HoldingsChannel.com
| Entity | Amount | Change
12/31/2019 to 03/31/2020 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SCHWAB STRATEGIC TR |
1,047,189 | -57,314 | $56,831 |
| SCHZ | 1,047,189 | -57,314 | $56,831 |
| SCHWAB STRATEGIC TR |
652,674 | -749,230 | $39,976 |
| SCHX | 652,674 | -749,230 | $39,976 |
| SCHWAB STRATEGIC TR |
1,090,706 | -88,897 | $28,184 |
| SCHF | 1,090,706 | -88,897 | $28,184 |
| BIOGEN INC |
53,222 | +106 | $16,838 |
| BIIB | 53,222 | +106 | $16,838 |
| APPLE INC |
60,969 | -4,127 | $15,504 |
| AAPL | 60,969 | -4,127 | $15,504 |
| INTEL CORP |
228,018 | +218,503 | $12,340 |
| INTC | 228,018 | +218,503 | $12,340 |
| FACEBOOK INC |
71,858 | +67,936 | $11,986 |
| FB | 71,858 | +67,936 | $11,986 |
| JOHNSON & JOHNSON |
89,723 | -2,252 | $11,765 |
| JNJ | 89,723 | -2,252 | $11,765 |
| MEDTRONIC PLC |
129,462 | +129,462 | $11,675 |
| MDT | 129,462 | +129,462 | $11,675 |
| AMAZON COM INC |
5,558 | +190 | $10,837 |
| AMZN | 5,558 | +190 | $10,837 |
| AUTOMATIC DATA PROCESSING IN |
77,855 | +77,855 | $10,641 |
| ADP | 77,855 | +77,855 | $10,641 |
| STRYKER CORP |
63,882 | +63,882 | $10,636 |
| SYK | 63,882 | +63,882 | $10,636 |
| PRICE T ROWE GROUP INC |
104,397 | +104,397 | $10,194 |
| TROW | 104,397 | +104,397 | $10,194 |
| 3M CO |
73,466 | -453 | $10,029 |
| MMM | 73,466 | -453 | $10,029 |
| ALPHABET INC |
8,145 | -581 | $9,464 |
| GOOGL | 8,145 | -581 | $9,464 |
| LOWES COS INC |
108,656 | +1,003 | $9,350 |
| LOW | 108,656 | +1,003 | $9,350 |
| SCHWAB STRATEGIC TR |
392,000 | -66,499 | $8,110 |
| SCHE | 392,000 | -66,499 | $8,110 |
| AT&T INC |
261,047 | -99,249 | $7,610 |
| T | 261,047 | -99,249 | $7,610 |
| KLA CORPORATION |
42,444 | -2,377 | $6,101 |
| KLAC | 42,444 | -2,377 | $6,101 |
| JPMORGAN CHASE & CO |
67,459 | -3,544 | $6,073 |
| JPM | 67,459 | -3,544 | $6,073 |
| EATON VANCE LTD DUR INCOME F |
563,274 | -46,183 | $5,954 |
| EVV | 563,274 | -46,183 | $5,954 |
| VANECK VECTORS ETF TR (MOAT) |
134,857 | +134,857 | $5,899 |
| MOAT | 134,857 | +134,857 | $5,899 |
| CISCO SYS INC |
136,637 | -48,025 | $5,371 |
| CSCO | 136,637 | -48,025 | $5,371 |
| INVESCO EXCHANGE TRADED FD T (PGX) |
400,614 | -27,949 | $5,272 |
| PGX | 400,614 | -27,949 | $5,272 |
| SPDR S&P 500 ETF TR (SPY) |
19,460 | -11,746 | $5,016 |
| SPY | 19,460 | -11,746 | $5,016 |
| SCHWAB STRATEGIC TR |
75,558 | -25,952 | $4,566 |
| SCHB | 75,558 | -25,952 | $4,566 |
| EXXON MOBIL CORP |
107,339 | -14,476 | $4,076 |
| XOM | 107,339 | -14,476 | $4,076 |
| PFIZER INC |
119,319 | -75,411 | $3,895 |
| PFE | 119,319 | -75,411 | $3,895 |
| UNITED TECHNOLOGIES CORP |
41,118 | -11,960 | $3,879 |
| UTX | 41,118 | -11,960 | $3,879 |
 BROWN FORMAN CORP |
$3,841 | ||
| BF.B | 69,192 | -2,313 | $3,841 |
| TESLA INC |
6,078 | -1,099 | $3,185 |
| TSLA | 6,078 | -1,099 | $3,185 |
| BK OF AMERICA CORP |
125,299 | -103,047 | $2,660 |
| BAC | 125,299 | -103,047 | $2,660 |
| SELECT SECTOR SPDR TR (XLU) |
45,800 | UNCH | $2,538 |
| XLU | 45,800 | UNCH | $2,538 |
| INVESCO QQQ TR |
12,736 | +699 | $2,425 |
| QQQ | 12,736 | +699 | $2,425 |
| BERKSHIRE HATHAWAY INC DEL |
$2,382 | ||
| BRK.B | 11,539 | +748 | $2,110 |
| BRK.A | 1 | UNCH | $272 |
| CONSOLIDATED EDISON INC |
29,751 | -61,107 | $2,321 |
| ED | 29,751 | -61,107 | $2,321 |
| BOEING CO |
12,932 | +1,774 | $1,929 |
| BA | 12,932 | +1,774 | $1,929 |
| CLOROX CO DEL |
11,100 | -36,551 | $1,923 |
| CLX | 11,100 | -36,551 | $1,923 |
| SCHWAB STRATEGIC TR |
40,288 | +9,036 | $1,812 |
| SCHD | 40,288 | +9,036 | $1,812 |
| BLACKROCK CR ALLOCATION INCO |
151,749 | -95,994 | $1,769 |
| BTZ | 151,749 | -95,994 | $1,769 |
| MICROSOFT CORP |
10,148 | +6,058 | $1,600 |
| MSFT | 10,148 | +6,058 | $1,600 |
| ISHARES TR (IWF) |
10,000 | UNCH | $1,507 |
| IWF | 10,000 | UNCH | $1,507 |
| SCHWAB STRATEGIC TR |
32,531 | -1,614 | $1,440 |
| SCHV | 32,531 | -1,614 | $1,440 |
| VANECK VECTORS ETF TR (GDX) |
61,500 | -300 | $1,417 |
| GDX | 61,500 | -300 | $1,417 |
| VERIZON COMMUNICATIONS INC |
23,758 | -4,471 | $1,277 |
| VZ | 23,758 | -4,471 | $1,277 |
| GENERAL MLS INC |
22,462 | -3,673 | $1,185 |
| GIS | 22,462 | -3,673 | $1,185 |
| INVESCO EXCHANGE TRADED FD T (RYT) |
7,100 | UNCH | $1,132 |
| RYT | 7,100 | UNCH | $1,132 |
| NUVEEN CA QUALTY MUN INCOME |
81,900 | -42,142 | $1,121 |
| NAC | 81,900 | -42,142 | $1,121 |
| NUVEEN CALIFORNIA AMT QLT MU |
73,379 | -28,962 | $1,039 |
| NKX | 73,379 | -28,962 | $1,039 |
| ISHARES TR (IGIB) |
18,540 | UNCH | $1,018 |
| IGIB | 18,540 | UNCH | $1,018 |
See Full List: All Stocks Held By Apriem Advisors
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Apriem Advisors
|
Size ($ in 1000's)
At 03/31/2020: $412,656 At 12/31/2019: $521,598 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 |
