Iwamoto Kong & Co
Latest statistics and disclosures from Apriem Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHX, AAPL, BND, VEA, AMZN, and represent 35.16% of Apriem Advisors's stock portfolio.
- Added to shares of these 10 stocks: SCHX (+$91M), SCHF (+$12M), LRCX (+$9.4M), SCHB (+$6.3M), SCHD (+$5.6M), SCHZ, MGK, BIL, MMM, MGV.
- Started 16 new stock positions in BTC, CRM, SOLV, VGT, IJH, ONON, BITB, LRCX, WFC, UNH. MA, IJR, NEM, SDY, C, MMM.
- Reduced shares in these 10 stocks: AMT (-$5.2M), RMD, SLB, Lam Research Corporation, SNA, LMT, KLAC, ADSK, PYPL, REGN.
- Sold out of its positions in MDIV, INTC, Lam Research Corporation, MU, NVO, SHOP, NMM.
- Apriem Advisors was a net buyer of stock by $139M.
- Apriem Advisors has $873M in assets under management (AUM), dropping by 1.98%.
- Central Index Key (CIK): 0001425165
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Portfolio Holdings for Apriem Advisors
Apriem Advisors holds 184 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 15.6 | $136M | +201% | 5.9M | 23.18 |
|
| Apple (AAPL) | 6.8 | $59M | 236k | 250.42 |
|
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 6.3 | $55M | +2% | 760k | 71.91 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.4 | $30M | -2% | 617k | 47.82 |
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| Amazon (AMZN) | 3.1 | $28M | -2% | 125k | 219.39 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 2.9 | $25M | +87% | 1.4M | 18.50 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $24M | 126k | 189.30 |
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| Tesla Motors (TSLA) | 2.5 | $22M | 54k | 403.84 |
|
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 2.4 | $21M | +15% | 227k | 92.72 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 2.1 | $19M | +7% | 89k | 210.45 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 2.0 | $17M | +25% | 190k | 91.43 |
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| Microsoft Corporation (MSFT) | 2.0 | $17M | 41k | 421.51 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.8 | $16M | 27k | 586.07 |
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| Snap-on Incorporated (SNA) | 1.7 | $15M | -8% | 45k | 339.48 |
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| Exxon Mobil Corporation (XOM) | 1.7 | $15M | 137k | 107.57 |
|
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| Lockheed Martin Corporation (LMT) | 1.7 | $15M | -5% | 30k | 485.95 |
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| Paypal Holdings (PYPL) | 1.6 | $14M | -5% | 162k | 85.35 |
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| Vanguard World Mega Grwth Ind (MGK) | 1.6 | $14M | +43% | 40k | 343.41 |
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| Walt Disney Company (DIS) | 1.5 | $14M | -3% | 122k | 111.35 |
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| Autodesk (ADSK) | 1.4 | $13M | -6% | 43k | 295.57 |
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| JPMorgan Chase & Co. (JPM) | 1.4 | $12M | 51k | 239.71 |
|
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| Spdr Ser Tr Portfli Intrmdit (SPTI) | 1.4 | $12M | -2% | 429k | 27.88 |
|
| ResMed (RMD) | 1.3 | $11M | -24% | 49k | 228.69 |
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| Adobe Systems Incorporated (ADBE) | 1.3 | $11M | -3% | 25k | 444.68 |
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| Regeneron Pharmaceuticals (REGN) | 1.2 | $10M | -6% | 15k | 712.33 |
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| Cintas Corporation (CTAS) | 1.1 | $10M | -4% | 55k | 182.70 |
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| Intuit (INTU) | 1.1 | $9.9M | -2% | 16k | 628.50 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 1.1 | $9.7M | +99% | 426k | 22.70 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.1 | $9.5M | +199% | 417k | 22.70 |
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| Lam Research Corp Com New (LRCX) | 1.1 | $9.4M | NEW | 130k | 72.23 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.0 | $9.0M | 205k | 44.04 |
|
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| American Tower Reit (AMT) | 1.0 | $8.5M | -37% | 47k | 183.41 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 1.0 | $8.3M | -2% | 313k | 26.63 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.9 | $7.8M | +57% | 62k | 124.91 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.9 | $7.7M | +267% | 282k | 27.32 |
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| Schlumberger Com Stk (SLB) | 0.9 | $7.6M | -17% | 198k | 38.34 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $6.6M | 15k | 453.28 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $6.5M | 13k | 511.25 |
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| NVIDIA Corporation (NVDA) | 0.7 | $6.3M | +7% | 47k | 134.29 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $6.1M | 15k | 401.59 |
|
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| Automatic Data Processing (ADP) | 0.5 | $4.8M | -5% | 16k | 292.73 |
