47 |
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| Vanguard World Mega Cap Val Etf (MGV) | 3.3 | $36M | +2% | 253k | 141.16 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 2.9 | $31M | +2% | 123k | 252.92 |
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| Amazon (AMZN) | 2.3 | $25M | 110k | 230.82 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.2 | $24M | +9% | 868k | 27.43 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.8 | $20M | +43% | 368k | 53.76 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.8 | $19M | -2% | 799k | 24.04 |
|
| Microsoft Corporation (MSFT) | 1.7 | $18M | 38k | 483.63 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.6 | $17M | 25k | 681.93 |
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| Exxon Mobil Corporation (XOM) | 1.5 | $16M | 135k | 120.34 |
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| Lam Research Corp Com New (LRCX) | 1.4 | $16M | -5% | 92k | 171.18 |
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| JPMorgan Chase & Co. (JPM) | 1.3 | $14M | 45k | 322.22 |
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| Spdr Series Trust State Street Spd (SPTI) | 1.2 | $13M | 438k | 28.84 |
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| Goldman Sachs (GS) | 1.1 | $13M | 14k | 879.01 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 1.0 | $11M | 461k | 23.37 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.0 | $11M | 405k | 26.23 |
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| NVIDIA Corporation (NVDA) | 0.9 | $9.6M | -2% | 52k | 186.50 |
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| Walt Disney Company (DIS) | 0.9 | $9.5M | 83k | 113.77 |
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| Agnico (AEM) | 0.9 | $9.4M | 55k | 169.53 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.8 | $9.0M | +2% | 274k | 32.75 |
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| Autodesk (ADSK) | 0.8 | $8.2M | 28k | 296.01 |
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| Tesla Motors (TSLA) | 0.7 | $8.0M | -14% | 18k | 449.72 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.7 | $7.9M | 93k | 85.77 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $7.8M | 13k | 614.33 |
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| Lockheed Martin Corporation (LMT) | 0.7 | $7.5M | 16k | 483.67 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $7.4M | 16k | 473.29 |
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| ResMed (RMD) | 0.7 | $7.4M | 31k | 240.87 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $7.2M | -2% | 14k | 502.65 |
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| Intuit (INTU) | 0.6 | $6.8M | 10k | 662.42 |
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| Regeneron Pharmaceuticals (REGN) | 0.6 | $6.6M | 8.6k | 771.87 |
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| Adobe Systems Incorporated (ADBE) | 0.6 | $6.4M | -5% | 18k | 349.99 |
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| Paypal Holdings (PYPL) | 0.6 | $6.3M | 109k | 58.38 |
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| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.5 | $5.6M | +180% | 146k | 38.73 |
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| Copart (CPRT) | 0.5 | $5.6M | -4% | 142k | 39.15 |
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| Cintas Corporation (CTAS) | 0.5 | $5.3M | -2% | 28k | 188.07 |
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| Broadcom (AVGO) | 0.5 | $5.1M | +4% | 15k | 346.09 |
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| Boeing Company (BA) | 0.4 | $4.9M | -3% | 23k | 217.12 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $4.2M | 13k | 313.80 |
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| 3M Company (MMM) | 0.4 | $4.1M | 25k | 160.10 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.4 | $3.8M | +99% | 89k | 42.69 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $3.6M | +10% | 14k | 257.95 |
|
| Snap-on Incorporated (SNA) | 0.3 | $3.6M | 10k | 344.59 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $3.5M | -7% | 119k | 29.61 |
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| Advanced Micro Devices (AMD) | 0.3 | $3.4M | -4% | 16k | 214.16 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.3 | $3.3M | 72k | 45.51 |
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| Abbvie (ABBV) | 0.3 | $3.1M | 13k | 228.48 |
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| Kla Corp Com New (KLAC) | 0.3 | $3.0M | 2.5k | 1215.08 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $2.9M | 5.1k | 570.88 |
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| SLB Com Stk (SLB) | 0.3 | $2.8M | -38% | 73k | 38.38 |
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| Eaton Corp SHS (ETN) | 0.3 | $2.7M | 8.6k | 318.51 |
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| Meta Platforms Cl A (META) | 0.2 | $2.7M | 4.1k | 660.17 |
