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, MGV, and represent 35.40% of Apriem Advisors's stock portfolio.
- Added to shares of these 10 stocks: SGOV (+$15M), VWO (+$15M), MGV (+$9.0M), SCHD (+$7.7M), VB (+$7.0M), GLDM, BTC, MELI, VBR, BIL.
- Started 13 new stock positions in MELI, GNK, CAT, SLV, SGOV, PSX, TXN, SPXX, HLI, AMAT. ARM, IRM, GLDM.
- Reduced shares in these 10 stocks: SCHX (-$14M), MGK (-$13M), SPTI (-$12M), LRCX (-$7.7M), BND (-$7.2M), PYPL (-$6.3M), DIS (-$6.2M), CPRT (-$5.6M), QQQM, ADBE.
- Sold out of its positions in BITB, NET, CBSH, CPRT, CSGP, DHR, ECL, IBIT, MKL, NEM. Nuveen Equity Premium Income Fund, PYPL, ROP, SEIC, SPYM, TYL, VRSK, ONON.
- Apriem Advisors was a net seller of stock by $-14M.
- Apriem Advisors has $1.0B in assets under management (AUM), dropping by -3.83%.
- Central Index Key (CIK): 0001425165
Tip: Access up to 7 years of quarterly data
Positions held by Iwamoto Kong & Co consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Apriem Advisors
Apriem Advisors holds 186 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 13.8 | $144M | -8% | 5.6M | 25.64 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 6.6 | $69M | -9% | 935k | 73.64 |
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| Apple (AAPL) | 5.7 | $60M | 234k | 253.79 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 5.0 | $53M | +5% | 543k | 96.70 |
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| Vanguard World Mega Cap Val Etf (MGV) | 4.4 | $46M | +24% | 315k | 144.95 |
|
| Spdr Series Trust State Street Spd (BIL) | 4.1 | $43M | +7% | 470k | 91.64 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.5 | $37M | 571k | 64.08 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.3 | $34M | +73% | 637k | 54.05 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 3.3 | $34M | +28% | 1.1M | 30.68 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.1 | $33M | 115k | 287.56 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 2.4 | $26M | -12% | 108k | 237.62 |
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| Exxon Mobil Corporation (XOM) | 2.3 | $24M | +6% | 143k | 169.66 |
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| Vanguard World Mega Grwth Ind (MGK) | 2.2 | $23M | -36% | 63k | 367.44 |
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| Amazon (AMZN) | 1.9 | $20M | -13% | 95k | 208.27 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.8 | $19M | -6% | 747k | 24.75 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.6 | $16M | 25k | 650.33 |
|
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.4 | $15M | NEW | 148k | 100.66 |
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| JPMorgan Chase & Co. (JPM) | 1.3 | $13M | 45k | 294.16 |
|
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| Lam Research Corp Com New (LRCX) | 1.1 | $12M | -39% | 56k | 213.66 |
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| Goldman Sachs (GS) | 1.1 | $12M | -4% | 14k | 845.96 |
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| Agnico (AEM) | 1.1 | $11M | 55k | 202.98 |
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| Microsoft Corporation (MSFT) | 1.0 | $11M | -21% | 29k | 370.17 |
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| Vanguard Index Fds Small Cp Etf (VB) | 1.0 | $11M | +190% | 41k | 261.92 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.0 | $10M | 405k | 25.10 |
|
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 1.0 | $10M | -5% | 436k | 23.22 |
|
| NVIDIA Corporation (NVDA) | 0.9 | $9.3M | +3% | 53k | 174.40 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.9 | $9.0M | 272k | 32.95 |
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| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.8 | $8.6M | +96% | 286k | 29.99 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.8 | $8.5M | 93k | 91.77 |
|
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $7.3M | 13k | 577.19 |
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| Lockheed Martin Corporation (LMT) | 0.7 | $7.3M | -22% | 12k | 604.40 |
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| Tesla Motors (TSLA) | 0.6 | $6.7M | 18k | 371.75 |
|
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.6 | $6.7M | 16k | 426.40 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $6.6M | -3% | 14k | 479.20 |
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| ResMed (RMD) | 0.6 | $6.5M | -5% | 29k | 224.48 |
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| Autodesk (ADSK) | 0.6 | $6.4M | -3% | 27k | 239.40 |
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| Regeneron Pharmaceuticals (REGN) | 0.6 | $6.3M | -4% | 8.2k | 772.64 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.5 | $4.9M | NEW | 53k | 92.69 |
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| Cintas Corporation (CTAS) | 0.4 | $4.7M | -3% | 28k | 169.14 |
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| Boeing Company (BA) | 0.4 | $4.5M | 22k | 199.03 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.4 | $4.4M | +253% | 20k | 217.25 |