|
| Boeing Company (BA) | 0.5 | $4.5M | +7% | 25k | 177.00 |
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| Agnico (AEM) | 0.5 | $4.3M | 55k | 78.21 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.4 | $3.4M | 45k | 75.69 |
|
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.4 | $3.3M | +208% | 127k | 26.07 |
|
| 3M Company (MMM) | 0.4 | $3.2M | NEW | 25k | 129.09 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.4 | $3.2M | 93k | 33.91 |
|
|
| Eaton Corp SHS (ETN) | 0.4 | $3.1M | 9.2k | 331.87 |
|
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.3 | $2.7M | 72k | 37.42 |
|
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| Mastercard Incorporated Cl A (MA) | 0.3 | $2.7M | NEW | 5.1k | 526.58 |
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| Advanced Micro Devices (AMD) | 0.3 | $2.6M | 21k | 120.79 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.5M | 13k | 190.44 |
|
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.3 | $2.4M | -4% | 50k | 48.42 |
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| Stryker Corporation (SYK) | 0.3 | $2.4M | -4% | 6.7k | 360.04 |
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| Abbvie (ABBV) | 0.3 | $2.4M | +7% | 13k | 177.70 |
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| Meta Platforms Cl A (META) | 0.3 | $2.3M | -2% | 4.0k | 585.49 |
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| Costco Wholesale Corporation (COST) | 0.3 | $2.3M | +2% | 2.5k | 916.40 |
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| Broadcom (AVGO) | 0.2 | $2.1M | -4% | 9.2k | 231.85 |
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| Chevron Corporation (CVX) | 0.2 | $2.0M | +35% | 14k | 144.84 |
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| Qualcomm (QCOM) | 0.2 | $1.9M | 13k | 153.62 |
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| Lowe's Companies (LOW) | 0.2 | $1.8M | 7.4k | 246.79 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.8M | 12k | 144.62 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $1.8M | 4.2k | 425.50 |
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| Kla Corp Com New (KLAC) | 0.2 | $1.7M | -32% | 2.7k | 630.12 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.7M | +16% | 3.1k | 538.90 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.7M | +9% | 7.5k | 220.96 |
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| Altair Engr Com Cl A (ALTR) | 0.2 | $1.6M | 15k | 109.11 |
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| Netflix (NFLX) | 0.2 | $1.6M | 1.8k | 891.32 |
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| Starbucks Corporation (SBUX) | 0.2 | $1.5M | 17k | 91.25 |
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| Pfizer (PFE) | 0.2 | $1.5M | -4% | 56k | 26.53 |
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| Palo Alto Networks (PANW) | 0.1 | $1.3M | +94% | 7.1k | 181.96 |
|
| Bank of America Corporation (BAC) | 0.1 | $1.3M | -17% | 29k | 43.95 |
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| Honeywell International (HON) | 0.1 | $1.1M | +2% | 5.1k | 225.91 |
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| Consolidated Edison (ED) | 0.1 | $1.1M | 13k | 89.23 |
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|
| Merck & Co (MRK) | 0.1 | $1.1M | +16% | 11k | 99.48 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.1M | +291% | 39k | 27.87 |
|
| Home Depot (HD) | 0.1 | $1.0M | +9% | 2.7k | 389.08 |
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| Procter & Gamble Company (PG) | 0.1 | $1.0M | +6% | 6.1k | 167.66 |
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| Visa Com Cl A (V) | 0.1 | $1.0M | +29% | 3.2k | 316.01 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $1.0M | +3% | 4.2k | 242.18 |
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| At&t (T) | 0.1 | $897k | 39k | 22.77 |
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| Cisco Systems (CSCO) | 0.1 | $872k | +2% | 15k | 59.20 |
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| Bristol Myers Squibb (BMY) | 0.1 | $847k | 15k | 56.56 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $795k | -8% | 1.3k | 636.03 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $784k | +47% | 2.8k | 280.09 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $768k | NEW | 12k | 62.31 |
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| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.1 | $757k | NEW | 18k | 41.87 |
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| CVB Financial (CVBF) | 0.1 | $739k | 35k | 21.41 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $709k | -28% | 6.1k | 115.72 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $701k | +40% | 1.5k | 469.14 |
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| Amgen (AMGN) | 0.1 | $682k | +3% | 2.6k | 260.64 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $669k | +11% | 2.9k | 232.52 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $641k | +43% | 1.1k | 588.43 |
