Iwamoto Kong & Co

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

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Apriem Advisors

Apriem Advisors holds 151 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 14.5 $108M +8% 1.9M 56.40
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 7.0 $53M +3% 715k 73.55
 View chart
Apple (AAPL) 6.7 $50M 261k 192.53
 View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 4.5 $34M +3% 371k 91.39
 View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.2 $32M -5% 857k 36.96
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.8 $28M -4% 586k 47.90
 View chart
Intel Corporation (INTC) 3.4 $26M 512k 50.25
 View chart
Snap-on Incorporated (SNA) 3.1 $23M -5% 80k 288.84
 View chart
Regeneron Pharmaceuticals (REGN) 2.8 $21M -4% 24k 878.29
 View chart
Pioneer Natural Resources (PXD) 2.5 $19M -4% 84k 224.88
 View chart
Alphabet Cap Stk Cl A (GOOGL) 2.5 $19M 134k 139.69
 View chart
American Tower Reit (AMT) 2.3 $18M -3% 82k 215.88
 View chart
Adobe Systems Incorporated (ADBE) 2.0 $15M -2% 26k 596.60
 View chart
Amazon (AMZN) 2.0 $15M 96k 151.94
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.8 $13M 28k 475.32
 View chart
Cintas Corporation (CTAS) 1.6 $12M -7% 21k 602.66
 View chart
Tesla Motors (TSLA) 1.6 $12M +2% 48k 248.48
 View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 1.6 $12M 140k 84.87
 View chart
Walt Disney Company (DIS) 1.6 $12M +2% 131k 90.29
 View chart
Exxon Mobil Corporation (XOM) 1.5 $11M 113k 99.98
 View chart
ResMed (RMD) 1.5 $11M +3% 65k 172.02
 View chart
Lockheed Martin Corporation (LMT) 1.5 $11M -4% 24k 453.24
 View chart
Autodesk (ADSK) 1.4 $11M NEW 43k 243.48
 View chart
Automatic Data Processing (ADP) 1.3 $9.9M -6% 42k 232.97
 View chart
JPMorgan Chase & Co. (JPM) 1.3 $9.7M 57k 170.10
 View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.2 $8.7M -3% 350k 24.79
 View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.0 $7.8M 141k 55.67
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.0 $7.3M -4% 177k 41.10
 View chart
Microsoft Corporation (MSFT) 0.9 $6.7M 18k 376.05
 View chart
Boeing Company (BA) 0.8 $5.7M +60% 22k 260.66
 View chart
Stryker Corporation (SYK) 0.7 $5.5M -5% 18k 299.47
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $5.3M 15k 356.66
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $5.0M 12k 409.54
 View chart
Abbvie (ABBV) 0.5 $3.9M -3% 26k 154.97
 View chart
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $3.9M 51k 76.13
 View chart
Kla Corp Com New (KLAC) 0.5 $3.7M -8% 6.3k 581.30
 View chart
Johnson & Johnson (JNJ) 0.5 $3.7M -4% 23k 156.74
 View chart
Advanced Micro Devices (AMD) 0.4 $3.1M 21k 147.41
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $3.0M 10k 303.17
 View chart
Agnico (AEM) 0.4 $2.9M +4% 53k 54.85
 View chart
Vaneck Etf Trust Gold Miners Etf (GDX) 0.4 $2.9M 94k 31.01
 View chart
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $2.9M 61k 47.49
 View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.4 $2.9M -2% 42k 70.10
 View chart
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.4 $2.9M 45k 63.33
 View chart
Abbott Laboratories (ABT) 0.3 $2.4M 22k 110.07
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.3 $2.3M 72k 32.64
 View chart
NVIDIA Corporation (NVDA) 0.3 $2.3M 4.7k 495.20
 View chart
Eaton Corp SHS (ETN) 0.3 $2.3M -2% 9.5k 240.82
 View chart
Consolidated Edison (ED) 0.3 $2.1M 23k 90.97