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| Intuit (INTU) | 0.4 | $4.2M | -5% | 9.7k | 432.38 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.4 | $4.1M | 89k | 45.89 |
|
|
| MercadoLibre (MELI) | 0.4 | $3.8M | NEW | 2.2k | 1729.02 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $3.7M | -3% | 13k | 286.86 |
|
| 3M Company (MMM) | 0.4 | $3.7M | 25k | 145.23 |
|
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $3.6M | 117k | 30.50 |
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| SLB Com Stk (SLB) | 0.3 | $3.6M | -5% | 69k | 51.39 |
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| Broadcom (AVGO) | 0.3 | $3.5M | -21% | 12k | 309.50 |
|
| Kla Corp Com New (KLAC) | 0.3 | $3.5M | -3% | 2.4k | 1472.41 |
|
| Snap-on Incorporated (SNA) | 0.3 | $3.5M | -6% | 9.6k | 363.22 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.3 | $3.2M | 72k | 45.26 |
|
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| Advanced Micro Devices (AMD) | 0.3 | $3.2M | 16k | 203.43 |
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| Eaton Corp SHS (ETN) | 0.3 | $3.1M | 8.6k | 357.67 |
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| Costco Wholesale Corporation (COST) | 0.3 | $3.0M | +6% | 3.1k | 996.50 |
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| Johnson & Johnson (JNJ) | 0.3 | $2.9M | 12k | 244.43 |
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| Abbvie (ABBV) | 0.3 | $2.9M | 13k | 217.50 |
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| Amplify Etf Tr Amplify Junior S (SILJ) | 0.3 | $2.8M | 95k | 29.72 |
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| Chevron Corporation (CVX) | 0.3 | $2.7M | -2% | 13k | 206.90 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $2.6M | +4% | 5.3k | 499.66 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.3 | $2.6M | +4% | 53k | 49.95 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $2.6M | +274% | 6.7k | 390.41 |
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| Meta Platforms Cl A (META) | 0.2 | $2.4M | +2% | 4.2k | 572.14 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $2.1M | +590% | 14k | 148.10 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $2.0M | 70k | 29.13 |
|
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $2.0M | +20% | 6.5k | 302.25 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.2 | $1.9M | 4.2k | 463.19 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.9M | 7.6k | 248.00 |
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| Walt Disney Company (DIS) | 0.2 | $1.8M | -76% | 19k | 96.38 |
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| Ge Vernova (GEV) | 0.2 | $1.8M | -4% | 2.0k | 872.93 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.7M | -2% | 2.9k | 597.55 |
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| Qualcomm (QCOM) | 0.2 | $1.7M | 14k | 128.78 |
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| Automatic Data Processing (ADP) | 0.2 | $1.7M | -6% | 8.4k | 203.18 |
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| Eli Lilly & Co. (LLY) | 0.2 | $1.7M | 1.8k | 919.77 |
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| Stryker Corporation (SYK) | 0.2 | $1.7M | 5.1k | 328.61 |
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| Pfizer (PFE) | 0.2 | $1.6M | -3% | 58k | 28.08 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $1.6M | 4.2k | 383.44 |
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| Sempra Energy (SRE) | 0.2 | $1.6M | 16k | 97.17 |
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| Lowe's Companies (LOW) | 0.1 | $1.6M | -5% | 6.6k | 236.28 |
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| Bank of America Corporation (BAC) | 0.1 | $1.5M | 31k | 48.75 |
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| Consolidated Edison (ED) | 0.1 | $1.4M | 13k | 113.18 |
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| Starbucks Corporation (SBUX) | 0.1 | $1.3M | 15k | 89.59 |
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| Netflix (NFLX) | 0.1 | $1.3M | +5% | 13k | 96.15 |
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| Merck & Co (MRK) | 0.1 | $1.3M | +2% | 11k | 120.29 |
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| Honeywell International | 0.1 | $1.3M | 5.5k | 226.04 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $1.2M | +23% | 1.4k | 895.24 |
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| Palo Alto Networks (PANW) | 0.1 | $1.2M | +7% | 7.5k | 160.32 |
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| Cisco Systems (CSCO) | 0.1 | $1.2M | 16k | 77.59 |
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| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.1 | $1.2M | +233% | 10k | 120.04 |
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| At&t (T) | 0.1 | $1.2M | 41k | 28.99 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $1.1M | -75% | 4.5k | 243.08 |
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| Home Depot (HD) | 0.1 | $1.1M | 3.2k | 328.86 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.0M | -4% | 5.3k | 192.91 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.0M | 2.3k | 430.29 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $986k | 1.4k | 682.09 |
