HoldingsChannel.com
| Entity | Amount | Change
03/31/2019 to 06/30/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SCHWAB STRATEGIC TR |
751,039 | +6,101 | $39,805 |
| SCHZ | 751,039 | +6,101 | $39,805 |
| EXXON MOBIL CORP |
193,359 | +2,557 | $14,817 |
| XOM | 193,359 | +2,557 | $14,817 |
| APPLE INC |
69,810 | +256 | $13,817 |
| AAPL | 69,810 | +256 | $13,817 |
| AT&T INC |
397,765 | +26,312 | $13,329 |
| T | 397,765 | +26,312 | $13,329 |
| CISCO SYS INC |
199,623 | -3,827 | $10,925 |
| CSCO | 199,623 | -3,827 | $10,925 |
| ALPHABET INC |
9,144 | +800 | $9,901 |
| GOOGL | 9,144 | +800 | $9,901 |
| SPDR S&P 500 ETF TR (SPY) |
31,892 | +17,940 | $9,344 |
| SPY | 31,892 | +17,940 | $9,344 |
| AMAZON COM INC |
4,775 | -242 | $9,042 |
| AMZN | 4,775 | -242 | $9,042 |
| JPMORGAN CHASE & CO |
79,771 | +1,050 | $8,918 |
| JPM | 79,771 | +1,050 | $8,918 |
| PFIZER INC |
204,832 | +657 | $8,873 |
| PFE | 204,832 | +657 | $8,873 |
| EATON CORP PLC |
104,581 | +1,985 | $8,709 |
| ETN | 104,581 | +1,985 | $8,709 |
| CONSOLIDATED EDISON INC |
98,150 | -1,507 | $8,606 |
| ED | 98,150 | -1,507 | $8,606 |
| EATON VANCE LTD DUR INCOME F |
674,250 | -36,394 | $8,529 |
| EVV | 674,250 | -36,394 | $8,529 |
| CLOROX CO DEL |
51,231 | +8,832 | $7,844 |
| CLX | 51,231 | +8,832 | $7,844 |
| UNITED TECHNOLOGIES CORP |
58,104 | +4,920 | $7,565 |
| UTX | 58,104 | +4,920 | $7,565 |
| SCHWAB STRATEGIC TR |
106,703 | +1,415 | $7,526 |
| SCHB | 106,703 | +1,415 | $7,526 |
| BANK AMER CORP |
257,229 | +10,260 | $7,460 |
| BAC | 257,229 | +10,260 | $7,460 |
| ABBVIE INC |
94,166 | +6,926 | $6,848 |
| ABBV | 94,166 | +6,926 | $6,848 |
| KONINKLIJKE PHILIPS N V |
153,279 | +10,663 | $6,680 |
| PHG | 153,279 | +10,663 | $6,680 |
| LOWES COS INC |
58,819 | +52,604 | $5,935 |
| LOW | 58,819 | +52,604 | $5,935 |
| INVESCO EXCHNG TRADED FD TR (PGX) |
399,170 | -6,296 | $5,840 |
| PGX | 399,170 | -6,296 | $5,840 |
| KLA TENCOR CORP |
45,965 | +45,965 | $5,433 |
| KLAC | 45,965 | +45,965 | $5,433 |
 BROWN FORMAN CORP |
$4,416 | ||
| BF.B | 79,670 | +4,375 | $4,416 |
| EMERSON ELEC CO |
61,542 | +3,750 | $4,106 |
| EMR | 61,542 | +3,750 | $4,106 |
| BLACKROCK CR ALLCTN INC TR |
276,029 | -14,691 | $3,580 |
| BTZ | 276,029 | -14,691 | $3,580 |
| SCHWAB STRATEGIC TR |
49,944 | -1,051,547 | $3,506 |
| SCHX | 49,944 | -1,051,547 | $3,506 |
| SELECT SECTOR SPDR TR (XLU) |
45,800 | UNCH | $2,731 |
| XLU | 45,800 | UNCH | $2,731 |
| BERKSHIRE HATHAWAY INC DEL |
$2,711 | ||
| BRK.B | 11,225 | -163 | $2,393 |
| BRK.A | 1 | UNCH | $318 |
| NUVEEN CA QUALTY MUN INCOME |
180,364 | -2,083 | $2,612 |
| NAC | 180,364 | -2,083 | $2,612 |
| SCHWAB STRATEGIC TR |
84,356 | -485,827 | $2,213 |
| SCHE | 84,356 | -485,827 | $2,213 |
| SELECT SECTOR SPDR TR (XLF) |
77,827 | +494 | $2,148 |
| XLF | 77,827 | +494 | $2,148 |
| NUVEEN CALIFORNIA AMT QLT MU |
147,003 | -4,811 | $2,146 |
| NKX | 147,003 | -4,811 | $2,146 |
| ALPS ETF TR (AMLP) |
211,418 | -13,517 | $2,082 |
| AMLP | 211,418 | -13,517 | $2,082 |
| SCHWAB STRATEGIC TR |
63,974 | +35,343 | $2,053 |
| SCHF | 63,974 | +35,343 | $2,053 |
| INVESCO QQQ TR |
10,891 | -100 | $2,034 |
| QQQ | 10,891 | -100 | $2,034 |
| NUVEEN S&P 500 BUY WRITE INC |
143,809 | -7,450 | $1,916 |
| BXMX | 143,809 | -7,450 | $1,916 |
| SCHWAB STRATEGIC TR |
33,805 | -50 | $1,898 |
| SCHV | 33,805 | -50 | $1,898 |
| SCHWAB STRATEGIC TR |
32,005 | -1,800 | $1,699 |
| SCHD | 32,005 | -1,800 | $1,699 |
| ISHARES TR (IWF) |
10,000 | +10,000 | $1,573 |
| IWF | 10,000 | +10,000 | $1,573 |
| VERIZON COMMUNICATIONS INC |
27,355 | -129 | $1,563 |
| VZ | 27,355 | -129 | $1,563 |
| STARBUCKS CORP |
18,021 | -105 | $1,511 |
| SBUX | 18,021 | -105 | $1,511 |
| VANECK VECTORS ETF TR (GDX) |
55,900 | +3,700 | $1,429 |
| GDX | 55,900 | +3,700 | $1,429 |
| GENERAL MLS INC |
26,557 | +20,277 | $1,395 |
| GIS | 26,557 | +20,277 | $1,395 |
| ANNALY CAP MGMT INC |
150,230 | -6,750 | $1,372 |
| NLY | 150,230 | -6,750 | $1,372 |
| INVESCO EXCHANGE TRADED FD T (RYT) |
7,100 | UNCH | $1,260 |
| RYT | 7,100 | UNCH | $1,260 |
| EATON VANCE TAX ADVT DIV INC |
50,150 | -2,490 | $1,194 |
| EVT | 50,150 | -2,490 | $1,194 |
| COHEN & STEERS INFRASTRUCTUR |
44,736 | -160,641 | $1,161 |
| UTF | 44,736 | -160,641 | $1,161 |
| CHEVRON CORP NEW |
9,179 | +2,772 | $1,142 |
| CVX | 9,179 | +2,772 | $1,142 |
| SPDR DOW JONES INDL AVRG ETF (DIA) |
4,150 | -355 | $1,103 |
| DIA | 4,150 | -355 | $1,103 |
| ISHARES TR (IYH) |
5,532 | -280 | $1,080 |
| IYH | 5,532 | -280 | $1,080 |
See Full List: All Stocks Held By Apriem Advisors
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Apriem Advisors
|
Size ($ in 1000's)
At 06/30/2019: $319,236 At 03/31/2019: $377,841 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 |
