Iwamoto Kong & Co

Apriem Advisors as of Sept. 30, 2025

Portfolio Holdings for Apriem Advisors

Apriem Advisors holds 194 positions in its portfolio as reported in the September 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) 16.0 $169M 6.4M 26.34
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 7.1 $75M 1.0M 74.37
Apple (AAPL) 5.6 $60M 234k 254.63
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 4.6 $49M 494k 99.11
Vanguard World Mega Grwth Ind (MGK) 3.7 $40M 98k 402.42
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 3.6 $38M 412k 91.75
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.3 $35M 579k 59.92
Vanguard World Mega Cap Val Etf (MGV) 3.2 $34M 248k 137.74
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 2.8 $30M 120k 247.12
Alphabet Cap Stk Cl A (GOOGL) 2.7 $29M 117k 243.10
Amazon (AMZN) 2.3 $25M 112k 219.57
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.0 $22M 792k 27.30
Microsoft Corporation (MSFT) 1.9 $20M 38k 517.95
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.8 $19M 822k 23.28
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.6 $17M 26k 666.19
Exxon Mobil Corporation (XOM) 1.5 $16M 137k 112.75
JPMorgan Chase & Co. (JPM) 1.4 $14M 45k 315.43
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $14M 256k 54.18
Lam Research Corp Com New (LRCX) 1.2 $13M 97k 133.90
Spdr Series Trust Portfli Intrmdit (SPTI) 1.2 $13M 441k 28.90
Goldman Sachs (GS) 1.1 $12M 14k 796.34
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.0 $11M 461k 23.47
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.0 $11M 413k 25.71
NVIDIA Corporation (NVDA) 0.9 $9.9M 53k 186.58
Walt Disney Company (DIS) 0.9 $9.6M 84k 114.50
Agnico (AEM) 0.9 $9.3M 55k 168.56
Tesla Motors (TSLA) 0.9 $9.2M 21k 444.72
Autodesk (ADSK) 0.8 $8.9M 28k 317.67
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.8 $8.9M 267k 33.37
ResMed (RMD) 0.8 $8.5M 31k 273.73
Lockheed Martin Corporation (LMT) 0.7 $7.9M 16k 499.21
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $7.6M 13k 600.36
Paypal Holdings (PYPL) 0.7 $7.4M 110k 67.06
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $7.3M 15k 502.74
Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $7.3M 16k 468.40
Intuit (INTU) 0.7 $7.2M 11k 682.91
Vaneck Etf Trust Gold Miners Etf (GDX) 0.7 $7.1M 93k 76.40
Adobe Systems Incorporated (ADBE) 0.6 $6.8M 19k 352.75
Copart (CPRT) 0.6 $6.7M 150k 44.97
Cintas Corporation (CTAS) 0.6 $6.0M 29k 205.26
Boeing Company (BA) 0.5 $5.1M 24k 215.83
Regeneron Pharmaceuticals (REGN) 0.5 $4.9M 8.6k 562.27
Broadcom (AVGO) 0.4 $4.6M 14k 329.91
Schlumberger Com Stk (SLB) 0.4 $4.1M 119k 34.37
3M Company (MMM) 0.4 $3.9M 25k 155.18
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.4 $3.9M 45k 87.21
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.4 $3.7M 128k 29.11
Snap-on Incorporated (SNA) 0.3 $3.6M 11k 346.52
Alphabet Cap Stk Cl C (GOOG) 0.3 $3.3M 14k 243.54
Vanguard Index Fds Small Cp Etf (VB) 0.3 $3.2M 13k 254.28
Eaton Corp SHS (ETN) 0.3 $3.2M 8.6k 374.25
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.3 $3.2M 72k 44.58
Abbvie (ABBV) 0.3 $3.1M 14k 231.54
Meta Platforms Cl A (META) 0.3 $3.0M 4.0k 734.44
Mastercard Incorporated Cl A (MA) 0.3 $2.9M 5.1k 568.81
Kla Corp Com New (KLAC) 0.3 $2.7M 2.5k 1078.60
Advanced Micro Devices (AMD) 0.3 $2.7M 17k 161.79
Automatic Data Processing (ADP) 0.3 $2.7M 9.1k 293.50
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.2 $2.6M 52k 50.63
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $2.5M 50k 50.63
Costco Wholesale Corporation (COST) 0.2 $2.5M 2.7k 925.66
