Iwamoto Kong & Co

Apriem Advisors as of June 30, 2025

Portfolio Holdings for Apriem Advisors

Apriem Advisors holds 187 positions in its portfolio as reported in the June 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) 16.2 $152M 6.2M 24.44
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 6.4 $60M 812k 73.63
Apple (AAPL) 5.1 $48M 232k 205.17
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 4.6 $43M 461k 93.79
Vanguard World Mega Grwth Ind (MGK) 3.7 $34M 94k 366.17
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.7 $34M 603k 57.01
Vanguard World Mega Cap Val Etf (MGV) 3.1 $30M 225k 131.20
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 2.8 $27M 117k 227.10
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 2.8 $26M 288k 91.73
Amazon (AMZN) 2.6 $25M 113k 219.39
Alphabet Cap Stk Cl A (GOOGL) 2.2 $21M 118k 176.23
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.2 $20M 920k 22.10
Microsoft Corporation (MSFT) 2.0 $19M 39k 497.41
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.0 $19M 709k 26.50
Exxon Mobil Corporation (XOM) 1.6 $15M 140k 107.80
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.5 $14M 23k 617.85
JPMorgan Chase & Co. (JPM) 1.4 $13M 45k 289.91
Spdr Series Trust Portfli Intrmdit (SPTI) 1.4 $13M 443k 28.77
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $12M 235k 49.46
Walt Disney Company (DIS) 1.1 $11M 87k 124.01
Goldman Sachs (GS) 1.1 $11M 15k 707.77
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.1 $11M 458k 23.24
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.0 $9.8M 412k 23.83
Lam Research Corp Com New (LRCX) 1.0 $9.8M 101k 97.34
Autodesk (ADSK) 1.0 $9.1M 30k 309.57
ResMed (RMD) 0.9 $8.8M 34k 258.00
NVIDIA Corporation (NVDA) 0.9 $8.6M 55k 157.99
Intuit (INTU) 0.9 $8.6M 11k 787.63
Paypal Holdings (PYPL) 0.9 $8.4M 114k 74.32
Lockheed Martin Corporation (LMT) 0.9 $8.2M 18k 463.16
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.9 $8.2M 273k 30.14
Adobe Systems Incorporated (ADBE) 0.8 $8.0M 21k 386.88
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $7.0M 15k 485.77
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $7.0M 13k 551.68
Tesla Motors (TSLA) 0.7 $6.8M 21k 317.66
Cintas Corporation (CTAS) 0.7 $6.7M 30k 222.87
Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $6.6M 16k 424.60
Agnico (AEM) 0.7 $6.6M 55k 118.93
Boeing Company (BA) 0.5 $4.9M 24k 209.54
Vaneck Etf Trust Gold Miners Etf (GDX) 0.5 $4.8M 93k 52.06
Snap-on Incorporated (SNA) 0.5 $4.8M 16k 311.20
Regeneron Pharmaceuticals (REGN) 0.5 $4.8M 9.1k 525.00
Schlumberger Com Stk (SLB) 0.4 $4.1M 122k 33.80
3M Company (MMM) 0.4 $3.9M 25k 152.24
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.4 $3.7M 45k 81.66
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.4 $3.6M 129k 27.67
Automatic Data Processing (ADP) 0.4 $3.5M 11k 308.40
Advanced Micro Devices (AMD) 0.3 $3.3M 23k 141.90
Eaton Corp SHS (ETN) 0.3 $3.2M 8.9k 356.99
Meta Platforms Cl A (META) 0.3 $3.0M 4.1k 738.13
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.3 $2.9M 72k 40.78
Mastercard Incorporated Cl A (MA) 0.3 $2.8M 5.0k 561.94
Vanguard Index Fds Small Cp Etf (VB) 0.3 $2.7M 12k 237.00
Costco Wholesale Corporation (COST) 0.3 $2.6M 2.7k 989.96
Alphabet Cap Stk Cl C (GOOG) 0.3 $2.6M 15k 177.40
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.3 $2.5M 50k 50.27
Abbvie (ABBV) 0.3 $2.5M 13k 185.63
Broadcom (AVGO) 0.3 $2.4M 8.9k 275.68