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| Amplify Etf Tr Amplify Junior S (SILJ) | 0.2 | $2.6M | 95k | 27.67 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.2 | $2.5M | 50k | 49.46 |
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| Costco Wholesale Corporation (COST) | 0.2 | $2.5M | +5% | 2.9k | 862.38 |
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| Johnson & Johnson (JNJ) | 0.2 | $2.5M | 12k | 206.95 |
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| Qualcomm (QCOM) | 0.2 | $2.3M | 14k | 171.05 |
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| Automatic Data Processing (ADP) | 0.2 | $2.3M | 9.0k | 257.23 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $2.3M | -9% | 70k | 32.62 |
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| Chevron Corporation (CVX) | 0.2 | $2.0M | -3% | 13k | 152.41 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $2.0M | 4.2k | 480.57 |
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| Eli Lilly & Co. (LLY) | 0.2 | $2.0M | -5% | 1.8k | 1074.68 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.9M | 7.7k | 246.16 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.9M | 3.0k | 627.03 |
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| Stryker Corporation (SYK) | 0.2 | $1.8M | -6% | 5.1k | 351.48 |
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| Bank of America Corporation (BAC) | 0.2 | $1.7M | 32k | 55.00 |
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| Lowe's Companies (LOW) | 0.2 | $1.7M | -2% | 6.9k | 241.15 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $1.6M | +5% | 5.4k | 302.14 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $1.5M | 4.2k | 360.17 |
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| Pfizer (PFE) | 0.1 | $1.5M | +6% | 60k | 24.90 |
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| Sempra Energy (SRE) | 0.1 | $1.4M | 16k | 88.29 |
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| Ge Vernova (GEV) | 0.1 | $1.4M | 2.1k | 653.59 |
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| Palo Alto Networks (PANW) | 0.1 | $1.3M | 7.0k | 184.20 |
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| Consolidated Edison (ED) | 0.1 | $1.3M | 13k | 99.32 |
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| Starbucks Corporation (SBUX) | 0.1 | $1.3M | -6% | 15k | 84.21 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $1.2M | 5.7k | 211.79 |
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| Newmont Mining Corporation (NEM) | 0.1 | $1.2M | 12k | 99.85 |
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| Netflix (NFLX) | 0.1 | $1.2M | +713% | 13k | 93.76 |
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| Cisco Systems (CSCO) | 0.1 | $1.2M | 16k | 77.03 |
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| Home Depot (HD) | 0.1 | $1.1M | +7% | 3.2k | 344.12 |
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| Merck & Co (MRK) | 0.1 | $1.1M | 10k | 105.25 |
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| American Tower Reit (AMT) | 0.1 | $1.1M | -10% | 6.0k | 175.57 |
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| Honeywell International (HON) | 0.1 | $1.1M | 5.4k | 195.08 |
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| At&t (T) | 0.1 | $1.0M | +5% | 41k | 24.84 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.0M | -7% | 5.5k | 183.41 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $991k | 1.1k | 878.96 |
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| Visa Com Cl A (V) | 0.1 | $941k | 2.7k | 350.71 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $932k | +3% | 2.4k | 396.31 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $884k | +13% | 8.8k | 99.91 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $859k | -3% | 4.8k | 177.75 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $840k | 1.8k | 468.76 |
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| Celsius Hldgs Com New (CELH) | 0.1 | $830k | 18k | 45.74 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $824k | 1.4k | 570.02 |
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| Amgen (AMGN) | 0.1 | $818k | 2.5k | 327.31 |
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| Procter & Gamble Company (PG) | 0.1 | $789k | 5.5k | 143.31 |
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| Morgan Stanley Com New (MS) | 0.1 | $771k | -4% | 4.3k | 177.52 |
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| Oracle Corporation (ORCL) | 0.1 | $730k | +28% | 3.7k | 194.89 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $721k | +93% | 5.0k | 143.97 |
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| Emerson Electric (EMR) | 0.1 | $701k | 5.3k | 132.73 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $694k | -21% | 1.0k | 684.82 |
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| CVB Financial (CVBF) | 0.1 | $642k | 35k | 18.60 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $633k | 1.9k | 335.27 |