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $2.5M 78k 31.91
Qualcomm (QCOM) 0.2 $2.3M 14k 166.36
Johnson & Johnson (JNJ) 0.2 $2.2M 12k 185.42
Amplify Etf Tr Amplify Junior S (SILJ) 0.2 $2.2M 95k 23.09
Chevron Corporation (CVX) 0.2 $2.1M 14k 155.29
Stryker Corporation (SYK) 0.2 $2.0M 5.4k 369.67
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $1.9M 4.2k 463.74
Netflix (NFLX) 0.2 $1.9M 1.6k 1198.92
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.9M 3.0k 612.30
Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.9M 7.7k 241.96
Lowe's Companies (LOW) 0.2 $1.8M 7.1k 251.33
Bank of America Corporation (BAC) 0.2 $1.6M 32k 51.59
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $1.5M 5.1k 297.64
Eli Lilly & Co. (LLY) 0.1 $1.5M 1.9k 763.00
Sempra Energy (SRE) 0.1 $1.5M 16k 89.98
Pfizer (PFE) 0.1 $1.4M 57k 25.48
Palo Alto Networks (PANW) 0.1 $1.4M 6.9k 203.62
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $1.4M 4.2k 326.38
Starbucks Corporation (SBUX) 0.1 $1.3M 16k 84.60
Ge Vernova (GEV) 0.1 $1.3M 2.1k 614.91
American Tower Reit (AMT) 0.1 $1.3M 6.7k 192.32
Consolidated Edison (ED) 0.1 $1.3M 13k 100.52
Home Depot (HD) 0.1 $1.2M 3.0k 405.22
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $1.2M 5.7k 208.71
Honeywell International (HON) 0.1 $1.1M 5.4k 210.52
At&t (T) 0.1 $1.1M 39k 28.24
Cisco Systems (CSCO) 0.1 $1.1M 15k 68.42
Celsius Hldgs Com New (CELH) 0.1 $1.0M 18k 57.49
Newmont Mining Corporation (NEM) 0.1 $1.0M 12k 84.31
Raytheon Technologies Corp (RTX) 0.1 $1.0M 6.0k 167.33
Visa Com Cl A (V) 0.1 $917k 2.7k 341.38
Palantir Technologies Cl A (PLTR) 0.1 $912k 5.0k 182.42
Merck & Co (MRK) 0.1 $880k 11k 83.93
Crowdstrike Hldgs Cl A (CRWD) 0.1 $871k 1.8k 490.38
Northrop Grumman Corporation (NOC) 0.1 $870k 1.4k 609.45
Ishares Tr Core S&p500 Etf (IVV) 0.1 $868k 1.3k 669.44
Parker-Hannifin Corporation (PH) 0.1 $855k 1.1k 758.15
Procter & Gamble Company (PG) 0.1 $848k 5.5k 153.66
Oracle Corporation (ORCL) 0.1 $822k 2.9k 281.20
Spdr Gold Tr Gold Shs (GLD) 0.1 $808k 2.3k 355.47
Charles Schwab Corporation (SCHW) 0.1 $745k 7.8k 95.47
Select Sector Spdr Tr Technology (XLK) 0.1 $728k 2.6k 281.86
Morgan Stanley Com New (MS) 0.1 $720k 4.5k 158.96
Amgen (AMGN) 0.1 $704k 2.5k 282.20
Fastenal Company (FAST) 0.1 $702k 14k 49.04
Emerson Electric (EMR) 0.1 $693k 5.3k 131.17
CVB Financial (CVBF) 0.1 $652k 35k 18.91
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $631k 1.9k 328.17
Union Pacific Corporation (UNP) 0.1 $591k 2.5k 236.37
BlackRock Floating Rate Income Strat. Fn (FRA) 0.1 $573k 44k 12.98
Wal-Mart Stores (WMT) 0.1 $569k 5.5k 103.06
International Business Machines (IBM) 0.1 $553k 2.0k 282.21
Pepsi (PEP) 0.1 $547k 3.9k 140.44
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $511k 2.3k 222.17
Vanguard Index Fds Growth Etf (VUG) 0.0 $508k 1.1k 479.61
Bristol Myers Squibb (BMY) 0.0 $506k 11k 45.10
Intuitive Surgical Com New (ISRG) 0.0 $482k 1.1k 447.23
Constellation Energy (CEG) 0.0 $476k 1.4k 329.07
Ge Aerospace Com New (GE) 0.0 $474k 1.6k 300.78
Nuveen Ins Ca Tx Fr Adv Mun (NKX) 0.0 $474k 37k 12.67
Verizon Communications (VZ) 0.0 $459k 10k 43.95
salesforce (CRM) 0.0 $447k 1.9k 237.00
Abbott Laboratories (ABT) 0.0 $441k 3.3k 133.95
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $423k 1.5k 279.29
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.0 $417k 36k 11.50
Coca-Cola Company (KO) 0.0 $414k 6.2k 66.32
T. Rowe Price (TROW) 0.0 $413k 4.0k 102.63
Brown & Brown (BRO) 0.0 $408k 4.3k 93.79
Dimensional Etf Trust Us Equity Market (DFUS) 0.0 $406k 5.6k 72.44