|
| Pepsi (PEP) | 0.1 | $632k | +6% | 4.2k | 152.05 |
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| Emerson Electric (EMR) | 0.1 | $626k | +2% | 5.1k | 123.93 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $610k | 1.2k | 521.96 |
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| Amplify Etf Tr Amplify Junior S (SILJ) | 0.1 | $596k | +200% | 60k | 9.93 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $591k | NEW | 5.1k | 115.22 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $590k | 2.0k | 289.81 |
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|
| Charles Schwab Corporation (SCHW) | 0.1 | $587k | +2% | 7.9k | 74.01 |
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| Eli Lilly & Co. (LLY) | 0.1 | $578k | 748.00 | 772.00 |
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| Union Pacific Corporation (UNP) | 0.1 | $576k | 2.5k | 228.04 |
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| Fastenal Company (FAST) | 0.1 | $565k | 7.9k | 71.91 |
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| T. Rowe Price (TROW) | 0.1 | $558k | -2% | 4.9k | 113.10 |
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| Morgan Stanley Com New (MS) | 0.1 | $550k | -9% | 4.4k | 125.72 |
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| BlackRock Floating Rate Income Strat. Fn (FRA) | 0.1 | $540k | 39k | 13.75 |
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| Nuveen Ins Ca Tx Fr Adv Mun (NKX) | 0.1 | $530k | -24% | 42k | 12.64 |
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| International Business Machines (IBM) | 0.1 | $492k | +56% | 2.2k | 219.86 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $484k | +2% | 2.0k | 242.13 |
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| Celsius Hldgs Com New (CELH) | 0.1 | $478k | +2% | 18k | 26.34 |
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| Brown & Brown (BRO) | 0.1 | $443k | 4.3k | 102.02 |
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| Oracle Corporation (ORCL) | 0.1 | $439k | +4% | 2.6k | 166.64 |
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| Vaneck Etf Trust Preferred Securt (PFXF) | 0.0 | $435k | -15% | 25k | 17.25 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $425k | 2.3k | 184.88 |
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| AmerisourceBergen (COR) | 0.0 | $423k | 1.9k | 224.68 |
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| Newmont Mining Corporation (NEM) | 0.0 | $411k | NEW | 11k | 37.22 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $407k | +25% | 1.2k | 342.16 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $401k | -24% | 23k | 17.70 |
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| Target Corporation (TGT) | 0.0 | $397k | -20% | 2.9k | 135.17 |
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| Verizon Communications (VZ) | 0.0 | $392k | +8% | 9.8k | 39.99 |
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| UnitedHealth (UNH) | 0.0 | $384k | NEW | 759.00 | 505.86 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $381k | +47% | 1.9k | 198.18 |
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| Ansys (ANSS) | 0.0 | $374k | 1.1k | 337.33 |
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| Abbott Laboratories (ABT) | 0.0 | $374k | +5% | 3.3k | 113.12 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $366k | +38% | 1.5k | 240.26 |
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| Medtronic SHS (MDT) | 0.0 | $365k | -21% | 4.6k | 79.88 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $363k | 5.3k | 68.94 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $358k | 5.6k | 63.75 |
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| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.0 | $354k | -22% | 31k | 11.29 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $353k | 860.00 | 410.44 |
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| Roper Industries (ROP) | 0.0 | $351k | 675.00 | 519.85 |
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| New York Times Cl A (NYT) | 0.0 | $337k | 6.5k | 52.05 |
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| Pbf Energy Cl A (PBF) | 0.0 | $336k | 13k | 26.55 |
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| Cadeler A S Spon Adr (CDLR) | 0.0 | $335k | +3% | 15k | 22.33 |
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| Solventum Corp Com Shs (SOLV) | 0.0 | $333k | NEW | 5.0k | 66.06 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $328k | -30% | 10k | 31.44 |
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| Ge Vernova (GEV) | 0.0 | $321k | -7% | 976.00 | 328.93 |
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| Iron Mountain (IRM) | 0.0 | $315k | 3.0k | 105.11 |
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| Glaukos (GKOS) | 0.0 | $315k | 2.1k | 149.94 |
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| Eaton Vance Limited Duration Income Fund (EVV) | 0.0 | $313k | 32k | 9.77 |
