All Stocks Held By Apriem Advisors

As of 12/31/2023, we find all stocks held by Apriem Advisors to be as follows, presented in the table below with each row detailing each Apriem Advisors position, ordered by largest to smallest position size. The all-stocks-held-by-Apriem Advisors table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Apriem Advisors as of the latest filing.

Entity	Amount	Change 09/30/2023 to 12/31/2023	Position Size ($ in 1000's)
SCHWAB STRATEGIC TR	1,920,571	+144,798	$108,320
SCHX	1,920,571	+144,798	$108,320
VANGUARD BD INDEX FDS (BND)	715,279	+21,479	$52,609
BND	715,279	+21,479	$52,609
APPLE INC	261,139	+1,479	$50,277
AAPL	261,139	+1,479	$50,277
SPDR SER TR (BIL)	371,238	+13,053	$33,927
BIL	371,238	+13,053	$33,927
SCHWAB STRATEGIC TR	857,372	-47,434	$31,688
SCHF	857,372	-47,434	$31,688
VANGUARD TAX MANAGED FDS (VEA)	586,107	-28,275	$28,075
VEA	586,107	-28,275	$28,075
INTEL CORP	511,654	-10,142	$25,711
INTC	511,654	-10,142	$25,711
SNAP ON INC	79,743	-4,585	$23,033
SNA	79,743	-4,585	$23,033
REGENERON PHARMACEUTICALS	23,818	-1,099	$20,919
REGN	23,818	-1,099	$20,919
PIONEER NAT RES CO	84,330	-3,753	$18,964
PXD	84,330	-3,753	$18,964
ALPHABET INC	134,137	-1,015	$18,738
GOOGL	134,137	-1,015	$18,738
AMERICAN TOWER CORP NEW	81,456	-2,893	$17,585
AMT	81,456	-2,893	$17,585
ADOBE INC	25,655	-584	$15,306
ADBE	25,655	-584	$15,306
AMAZON COM INC	96,243	-486	$14,623
AMZN	96,243	-486	$14,623
SPDR S&P 500 ETF TR (SPY)	28,050	-6	$13,333
SPY	28,050	-6	$13,333
CINTAS CORP	20,464	-1,555	$12,333
CTAS	20,464	-1,555	$12,333
TESLA INC	48,083	+1,040	$11,948
TSLA	48,083	+1,040	$11,948
VANECK ETF TRUST (MOAT)	140,145	+1,825	$11,894
MOAT	140,145	+1,825	$11,894
DISNEY WALT CO	130,450	+3,722	$11,778
DIS	130,450	+3,722	$11,778
EXXON MOBIL CORP	113,239	-1,529	$11,322
XOM	113,239	-1,529	$11,322
RESMED INC	64,829	+2,118	$11,152
RMD	64,829	+2,118	$11,152
LOCKHEED MARTIN CORP	23,986	-1,118	$10,871
LMT	23,986	-1,118	$10,871
AUTODESK INC	43,204	+43,204	$10,519
ADSK	43,204	+43,204	$10,519
AUTOMATIC DATA PROCESSING IN	42,412	-2,786	$9,881
ADP	42,412	-2,786	$9,881
JPMORGAN CHASE & CO	57,035	+45	$9,702
JPM	57,035	+45	$9,702
SCHWAB STRATEGIC TR	350,238	-11,723	$8,682
SCHE	350,238	-11,723	$8,682
SCHWAB STRATEGIC TR	140,589	+251	$7,827
SCHB	140,589	+251	$7,827
VANGUARD INTL EQUITY INDEX F (VWO)	176,569	-8,771	$7,257
VWO	176,569	-8,771	$7,257
MICROSOFT CORP	17,794	+215	$6,691
MSFT	17,794	+215	$6,691
BOEING CO	21,956	+8,268	$5,723
BA	21,956	+8,268	$5,723
STRYKER CORPORATION	18,434	-1,035	$5,520
SYK	18,434	-1,035	$5,520
