HoldingsChannel.com
Apriem Advisors Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 1,403,063 +1,353,119 $99,519
     SCHX1,403,063+1,353,119$99,519
SCHWAB STRATEGIC TR 746,288 -4,751 $40,188
     SCHZ746,288-4,751$40,188
APPLE INC 65,562 -4,248 $14,684
     AAPL65,562-4,248$14,684
AT&T INC 382,770 -14,995 $14,484
     T382,770-14,995$14,484
EXXON MOBIL CORP 199,570 +6,211 $14,092
     XOM199,570+6,211$14,092
SCHWAB STRATEGIC TR 422,485 +358,511 $13,460
     SCHF422,485+358,511$13,460
BIOGEN INC 49,883 +47,363 $11,614
     BIIB49,883+47,363$11,614
ALPHABET INC 9,228 +84 $11,269
     GOOGL9,228+84$11,269
JOHNSON & JOHNSON 82,919 +80,640 $10,728
     JNJ82,919+80,640$10,728
LOWES COS INC 93,093 +34,274 $10,236
     LOW93,093+34,274$10,236
3M CO 58,883 +55,031 $9,680
     MMM58,883+55,031$9,680
SPDR S&P 500 ETF TR (SPY) 31,921 +29 $9,473
     SPY31,921+29$9,473
CISCO SYS INC 185,242 -14,381 $9,153
     CSCO185,242-14,381$9,153
JPMORGAN CHASE & CO 76,324 -3,447 $8,983
     JPM76,324-3,447$8,983
CONSOLIDATED EDISON INC 93,119 -5,031 $8,797
     ED93,119-5,031$8,797
AMAZON COM INC 4,905 +130 $8,515
     AMZN4,905+130$8,515
EATON CORP PLC 99,380 -5,201 $8,263
     ETN99,380-5,201$8,263
EATON VANCE LTD DUR INCOME F 631,180 -43,070 $7,890
     EVV631,180-43,070$7,890
UNITED TECHNOLOGIES CORP 56,368 -1,736 $7,695
     UTX56,368-1,736$7,695
SCHWAB STRATEGIC TR 106,508 -195 $7,564
     SCHB106,508-195$7,564
CLOROX CO DEL 48,868 -2,363 $7,422
     CLX48,868-2,363$7,422
KLA CORPORATION 45,988 +23 $7,333
     KLAC45,988+23$7,333
PFIZER INC 198,900 -5,932 $7,146
     PFE198,900-5,932$7,146
BANK AMER CORP 243,154 -14,075 $7,093
     BAC243,154-14,075$7,093
SCHWAB STRATEGIC TR 254,686 +170,330 $6,400
     SCHE254,686+170,330$6,400
INVESCO EXCHNG TRADED FD TR (PGX) 373,808 -25,362 $5,615
     PGX373,808-25,362$5,615
BROWN FORMAN CORP      $4,750
     BF.B75,666-4,004$4,750
BOEING CO 11,012 +8,167 $4,190
     BA11,012+8,167$4,190
EMERSON ELEC CO 59,309 -2,233 $3,965
     EMR59,309-2,233$3,965
BLACKROCK CR ALLCTN INC TR 258,162 -17,867 $3,516
     BTZ258,162-17,867$3,516
SELECT SECTOR SPDR TR (XLU) 46,800 +1,000 $3,030
     XLU46,800+1,000$3,030
BERKSHIRE HATHAWAY INC DEL      $2,242
     BRK.B10,776-449$2,242
SELECT SECTOR SPDR TR (XLF) 77,262 -565 $2,163
     XLF77,262-565$2,163
NUVEEN CA QUALTY MUN INCOME 141,656 -38,708 $2,123
     NAC141,656-38,708$2,123
INVESCO QQQ TR 10,837 -54 $2,046
     QQQ10,837-54$2,046
NUVEEN CALIFORNIA AMT QLT MU 127,901 -19,102 $1,934
     NKX127,901-19,102$1,934
SCHWAB STRATEGIC TR 33,570 -235 $1,904
     SCHV33,570-235$1,904
SCHWAB STRATEGIC TR 32,005 UNCH $1,753
     SCHD32,005UNCH$1,753
ALPS ETF TR (AMLP) 190,986 -20,432 $1,746
     AMLP190,986-20,432$1,746
VANECK VECTORS ETF TR (GDX) 62,500 +6,600 $1,669
     GDX62,500+6,600$1,669
VERIZON COMMUNICATIONS INC 27,411 +56 $1,655
     VZ27,411+56$1,655
NUVEEN S&P 500 BUY WRITE INC 124,866 -18,943 $1,632
     BXMX124,866-18,943$1,632
ISHARES TR (IWF) 10,000 UNCH $1,596
     IWF10,000UNCH$1,596
GENERAL MLS INC 26,158 -399 $1,442
     GIS26,158-399$1,442
INVESCO EXCHANGE TRADED FD T (RYT) 7,100 UNCH $1,270
     RYT7,100UNCH$1,270
EATON VANCE TAX ADVT DIV INC 48,175 -1,975 $1,184
     EVT48,175-1,975$1,184
STARBUCKS CORP 13,091 -4,930 $1,158
     SBUX13,091-4,930$1,158
COHEN & STEERS INFRASTRUCTUR 41,471 -3,265 $1,130
     UTF41,471-3,265$1,130
ANNALY CAP MGMT INC 128,060 -22,170 $1,127
     NLY128,060-22,170$1,127
SPDR DOW JONES INDL AVRG ETF (DIA) 4,150 UNCH $1,117
     DIA4,150UNCH$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

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

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