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| Doubleline Opportunistic Cr (DBL) | 0.0 | $312k | -12% | 20k | 15.50 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $307k | 1.6k | 197.49 |
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| Verisk Analytics (VRSK) | 0.0 | $306k | -2% | 1.1k | 275.43 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $301k | 2.4k | 127.60 |
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| CoStar (CSGP) | 0.0 | $301k | 4.2k | 71.59 |
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| Tyler Technologies (TYL) | 0.0 | $300k | -2% | 520.00 | 576.64 |
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| salesforce (CRM) | 0.0 | $299k | NEW | 894.00 | 334.33 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $296k | 2.3k | 131.04 |
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| Goldman Sachs (GS) | 0.0 | $281k | +2% | 491.00 | 572.69 |
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| Clorox Company (CLX) | 0.0 | $280k | -10% | 1.7k | 162.39 |
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| On Hldg Namen Akt A (ONON) | 0.0 | $274k | NEW | 5.0k | 54.77 |
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| Nextera Energy (NEE) | 0.0 | $273k | +2% | 3.8k | 71.69 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $273k | -4% | 11k | 25.05 |
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| Phillips 66 (PSX) | 0.0 | $270k | +9% | 2.4k | 113.91 |
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| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.0 | $265k | NEW | 5.2k | 50.85 |
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| Proshares Tr Pshs Ultra Qqq (QLD) | 0.0 | $264k | 2.4k | 108.24 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $260k | NEW | 2.0k | 132.10 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $259k | 2.4k | 107.74 |
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| Wal-Mart Stores (WMT) | 0.0 | $258k | +8% | 2.9k | 90.34 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $254k | -3% | 6.8k | 37.53 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $253k | 4.9k | 51.51 |
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| Nuveen Equity Premium Income Fund (BXMX) | 0.0 | $251k | -8% | 18k | 13.99 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $247k | 1.5k | 169.30 |
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| Blackrock Calif Mun Income T Sh Ben Int (BFZ) | 0.0 | $246k | 22k | 11.20 |
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| Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $244k | 12k | 20.14 |
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| Doubleline Income Solutions (DSL) | 0.0 | $243k | +70% | 19k | 12.57 |
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| Commerce Bancshares (CBSH) | 0.0 | $239k | +4% | 3.8k | 62.31 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $238k | 1.3k | 187.45 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $234k | NEW | 375.00 | 622.54 |
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| McDonald's Corporation (MCD) | 0.0 | $232k | +5% | 799.00 | 289.91 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $225k | +100% | 8.7k | 25.86 |
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| Ecolab (ECL) | 0.0 | $220k | -2% | 937.00 | 234.32 |
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| First Trust/Four Corners SFRI Fund II (FCT) | 0.0 | $217k | 21k | 10.35 |
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| General Mills (GIS) | 0.0 | $216k | 3.4k | 63.77 |
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| Citigroup Com New (C) | 0.0 | $215k | NEW | 3.1k | 70.38 |
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| Ishares Tr Ishares Biotech (IBB) | 0.0 | $212k | 1.6k | 132.21 |
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| Vanguard World Consum Stp Etf (VDC) | 0.0 | $211k | 1.0k | 211.38 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $211k | -9% | 3.0k | 70.00 |
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| Exponent (EXPO) | 0.0 | $206k | -7% | 2.3k | 89.10 |
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| Wells Fargo & Company (WFC) | 0.0 | $203k | NEW | 2.9k | 70.24 |
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| Coca-Cola Company (KO) | 0.0 | $202k | +12% | 3.2k | 62.26 |
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| DNP Select Income Fund (DNP) | 0.0 | $154k | 17k | 8.82 |
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| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.0 | $101k | +5% | 11k | 9.65 |
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| Castor Maritime SHS (CTRM) | 0.0 | $52k | 19k | 2.75 |
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Past Filings by Apriem Advisors
SEC 13F filings are viewable for Apriem Advisors going back to 2010
- 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
- Apriem Advisors 2021 Q3 filed Nov. 12, 2021
- Apriem Advisors 2021 Q2 filed Aug. 10, 2021
- Apriem Advisors 2021 Q1 filed May 10, 2021