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.3 $2.4M 50k 47.75
Stryker Corporation (SYK) 0.2 $2.3M 5.9k 395.70
Kla Corp Com New (KLAC) 0.2 $2.3M 2.6k 895.74
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $2.3M 78k 29.21
Qualcomm (QCOM) 0.2 $2.2M 14k 159.27
Netflix (NFLX) 0.2 $2.1M 1.6k 1339.13
Chevron Corporation (CVX) 0.2 $1.9M 14k 143.19
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $1.8M 4.2k 440.65
Johnson & Johnson (JNJ) 0.2 $1.8M 12k 152.75
Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.8M 8.2k 215.79
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.7M 3.1k 568.08
Bank of America Corporation (BAC) 0.2 $1.6M 34k 47.32
Lowe's Companies (LOW) 0.2 $1.6M 7.0k 221.88
American Tower Reit (AMT) 0.2 $1.5M 6.8k 221.02
Starbucks Corporation (SBUX) 0.2 $1.5M 16k 91.63
Palo Alto Networks (PANW) 0.2 $1.4M 7.0k 204.64
Amplify Etf Tr Amplify Junior S (SILJ) 0.1 $1.4M 95k 14.80
Pfizer (PFE) 0.1 $1.4M 57k 24.24
Eli Lilly & Co. (LLY) 0.1 $1.3M 1.7k 779.53
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $1.3M 4.8k 276.96
Consolidated Edison (ED) 0.1 $1.3M 13k 100.35
Honeywell International (HON) 0.1 $1.2M 5.4k 232.88
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $1.2M 4.2k 278.89
Ge Vernova (GEV) 0.1 $1.1M 2.1k 529.16
At&t (T) 0.1 $1.1M 39k 28.94
Cisco Systems (CSCO) 0.1 $1.1M 15k 69.38
Home Depot (HD) 0.1 $1.0M 2.8k 366.67
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $989k 5.1k 195.01
Visa Com Cl A (V) 0.1 $967k 2.7k 355.05
Procter & Gamble Company (PG) 0.1 $958k 6.0k 159.34
Crowdstrike Hldgs Cl A (CRWD) 0.1 $938k 1.8k 509.31
Parker-Hannifin Corporation (PH) 0.1 $913k 1.3k 698.47
Raytheon Technologies Corp (RTX) 0.1 $869k 6.0k 146.03
Merck & Co (MRK) 0.1 $847k 11k 79.17
Celsius Hldgs Com New (CELH) 0.1 $842k 18k 46.39
Charles Schwab Corporation (SCHW) 0.1 $761k 8.3k 91.24
Ishares Tr Core S&p500 Etf (IVV) 0.1 $728k 1.2k 621.29
Emerson Electric (EMR) 0.1 $704k 5.3k 133.35
Newmont Mining Corporation (NEM) 0.1 $701k 12k 58.26
Amgen (AMGN) 0.1 $695k 2.5k 279.21
Spdr Gold Tr Gold Shs (GLD) 0.1 $693k 2.3k 304.83
CVB Financial (CVBF) 0.1 $683k 35k 19.79
Fastenal Company (FAST) 0.1 $659k 16k 42.00
Select Sector Spdr Tr Technology (XLK) 0.1 $654k 2.6k 253.23
Morgan Stanley Com New (MS) 0.1 $651k 4.6k 140.89
Intuitive Surgical Com New (ISRG) 0.1 $635k 1.2k 543.41
International Business Machines (IBM) 0.1 $630k 2.1k 294.82
Union Pacific Corporation (UNP) 0.1 $622k 2.7k 230.08
Oracle Corporation (ORCL) 0.1 $606k 2.8k 218.67
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $600k 2.0k 303.93
BlackRock Floating Rate Income Strat. Fn (FRA) 0.1 $596k 45k 13.14
salesforce (CRM) 0.1 $569k 2.1k 272.69
AmerisourceBergen (COR) 0.1 $564k 1.9k 299.85
Bristol Myers Squibb (BMY) 0.1 $536k 12k 46.29
Pepsi (PEP) 0.1 $533k 4.0k 132.04
Wal-Mart Stores (WMT) 0.1 $519k 5.3k 97.78
Nuveen Ins Ca Tx Fr Adv Mun (NKX) 0.1 $506k 43k 11.77
Northrop Grumman Corporation (NOC) 0.1 $500k 1.0k 500.03
Brown & Brown (BRO) 0.1 $482k 4.3k 110.87
Constellation Energy (CEG) 0.1 $478k 1.5k 322.76
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.1 $473k 42k 11.17
Vanguard Index Fds Growth Etf (VUG) 0.0 $464k 1.1k 438.40
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $454k 2.3k 197.22
Abbott Laboratories (ABT) 0.0 $442k 3.2k 136.02
Verizon Communications (VZ) 0.0 $427k 9.9k 43.27
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $421k 1.9k 226.49
T. Rowe Price (TROW) 0.0 $416k 4.3k 96.51
