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 37.11% of Apriem Advisors's stock portfolio.
- Added to shares of these 10 stocks: BND (+$15M), BIL (+$11M), CPRT (+$6.5M), SCHX, MOAT, MGV, SCHD, MGK, AVGO, SPY.
- Started 14 new stock positions in INTC, DELL, PSX, COHR, C, UBER, GDXJ, SCHA, GM, PBF. SDY, SRE, IBB, NET.
- Reduced shares in these 10 stocks: SCHF, SNA, VEA, AMD, LMT, RMD, ADP, GS, LRCX, ADBE.
- Sold out of its positions in ANSS, CLX, FPE, GKOS, PFF, SPTM, TGT.
- Apriem Advisors was a net buyer of stock by $42M.
- Apriem Advisors has $1.1B in assets under management (AUM), dropping by 12.37%.
- Central Index Key (CIK): 0001425165
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Portfolio Holdings for Apriem Advisors
Apriem Advisors holds 194 positions in its portfolio as reported in the September 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) | 16.0 | $169M | +2% | 6.4M | 26.34 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 7.1 | $75M | +24% | 1.0M | 74.37 |
|
| Apple (AAPL) | 5.6 | $60M | 234k | 254.63 |
|
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 4.6 | $49M | +7% | 494k | 99.11 |
|
| Vanguard World Mega Grwth Ind (MGK) | 3.7 | $40M | +4% | 98k | 402.42 |
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 3.6 | $38M | +43% | 412k | 91.75 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.3 | $35M | -4% | 579k | 59.92 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 3.2 | $34M | +10% | 248k | 137.74 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 2.8 | $30M | +2% | 120k | 247.12 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $29M | 117k | 243.10 |
|
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| Amazon (AMZN) | 2.3 | $25M | 112k | 219.57 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.0 | $22M | +11% | 792k | 27.30 |
|
| Microsoft Corporation (MSFT) | 1.9 | $20M | -2% | 38k | 517.95 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.8 | $19M | -10% | 822k | 23.28 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.6 | $17M | +10% | 26k | 666.19 |
|
| Exxon Mobil Corporation (XOM) | 1.5 | $16M | -2% | 137k | 112.75 |
|
| JPMorgan Chase & Co. (JPM) | 1.4 | $14M | 45k | 315.43 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.3 | $14M | +9% | 256k | 54.18 |
|
| Lam Research Corp Com New (LRCX) | 1.2 | $13M | -3% | 97k | 133.90 |
|
| Spdr Series Trust Portfli Intrmdit (SPTI) | 1.2 | $13M | 441k | 28.90 |
|
|
| Goldman Sachs (GS) | 1.1 | $12M | -5% | 14k | 796.34 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 1.0 | $11M | 461k | 23.47 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.0 | $11M | 413k | 25.71 |
|
|
| NVIDIA Corporation (NVDA) | 0.9 | $9.9M | -2% | 53k | 186.58 |
|
| Walt Disney Company (DIS) | 0.9 | $9.6M | -3% | 84k | 114.50 |
|
| Agnico (AEM) | 0.9 | $9.3M | 55k | 168.56 |
|
|
| Tesla Motors (TSLA) | 0.9 | $9.2M | -3% | 21k | 444.72 |
|
| Autodesk (ADSK) | 0.8 | $8.9M | -4% | 28k | 317.67 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.8 | $8.9M | -2% | 267k | 33.37 |
|
| ResMed (RMD) | 0.8 | $8.5M | -8% | 31k | 273.73 |
|
| Lockheed Martin Corporation (LMT) | 0.7 | $7.9M | -11% | 16k | 499.21 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $7.6M | 13k | 600.36 |
|
|
| Paypal Holdings (PYPL) | 0.7 | $7.4M | -2% | 110k | 67.06 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $7.3M | 15k | 502.74 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $7.3M | 16k | 468.40 |
|
|
| Intuit (INTU) | 0.7 | $7.2M | -3% | 11k | 682.91 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.7 | $7.1M | 93k | 76.40 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.6 | $6.8M | -6% | 19k | 352.75 |
|
| Copart (CPRT) | 0.6 | $6.7M | +2528% | 150k | 44.97 |
|
| Cintas Corporation (CTAS) | 0.6 | $6.0M | -3% | 29k | 205.26 |
|
| Boeing Company (BA) | 0.5 | $5.1M | 24k | 215.83 |
|
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| Regeneron Pharmaceuticals (REGN) | 0.5 | $4.9M | -5% | 8.6k | 562.27 |
|
| Broadcom (AVGO) | 0.4 | $4.6M | +58% | 14k | 329.91 |
|
| Schlumberger Com Stk (SLB) | 0.4 | $4.1M | -2% | 119k | 34.37 |
|
| 3M Company (MMM) | 0.4 | $3.9M | 25k | 155.18 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.4 | $3.9M | 45k | 87.21 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.4 | $3.7M | 128k | 29.11 |
|
|
| Snap-on Incorporated (SNA) | 0.3 | $3.6M | -32% | 11k | 346.52 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $3.3M | -7% | 14k | 243.54 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $3.2M | +10% | 13k | 254.28 |
|
| Eaton Corp SHS (ETN) | 0.3 | $3.2M | -3% | 8.6k | 374.25 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.3 | $3.2M | 72k | 44.58 |
