Iwamoto Kong & Co
Latest statistics and disclosures from Apriem Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHX, BND, AAPL, MGV, MOAT, and represent 35.12% of Apriem Advisors's stock portfolio.
- Added to shares of these 10 stocks: MGK (+$25M), GLDM (+$8.5M), AVAV (+$6.8M), KLAC (+$6.5M), CF (+$5.9M), IWF (+$5.8M), MGV (+$5.6M), SCHD, VWO, BX.
- Started 13 new stock positions in SPCX, AVAV, VOOG, JPIE, HON, HONA, MRVL, BALT, CF, VXUS. BX, NET, CBSH.
- Reduced shares in these 10 stocks: SGOV (-$12M), MOAT (-$7.2M), SCHX (-$6.3M), REGN, INTU, LRCX, SCHF, AMD, Honeywell International, .
- Sold out of its positions in T, ADBE, AMT, ARM, BRO, COHR, CEG, DELL, DSL, FCX. Honeywell International, INTU, SLV, NTRA, NEE, SPTI, PSLV.
- Apriem Advisors was a net buyer of stock by $29M.
- Apriem Advisors has $1.2B in assets under management (AUM), dropping by 10.23%.
- Central Index Key (CIK): 0001425165
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Portfolio Holdings for Apriem Advisors
Apriem Advisors holds 182 positions in its portfolio as reported in the June 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 | $160M | -3% | 5.4M | 29.43 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 6.1 | $71M | +3% | 964k | 73.41 |
|
| Apple (AAPL) | 6.0 | $69M | 239k | 289.36 |
|
|
| Vanguard World Mega Cap Val Etf (MGV) | 4.9 | $57M | +10% | 350k | 163.45 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 4.3 | $49M | -12% | 474k | 103.96 |
|
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 3.9 | $45M | +3% | 487k | 91.64 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.6 | $41M | 579k | 71.25 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.5 | $41M | +7% | 683k | 59.69 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.5 | $41M | 114k | 357.37 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 3.4 | $39M | +9% | 1.2M | 31.71 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 2.9 | $34M | +3% | 111k | 302.97 |
|
| Vanguard World Mega Grwth Ind (MGK) | 2.6 | $30M | +444% | 344k | 87.91 |
|
| Amazon (AMZN) | 2.0 | $23M | 95k | 238.34 |
|
|
| Lam Research Corp Com New (LRCX) | 1.9 | $22M | -11% | 50k | 433.33 |
|
| Exxon Mobil Corporation (XOM) | 1.7 | $20M | 146k | 136.72 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.6 | $19M | 25k | 746.77 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.6 | $18M | -12% | 652k | 27.70 |
|
| JPMorgan Chase & Co. (JPM) | 1.3 | $15M | 45k | 327.33 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.2 | $14M | +10% | 45k | 303.12 |
|
| Goldman Sachs (GS) | 1.1 | $13M | -7% | 13k | 1011.37 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 1.1 | $13M | +201% | 159k | 79.42 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.0 | $12M | 405k | 28.96 |
|
|
| Microsoft Corporation (MSFT) | 0.9 | $11M | -4% | 28k | 373.02 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.9 | $10M | 434k | 23.13 |
|
|
| NVIDIA Corporation (NVDA) | 0.8 | $9.7M | -9% | 48k | 200.09 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.8 | $9.5M | -4% | 261k | 36.26 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $9.4M | 13k | 736.41 |
|
|
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.7 | $8.6M | +15% | 330k | 25.95 |
|
| Agnico (AEM) | 0.7 | $8.6M | 55k | 155.13 |
|
|
| Tesla Motors (TSLA) | 0.7 | $8.2M | +8% | 20k | 420.60 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $7.8M | +300% | 62k | 124.17 |
|
| Advanced Micro Devices (AMD) | 0.6 | $7.4M | -18% | 13k | 580.91 |
|
| Kla Corp Com New (KLAC) | 0.6 | $7.2M | +901% | 24k | 301.71 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.6 | $7.0M | 93k | 75.45 |
|
|
| AeroVironment (AVAV) | 0.6 | $6.8M | NEW | 41k | 165.07 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $6.6M | -3% | 13k | 500.39 |
|
| CF Industries Holdings (CF) | 0.5 | $5.9M | NEW | 55k | 108.26 |
|
| Lockheed Martin Corporation (LMT) | 0.5 | $5.9M | -3% | 12k | 509.44 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.5 | $5.4M | +9% | 22k | 242.99 |
|
| Autodesk (ADSK) | 0.4 | $5.0M | -3% | 26k | 194.42 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.4 | $4.7M | 73k | 64.50 |
|
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| ResMed (RMD) | 0.4 | $4.5M | -19% | 23k | 194.88 |
|
| Cintas Corporation (CTAS) | 0.4 | $4.4M | -6% | 26k | 170.08 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $4.4M | -14% | 5.7k | 763.14 |
|
| Boeing Company (BA) | 0.4 | $4.3M | -11% | 20k | 216.47 |
|