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| American Tower Reit (AMT) | 0.1 | $891k | -14% | 5.2k | 172.58 |
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| Amgen (AMGN) | 0.1 | $880k | 2.5k | 351.85 |
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| Visa Com Cl A (V) | 0.1 | $873k | +7% | 2.9k | 302.24 |
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| Procter & Gamble Company (PG) | 0.1 | $823k | +3% | 5.7k | 144.45 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $769k | +8% | 5.3k | 146.28 |
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| Micron Technology (MU) | 0.1 | $766k | +57% | 2.3k | 337.84 |
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| Morgan Stanley Com New (MS) | 0.1 | $731k | +2% | 4.4k | 164.56 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $705k | NEW | 10k | 68.14 |
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| Bristol Myers Squibb (BMY) | 0.1 | $702k | 12k | 60.65 |
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| Emerson Electric (EMR) | 0.1 | $692k | 5.3k | 131.02 |
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| Wal-Mart Stores (WMT) | 0.1 | $675k | +6% | 5.4k | 124.27 |
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| CVB Financial (CVBF) | 0.1 | $669k | 35k | 19.39 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $665k | 5.0k | 132.90 |
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| Pepsi (PEP) | 0.1 | $645k | +6% | 4.2k | 155.29 |
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| Celsius Hldgs Com New (CELH) | 0.1 | $644k | 18k | 35.48 |
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| Houlihan Lokey Cl A (HLI) | 0.1 | $644k | NEW | 4.5k | 143.62 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $625k | -24% | 6.6k | 93.98 |
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| Union Pacific Corporation (UNP) | 0.1 | $617k | +2% | 2.5k | 242.62 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $605k | 1.9k | 320.81 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $559k | +6% | 1.7k | 337.95 |
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| Coherent Corp (COHR) | 0.1 | $546k | 2.3k | 238.21 |
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| New York Times Co Mtn Be Cl A (NYT) | 0.1 | $542k | 6.5k | 83.73 |
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| Oracle Corporation (ORCL) | 0.1 | $536k | -2% | 3.6k | 147.09 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $533k | +112% | 10k | 53.22 |
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| Nuveen Ins Ca Tx Fr Adv Mun (NKX) | 0.0 | $517k | +4% | 43k | 11.90 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $496k | -24% | 760.00 | 653.21 |
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| BlackRock Floating Rate Income Strat. Fn (FRA) | 0.0 | $488k | 44k | 11.02 |
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| salesforce (CRM) | 0.0 | $480k | +30% | 2.6k | 186.67 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $479k | 2.3k | 208.05 |
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| Fastenal Company (FAST) | 0.0 | $473k | -28% | 10k | 46.40 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $463k | 1.1k | 436.79 |
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| Ge Aerospace Com New (GE) | 0.0 | $447k | 1.6k | 283.84 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $446k | -9% | 968.00 | 460.99 |
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| Verizon Communications (VZ) | 0.0 | $438k | -3% | 8.7k | 50.20 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $434k | -4% | 9.7k | 44.62 |
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| Constellation Energy (CEG) | 0.0 | $404k | 1.4k | 279.25 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $398k | 5.6k | 70.91 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.0 | $395k | 11k | 35.44 |
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| Cadeler A S Spon Adr (CDLR) | 0.0 | $377k | 16k | 23.53 |
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| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.0 | $375k | 32k | 11.65 |
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| Vaneck Etf Trust Preferred Securt (PFXF) | 0.0 | $368k | 21k | 17.54 |
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| Glaukos (GKOS) | 0.0 | $367k | 3.4k | 107.66 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) | 0.0 | $367k | 9.2k | 40.10 |
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| Abbott Laboratories (ABT) | 0.0 | $355k | +4% | 3.5k | 102.68 |
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| Coca-Cola Company (KO) | 0.0 | $354k | 4.7k | 76.05 |
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| Medtronic SHS (MDT) | 0.0 | $353k | -2% | 4.1k | 86.65 |
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| Doubleline Opportunistic Cr (DBL) | 0.0 | $352k | 24k | 14.60 |
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| Freeport Mcmoran CL B (FCX) | 0.0 | $345k | 5.9k | 58.78 |
