Iwamoto Kong & Co

Apriem Advisors as of March 31, 2025

Portfolio Holdings for Apriem Advisors

Apriem Advisors holds 182 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 15.9 $135M 6.1M 22.08
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 6.8 $58M 785k 73.45
Apple (AAPL) 6.1 $52M 235k 222.13
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.6 $31M 610k 50.83
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 3.6 $31M 350k 88.00
Vanguard World Mega Grwth Ind (MGK) 2.9 $25M 79k 308.88
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.7 $23M 1.2M 19.78
Amazon (AMZN) 2.6 $23M 118k 190.26
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 2.5 $22M 111k 193.02
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 2.5 $21M 230k 91.73
Alphabet Cap Stk Cl A (GOOGL) 2.2 $19M 124k 154.64
Vanguard World Mega Cap Val Etf (MGV) 2.0 $17M 135k 128.84
Exxon Mobil Corporation (XOM) 2.0 $17M 142k 118.93
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.8 $16M 28k 559.41
Microsoft Corporation (MSFT) 1.7 $14M 38k 375.39
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.5 $13M 468k 27.96
Spdr Ser Tr Portfli Intrmdit (SPTI) 1.5 $13M 440k 28.58
JPMorgan Chase & Co. (JPM) 1.5 $13M 51k 245.30
Lockheed Martin Corporation (LMT) 1.3 $12M 26k 446.72
Snap-on Incorporated (SNA) 1.3 $11M 32k 337.02
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.2 $11M 456k 23.16
Walt Disney Company (DIS) 1.2 $10M 106k 98.70
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $9.9M 219k 45.26
Autodesk (ADSK) 1.1 $9.6M 37k 261.80
Paypal Holdings (PYPL) 1.1 $9.4M 144k 65.25
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.1 $9.0M 417k 21.53
Lam Research Corp Com New (LRCX) 1.0 $8.7M 119k 72.70
ResMed (RMD) 1.0 $8.3M 37k 223.85
Adobe Systems Incorporated (ADBE) 1.0 $8.2M 22k 383.53
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.0 $8.2M 296k 27.57
Cintas Corporation (CTAS) 1.0 $8.1M 40k 205.53
Regeneron Pharmaceuticals (REGN) 0.9 $7.9M 12k 634.23
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $7.7M 15k 532.58
Schlumberger Com Stk (SLB) 0.8 $7.0M 168k 41.80
Intuit (INTU) 0.8 $6.9M 11k 613.99
Tesla Motors (TSLA) 0.8 $6.6M 25k 259.16
American Tower Reit (AMT) 0.8 $6.4M 30k 217.60
Agnico (AEM) 0.7 $6.0M 55k 108.41
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $5.9M 13k 468.94
NVIDIA Corporation (NVDA) 0.7 $5.7M 53k 108.38
Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $5.6M 16k 361.10
Vaneck Etf Trust Gold Miners Etf (GDX) 0.5 $4.3M 93k 45.97
Automatic Data Processing (ADP) 0.5 $4.2M 14k 305.53
Boeing Company (BA) 0.5 $4.0M 24k 170.56
3M Company (MMM) 0.4 $3.7M 25k 146.86
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.4 $3.5M 45k 78.85
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.4 $3.5M 130k 26.58
Abbvie (ABBV) 0.3 $2.8M 13k 209.53
Mastercard Incorporated Cl A (MA) 0.3 $2.8M 5.0k 548.12
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.3 $2.5M 50k 49.90
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.3 $2.4M 72k 34.20
Costco Wholesale Corporation (COST) 0.3 $2.4M 2.6k 945.78
Eaton Corp SHS (ETN) 0.3 $2.4M 8.9k 271.83
Stryker Corporation (SYK) 0.3 $2.4M 6.5k 372.30
Advanced Micro Devices (AMD) 0.3 $2.3M 23k 102.74
Meta Platforms Cl A (META) 0.3 $2.3M 4.0k 576.37
Chevron Corporation (CVX) 0.3 $2.2M 13k 167.30
