HoldingsChannel.com
| Entity | Amount | Change
06/30/2019 to 09/30/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SCHWAB STRATEGIC TR |
1,403,063 | +1,353,119 | $99,519 |
| SCHX | 1,403,063 | +1,353,119 | $99,519 |
| SCHWAB STRATEGIC TR |
746,288 | -4,751 | $40,188 |
| SCHZ | 746,288 | -4,751 | $40,188 |
| APPLE INC |
65,562 | -4,248 | $14,684 |
| AAPL | 65,562 | -4,248 | $14,684 |
| AT&T INC |
382,770 | -14,995 | $14,484 |
| T | 382,770 | -14,995 | $14,484 |
| EXXON MOBIL CORP |
199,570 | +6,211 | $14,092 |
| XOM | 199,570 | +6,211 | $14,092 |
| SCHWAB STRATEGIC TR |
422,485 | +358,511 | $13,460 |
| SCHF | 422,485 | +358,511 | $13,460 |
| BIOGEN INC |
49,883 | +47,363 | $11,614 |
| BIIB | 49,883 | +47,363 | $11,614 |
| ALPHABET INC |
9,228 | +84 | $11,269 |
| GOOGL | 9,228 | +84 | $11,269 |
| JOHNSON & JOHNSON |
82,919 | +80,640 | $10,728 |
| JNJ | 82,919 | +80,640 | $10,728 |
| LOWES COS INC |
93,093 | +34,274 | $10,236 |
| LOW | 93,093 | +34,274 | $10,236 |
| 3M CO |
58,883 | +55,031 | $9,680 |
| MMM | 58,883 | +55,031 | $9,680 |
| SPDR S&P 500 ETF TR (SPY) |
31,921 | +29 | $9,473 |
| SPY | 31,921 | +29 | $9,473 |
| CISCO SYS INC |
185,242 | -14,381 | $9,153 |
| CSCO | 185,242 | -14,381 | $9,153 |
| JPMORGAN CHASE & CO |
76,324 | -3,447 | $8,983 |
| JPM | 76,324 | -3,447 | $8,983 |
| CONSOLIDATED EDISON INC |
93,119 | -5,031 | $8,797 |
| ED | 93,119 | -5,031 | $8,797 |
| AMAZON COM INC |
4,905 | +130 | $8,515 |
| AMZN | 4,905 | +130 | $8,515 |
| EATON CORP PLC |
99,380 | -5,201 | $8,263 |
| ETN | 99,380 | -5,201 | $8,263 |
| EATON VANCE LTD DUR INCOME F |
631,180 | -43,070 | $7,890 |
| EVV | 631,180 | -43,070 | $7,890 |
| UNITED TECHNOLOGIES CORP |
56,368 | -1,736 | $7,695 |
| UTX | 56,368 | -1,736 | $7,695 |
| SCHWAB STRATEGIC TR |
106,508 | -195 | $7,564 |
| SCHB | 106,508 | -195 | $7,564 |
| CLOROX CO DEL |
48,868 | -2,363 | $7,422 |
| CLX | 48,868 | -2,363 | $7,422 |
| KLA CORPORATION |
45,988 | +23 | $7,333 |
| KLAC | 45,988 | +23 | $7,333 |
| PFIZER INC |
198,900 | -5,932 | $7,146 |
| PFE | 198,900 | -5,932 | $7,146 |
| BANK AMER CORP |
243,154 | -14,075 | $7,093 |
| BAC | 243,154 | -14,075 | $7,093 |
| SCHWAB STRATEGIC TR |
254,686 | +170,330 | $6,400 |
| SCHE | 254,686 | +170,330 | $6,400 |
| INVESCO EXCHNG TRADED FD TR (PGX) |
373,808 | -25,362 | $5,615 |
| PGX | 373,808 | -25,362 | $5,615 |
 BROWN FORMAN CORP |
$4,750 | ||
| BF.B | 75,666 | -4,004 | $4,750 |
| BOEING CO |
11,012 | +8,167 | $4,190 |
| BA | 11,012 | +8,167 | $4,190 |
| EMERSON ELEC CO |
59,309 | -2,233 | $3,965 |
| EMR | 59,309 | -2,233 | $3,965 |
| BLACKROCK CR ALLCTN INC TR |
258,162 | -17,867 | $3,516 |
| BTZ | 258,162 | -17,867 | $3,516 |
| SELECT SECTOR SPDR TR (XLU) |
46,800 | +1,000 | $3,030 |
| XLU | 46,800 | +1,000 | $3,030 |
| BERKSHIRE HATHAWAY INC DEL |
$2,242 | ||
| BRK.B | 10,776 | -449 | $2,242 |
| SELECT SECTOR SPDR TR (XLF) |
77,262 | -565 | $2,163 |
| XLF | 77,262 | -565 | $2,163 |
| NUVEEN CA QUALTY MUN INCOME |
141,656 | -38,708 | $2,123 |
| NAC | 141,656 | -38,708 | $2,123 |
| INVESCO QQQ TR |
10,837 | -54 | $2,046 |
| QQQ | 10,837 | -54 | $2,046 |
| NUVEEN CALIFORNIA AMT QLT MU |
127,901 | -19,102 | $1,934 |
| NKX | 127,901 | -19,102 | $1,934 |
| SCHWAB STRATEGIC TR |
33,570 | -235 | $1,904 |
| SCHV | 33,570 | -235 | $1,904 |
| SCHWAB STRATEGIC TR |
32,005 | UNCH | $1,753 |
| SCHD | 32,005 | UNCH | $1,753 |
| ALPS ETF TR (AMLP) |
190,986 | -20,432 | $1,746 |
| AMLP | 190,986 | -20,432 | $1,746 |
| VANECK VECTORS ETF TR (GDX) |
62,500 | +6,600 | $1,669 |
| GDX | 62,500 | +6,600 | $1,669 |
| VERIZON COMMUNICATIONS INC |
27,411 | +56 | $1,655 |
| VZ | 27,411 | +56 | $1,655 |
| NUVEEN S&P 500 BUY WRITE INC |
124,866 | -18,943 | $1,632 |
| BXMX | 124,866 | -18,943 | $1,632 |
| ISHARES TR (IWF) |
10,000 | UNCH | $1,596 |
| IWF | 10,000 | UNCH | $1,596 |
| GENERAL MLS INC |
26,158 | -399 | $1,442 |
| GIS | 26,158 | -399 | $1,442 |
| INVESCO EXCHANGE TRADED FD T (RYT) |
7,100 | UNCH | $1,270 |
| RYT | 7,100 | UNCH | $1,270 |
| EATON VANCE TAX ADVT DIV INC |
48,175 | -1,975 | $1,184 |
| EVT | 48,175 | -1,975 | $1,184 |
| STARBUCKS CORP |
13,091 | -4,930 | $1,158 |
| SBUX | 13,091 | -4,930 | $1,158 |
| COHEN & STEERS INFRASTRUCTUR |
41,471 | -3,265 | $1,130 |
| UTF | 41,471 | -3,265 | $1,130 |
| ANNALY CAP MGMT INC |
128,060 | -22,170 | $1,127 |
| NLY | 128,060 | -22,170 | $1,127 |
| SPDR DOW JONES INDL AVRG ETF (DIA) |
4,150 | UNCH | $1,117 |
| DIA | 4,150 | UNCH | $1,117 |
See Full List: All Stocks Held By Apriem Advisors
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Apriem Advisors
|
Size ($ in 1000's)
At 09/30/2019: $451,119 At 06/30/2019: $319,236 Apriem Advisors holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Apriem Advisors 13F filings. Link to 13F filings: SEC filings |