BERKSHIRE HATHAWAY INC DEL			$5,326
BRK.B	14,933	+79	$5,326
INVESCO QQQ TR	12,123	+100	$4,965
QQQ	12,123	+100	$4,965
ABBVIE INC	25,476	-1,036	$3,948
ABBV	25,476	-1,036	$3,948
SCHWAB STRATEGIC TR	51,433	-79	$3,916
SCHD	51,433	-79	$3,916
KLA CORP	6,344	-575	$3,688
KLAC	6,344	-575	$3,688
JOHNSON & JOHNSON	23,332	-999	$3,657
JNJ	23,332	-999	$3,657
ADVANCED MICRO DEVICES INC	21,070	+182	$3,106
AMD	21,070	+182	$3,106
ISHARES TR (IWF)	10,000	UNCH	$3,032
IWF	10,000	UNCH	$3,032
AGNICO EAGLE MINES LTD	53,400	+2,382	$2,929
AEM	53,400	+2,382	$2,929
VANECK ETF TRUST (GDX)	94,137	UNCH	$2,919
GDX	94,137	UNCH	$2,919
VANGUARD MALVERN FDS (VTIP)	61,433	-1,052	$2,917
VTIP	61,433	-1,052	$2,917
SCHWAB STRATEGIC TR	41,554	-865	$2,913
SCHV	41,554	-865	$2,913
SELECT SECTOR SPDR TR (XLU)	45,050	UNCH	$2,853
XLU	45,050	UNCH	$2,853
ABBOTT LABS	22,022	+208	$2,424
ABT	22,022	+208	$2,424
INVESCO EXCHANGE TRADED FD T (RSPT)	71,539	+71,539	$2,335
RSPT	71,539	+71,539	$2,335
NVIDIA CORPORATION	4,698	+69	$2,326
NVDA	4,698	+69	$2,326
EATON CORP PLC	9,515	-250	$2,291
ETN	9,515	-250	$2,291
CONSOLIDATED EDISON INC	22,710	-158	$2,066
ED	22,710	-158	$2,066
QUALCOMM INC	13,817	+176	$1,998
QCOM	13,817	+176	$1,998
LOWES COS INC	8,807	-1,285	$1,960
LOW	8,807	-1,285	$1,960
PFIZER INC	61,273	-3,153	$1,764
PFE	61,273	-3,153	$1,764
COSTCO WHSL CORP NEW	2,480	-40	$1,637
COST	2,480	-40	$1,637
CHEVRON CORP NEW	10,707	-62	$1,597
CVX	10,707	-62	$1,597
STARBUCKS CORP	16,546	-265	$1,589
SBUX	16,546	-265	$1,589
ALPHABET INC	11,177	+1,080	$1,575
GOOG	11,177	+1,080	$1,575
META PLATFORMS INC	4,426	-64	$1,567
META	4,426	-64	$1,567
SPDR DOW JONES INDL AVERAGE (DIA)	4,150	UNCH	$1,564
DIA	4,150	UNCH	$1,564
CISCO SYS INC	27,924	-9	$1,411
CSCO	27,924	-9	$1,411
LAM RESEARCH CORP	1,700	-62	$1,331
LRCX	1,700	-62	$1,331
AT&T INC	79,329	-2,372	$1,331
T	79,329	-2,372	$1,331
ALTAIR ENGR INC	14,965	UNCH	$1,259
ALTR	14,965	UNCH	$1,259
VANECK ETF TRUST (SMH)	6,992	-1,470	$1,223
SMH	6,992	-1,470	$1,223
MEDTRONIC PLC	14,580	-1,448	$1,201
MDT	14,580	-1,448	$1,201
VANGUARD INDEX FDS (VOO)	2,690	+118	$1,175
VOO	2,690	+118	$1,175
PROCTER AND GAMBLE CO	7,927	-157	$1,162
PG	7,927	-157	$1,162
HONEYWELL INTL INC	5,527	+64	$1,159
HON	5,527	+64	$1,159
ISHARES TR (IYH)	4,029	UNCH	$1,153
IYH	4,029	UNCH	$1,153
BROADCOM INC	980	-64	$1,094
AVGO	980	-64	$1,094
MERCK & CO INC	9,818	+41	$1,070
MRK	9,818	+41	$1,070
BANK AMERICA CORP	31,433	-207	$1,058
BAC	31,433	-207	$1,058
PALO ALTO NETWORKS INC	3,530	+585	$1,041
PANW	3,530	+585	$1,041
PRICE T ROWE GROUP INC	9,238	-8,684	$995
TROW	9,238	-8,684	$995
PBF ENERGY INC	22,220	+502	$977