Alphabet Cap Stk Cl C (GOOG) 0.2 $2.1M 14k 156.24
Qualcomm (QCOM) 0.2 $2.1M 14k 153.62
Johnson & Johnson (JNJ) 0.2 $2.0M 12k 165.84
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $1.9M 76k 25.04
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.2 $1.8M 49k 36.49
Kla Corp Com New (KLAC) 0.2 $1.8M 2.6k 679.80
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $1.7M 4.2k 419.88
Lowe's Companies (LOW) 0.2 $1.7M 7.2k 233.26
Starbucks Corporation (SBUX) 0.2 $1.6M 16k 98.09
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.6M 3.1k 513.96
Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.5M 7.7k 199.49
Broadcom (AVGO) 0.2 $1.5M 8.9k 167.43
Pfizer (PFE) 0.2 $1.5M 59k 25.34
Netflix (NFLX) 0.2 $1.5M 1.6k 932.53
Consolidated Edison (ED) 0.2 $1.4M 13k 110.59
Vanguard Index Fds Small Cp Etf (VB) 0.2 $1.4M 6.3k 221.78
Bank of America Corporation (BAC) 0.1 $1.2M 29k 41.73
Palo Alto Networks (PANW) 0.1 $1.2M 7.0k 170.64
Amplify Etf Tr Amplify Junior S (SILJ) 0.1 $1.2M 95k 12.12
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $1.2M 4.6k 251.79
At&t (T) 0.1 $1.1M 39k 28.28
Honeywell International (HON) 0.1 $1.1M 5.2k 211.78
Procter & Gamble Company (PG) 0.1 $1.0M 6.0k 170.43
Home Depot (HD) 0.1 $973k 2.7k 366.50
Merck & Co (MRK) 0.1 $958k 11k 89.76
Visa Com Cl A (V) 0.1 $955k 2.7k 350.46
Cisco Systems (CSCO) 0.1 $941k 15k 61.71
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $881k 4.2k 211.48
Raytheon Technologies Corp (RTX) 0.1 $796k 6.0k 132.47
Parker-Hannifin Corporation (PH) 0.1 $795k 1.3k 607.85
Amgen (AMGN) 0.1 $776k 2.5k 311.55
Bristol Myers Squibb (BMY) 0.1 $702k 12k 60.99
Eli Lilly & Co. (LLY) 0.1 $648k 785.00 825.91
Celsius Hldgs Com New (CELH) 0.1 $647k 18k 35.62
CVB Financial (CVBF) 0.1 $637k 35k 18.46
Charles Schwab Corporation (SCHW) 0.1 $637k 8.1k 78.29
Union Pacific Corporation (UNP) 0.1 $615k 2.6k 236.24
Spdr Gold Tr Gold Shs (GLD) 0.1 $610k 2.1k 288.14
Ge Vernova (GEV) 0.1 $609k 2.0k 305.28
Fastenal Company (FAST) 0.1 $609k 7.9k 77.55
Ishares Tr Core S&p500 Etf (IVV) 0.1 $609k 1.1k 561.98
Pepsi (PEP) 0.1 $606k 4.0k 149.95
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $605k 3.2k 186.29
Emerson Electric (EMR) 0.1 $595k 5.4k 109.66
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $592k 10k 58.35
BlackRock Floating Rate Income Strat. Fn (FRA) 0.1 $586k 45k 12.92
Newmont Mining Corporation (NEM) 0.1 $581k 12k 48.28
Intuitive Surgical Com New (ISRG) 0.1 $579k 1.2k 495.27
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $556k 2.0k 274.84
Northrop Grumman Corporation (NOC) 0.1 $545k 1.1k 512.43
Nuveen Ins Ca Tx Fr Adv Mun (NKX) 0.1 $544k 43k 12.59
Brown & Brown (BRO) 0.1 $540k 4.3k 124.40
Select Sector Spdr Tr Technology (XLK) 0.1 $533k 2.6k 206.48
International Business Machines (IBM) 0.1 $532k 2.1k 248.70
AmerisourceBergen (COR) 0.1 $523k 1.9k 278.09
Morgan Stanley Com New (MS) 0.1 $495k 4.2k 116.69
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.1 $493k 44k 11.24
Crowdstrike Hldgs Cl A (CRWD) 0.1 $450k 1.3k 352.58
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $431k 4.1k 104.57
Abbott Laboratories (ABT) 0.1 $431k 3.2k 132.67
Verizon Communications (VZ) 0.1 $429k 9.5k 45.36
T. Rowe Price (TROW) 0.0 $417k 4.5k 91.89
Roper Industries (ROP) 0.0 $398k 675.00 589.58
Goldman Sachs (GS) 0.0 $393k 719.00 546.33
Medtronic SHS (MDT) 0.0 $392k 4.4k 89.86