 View chart
Qualcomm (QCOM) 0.3 $2.0M 14k 144.63
 View chart
Lowe's Companies (LOW) 0.3 $2.0M -12% 8.8k 222.54
 View chart
Pfizer (PFE) 0.2 $1.8M -4% 61k 28.79
 View chart
Costco Wholesale Corporation (COST) 0.2 $1.6M 2.5k 660.03
 View chart
Chevron Corporation (CVX) 0.2 $1.6M 11k 149.16
 View chart
Starbucks Corporation (SBUX) 0.2 $1.6M 17k 96.01
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.6M +10% 11k 140.93
 View chart
Meta Platforms Cl A (META) 0.2 $1.6M 4.4k 353.96
 View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $1.6M 4.2k 376.87
 View chart
Cisco Systems (CSCO) 0.2 $1.4M 28k 50.52
 View chart
Lam Research Corporation (LRCX) 0.2 $1.3M -3% 1.7k 783.09
 View chart
At&t (T) 0.2 $1.3M -2% 79k 16.78
 View chart
Altair Engr Com Cl A (ALTR) 0.2 $1.3M 15k 84.15
 View chart
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $1.2M -17% 7.0k 174.87
 View chart
Medtronic SHS (MDT) 0.2 $1.2M -9% 15k 82.38
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.2M +4% 2.7k 436.76
 View chart
Procter & Gamble Company (PG) 0.2 $1.2M 7.9k 146.55
 View chart
Honeywell International (HON) 0.2 $1.2M 5.5k 209.72
 View chart
Ishares Tr Us Hlthcare Etf (IYH) 0.2 $1.2M 4.0k 286.21
 View chart
Broadcom (AVGO) 0.1 $1.1M -6% 980.00 1116.25
 View chart
Merck & Co (MRK) 0.1 $1.1M 9.8k 109.02
 View chart
Bank of America Corporation (BAC) 0.1 $1.1M 31k 33.67
 View chart
Palo Alto Networks (PANW) 0.1 $1.0M +19% 3.5k 294.88
 View chart
T. Rowe Price (TROW) 0.1 $995k -48% 9.2k 107.69
 View chart
Pbf Energy Cl A (PBF) 0.1 $977k +2% 22k 43.96
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.1 $908k +32% 4.5k 200.71
 View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $853k 10k 82.96
 View chart
Pepsi (PEP) 0.1 $829k +2% 4.9k 169.84
 View chart
Celsius Hldgs Com New (CELH) 0.1 $826k +200% 15k 54.52
 View chart
Netflix (NFLX) 0.1 $769k -12% 1.6k 486.88
 View chart
Amgen (AMGN) 0.1 $707k 2.5k 288.02
 View chart
Home Depot (HD) 0.1 $699k 2.0k 346.57
 View chart
CVB Financial (CVBF) 0.1 $697k 35k 20.19
 View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.1 $667k -3% 60k 11.09
 View chart
Ishares Tr Core S&p500 Etf (IVV) 0.1 $665k NEW 1.4k 477.63
 View chart
Ishares Tr Ishares Biotech (IBB) 0.1 $630k 4.6k 135.85
 View chart
Parker-Hannifin Corporation (PH) 0.1 $625k +7% 1.4k 460.70
 View chart
Union Pacific Corporation (UNP) 0.1 $620k +7% 2.5k 245.62
 View chart
Emerson Electric (EMR) 0.1 $594k -5% 6.1k 97.34
 View chart
Nuveen Ins Ca Tx Fr Adv Mun (NKX) 0.1 $594k -17% 51k 11.54
 View chart
Ansys (ANSS) 0.1 $584k 1.6k 362.88
 View chart
Visa Com Cl A (V) 0.1 $579k 2.2k 260.36
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $574k 2.4k 237.22
 View chart
Charles Schwab Corporation (SCHW) 0.1 $553k 8.0k 68.80
 View chart
Vaneck Etf Trust Preferred Securt (PFXF) 0.1 $520k -4% 30k 17.18
 View chart
Fastenal Company (FAST) 0.1 $515k 8.0k 64.77
 View chart
Accenture Plc Ireland Shs Class A (ACN) 0.1 $507k -2% 1.4k 350.91
 View chart
Northrop Grumman Corporation (NOC) 0.1 $486k 1.0k 468.14
 View chart
BlackRock Floating Rate Income Strat. Fn (FRA) 0.1 $482k 38k 12.66
 View chart
Select Sector Spdr Tr Technology (XLK) 0.1 $481k 2.5k 192.48
 View chart
Raytheon Technologies Corp (RTX) 0.1 $469k +3% 5.6k 84.14
 View chart
Target Corporation (TGT) 0.1 $468k +24% 3.3k 142.41
 View chart
Ford Motor Company (F) 0.1 $467k -2% 38k 12.19
 View chart
