Iwamoto Kong & Co

Apriem Advisors as of Dec. 31, 2024

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