|
|
| Abbvie (ABBV) | 0.3 | $3.1M | 14k | 231.54 |
|
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| Meta Platforms Cl A (META) | 0.3 | $3.0M | 4.0k | 734.44 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $2.9M | 5.1k | 568.81 |
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| Kla Corp Com New (KLAC) | 0.3 | $2.7M | -2% | 2.5k | 1078.60 |
|
| Advanced Micro Devices (AMD) | 0.3 | $2.7M | -27% | 17k | 161.79 |
|
| Automatic Data Processing (ADP) | 0.3 | $2.7M | -20% | 9.1k | 293.50 |
|
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.2 | $2.6M | +4% | 52k | 50.63 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.2 | $2.5M | 50k | 50.63 |
|
|
| Costco Wholesale Corporation (COST) | 0.2 | $2.5M | +2% | 2.7k | 925.66 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $2.5M | 78k | 31.91 |
|
|
| Qualcomm (QCOM) | 0.2 | $2.3M | 14k | 166.36 |
|
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| Johnson & Johnson (JNJ) | 0.2 | $2.2M | 12k | 185.42 |
|
|
| Amplify Etf Tr Amplify Junior S (SILJ) | 0.2 | $2.2M | 95k | 23.09 |
|
|
| Chevron Corporation (CVX) | 0.2 | $2.1M | 14k | 155.29 |
|
|
| Stryker Corporation (SYK) | 0.2 | $2.0M | -8% | 5.4k | 369.67 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $1.9M | 4.2k | 463.74 |
|
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| Netflix (NFLX) | 0.2 | $1.9M | 1.6k | 1198.92 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.9M | 3.0k | 612.30 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.9M | -6% | 7.7k | 241.96 |
|
| Lowe's Companies (LOW) | 0.2 | $1.8M | 7.1k | 251.33 |
|
|
| Bank of America Corporation (BAC) | 0.2 | $1.6M | -5% | 32k | 51.59 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $1.5M | +6% | 5.1k | 297.64 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $1.5M | +12% | 1.9k | 763.00 |
|
| Sempra Energy (SRE) | 0.1 | $1.5M | NEW | 16k | 89.98 |
|
| Pfizer (PFE) | 0.1 | $1.4M | 57k | 25.48 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $1.4M | 6.9k | 203.62 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $1.4M | 4.2k | 326.38 |
|
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| Starbucks Corporation (SBUX) | 0.1 | $1.3M | -2% | 16k | 84.60 |
|
| Ge Vernova (GEV) | 0.1 | $1.3M | 2.1k | 614.91 |
|
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| American Tower Reit (AMT) | 0.1 | $1.3M | 6.7k | 192.32 |
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| Consolidated Edison (ED) | 0.1 | $1.3M | 13k | 100.52 |
|
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| Home Depot (HD) | 0.1 | $1.2M | +6% | 3.0k | 405.22 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $1.2M | +13% | 5.7k | 208.71 |
|
| Honeywell International (HON) | 0.1 | $1.1M | 5.4k | 210.52 |
|
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| At&t (T) | 0.1 | $1.1M | 39k | 28.24 |
|
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| Cisco Systems (CSCO) | 0.1 | $1.1M | 15k | 68.42 |
|
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| Celsius Hldgs Com New (CELH) | 0.1 | $1.0M | 18k | 57.49 |
|
|
| Newmont Mining Corporation (NEM) | 0.1 | $1.0M | 12k | 84.31 |
|
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.0M | 6.0k | 167.33 |
|
|
| Visa Com Cl A (V) | 0.1 | $917k | 2.7k | 341.38 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $912k | +76% | 5.0k | 182.42 |
|
| Merck & Co (MRK) | 0.1 | $880k | -2% | 11k | 83.93 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $871k | -3% | 1.8k | 490.38 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $870k | +42% | 1.4k | 609.45 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $868k | +10% | 1.3k | 669.44 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $855k | -13% | 1.1k | 758.15 |
|
| Procter & Gamble Company (PG) | 0.1 | $848k | -8% | 5.5k | 153.66 |
|
| Oracle Corporation (ORCL) | 0.1 | $822k | +5% | 2.9k | 281.20 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $808k | 2.3k | 355.47 |
|
|
| Charles Schwab Corporation (SCHW) | 0.1 | $745k | -6% | 7.8k | 95.47 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $728k | 2.6k | 281.86 |
|
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| Morgan Stanley Com New (MS) | 0.1 | $720k | 4.5k | 158.96 |
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| Amgen (AMGN) | 0.1 | $704k | 2.5k | 282.20 |
|
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| Fastenal Company (FAST) | 0.1 | $702k | -8% | 14k | 49.04 |
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| Emerson Electric (EMR) | 0.1 | $693k | 5.3k | 131.17 |
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| CVB Financial (CVBF) | 0.1 | $652k | 35k | 18.91 |
|
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $631k | -2% | 1.9k | 328.17 |