| 3M Company (MMM) | 0.4 | $4.1M | 25k | 161.91 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.4 | $4.1M | 117k | 34.81 |
|
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.4 | $4.1M | 89k | 45.34 |
|
|
| Broadcom (AVGO) | 0.3 | $4.0M | -7% | 11k | 377.74 |
|
| Eaton Corp SHS (ETN) | 0.3 | $3.7M | 8.6k | 426.12 |
|
|
| MercadoLibre (MELI) | 0.3 | $3.6M | -3% | 2.1k | 1697.39 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $3.5M | -22% | 10k | 353.34 |
|
| Abbvie (ABBV) | 0.3 | $3.4M | 14k | 251.63 |
|
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.3 | $3.2M | -78% | 32k | 100.67 |
|
| Micron Technology (MU) | 0.3 | $3.1M | +19% | 2.7k | 1154.44 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $3.1M | +39% | 20k | 158.03 |
|
| Johnson & Johnson (JNJ) | 0.3 | $3.1M | 12k | 253.96 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $2.7M | 5.3k | 513.60 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $2.7M | 4.1k | 655.97 |
|
|
| Snap-on Incorporated (SNA) | 0.2 | $2.7M | -30% | 6.7k | 402.40 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $2.6M | -7% | 2.8k | 935.57 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.2 | $2.6M | 52k | 50.23 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $2.6M | +12% | 8.6k | 300.45 |
|
| Palo Alto Networks (PANW) | 0.2 | $2.6M | 7.5k | 341.02 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $2.5M | NEW | 22k | 117.67 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $2.5M | +15% | 2.1k | 1199.43 |
|
| Qualcomm (QCOM) | 0.2 | $2.5M | 14k | 184.79 |
|
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| Amplify Etf Tr Jr Silv Mine Etf (SILJ) | 0.2 | $2.5M | 95k | 25.92 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $2.4M | +3% | 6.7k | 365.70 |
|
| SLB Com Stk (SLB) | 0.2 | $2.4M | -25% | 51k | 46.49 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $2.4M | 70k | 33.84 |
|
|
| Meta Platforms Cl A (META) | 0.2 | $2.4M | 4.2k | 563.30 |
|
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.2 | $2.2M | 4.2k | 522.39 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $2.0M | 2.9k | 686.86 |
|
|
| Cisco Systems (CSCO) | 0.2 | $1.8M | 16k | 117.46 |
|
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| Bank of America Corporation (BAC) | 0.2 | $1.8M | 31k | 56.98 |
|
|
| Automatic Data Processing (ADP) | 0.2 | $1.7M | -7% | 7.8k | 223.95 |
|
| Chevron Corporation (CVX) | 0.1 | $1.7M | -22% | 10k | 165.77 |
|
| Stryker Corporation (SYK) | 0.1 | $1.6M | 5.1k | 314.86 |
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| Sempra Energy (SRE) | 0.1 | $1.5M | 17k | 92.71 |
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| Starbucks Corporation (SBUX) | 0.1 | $1.5M | 15k | 102.19 |
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| Pfizer (PFE) | 0.1 | $1.5M | +5% | 62k | 24.08 |
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| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.1 | $1.5M | +50% | 15k | 98.25 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $1.4M | +6% | 1.5k | 978.12 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $1.4M | +464% | 40k | 36.13 |
|
| Consolidated Edison (ED) | 0.1 | $1.4M | 13k | 110.63 |
|
|
| Merck & Co (MRK) | 0.1 | $1.4M | +2% | 11k | 128.50 |
|
| Lowe's Companies (LOW) | 0.1 | $1.3M | -12% | 5.7k | 220.50 |
|
| Ge Vernova (GEV) | 0.1 | $1.2M | -49% | 1.0k | 1174.97 |
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| Home Depot (HD) | 0.1 | $1.2M | +4% | 3.4k | 352.71 |
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| Walt Disney Company (DIS) | 0.1 | $1.1M | -39% | 12k | 96.25 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $994k | 5.2k | 189.75 |
|
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| Netflix (NFLX) | 0.1 | $976k | 14k | 71.40 |
|
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $970k | 5.1k | 190.52 |
|
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| Amgen (AMGN) | 0.1 | $906k | 2.5k | 362.12 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $887k | -4% | 4.2k | 209.06 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $863k | 2.3k | 368.38 |
|
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| Procter & Gamble Company (PG) | 0.1 | $836k | 5.7k | 146.63 |
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| CVB Financial (CVBF) | 0.1 | $778k | 35k | 22.55 |
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| Applied Materials (AMAT) | 0.1 | $764k | +39% | 1.1k | 723.00 |