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| Bristol Myers Squibb (BMY) | 0.1 | $628k | +3% | 12k | 53.94 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $603k | 1.1k | 566.36 |
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| Fastenal Company (FAST) | 0.1 | $574k | 14k | 40.13 |
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| Union Pacific Corporation (UNP) | 0.1 | $572k | 2.5k | 231.32 |
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| Wal-Mart Stores (WMT) | 0.1 | $567k | -7% | 5.1k | 111.41 |
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| Pepsi (PEP) | 0.1 | $561k | 3.9k | 143.52 |
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| BlackRock Floating Rate Income Strat. Fn (FRA) | 0.0 | $521k | 44k | 11.78 |
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| salesforce (CRM) | 0.0 | $521k | +4% | 2.0k | 264.91 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $517k | 2.3k | 224.67 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $517k | 1.1k | 487.86 |
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| Nuveen Ins Ca Tx Fr Adv Mun (NKX) | 0.0 | $516k | +10% | 41k | 12.44 |
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| Constellation Energy (CEG) | 0.0 | $511k | 1.4k | 353.27 |
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| Ge Aerospace Com New (GE) | 0.0 | $485k | 1.6k | 308.05 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $473k | +2% | 1.6k | 303.89 |
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| New York Times Cl A (NYT) | 0.0 | $449k | 6.5k | 69.42 |
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| Coherent Corp (COHR) | 0.0 | $423k | 2.3k | 184.57 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $420k | 10k | 41.08 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $416k | 5.6k | 74.17 |
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| Abbott Laboratories (ABT) | 0.0 | $415k | 3.3k | 125.30 |
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| Micron Technology (MU) | 0.0 | $412k | +3% | 1.4k | 285.41 |
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| T. Rowe Price (TROW) | 0.0 | $404k | 3.9k | 102.38 |
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| Medtronic SHS (MDT) | 0.0 | $403k | 4.2k | 96.06 |
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| Glaukos (GKOS) | 0.0 | $385k | NEW | 3.4k | 112.91 |
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| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.0 | $381k | -11% | 32k | 11.81 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) | 0.0 | $373k | 9.2k | 40.72 |
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| Vaneck Etf Trust Preferred Securt (PFXF) | 0.0 | $371k | -7% | 21k | 17.66 |
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| Verizon Communications (VZ) | 0.0 | $369k | -13% | 9.1k | 40.73 |
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| Doubleline Opportunistic Cr (DBL) | 0.0 | $368k | +19% | 24k | 15.25 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.0 | $367k | -9% | 11k | 33.02 |
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| Brown & Brown (BRO) | 0.0 | $346k | 4.3k | 79.70 |
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| Proshares Tr Pshs Ultra Qqq (QLD) | 0.0 | $344k | +100% | 4.9k | 70.41 |
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| International Business Machines (IBM) | 0.0 | $342k | -41% | 1.2k | 296.29 |
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| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $341k | 3.0k | 113.78 |
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| Coca-Cola Company (KO) | 0.0 | $325k | -25% | 4.7k | 69.91 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.0 | $324k | -12% | 4.0k | 80.22 |
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| Eaton Vance Limited Duration Income Fund (EVV) | 0.0 | $312k | 32k | 9.91 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $307k | 4.6k | 66.00 |
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| Roper Industries (ROP) | 0.0 | $301k | 675.00 | 445.13 |
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| Freeport-mcmoran CL B (FCX) | 0.0 | $298k | +13% | 5.9k | 50.79 |
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| Cadeler A S Spon Adr (CDLR) | 0.0 | $297k | 16k | 18.59 |
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| Nextera Energy (NEE) | 0.0 | $291k | 3.6k | 80.28 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $290k | 2.0k | 143.49 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $285k | +2% | 1.5k | 190.99 |
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| CoStar (CSGP) | 0.0 | $283k | 4.2k | 67.24 |
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| American Healthcare Reit Com Shs (AHR) | 0.0 | $282k | 6.0k | 47.06 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $281k | 2.4k | 117.21 |
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| Wells Fargo & Company (WFC) | 0.0 | $281k | -3% | 3.0k | 93.20 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $274k | 364.00 | 753.98 |
