Iwamoto Kong & Co

Latest statistics and disclosures from Apriem Advisors's latest quarterly 13F-HR filing:

Companies in the Apriem Advisors portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Schwab Strategic Tr us lrg cap etf 14.68 983083 +5% 60.04
Schwab International Equity ETF (SCHF) 11.63 1.40M +14% 33.47
Schwab Strategic Tr us aggregate b 6.52 500987 +167% 52.36
Schwab Emerging Markets Equity ETF (SCHE) 4.35 650634 26.91
Exxon Mobil Corporation (XOM) 3.38 165922 +5% 81.98
Schwab U S Large Cap Growth ETF (SCHG) 3.00 182724 +25% 66.07
Schwab Strategic Tr cmn 2.94 227942 +42% 51.82
AT&T; (T) 2.42 248362 +2% 39.17
Rydex S&P; Equal Weight ETF (RSP) 2.37 99570 -27% 95.54
Apple (AAPL) 2.23 58124 154.12
Eaton 1.86 97349 +4% 76.79
SPDR S&P; 500 ETF (SPY) 1.81 29030 +3% 251.22
Pfizer (PFE) 1.67 188621 -10% 35.70
Doubleline Opportunistic Cr 1.65 276173 -6% 24.04
Abbvie 1.65 74604 -16% 88.86
Consolidated Edison (ED) 1.64 81980 +17% 80.68
JPMorgan Chase & Co. (JPM) 1.54 65018 -4% 95.51
Alphabet Inc Class A cs 1.45 5972 +24% 973.71
Vanguard Int High Dvd Yld In exchange traded funds 1.45 88950 +55% 65.69
PowerShares Preferred Portfolio (PGX) 1.31 350202 NEW 15.03
Facebook Inc cl a 1.29 30300 -4% 170.86
Western Digital (WDC) 1.20 55762 -28% 86.40
Cisco Systems (CSCO) 1.13 134686 33.63
Vanguard Consumer Staples ETF (VDC) 1.12 32452 +14% 138.57
Bank of America Corporation (BAC) 1.11 176364 -6% 25.34
iShares Barclays Inter Crd Bd Fund ETF) (CIU) 1.07 39229 110.15
Verizon Communications (VZ) 1.06 85758 +10% 49.49
Wells Fargo & Company (WFC) 1.01 74000 -11% 55.15
Amazon (AMZN) 0.96 4008 +28% 961.33
Cohen & Steers infrastucture Fund (UTF) 0.91 159725 +73% 23.00
United Technologies Corporation (UTX) 0.83 28743 +34% 116.10
Vanguard Financials ETF (VFH) 0.83 51266 +14% 65.36
Celgene Corporation (CELG) 0.78 21475 -5% 145.80
Starbucks Corporation (SBUX) 0.73 54852 -2% 53.71
Vanguard REIT ETF (VNQ) 0.65 31439 +37% 83.08
Annaly Capital Management (NLY) 0.64 210120 +41% 12.19
Utilities SPDR (XLU) 0.62 47060 +8% 53.06
Eaton Vance Limited Duration Income Fund (EVV) 0.62 177132 +23% 14.03
Schwab U S Broad Market ETF (SCHB) 0.62 40961 -9% 60.91
Nuveen Equity Premium Income Fund (JPZ) 0.55 159347 +44% 13.98
Nuveen Ins Ca Tx Fr Adv Mun 0.52 133382 15.77
Tesla Motors (TSLA) 0.51 5985 +71% 341.02
Altria (MO) 0.49 30776 +28% 63.43
Koninklijke Philips Electronics NV (PHG) 0.48 47127 NEW 41.21
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.46 123426 +5% 14.92
Berkshire Hathaway (BRK.B) 0.42 9134 -4% 183.27
Blackrock Muniyield California Ins Fund (MCA) 0.33 87157 +6% 15.45
Chevron Corporation (CVX) 0.29 9913 +11% 117.52
BlackRock Floating Rate Income Strat. Fn (FRA) 0.26 71700 +17% 14.37
Schwab Strategic Tr us dividend eq 0.26 22585 -11% 46.80
Dowdupont Inc 0.25 14660 NEW 69.24
Claymore Exchange-traded Fd gugg crp bd 2017 0.23 40572 -78% 22.63
Doubleline Income Solutions 0.23 43510 -2% 21.26
Commerce Bancshares (CBSH) 0.22 15000 -16% 57.80
Market Vectors Etf Tr Pfd Sec 0.22 43175 -82% 20.08
Vanguard Total Bond Market ETF (BND) 0.21 10510 -45% 81.92
Allergan 0.20 3928 NEW 204.94
Sba Communications Corp Com stock 0.18 5000 -44% 144.00
Lowe's Companies (LOW) 0.17 8774 +6% 79.90
Jp Morgan Alerian Mlp Index 0.17 24495 +36% 28.21
Procter & Gamble Company (PG) 0.16 7074 +4% 91.04
PowerShares QQQ Trust, Series 1 (QQQQ) 0.16 4366 +5% 145.44
Union Pacific Corporation (UNP) 0.15 5296 115.94
Boeing Company (BA) 0.15 2334 +69% 254.07
QUALCOMM (QCOM) 0.15 11445 -25% 51.81
PPG Industries (PPG) 0.14 5309 +4% 108.68
PowerShares Insured Cali Muni Bond (PWZ) 0.14 22184 +11% 26.10
inv grd crp bd 0.14 5407 NEW 105.42
Home Depot (HD) 0.13 3216 163.56
Merck & Co (MRK) 0.13 8248 64.02
Ventas (VTR) 0.13 7937 -2% 65.14