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| Emerson Electric (EMR) | 0.1 | $757k | 5.3k | 143.15 |
|
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| Visa Com Cl A (V) | 0.1 | $739k | -25% | 2.2k | 343.09 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $736k | 1.4k | 509.28 |
|
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $710k | 1.9k | 370.04 |
|
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $704k | +32% | 13k | 53.17 |
|
| Union Pacific Corporation (UNP) | 0.1 | $681k | 2.5k | 272.00 |
|
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| Intel Corporation (INTC) | 0.1 | $681k | -14% | 4.9k | 139.63 |
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| Bristol Myers Squibb (BMY) | 0.1 | $668k | 12k | 57.62 |
|
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $657k | 2.3k | 285.58 |
|
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| Honeywell International (HON) | 0.1 | $620k | NEW | 2.8k | 223.90 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $615k | 5.3k | 116.67 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $613k | 6.6k | 92.27 |
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| Honeywell Aerospace (HONA) | 0.1 | $612k | NEW | 2.8k | 221.08 |
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| Houlihan Lokey Cl A (HLI) | 0.1 | $601k | 4.5k | 134.13 |
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| Ge Aerospace Com New (GE) | 0.1 | $589k | 1.6k | 373.67 |
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| Nuveen Ins Ca Tx Fr Adv Mun (NKX) | 0.0 | $569k | +4% | 45k | 12.53 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $569k | 760.00 | 748.89 |
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| Pepsi (PEP) | 0.0 | $567k | 4.2k | 135.40 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $547k | +500% | 6.4k | 86.14 |
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| Marvell Technology (MRVL) | 0.0 | $536k | NEW | 1.8k | 297.89 |
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| BlackRock Floating Rate Income Strat. Fn (FRA) | 0.0 | $526k | +8% | 48k | 10.99 |
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| Innovator Etfs Trust Defined Wlt Shld (BALT) | 0.0 | $501k | NEW | 15k | 34.27 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $490k | NEW | 2.9k | 170.86 |
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| Glaukos (GKOS) | 0.0 | $477k | 3.4k | 139.76 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $473k | -40% | 991.00 | 477.57 |
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| Proshares Tr Pshs Ultra Qqq (QLD) | 0.0 | $473k | 4.9k | 96.76 |
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| Celsius Hldgs Com New (CELH) | 0.0 | $468k | -11% | 16k | 29.28 |
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| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 0.0 | $460k | 5.6k | 81.94 |
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| New York Times Co Mtn Be Cl A (NYT) | 0.0 | $453k | 6.5k | 69.98 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $438k | 220.00 | 1989.44 |
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| Citigroup Com New (C) | 0.0 | $407k | +9% | 2.9k | 139.94 |
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| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.0 | $401k | +2% | 33k | 12.12 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $399k | +22% | 1.8k | 217.97 |
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| Oracle Corporation (ORCL) | 0.0 | $397k | -25% | 2.7k | 146.53 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) | 0.0 | $394k | 9.2k | 43.06 |
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| salesforce (CRM) | 0.0 | $391k | -2% | 2.5k | 156.66 |
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| Coca-Cola Company (KO) | 0.0 | $378k | 4.7k | 81.26 |
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| Vaneck Etf Trust Preferred Securt (PFXF) | 0.0 | $375k | 21k | 17.84 |
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| Verizon Communications (VZ) | 0.0 | $374k | 8.8k | 42.34 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $368k | 9.6k | 38.23 |
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| Eaton Vance Limited Duration Income Fund (EVV) | 0.0 | $367k | +24% | 39k | 9.37 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $358k | +723% | 3.0k | 119.54 |
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| Medtronic SHS (MDT) | 0.0 | $352k | +10% | 4.5k | 78.23 |