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| Union Pacific Corporation (UNP) | 0.1 | $591k | -7% | 2.5k | 236.37 |
|
| BlackRock Floating Rate Income Strat. Fn (FRA) | 0.1 | $573k | -2% | 44k | 12.98 |
|
| Wal-Mart Stores (WMT) | 0.1 | $569k | +4% | 5.5k | 103.06 |
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| International Business Machines (IBM) | 0.1 | $553k | -8% | 2.0k | 282.21 |
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| Pepsi (PEP) | 0.1 | $547k | -3% | 3.9k | 140.44 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $511k | 2.3k | 222.17 |
|
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $508k | 1.1k | 479.61 |
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| Bristol Myers Squibb (BMY) | 0.0 | $506k | -3% | 11k | 45.10 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $482k | -7% | 1.1k | 447.23 |
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| Constellation Energy (CEG) | 0.0 | $476k | -2% | 1.4k | 329.07 |
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| Ge Aerospace Com New (GE) | 0.0 | $474k | +5% | 1.6k | 300.78 |
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| Nuveen Ins Ca Tx Fr Adv Mun (NKX) | 0.0 | $474k | -12% | 37k | 12.67 |
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| Verizon Communications (VZ) | 0.0 | $459k | +5% | 10k | 43.95 |
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| salesforce (CRM) | 0.0 | $447k | -9% | 1.9k | 237.00 |
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| Abbott Laboratories (ABT) | 0.0 | $441k | 3.3k | 133.95 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $423k | -18% | 1.5k | 279.29 |
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| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.0 | $417k | -14% | 36k | 11.50 |
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| Coca-Cola Company (KO) | 0.0 | $414k | +114% | 6.2k | 66.32 |
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| T. Rowe Price (TROW) | 0.0 | $413k | -6% | 4.0k | 102.63 |
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| Brown & Brown (BRO) | 0.0 | $408k | 4.3k | 93.79 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $406k | 5.6k | 72.44 |
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| Vaneck Etf Trust Preferred Securt (PFXF) | 0.0 | $403k | 23k | 17.77 |
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| Medtronic SHS (MDT) | 0.0 | $398k | 4.2k | 95.24 |
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| AmerisourceBergen (COR) | 0.0 | $396k | -32% | 1.3k | 312.53 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $380k | 10k | 36.81 |
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| New York Times Cl A (NYT) | 0.0 | $371k | 6.5k | 57.40 |
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| Solventum Corp Com Shs (SOLV) | 0.0 | $368k | 5.0k | 73.00 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.0 | $365k | 12k | 29.62 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) | 0.0 | $363k | 9.2k | 39.69 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.0 | $363k | 4.6k | 78.34 |
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| CoStar (CSGP) | 0.0 | $357k | 4.2k | 84.37 |
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| Roper Industries (ROP) | 0.0 | $339k | 680.00 | 498.69 |
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| Proshares Tr Pshs Ultra Qqq (QLD) | 0.0 | $335k | 2.4k | 137.20 |
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| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.0 | $324k | 5.2k | 62.22 |
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| Cadeler A S Spon Adr (CDLR) | 0.0 | $324k | 16k | 20.65 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $321k | 4.9k | 65.00 |
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| Eaton Vance Limited Duration Income Fund (EVV) | 0.0 | $319k | -17% | 31k | 10.15 |
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| Doubleline Opportunistic Cr (DBL) | 0.0 | $313k | 20k | 15.58 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $303k | 4.6k | 65.26 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $299k | 2.4k | 123.75 |
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| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $297k | NEW | 3.0k | 99.03 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $286k | -14% | 2.0k | 140.97 |
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| Verisk Analytics (VRSK) | 0.0 | $280k | 1.1k | 251.51 |
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| Doubleline Income Solutions (DSL) | 0.0 | $274k | 22k | 12.28 |