Ansys (ANSS) 0.0 $389k 1.1k 351.22
Eaton Vance Limited Duration Income Fund (EVV) 0.0 $389k 38k 10.26
Vaneck Etf Trust Preferred Securt (PFXF) 0.0 $389k 23k 17.12
Palantir Technologies Cl A (PLTR) 0.0 $386k 2.8k 136.32
Ge Aerospace Com New (GE) 0.0 $385k 1.5k 257.48
Solventum Corp Com Shs (SOLV) 0.0 $383k 5.0k 75.84
Roper Industries (ROP) 0.0 $383k 675.00 566.84
Dimensional Etf Trust Us Equity Market (DFUS) 0.0 $376k 5.6k 67.02
New York Times Cl A (NYT) 0.0 $362k 6.5k 55.98
Medtronic SHS (MDT) 0.0 $359k 4.1k 87.17
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.0 $348k 9.2k 38.01
Verisk Analytics (VRSK) 0.0 $346k 1.1k 311.50
CoStar (CSGP) 0.0 $338k 4.2k 80.40
Spdr Series Trust Portfolio S&p500 (SPLG) 0.0 $338k 4.7k 72.69
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.0 $326k 10k 31.54
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $316k 2.4k 133.37
Cadeler A S Spon Adr (CDLR) 0.0 $312k 16k 19.87
Doubleline Opportunistic Cr (DBL) 0.0 $309k 20k 15.38
Tyler Technologies (TYL) 0.0 $308k 520.00 592.84
Sprott Physical Gold Tr Unit (PHYS) 0.0 $307k 12k 25.35
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.0 $306k 5.2k 58.59
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $303k 4.9k 61.21
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $288k 4.6k 62.02
Proshares Tr Pshs Ultra Qqq (QLD) 0.0 $287k 2.4k 117.71
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.0 $285k 16k 17.80
Duke Energy Corp Com New (DUK) 0.0 $283k 2.4k 118.00
Copart (CPRT) 0.0 $280k 5.7k 49.07
Doubleline Income Solutions (DSL) 0.0 $273k 22k 12.24
Kimberly-Clark Corporation (KMB) 0.0 $267k 2.1k 128.92
Texas Instruments Incorporated (TXN) 0.0 $263k 1.3k 207.78
On Hldg Namen Akt A (ONON) 0.0 $260k 5.0k 52.05
Nextera Energy (NEE) 0.0 $259k 3.7k 69.42
Vanguard Index Fds Value Etf (VTV) 0.0 $258k 1.5k 176.74
Innovator Etfs Trust Equity Defined P (ZMAR) 0.0 $257k 9.7k 26.52
Ecolab (ECL) 0.0 $253k 937.00 269.44
Nuveen Equity Premium Income Fund (BXMX) 0.0 $249k 18k 13.88
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $246k 4.6k 53.30
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.0 $245k 3.3k 74.89
Wells Fargo & Company (WFC) 0.0 $244k 3.0k 80.12
Vanguard World Inf Tech Etf (VGT) 0.0 $241k 363.00 663.84
SEI Investments Company (SEIC) 0.0 $238k 2.6k 89.86
Commerce Bancshares (CBSH) 0.0 $238k 3.8k 62.17
Innovator Etfs Trust Us Sm Cap Buffer (KFEB) 0.0 $237k 9.5k 24.91
Freeport-mcmoran CL B (FCX) 0.0 $236k 5.4k 43.35
Micron Technology (MU) 0.0 $232k 1.9k 123.25
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $232k 7.6k 30.68
Innovator Etfs Trust Equity Def Protn (ZFEB) 0.0 $232k 9.5k 24.38
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $230k 3.2k 72.82
Chipotle Mexican Grill (CMG) 0.0 $228k 4.1k 56.15
American Healthcare Reit Com Shs (AHR) 0.0 $222k 6.0k 36.74
Vanguard World Consum Stp Etf (VDC) 0.0 $219k 1.0k 219.00
McDonald's Corporation (MCD) 0.0 $218k 747.00 292.20
Markel Corporation (MKL) 0.0 $218k 109.00 1997.36
Glaukos (GKOS) 0.0 $217k 2.1k 103.29
First Trust/Four Corners SFRI Fund II (FCT) 0.0 $213k 21k 10.16
Target Corporation (TGT) 0.0 $212k 2.1k 98.68
Coca-Cola Company (KO) 0.0 $206k 2.9k 70.76
Iron Mountain (IRM) 0.0 $205k 2.0k 102.57
Clorox Company (CLX) 0.0 $202k 1.7k 120.11
DNP Select Income Fund (DNP) 0.0 $170k 17k 9.79
Sprott Physical Silver Tr Tr Unit (PSLV) 0.0 $129k 11k 12.24
Castor Maritime SHS (CTRM) 0.0 $41k 19k 2.14