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| Pbf Energy Cl A (PBF) | 0.0 | $343k | -2% | 7.2k | 47.62 |
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| Nextera Energy (NEE) | 0.0 | $337k | 3.6k | 92.88 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $314k | 2.4k | 130.94 |
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| Citigroup Com New (C) | 0.0 | $301k | +15% | 2.7k | 113.43 |
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| Proshares Tr Pshs Ultra Qqq (QLD) | 0.0 | $298k | 4.9k | 61.00 |
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| Eaton Vance Limited Duration Income Fund (EVV) | 0.0 | $298k | 32k | 9.45 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $293k | 1.5k | 196.20 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $291k | +12% | 220.00 | 1320.83 |
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| Brown & Brown (BRO) | 0.0 | $283k | 4.3k | 65.21 |
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| International Business Machines (IBM) | 0.0 | $280k | 1.2k | 242.46 |
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| Dell Technologies CL C (DELL) | 0.0 | $280k | -5% | 1.7k | 164.13 |
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| Phillips 66 (PSX) | 0.0 | $273k | NEW | 1.5k | 182.18 |
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| Innovator Etfs Trust Equity Defined P (ZMAR) | 0.0 | $268k | 9.7k | 27.59 |
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| Innovator Etfs Trust Us Sm Cap Buffer (KFEB) | 0.0 | $267k | 9.5k | 28.09 |
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| Ishares Tr Ishares Biotech (IBB) | 0.0 | $261k | 1.5k | 168.85 |
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| Applied Materials (AMAT) | 0.0 | $258k | NEW | 756.00 | 341.79 |
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| Spdr Series Trust State Street Spd (SPTI) | 0.0 | $258k | -97% | 9.0k | 28.66 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $254k | 364.00 | 698.65 |
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| Intel Corporation (INTC) | 0.0 | $252k | 5.7k | 44.13 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $246k | -21% | 3.6k | 67.53 |
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| McDonald's Corporation (MCD) | 0.0 | $246k | +7% | 791.00 | 310.82 |
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| Nuveen Equity Premium and Growth Fund (SPXX) | 0.0 | $242k | NEW | 15k | 16.07 |
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| General Motors Company (GM) | 0.0 | $241k | 3.2k | 74.50 |
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| Innovator Etfs Trust Equity Def Protn (ZFEB) | 0.0 | $241k | 9.5k | 25.39 |
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| Wells Fargo & Company (WFC) | 0.0 | $240k | 3.0k | 79.61 |
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| Natera (NTRA) | 0.0 | $234k | 1.2k | 199.99 |
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| Arm Holdings Sponsored Ads (ARM) | 0.0 | $228k | NEW | 1.5k | 151.28 |
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| Vanguard World Consum Stp Etf (VDC) | 0.0 | $225k | 1.0k | 224.59 |
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| T. Rowe Price (TROW) | 0.0 | $223k | -37% | 2.5k | 90.13 |
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| Solventum Corp Com Shs (SOLV) | 0.0 | $221k | 3.4k | 65.30 |
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| Spdr Series Trust State Street Spd (SDY) | 0.0 | $220k | 1.5k | 145.94 |
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| Sprott Asset Management Physical Silver (PSLV) | 0.0 | $220k | 9.0k | 24.39 |
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| American Healthcare Reit Com Shs (AHR) | 0.0 | $218k | -22% | 4.6k | 47.16 |
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| Caterpillar (CAT) | 0.0 | $218k | NEW | 307.00 | 708.46 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $212k | -3% | 2.9k | 73.14 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $205k | -2% | 7.1k | 29.08 |
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| Iron Mountain (IRM) | 0.0 | $204k | NEW | 2.0k | 102.14 |
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| Genco Shipping & Trading SHS (GNK) | 0.0 | $203k | NEW | 9.0k | 22.55 |
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| First Trust/Four Corners SFRI Fund II (FCT) | 0.0 | $202k | 21k | 9.64 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $201k | NEW | 1.0k | 194.23 |
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| Doubleline Income Solutions (DSL) | 0.0 | $187k | 17k | 10.83 |
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| DNP Select Income Fund (DNP) | 0.0 | $179k | 17k | 10.30 |
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| Castor Maritime SHS (CTRM) | 0.0 | $35k | 19k | 1.85 |
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Past Filings by Apriem Advisors
SEC 13F filings are viewable for Apriem Advisors going back to 2010
- Apriem Advisors 2026 Q1 filed May 15, 2026
- 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