PBF	22,220	+502	$977
ISHARES TR (IWM)	4,525	+1,110	$908
IWM	4,525	+1,110	$908
SCHWAB STRATEGIC TR	10,278	-20	$853
SCHG	10,278	-20	$853
PEPSICO INC	4,878	+134	$828
PEP	4,878	+134	$828
CELSIUS HLDGS INC	15,144	+10,096	$826
CELH	15,144	+10,096	$826
NETFLIX INC	1,579	-228	$769
NFLX	1,579	-228	$769
AMGEN INC	2,455	UNCH	$707
AMGN	2,455	UNCH	$707
HOME DEPOT INC	2,018	-33	$699
HD	2,018	-33	$699
CVB FINL CORP	34,500	UNCH	$697
CVBF	34,500	UNCH	$697
NUVEEN CA QUALTY MUN INCOME	60,120	-1,875	$667
NAC	60,120	-1,875	$667
ISHARES TR (IVV)	1,393	+1,393	$665
IVV	1,393	+1,393	$665
ISHARES TR (IBB)	4,635	UNCH	$630
IBB	4,635	UNCH	$630
PARKER HANNIFIN CORP	1,357	+100	$625
PH	1,357	+100	$625
UNION PAC CORP	2,524	+173	$620
UNP	2,524	+173	$620
EMERSON ELEC CO	6,101	-341	$594
EMR	6,101	-341	$594
NUVEEN CALIFORNIA AMT QLT MU	51,439	-10,825	$594
NKX	51,439	-10,825	$594
ANSYS INC	1,608	UNCH	$584
ANSS	1,608	UNCH	$584
VISA INC	2,224	-37	$579
V	2,224	-37	$579
VANGUARD INDEX FDS (VTI)	2,418	UNCH	$574
VTI	2,418	UNCH	$574
SCHWAB CHARLES CORP	8,031	+147	$552
SCHW	8,031	+147	$552
VANECK ETF TRUST (PFXF)	30,250	-1,400	$520
PFXF	30,250	-1,400	$520
FASTENAL CO	7,950	UNCH	$515
FAST	7,950	UNCH	$515
ACCENTURE PLC IRELAND	1,445	-33	$507
ACN	1,445	-33	$507
NORTHROP GRUMMAN CORP	1,038	UNCH	$486
NOC	1,038	UNCH	$486
BLACKROCK FLOATING RATE INCO	38,077	+52	$482
FRA	38,077	+52	$482
SELECT SECTOR SPDR TR (XLK)	2,500	UNCH	$481
XLK	2,500	UNCH	$481
RTX CORPORATION	5,577	+200	$469
RTX	5,577	+200	$469
TARGET CORP	3,284	+636	$468
TGT	3,284	+636	$468
FORD MTR CO DEL	38,328	-800	$467
F	38,328	-800	$467
SPDR SER TR (SPLG)	8,304	-107,153	$464
SPLG	8,304	-107,153	$464
DOUBLELINE OPPORTUNISTIC CR	28,110	-50	$431
DBL	28,110	-50	$431
VERIZON COMMUNICATIONS INC	11,133	-57	$420
VZ	11,133	-57	$420
PHILLIPS 66	3,067	UNCH	$408
PSX	3,067	UNCH	$408
INTUITIVE SURGICAL INC	1,183	UNCH	$399
ISRG	1,183	UNCH	$399
SPDR GOLD TR (GLD)	2,070	UNCH	$396
GLD	2,070	UNCH	$396
CLOROX CO DEL	2,638	-57	$376
CLX	2,638	-57	$376
COSTAR GROUP INC	4,208	UNCH	$368
CSGP	4,208	UNCH	$368
LULULEMON ATHLETICA INC	720	+720	$368
LULU	720	+720	$368
ROPER TECHNOLOGIES INC	675	UNCH	$368
ROP	675	UNCH	$368
SCHWAB STRATEGIC TR	7,625	-3,176	$355
SCHZ	7,625	-3,176	$355
FIDELITY COVINGTON TRUST	2,300	UNCH	$330
FTEC	2,300	UNCH	$330
MORGAN STANLEY	3,511	+75	$327
MS	3,511	+75	$327
DUKE ENERGY CORP NEW	3,348	-264	$325
DUK	3,348	-264	$325
MCDONALDS CORP	1,073	+143	$318
MCD	1,073	+143	$318
NEW YORK TIMES CO	6,468	UNCH	$317
NYT	6,468	UNCH	$317
ZEBRA TECHNOLOGIES CORPORATI	1,122	-47,755	$307
ZBRA	1,122	-47,755	$307