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $385k 3.0k 128.98
Solventum Corp Com Shs (SOLV) 0.0 $384k 5.0k 76.04
Oracle Corporation (ORCL) 0.0 $381k 2.7k 139.81
Vaneck Etf Trust Preferred Securt (PFXF) 0.0 $381k 23k 16.76
Eaton Vance Limited Duration Income Fund (EVV) 0.0 $378k 38k 9.98
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $371k 2.3k 161.27
Vanguard Index Fds Growth Etf (VUG) 0.0 $366k 988.00 370.82
Ansys (ANSS) 0.0 $351k 1.1k 316.56
Dimensional Etf Trust Us Equity Market (DFUS) 0.0 $339k 5.6k 60.48
Wal-Mart Stores (WMT) 0.0 $335k 3.8k 87.80
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.0 $335k 11k 29.82
CoStar (CSGP) 0.0 $333k 4.2k 79.23
Verisk Analytics (VRSK) 0.0 $331k 1.1k 297.62
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.0 $328k 9.2k 35.82
New York Times Cl A (NYT) 0.0 $321k 6.5k 49.60
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.0 $317k 4.8k 65.76
Kimberly-Clark Corporation (KMB) 0.0 $316k 2.2k 142.22
Doubleline Opportunistic Cr (DBL) 0.0 $314k 20k 15.63
Cadeler A S Spon Adr (CDLR) 0.0 $309k 16k 19.66
Tyler Technologies (TYL) 0.0 $302k 520.00 581.39
Constellation Energy (CEG) 0.0 $299k 1.5k 201.63
Duke Energy Corp Com New (DUK) 0.0 $293k 2.4k 121.97
Sprott Physical Gold Tr Unit (PHYS) 0.0 $291k 12k 24.06
Ge Aerospace Com New (GE) 0.0 $282k 1.4k 200.20
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.0 $281k 16k 17.59
Doubleline Income Solutions (DSL) 0.0 $281k 22k 12.61
salesforce (CRM) 0.0 $275k 1.0k 268.36
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $275k 8.9k 30.73
Vanguard World Inf Tech Etf (VGT) 0.0 $270k 497.00 543.39
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $258k 1.6k 166.00
Clorox Company (CLX) 0.0 $254k 1.7k 147.29
Vanguard Index Fds Value Etf (VTV) 0.0 $252k 1.5k 172.74
Nextera Energy (NEE) 0.0 $251k 3.5k 70.89
Comcast Corp Cl A (CMCSA) 0.0 $244k 6.6k 36.90
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $242k 4.6k 52.53
Commerce Bancshares (CBSH) 0.0 $238k 3.8k 62.23
Palantir Technologies Cl A (PLTR) 0.0 $238k 2.8k 84.40
Ecolab (ECL) 0.0 $238k 937.00 253.52
Nuveen Equity Premium Income Fund (BXMX) 0.0 $236k 18k 13.12
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.0 $234k 5.2k 44.88
McDonald's Corporation (MCD) 0.0 $233k 747.00 312.40
Target Corporation (TGT) 0.0 $229k 2.2k 104.39
Texas Instruments Incorporated (TXN) 0.0 $228k 1.3k 179.81
Citigroup Com New (C) 0.0 $228k 3.2k 70.99
Innovator Etfs Trust Us Sm Cap Buffer (KFEB) 0.0 $226k 9.5k 23.75
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $224k 3.0k 74.72
Wells Fargo & Company (WFC) 0.0 $221k 3.1k 71.79
On Hldg Namen Akt A (ONON) 0.0 $220k 5.0k 43.92
Vanguard World Consum Stp Etf (VDC) 0.0 $219k 1.0k 218.82
Proshares Tr Pshs Ultra Qqq (QLD) 0.0 $217k 2.4k 88.88
First Trust/Four Corners SFRI Fund II (FCT) 0.0 $213k 21k 10.14
General Mills (GIS) 0.0 $208k 3.5k 59.80
Glaukos (GKOS) 0.0 $207k 2.1k 98.42
Ishares Tr Ishares Biotech (IBB) 0.0 $205k 1.6k 127.90
Markel Corporation (MKL) 0.0 $204k 109.00 1869.61
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $203k 8.7k 23.43
Innovator Etfs Trust Equity Def Protn (ZFEB) 0.0 $201k 8.5k 23.66
DNP Select Income Fund (DNP) 0.0 $172k 17k 9.89
Sprott Physical Silver Tr Tr Unit (PSLV) 0.0 $122k 11k 11.60
Castor Maritime SHS (CTRM) 0.0 $43k 19k 2.28