HoldingsChannel.com
Apriem Advisors Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 1,047,189 -57,314 $56,831
     SCHZ1,047,189-57,314$56,831
SCHWAB STRATEGIC TR 652,674 -749,230 $39,976
     SCHX652,674-749,230$39,976
SCHWAB STRATEGIC TR 1,090,706 -88,897 $28,184
     SCHF1,090,706-88,897$28,184
BIOGEN INC 53,222 +106 $16,838
     BIIB53,222+106$16,838
APPLE INC 60,969 -4,127 $15,504
     AAPL60,969-4,127$15,504
INTEL CORP 228,018 +218,503 $12,340
     INTC228,018+218,503$12,340
FACEBOOK INC 71,858 +67,936 $11,986
     FB71,858+67,936$11,986
JOHNSON & JOHNSON 89,723 -2,252 $11,765
     JNJ89,723-2,252$11,765
MEDTRONIC PLC 129,462 +129,462 $11,675
     MDT129,462+129,462$11,675
AMAZON COM INC 5,558 +190 $10,837
     AMZN5,558+190$10,837
AUTOMATIC DATA PROCESSING IN 77,855 +77,855 $10,641
     ADP77,855+77,855$10,641
STRYKER CORP 63,882 +63,882 $10,636
     SYK63,882+63,882$10,636
PRICE T ROWE GROUP INC 104,397 +104,397 $10,194
     TROW104,397+104,397$10,194
3M CO 73,466 -453 $10,029
     MMM73,466-453$10,029
ALPHABET INC 8,145 -581 $9,464
     GOOGL8,145-581$9,464
LOWES COS INC 108,656 +1,003 $9,350
     LOW108,656+1,003$9,350
SCHWAB STRATEGIC TR 392,000 -66,499 $8,110
     SCHE392,000-66,499$8,110
AT&T INC 261,047 -99,249 $7,610
     T261,047-99,249$7,610
KLA CORPORATION 42,444 -2,377 $6,101
     KLAC42,444-2,377$6,101
JPMORGAN CHASE & CO 67,459 -3,544 $6,073
     JPM67,459-3,544$6,073
EATON VANCE LTD DUR INCOME F 563,274 -46,183 $5,954
     EVV563,274-46,183$5,954
VANECK VECTORS ETF TR (MOAT) 134,857 +134,857 $5,899
     MOAT134,857+134,857$5,899
CISCO SYS INC 136,637 -48,025 $5,371
     CSCO136,637-48,025$5,371
INVESCO EXCHANGE TRADED FD T (PGX) 400,614 -27,949 $5,272
     PGX400,614-27,949$5,272
SPDR S&P 500 ETF TR (SPY) 19,460 -11,746 $5,016
     SPY19,460-11,746$5,016
SCHWAB STRATEGIC TR 75,558 -25,952 $4,566
     SCHB75,558-25,952$4,566
EXXON MOBIL CORP 107,339 -14,476 $4,076
     XOM107,339-14,476$4,076
PFIZER INC 119,319 -75,411 $3,895
     PFE119,319-75,411$3,895
UNITED TECHNOLOGIES CORP 41,118 -11,960 $3,879
     UTX41,118-11,960$3,879
BROWN FORMAN CORP      $3,841
     BF.B69,192-2,313$3,841
TESLA INC 6,078 -1,099 $3,185
     TSLA6,078-1,099$3,185
BK OF AMERICA CORP 125,299 -103,047 $2,660
     BAC125,299-103,047$2,660
SELECT SECTOR SPDR TR (XLU) 45,800 UNCH $2,538
     XLU45,800UNCH$2,538
INVESCO QQQ TR 12,736 +699 $2,425
     QQQ12,736+699$2,425
BERKSHIRE HATHAWAY INC DEL      $2,382
     BRK.B11,539+748$2,110
     BRK.A1UNCH$272
CONSOLIDATED EDISON INC 29,751 -61,107 $2,321
     ED29,751-61,107$2,321
BOEING CO 12,932 +1,774 $1,929
     BA12,932+1,774$1,929
CLOROX CO DEL 11,100 -36,551 $1,923
     CLX11,100-36,551$1,923
SCHWAB STRATEGIC TR 40,288 +9,036 $1,812
     SCHD40,288+9,036$1,812
BLACKROCK CR ALLOCATION INCO 151,749 -95,994 $1,769
     BTZ151,749-95,994$1,769
MICROSOFT CORP 10,148 +6,058 $1,600
     MSFT10,148+6,058$1,600
ISHARES TR (IWF) 10,000 UNCH $1,507
     IWF10,000UNCH$1,507
SCHWAB STRATEGIC TR 32,531 -1,614 $1,440
     SCHV32,531-1,614$1,440
VANECK VECTORS ETF TR (GDX) 61,500 -300 $1,417
     GDX61,500-300$1,417
VERIZON COMMUNICATIONS INC 23,758 -4,471 $1,277
     VZ23,758-4,471$1,277
GENERAL MLS INC 22,462 -3,673 $1,185
     GIS22,462-3,673$1,185
INVESCO EXCHANGE TRADED FD T (RYT) 7,100 UNCH $1,132
     RYT7,100UNCH$1,132
NUVEEN CA QUALTY MUN INCOME 81,900 -42,142 $1,121
     NAC81,900-42,142$1,121
NUVEEN CALIFORNIA AMT QLT MU 73,379 -28,962 $1,039
     NKX73,379-28,962$1,039
ISHARES TR (IGIB) 18,540 UNCH $1,018
     IGIB18,540UNCH$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

Apriem Advisors Top Holdings 13F Filings | www.HoldingsChannel.com

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