Vaneck Etf Trust Preferred Securt (PFXF) 0.0 $403k 23k 17.77
Medtronic SHS (MDT) 0.0 $398k 4.2k 95.24
AmerisourceBergen (COR) 0.0 $396k 1.3k 312.53
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.0 $380k 10k 36.81
New York Times Cl A (NYT) 0.0 $371k 6.5k 57.40
Solventum Corp Com Shs (SOLV) 0.0 $368k 5.0k 73.00
Sprott Asset Management Physical Gold Tr (PHYS) 0.0 $365k 12k 29.62
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.0 $363k 9.2k 39.69
Spdr Series Trust Portfolio S&p500 (SPLG) 0.0 $363k 4.6k 78.34
CoStar (CSGP) 0.0 $357k 4.2k 84.37
Roper Industries (ROP) 0.0 $339k 680.00 498.69
Proshares Tr Pshs Ultra Qqq (QLD) 0.0 $335k 2.4k 137.20
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.0 $324k 5.2k 62.22
Cadeler A S Spon Adr (CDLR) 0.0 $324k 16k 20.65
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $321k 4.9k 65.00
Eaton Vance Limited Duration Income Fund (EVV) 0.0 $319k 31k 10.15
Doubleline Opportunistic Cr (DBL) 0.0 $313k 20k 15.58
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $303k 4.6k 65.26
Duke Energy Corp Com New (DUK) 0.0 $299k 2.4k 123.75
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.0 $297k 3.0k 99.03
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $286k 2.0k 140.97
Verisk Analytics (VRSK) 0.0 $280k 1.1k 251.51
Doubleline Income Solutions (DSL) 0.0 $274k 22k 12.28
Tyler Technologies (TYL) 0.0 $272k 520.00 523.16
Vanguard Index Fds Value Etf (VTV) 0.0 $272k 1.5k 186.49
Vanguard World Inf Tech Etf (VGT) 0.0 $272k 364.00 746.08
Nextera Energy (NEE) 0.0 $270k 3.6k 75.49
Wells Fargo & Company (WFC) 0.0 $263k 3.1k 83.82
Innovator Etfs Trust Equity Defined P (ZMAR) 0.0 $263k 9.7k 27.08
Ecolab (ECL) 0.0 $260k 951.00 273.86
Nuveen Equity Premium Income Fund (BXMX) 0.0 $260k 18k 14.44
Kimberly-Clark Corporation (KMB) 0.0 $258k 2.1k 124.34
Innovator Etfs Trust Us Sm Cap Buffer (KFEB) 0.0 $254k 9.5k 26.77
American Healthcare Reit Com Shs (AHR) 0.0 $254k 6.0k 42.01
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $250k 4.6k 54.09
Coherent Corp (COHR) 0.0 $247k 2.3k 107.72
Citigroup Com New (C) 0.0 $240k 2.4k 101.50
Innovator Etfs Trust Equity Def Protn (ZFEB) 0.0 $237k 9.5k 24.96
Pbf Energy Cl A (PBF) 0.0 $234k 7.7k 30.17
Micron Technology (MU) 0.0 $232k 1.4k 167.32
Commerce Bancshares (CBSH) 0.0 $229k 3.8k 59.76
Intel Corporation (INTC) 0.0 $227k 6.8k 33.55
SEI Investments Company (SEIC) 0.0 $225k 2.6k 84.85
McDonald's Corporation (MCD) 0.0 $224k 737.00 303.92
Texas Instruments Incorporated (TXN) 0.0 $224k 1.2k 183.75
Ishares Tr Ishares Biotech (IBB) 0.0 $223k 1.5k 144.37
Uber Technologies (UBER) 0.0 $221k 2.3k 97.97
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $220k 3.0k 73.48
General Motors Company (GM) 0.0 $219k 3.6k 60.96
Cloudflare Cl A Com (NET) 0.0 $216k 1.0k 214.59
Vanguard World Consum Stp Etf (VDC) 0.0 $214k 1.0k 213.73
On Hldg Namen Akt A (ONON) 0.0 $212k 5.0k 42.35
Spdr Series Trust S&p Divid Etf (SDY) 0.0 $211k 1.5k 140.05
First Trust/Four Corners SFRI Fund II (FCT) 0.0 $210k 21k 10.00
Dell Technologies CL C (DELL) 0.0 $210k 1.5k 141.77
Markel Corporation (MKL) 0.0 $208k 109.00 1911.36
Phillips 66 (PSX) 0.0 $207k 1.5k 136.02
Iron Mountain (IRM) 0.0 $205k 2.0k 101.94
Freeport-mcmoran CL B (FCX) 0.0 $204k 5.2k 39.22
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $203k 7.3k 27.90
Chipotle Mexican Grill (CMG) 0.0 $201k 5.1k 39.19
DNP Select Income Fund (DNP) 0.0 $174k 17k 10.01
Sprott Asset Management Physical Silver (PSLV) 0.0 $165k 11k 15.70
Castor Maritime SHS (CTRM) 0.0 $40k 19k 2.08