HoldingsChannel.com
| Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SCHWAB STRATEGIC TR |
1,395,465 | -102,328 | $62,321 |
| SCHX | 1,395,465 | -102,328 | $62,321 |
| SCHWAB STRATEGIC TR |
1,490,900 | +20,054 | $46,889 |
| SCHF | 1,490,900 | +20,054 | $46,889 |
| APPLE INC |
271,254 | -2,589 | $37,086 |
| AAPL | 271,254 | -2,589 | $37,086 |
| SCHWAB STRATEGIC TR |
630,132 | -13,263 | $30,164 |
| SCHZ | 630,132 | -13,263 | $30,164 |
| VANGUARD SCOTTSDALE FDS (VGSH) |
382,824 | +382,824 | $22,533 |
| VGSH | 382,824 | +382,824 | $22,533 |
| AMERICAN TOWER CORP NEW |
78,721 | +2,022 | $20,120 |
| AMT | 78,721 | +2,022 | $20,120 |
| SNAP ON INC |
98,180 | -44 | $19,344 |
| SNA | 98,180 | -44 | $19,344 |
| REGENERON PHARMACEUTICALS |
32,220 | +82 | $19,046 |
| REGN | 32,220 | +82 | $19,046 |
| CINTAS CORP |
45,565 | -5,259 | $17,020 |
| CTAS | 45,565 | -5,259 | $17,020 |
| ALPHABET INC |
7,379 | -55 | $16,081 |
| GOOGL | 7,379 | -55 | $16,081 |
| AUTOMATIC DATA PROCESSING IN |
76,075 | -8,527 | $15,979 |
| ADP | 76,075 | -8,527 | $15,979 |
| META PLATFORMS INC |
90,119 | +2,631 | $14,532 |
| FB | 90,119 | +2,631 | $14,532 |
| INTEL CORP |
386,094 | +18,873 | $14,444 |
| INTC | 386,094 | +18,873 | $14,444 |
| SCHWAB STRATEGIC TR |
546,502 | +4,992 | $13,870 |
| SCHE | 546,502 | +4,992 | $13,870 |
| ZEBRA TECHNOLOGIES CORPORATI |
43,659 | +6,335 | $12,834 |
| ZBRA | 43,659 | +6,335 | $12,834 |
| LOCKHEED MARTIN CORP |
29,764 | -1,456 | $12,797 |
| LMT | 29,764 | -1,456 | $12,797 |
| TESLA INC |
17,299 | +570 | $11,650 |
| TSLA | 17,299 | +570 | $11,650 |
| MEDTRONIC PLC |
129,677 | -940 | $11,639 |
| MDT | 129,677 | -940 | $11,639 |
| STRYKER CORPORATION |
56,904 | -1,720 | $11,320 |
| SYK | 56,904 | -1,720 | $11,320 |
| AMAZON COM INC |
95,690 | +90,827 | $10,163 |
| AMZN | 95,690 | +90,827 | $10,163 |
| 3M CO |
74,855 | -1,683 | $9,687 |
| MMM | 74,855 | -1,683 | $9,687 |
| EXXON MOBIL CORP |
109,307 | +2,471 | $9,361 |
| XOM | 109,307 | +2,471 | $9,361 |
| PRICE T ROWE GROUP INC |
77,854 | +5,938 | $8,845 |
| TROW | 77,854 | +5,938 | $8,845 |
| VANECK ETF TRUST (MOAT) |
135,086 | -4,663 | $8,609 |
| MOAT | 135,086 | -4,663 | $8,609 |
| JPMORGAN CHASE & CO |
57,355 | -2,040 | $6,459 |
| JPM | 57,355 | -2,040 | $6,459 |
| SPDR S&P 500 ETF TR (SPY) |
15,901 | +11,568 | $5,999 |
| SPY | 15,901 | +11,568 | $5,999 |
| SCHWAB STRATEGIC TR |
134,389 | -16,344 | $5,939 |
| SCHB | 134,389 | -16,344 | $5,939 |
| JOHNSON & JOHNSON |
26,228 | -473 | $4,656 |
| JNJ | 26,228 | -473 | $4,656 |
| MICROSOFT CORP |
16,360 | +703 | $4,202 |
| MSFT | 16,360 | +703 | $4,202 |
 BERKSHIRE HATHAWAY INC DEL |
$4,108 | ||
| BRK.B | 13,550 | +1,000 | $3,699 |
| BRK.A | 1 | UNCH | $409 |
| VANGUARD MALVERN FDS (VTIP) |
81,632 | +920 | $4,091 |
| VTIP | 81,632 | +920 | $4,091 |
| SCHWAB STRATEGIC TR |
48,841 | -4,414 | $3,498 |
| SCHD | 48,841 | -4,414 | $3,498 |
| PFIZER INC |
66,502 | -9,870 | $3,487 |
| PFE | 66,502 | -9,870 | $3,487 |
| INVESCO QQQ TR |
12,039 | -1,191 | $3,374 |
| QQQ | 12,039 | -1,191 | $3,374 |
| KLA CORP |
10,263 | -5,554 | $3,275 |
| KLAC | 10,263 | -5,554 | $3,275 |
| SELECT SECTOR SPDR TR (XLU) |
45,050 | -2,730 | $3,159 |
| XLU | 45,050 | -2,730 | $3,159 |
| SCHWAB STRATEGIC TR |
48,039 | -2,270 | $2,999 |
| SCHV | 48,039 | -2,270 | $2,999 |
| LOWES COS INC |
14,244 | -13,283 | $2,488 |
| LOW | 14,244 | -13,283 | $2,488 |
| CONSOLIDATED EDISON INC |
23,490 | +15 | $2,234 |
| ED | 23,490 | +15 | $2,234 |
| ISHARES TR (IWF) |
10,000 | UNCH | $2,187 |
| IWF | 10,000 | UNCH | $2,187 |
| ABBVIE INC |
13,573 | -563 | $2,079 |
| ABBV | 13,573 | -563 | $2,079 |
| BOEING CO |
14,670 | -626 | $2,006 |
| BA | 14,670 | -626 | $2,006 |
| AT&T INC |
90,348 | +17,538 | $1,894 |
| T | 90,348 | +17,538 | $1,894 |
| VANECK ETF TRUST (GDX) |
62,159 | +124 | $1,702 |
| GDX | 62,159 | +124 | $1,702 |
| INVESCO EXCHANGE TRADED FD T (RYT) |
7,192 | +40 | $1,700 |
| RYT | 7,192 | +40 | $1,700 |
| ADVANCED MICRO DEVICES INC |
21,389 | +990 | $1,636 |
| AMD | 21,389 | +990 | $1,636 |
| QUALCOMM INC |
11,959 | +159 | $1,528 |
| QCOM | 11,959 | +159 | $1,528 |
| SPDR DOW JONES INDL AVERAGE (DIA) |
4,250 | -200 | $1,308 |
| DIA | 4,250 | -200 | $1,308 |
| EATON CORP PLC |
10,190 | -50 | $1,284 |
| ETN | 10,190 | -50 | $1,284 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
16,830 | -25,965 | $1,283 |
| VCSH | 16,830 | -25,965 | $1,283 |
See Full List: All Stocks Held By Apriem Advisors
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Apriem Advisors
|
Size ($ in 1000's)
At 06/30/2022: $580,577 At 03/31/2022: $681,644 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 |