Aberdeen Asia-Pacific Income Fund (FAX) 0.13 99000 +70% 5.16
Honeywell International (HON) 0.12 3410 -2% 141.64
MetLife (MET) 0.12 9160 -29% 51.97
Citigroup Inc 0.12 6660 NEW 72.67
Costco Wholesale Corporation (COST) 0.11 2799 +27% 164.34
General Mills (GIS) 0.11 8934 +72% 51.71
iShares NASDAQ Biotechnology Index (IBB) 0.11 1360 +19% 333.82
Micron Technology (MU) 0.11 11715 NEW 39.35
Financial Select Sector SPDR (XLF) 0.11 16953 25.84
Alibaba Group Holding Ltd Spon 0.11 2540 NEW 172.83
Paypal Holdings 0.11 6628 -21% 63.97
NVIDIA Corporation (NVDA) 0.10 2207 NEW 178.98
Northrop Grumman Corporation (NOC) 0.10 1378 +7% 287.37
Energy Select Sector SPDR (XLE) 0.10 5745 +12% 68.41
Cathay General Ban (CATY) 0.10 10000 40.20
Qorvo 0.10 5825 -14% 70.73
Johnson & Johnson (JNJ) 0.09 2814 +8% 130.06
Walt Disney Company (DIS) 0.09 3771 -11% 98.65
Philip Morris International (PM) 0.09 3338 +11% 111.14
Gilead Sciences (GILD) 0.09 4225 +11% 80.95
Industrial SPDR (XLI) 0.09 5274 -5% 70.91
iShares Dow Jones US Healthcare (IYH) 0.09 2142 +4% 171.80
Schwab U S Small Cap ETF (SCHA) 0.09 5474 -95% 67.41
First Fndtn 0.09 20000 17.90
Time Warner (TWX) 0.08 3076 102.41
Intel Corporation (INTC) 0.08 8071 38.04
Netflix (NFLX) 0.08 1664 +11% 181.49
SPDR S&P; Oil & Gas Explore & Prod. (XOP) 0.08 9200 NEW 34.13
DNP Select Income Fund (DNP) 0.08 28300 +14% 11.48
ETFS Gold Trust (SGOL) 0.08 2690 +25% 124.16
BlackRock MuniYield California Fund (MYC) 0.08 19700 +21% 15.43
General Electric Company (GE) 0.07 11463 -95% 24.16
Bristol Myers Squibb (BMY) 0.07 4348 -13% 63.71
Marsh & McLennan Companies (MMC) 0.07 3218 83.90
NIKE (NKE) 0.07 5652 +13% 51.84
SPDR Gold Trust (GLD) 0.07 2200 +10% 121.36
Edison International (EIX) 0.07 3414 77.04
Enterprise Products Partners 0.07 11302 26.10
Consumer Staples Select Sect. SPDR (XLP) 0.07 5180 +18% 54.05
1/100 Berkshire Htwy Cla 100 0.07 100 +9900% 2750.00
Phillips 66 0.07 2980 +6% 91.61
Duke Energy 0.07 3529 +3% 83.88
Palo Alto Networks 0.07 2065 -11% 144.31
Microsoft Corporation (MSFT) 0.06 3117 NEW 74.43
CenturyLink (CTL) 0.06 13002 +44% 18.92
Realty Income (O) 0.06 3950 +4% 57.22
iShares Barclays 1-3 Year Cred Bd Fd ETF (CSJ) 0.06 2200 -57% 105.45
Sirius Xm Holdings 0.06 40575 5.52
Broad 0.06 1013 +17% 242.84
Kimberly-Clark Corporation (KMB) 0.05 1757 117.81
Emerson Electric (EMR) 0.05 3329 NEW 62.78
Raytheon Company (RTN) 0.05 1097 NEW 186.87
Amgen (AMGN) 0.05 1119 -6% 186.77
salesforce (CRM) 0.05 2225 -21% 93.48
Skyworks Solutions (SWKS) 0.05 2094 -23% 101.72
TAL Education (XRS) 0.05 6400 NEW 33.75
Claymore Exchange Trd Fd Tr gug bull2018 e 0.05 9761 NEW 21.21
Johnson Controls International Plc equity 0.05 5406 -35% 40.33
NAVIOS MARITIME HOLDINGS INC Com Stk 0.04 100000 +53% 1.67
Alerian Mlp Etf(amlp) 0.04 15534 -59% 11.20
BlackRock Core Bond Trust (BHK) 0.04 12667 +8% 14.05
Capricor Therapeutics 0.04 50000 3.04
Ford Motor Company (F) 0.03 10909 -21% 12.01
Barclays Bk Plc Ipsp croil etn 0.02 15950 5.39
Depository Vipshop Holdings Ltd - Ads receipt 0.02 10000 NEW 8.80
Fs Investment Corporation 0.02 10000 NEW 8.50
Nuveen All Cap Ene Mlp Opport mf 0.02 10075 8.93
Scorpio Bulkers 0.02 11000 NEW 7.09
Groupon 0.01 11000 NEW 5.18
Leo Motors Inc cs 0.01 249742 NEW 0.13
Liberty Star Uranium New cs 0.00 616600 0.00
Usa Uranium Corp Xxx cs 0.00 400000 0.00
Xenonics Hldgs 0.00 16553 0.00
General Motors 7.70xxx oa 0.00 25000 NEW 0.00
Chancellor Group Inc cs 0.00 70000 0.00
Creative Edge Nutrition 0.00 150000 0.00
Solaris Pwr Cells Inc cs 0.00 20000 0.00
5barz International 0.00 50000 0.04
Healthmed Svcs Ltd cs 0.00 489700 0.00
Nanotech Entertainme cs 0.00 82323 0.02

Past 13F-HR SEC Filings by Apriem Advisors

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