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| Cadeler A S Spon Adr (CDLR) | 0.0 | $351k | 16k | 21.91 |
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| Wal-Mart Stores (WMT) | 0.0 | $345k | -43% | 3.0k | 113.25 |
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| International Business Machines (IBM) | 0.0 | $339k | +4% | 1.2k | 281.29 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.0 | $328k | -2% | 11k | 30.17 |
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| Caterpillar (CAT) | 0.0 | $327k | 307.00 | 1064.90 |
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| Abbott Laboratories (ABT) | 0.0 | $323k | +2% | 3.6k | 90.75 |
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| Pbf Energy Cl A (PBF) | 0.0 | $321k | -2% | 7.1k | 45.52 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $319k | -17% | 801.00 | 397.68 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $312k | +2% | 2.5k | 126.58 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $311k | 1.0k | 297.96 |
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| Fastenal Company (FAST) | 0.0 | $305k | -37% | 6.4k | 48.03 |
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| Cloudflare Cl A Com (NET) | 0.0 | $298k | NEW | 1.2k | 245.28 |
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| Innovator Etfs Trust Us Sm Cap Buffer (KFEB) | 0.0 | $295k | 9.5k | 31.07 |
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| Ishares Tr Ishares Biotech (IBB) | 0.0 | $294k | 1.5k | 190.19 |
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.0 | $293k | NEW | 6.4k | 46.05 |
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| Doubleline Opportunistic Cr (DBL) | 0.0 | $289k | -16% | 20k | 14.38 |
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| Nuveen Equity Premium and Growth Fund (SPXX) | 0.0 | $281k | 15k | 18.64 |
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| Innovator Etfs Trust Equi Defi 1 Marc (ZMAR) | 0.0 | $274k | 9.7k | 28.22 |
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $271k | -94% | 434.00 | 623.54 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $270k | -3% | 3.5k | 77.11 |
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| Solventum Corp Com Shs (SOLV) | 0.0 | $261k | 3.4k | 77.15 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $257k | NEW | 3.1k | 82.62 |
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| Phillips 66 (PSX) | 0.0 | $254k | 1.5k | 169.05 |
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| Iron Mountain (IRM) | 0.0 | $253k | 2.0k | 126.31 |
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| General Motors Company (GM) | 0.0 | $250k | 3.2k | 77.08 |
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| Wells Fargo & Company (WFC) | 0.0 | $249k | 3.0k | 82.64 |
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| Innovator Etfs Trust Equity Def Protn (ZFEB) | 0.0 | $247k | 9.5k | 25.99 |
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| T. Rowe Price (TROW) | 0.0 | $247k | -12% | 2.2k | 113.70 |
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| American Healthcare Reit Com Shs (AHR) | 0.0 | $241k | 4.6k | 52.15 |
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| Commerce Bancshares (CBSH) | 0.0 | $232k | NEW | 4.0k | 57.75 |
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| Spdr Series Trust St Str Sp Div (SDY) | 0.0 | $230k | 1.5k | 152.18 |
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| Genco Shipping & Trading SHS (GNK) | 0.0 | $228k | +2% | 9.2k | 24.78 |
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| First Trust/Four Corners SFRI Fund II (FCT) | 0.0 | $227k | +11% | 24k | 9.66 |
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| Vanguard World Consum Stp Etf (VDC) | 0.0 | $226k | 1.0k | 225.49 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $217k | 2.9k | 74.90 |
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| McDonald's Corporation (MCD) | 0.0 | $209k | -2% | 774.00 | 270.33 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $203k | NEW | 2.4k | 85.51 |
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| DNP Select Income Fund (DNP) | 0.0 | $199k | +5% | 18k | 10.79 |
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| Castor Maritime SHS (CTRM) | 0.0 | $40k | 19k | 2.10 |
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Past Filings by Apriem Advisors
SEC 13F filings are viewable for Apriem Advisors going back to 2010
- Apriem Advisors 2026 Q2 filed Aug. 14, 2026
- 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