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| Tyler Technologies (TYL) | 0.0 | $272k | 520.00 | 523.16 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $272k | 1.5k | 186.49 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $272k | 364.00 | 746.08 |
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| Nextera Energy (NEE) | 0.0 | $270k | -4% | 3.6k | 75.49 |
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| Wells Fargo & Company (WFC) | 0.0 | $263k | +3% | 3.1k | 83.82 |
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| Innovator Etfs Trust Equity Defined P (ZMAR) | 0.0 | $263k | 9.7k | 27.08 |
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| Ecolab (ECL) | 0.0 | $260k | 951.00 | 273.86 |
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| Nuveen Equity Premium Income Fund (BXMX) | 0.0 | $260k | 18k | 14.44 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $258k | 2.1k | 124.34 |
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| Innovator Etfs Trust Us Sm Cap Buffer (KFEB) | 0.0 | $254k | 9.5k | 26.77 |
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| American Healthcare Reit Com Shs (AHR) | 0.0 | $254k | 6.0k | 42.01 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $250k | 4.6k | 54.09 |
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| Coherent Corp (COHR) | 0.0 | $247k | NEW | 2.3k | 107.72 |
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| Citigroup Com New (C) | 0.0 | $240k | NEW | 2.4k | 101.50 |
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| Innovator Etfs Trust Equity Def Protn (ZFEB) | 0.0 | $237k | 9.5k | 24.96 |
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| Pbf Energy Cl A (PBF) | 0.0 | $234k | NEW | 7.7k | 30.17 |
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| Micron Technology (MU) | 0.0 | $232k | -26% | 1.4k | 167.32 |
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| Commerce Bancshares (CBSH) | 0.0 | $229k | 3.8k | 59.76 |
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| Intel Corporation (INTC) | 0.0 | $227k | NEW | 6.8k | 33.55 |
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| SEI Investments Company (SEIC) | 0.0 | $225k | 2.6k | 84.85 |
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| McDonald's Corporation (MCD) | 0.0 | $224k | 737.00 | 303.92 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $224k | -3% | 1.2k | 183.75 |
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| Ishares Tr Ishares Biotech (IBB) | 0.0 | $223k | NEW | 1.5k | 144.37 |
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| Uber Technologies (UBER) | 0.0 | $221k | NEW | 2.3k | 97.97 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $220k | -4% | 3.0k | 73.48 |
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| General Motors Company (GM) | 0.0 | $219k | NEW | 3.6k | 60.96 |
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| Cloudflare Cl A Com (NET) | 0.0 | $216k | NEW | 1.0k | 214.59 |
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| Vanguard World Consum Stp Etf (VDC) | 0.0 | $214k | 1.0k | 213.73 |
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| On Hldg Namen Akt A (ONON) | 0.0 | $212k | 5.0k | 42.35 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $211k | NEW | 1.5k | 140.05 |
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| First Trust/Four Corners SFRI Fund II (FCT) | 0.0 | $210k | 21k | 10.00 |
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| Dell Technologies CL C (DELL) | 0.0 | $210k | NEW | 1.5k | 141.77 |
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| Markel Corporation (MKL) | 0.0 | $208k | 109.00 | 1911.36 |
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| Phillips 66 (PSX) | 0.0 | $207k | NEW | 1.5k | 136.02 |
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| Iron Mountain (IRM) | 0.0 | $205k | 2.0k | 101.94 |
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| Freeport-mcmoran CL B (FCX) | 0.0 | $204k | -4% | 5.2k | 39.22 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $203k | NEW | 7.3k | 27.90 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $201k | +25% | 5.1k | 39.19 |
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| DNP Select Income Fund (DNP) | 0.0 | $174k | 17k | 10.01 |
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| Sprott Asset Management Physical Silver (PSLV) | 0.0 | $165k | 11k | 15.70 |
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| Castor Maritime SHS (CTRM) | 0.0 | $40k | 19k | 2.08 |
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Past Filings by Apriem Advisors
SEC 13F filings are viewable for Apriem Advisors going back to 2010
- 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
- Apriem Advisors 2021 Q4 filed Feb. 9, 2022