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $464k -92% 8.3k 55.90
 View chart
Doubleline Opportunistic Cr (DBL) 0.1 $432k 28k 15.35
 View chart
Verizon Communications (VZ) 0.1 $420k 11k 37.70
 View chart
Phillips 66 (PSX) 0.1 $408k 3.1k 133.14
 View chart
Intuitive Surgical Com New (ISRG) 0.1 $399k 1.2k 337.36
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.1 $396k 2.1k 191.17
 View chart
Clorox Company (CLX) 0.1 $376k -2% 2.6k 142.60
 View chart
Lululemon Athletica (LULU) 0.0 $368k NEW 720.00 511.29
 View chart
Roper Industries (ROP) 0.0 $368k 675.00 545.17
 View chart
CoStar (CSGP) 0.0 $368k 4.2k 87.39
 View chart
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $356k -29% 7.6k 46.62
 View chart
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $330k 2.3k 143.64
 View chart
Morgan Stanley Com New (MS) 0.0 $327k +2% 3.5k 93.25
 View chart
Duke Energy Corp Com New (DUK) 0.0 $325k -7% 3.3k 97.04
 View chart
McDonald's Corporation (MCD) 0.0 $318k +15% 1.1k 296.53
 View chart
New York Times Cl A (NYT) 0.0 $317k 6.5k 48.99
 View chart
Zebra Technologies Corporati Cl A (ZBRA) 0.0 $307k -97% 1.1k 273.33
 View chart
International Business Machines (IBM) 0.0 $306k +9% 1.9k 163.58
 View chart
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $301k -4% 5.8k 52.00
 View chart
Dimensional Etf Trust Us Equity Etf (DFUS) 0.0 $291k 5.6k 51.83
 View chart
Bristol Myers Squibb (BMY) 0.0 $289k -10% 5.6k 51.31
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.0 $286k -13% 920.00 310.88
 View chart
Kimberly-Clark Corporation (KMB) 0.0 $278k 2.3k 121.51
 View chart
Coca-Cola Company (KO) 0.0 $277k +3% 4.7k 58.93
 View chart
Verisk Analytics (VRSK) 0.0 $272k 1.1k 238.86
 View chart
Cadeler A S Spon Adr 0.0 $267k NEW 15k 18.40
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $265k 2.4k 111.62
 View chart
Eaton Vance Limited Duration Income Fund (EVV) 0.0 $261k 27k 9.58
 View chart
Nuveen Equity Premium Income Fund (BXMX) 0.0 $252k 20k 12.83
 View chart
salesforce (CRM) 0.0 $238k NEW 905.00 263.14
 View chart
Micron Technology (MU) 0.0 $236k NEW 2.8k 85.34
 View chart
Vanguard Index Fds Value Etf (VTV) 0.0 $231k 1.5k 149.50
 View chart
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.0 $229k 12k 19.74
 View chart
General Mills (GIS) 0.0 $227k 3.5k 65.15
 View chart
Proshares Tr Pshs Ultra Qqq (QLD) 0.0 $224k NEW 3.0k 76.00
 View chart
Iron Mountain (IRM) 0.0 $224k NEW 3.2k 69.98
 View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $223k -39% 3.8k 58.33
 View chart
Tyler Technologies (TYL) 0.0 $223k 533.00 418.12
 View chart
Exponent (EXPO) 0.0 $221k 2.5k 88.04
 View chart
Goldman Sachs (GS) 0.0 $219k NEW 567.00 385.87
 View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $214k -5% 3.4k 62.66
 View chart
Wells Fargo & Company (WFC) 0.0 $211k NEW 4.3k 49.22
 View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $202k NEW 4.3k 47.24
 View chart
First Trust/Four Corners SFRI Fund II (FCT) 0.0 $164k 16k 10.09
 View chart
DNP Select Income Fund (DNP) 0.0 $148k 17k 8.48
 View chart
Aberdeen Asia-Pacific Income Fund (FAX) 0.0 $139k 51k 2.71
 View chart
Doubleline Income Solutions (DSL) 0.0 $132k 11k 12.24
 View chart
Sprott Physical Silver Tr Tr Unit (PSLV) 0.0 $81k 10k 8.08
 View chart
Castor Maritime Shs New (CTRM) 0.0 $18k NEW 43k 0.42
 View chart

Past Filings by Apriem Advisors

SEC 13F filings are viewable for Apriem Advisors going back to 2010

View all past filings