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| Natera (NTRA) | 0.0 | $268k | NEW | 1.2k | 229.09 |
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| Solventum Corp Com Shs (SOLV) | 0.0 | $268k | -33% | 3.4k | 79.24 |
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| Citigroup Com New (C) | 0.0 | $267k | -2% | 2.3k | 116.69 |
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| Innovator Etfs Trust Equity Defined P (ZMAR) | 0.0 | $267k | 9.7k | 27.49 |
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| Nuveen Equity Premium Income Fund (BXMX) | 0.0 | $264k | 18k | 14.70 |
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| General Motors Company (GM) | 0.0 | $264k | -9% | 3.2k | 81.32 |
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| Ishares Tr Ishares Biotech (IBB) | 0.0 | $261k | 1.5k | 168.77 |
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| Innovator Etfs Trust Us Sm Cap Buffer (KFEB) | 0.0 | $259k | 9.5k | 27.24 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $254k | +2% | 4.7k | 53.88 |
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| Verisk Analytics (VRSK) | 0.0 | $249k | 1.1k | 223.69 |
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| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.0 | $248k | 5.2k | 47.56 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $246k | 4.9k | 49.65 |
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| Innovator Etfs Trust Equity Def Protn (ZFEB) | 0.0 | $241k | 9.5k | 25.38 |
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| Tyler Technologies (TYL) | 0.0 | $236k | 520.00 | 453.95 |
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| On Hldg Namen Akt A (ONON) | 0.0 | $232k | 5.0k | 46.48 |
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| Dell Technologies CL C (DELL) | 0.0 | $228k | +22% | 1.8k | 125.88 |
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| McDonald's Corporation (MCD) | 0.0 | $224k | 733.00 | 305.66 |
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| SEI Investments Company (SEIC) | 0.0 | $217k | 2.6k | 82.02 |
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| Ecolab (ECL) | 0.0 | $216k | -13% | 822.00 | 262.52 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $214k | 3.0k | 71.42 |
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| Sprott Asset Management Physical Silver (PSLV) | 0.0 | $213k | -14% | 9.0k | 23.65 |
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| First Trust/Four Corners SFRI Fund II (FCT) | 0.0 | $212k | 21k | 10.07 |
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| Vanguard World Consum Stp Etf (VDC) | 0.0 | $211k | 1.0k | 211.24 |
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| Commerce Bancshares (CBSH) | 0.0 | $210k | +4% | 4.0k | 52.34 |
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| Spdr Series Trust State Street Spd (SDY) | 0.0 | $210k | 1.5k | 139.16 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $210k | NEW | 196.00 | 1069.86 |
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| Intel Corporation (INTC) | 0.0 | $209k | -16% | 5.7k | 36.90 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $207k | 7.3k | 28.48 |
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| Danaher Corporation (DHR) | 0.0 | $205k | NEW | 894.00 | 228.92 |
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| Markel Corporation (MKL) | 0.0 | $204k | -12% | 95.00 | 2149.65 |
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| Pbf Energy Cl A (PBF) | 0.0 | $201k | -4% | 7.4k | 27.12 |
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| Cloudflare Cl A Com (NET) | 0.0 | $200k | 1.0k | 197.15 |
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| Doubleline Income Solutions (DSL) | 0.0 | $195k | -22% | 17k | 11.27 |
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| DNP Select Income Fund (DNP) | 0.0 | $174k | 17k | 9.99 |
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| Castor Maritime SHS (CTRM) | 0.0 | $39k | 19k | 2.07 |
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Past Filings by Apriem Advisors
SEC 13F filings are viewable for Apriem Advisors going back to 2010
- Apriem Advisors 2025 Q4 filed Feb. 13, 2026
- Apriem Advisors 2025 Q3 filed Nov. 10, 2025
- Apriem Advisors 2025 Q2 filed Aug. 14, 2025
- Apriem Advisors 2025 Q1 filed May 15, 2025
- Apriem Advisors 2024 Q4 filed Feb. 5, 2025
- Apriem Advisors 2024 Q3 filed Nov. 14, 2024
- Apriem Advisors 2024 Q2 filed Aug. 14, 2024
- Apriem Advisors 2024 Q1 filed May 15, 2024
- Apriem Advisors 2023 Q4 filed Feb. 14, 2024
- Apriem Advisors 2023 Q3 filed Nov. 13, 2023
- Apriem Advisors 2023 Q2 filed Aug. 8, 2023
- Apriem Advisors 2023 Q1 filed May 12, 2023
- Apriem Advisors 2022 Q4 filed Feb. 13, 2023
- Apriem Advisors 2022 Q3 filed Nov. 14, 2022
- Apriem Advisors 2022 Q2 filed Aug. 8, 2022
- Apriem Advisors 2022 Q1 filed May 10, 2022