INTERNATIONAL BUSINESS MACHS	1,869	+157	$306
IBM	1,869	+157	$306
ISHARES TR (IGIB)	5,786	-288	$301
IGIB	5,786	-288	$301
DIMENSIONAL ETF TRUST (DFUS)	5,610	UNCH	$291
DFUS	5,610	UNCH	$291
BRISTOL MYERS SQUIBB CO	5,636	-684	$289
BMY	5,636	-684	$289
VANGUARD INDEX FDS (VUG)	920	-143	$286
VUG	920	-143	$286
KIMBERLY CLARK CORP	2,285	UNCH	$278
KMB	2,285	UNCH	$278
COCA COLA CO	4,692	+157	$277
KO	4,692	+157	$277
VERISK ANALYTICS INC	1,137	UNCH	$272
VRSK	1,137	UNCH	$272
CADELER A S	14,488	+14,488	$267
CDLR	14,488	+14,488	$267
VANGUARD WHITEHALL FDS (VYM)	2,378	-24	$265
VYM	2,378	-24	$265
EATON VANCE LTD DURATION INC	27,248	+27	$261
EVV	27,248	+27	$261
NUVEEN S&P 500 BUY WRITE INC	19,675	UNCH	$252
BXMX	19,675	UNCH	$252
SALESFORCE INC	905	+905	$238
CRM	905	+905	$238
MICRON TECHNOLOGY INC	2,765	+2,765	$236
MU	2,765	+2,765	$236
VANGUARD INDEX FDS (VTV)	1,544	-3	$231
VTV	1,544	-3	$231
ABRDN GOLD ETF TRUST (SGOL)	11,579	UNCH	$229
SGOL	11,579	UNCH	$229
GENERAL MLS INC	3,482	+2	$227
GIS	3,482	+2	$227
IRON MTN INC DEL	3,200	+3,200	$224
IRM	3,200	+3,200	$224
PROSHARES TR (QLD)	2,950	+2,950	$224
QLD	2,950	+2,950	$224
TYLER TECHNOLOGIES INC	533	UNCH	$223
TYL	533	UNCH	$223
VANGUARD SCOTTSDALE FDS (VGSH)	3,824	-2,472	$223
VGSH	3,824	-2,472	$223
EXPONENT INC	2,513	UNCH	$221
EXPO	2,513	UNCH	$221
GOLDMAN SACHS GROUP INC	567	+567	$219
GS	567	+567	$219
INVESCO EXCH TRADED FD TR II (SPLV)	3,418	-200	$214
SPLV	3,418	-200	$214
WELLS FARGO CO NEW	4,280	+4,280	$211
WFC	4,280	+4,280	$211
SCHWAB STRATEGIC TR	4,280	+4,280	$202
SCHA	4,280	+4,280	$202
FIRST TR SR FLTG RATE INCOME (FCT)	16,200	UNCH	$163
FCT	16,200	UNCH	$163
DNP SELECT INCOME FD INC	17,400	UNCH	$148
DNP	17,400	UNCH	$148
ABRDN ASIA PACIFIC INCOME FU	51,100	UNCH	$138
FAX	51,100	UNCH	$138
DOUBLELINE INCOME SOLUTIONS	10,800	UNCH	$132
DSL	10,800	UNCH	$132
SPROTT PHYSICAL SILVER TR	10,000	UNCH	$81
PSLV	10,000	UNCH	$81
CASTOR MARITIME INC	42,775	+42,775	$18
CTRM	42,775	+42,775	$18
AGRIFORCE GROWING SYSTEMS LT			$0 (exited)
AGRI	0	-16,666	$0
ENETI INC			$0 (exited)
NETI	0	-17,000	$0
INVESCO EXCHANGE TRADED FD T			$0 (exited)
RYT	0	-71,537	$0
TEXAS INSTRS INC	0	-1,692	$0 (exited)
TXN	0	-1,692	$0

See Summary: Apriem Advisors Top Holdings
See Details: Top 10 Stocks Held By Apriem Advisors

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
ADSK	+43,204	+$10,519
RSPT	+71,539	+$2,335
IVV	+1,393	+$665
LULU	+720	+$368
CDLR	+14,488	+$267
CRM	+905	+$238
MU	+2,765	+$236
IRM	+3,200	+$224
QLD	+2,950	+$224
GS	+567	+$219

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
RYT	-71,537	-$20,174
TXN	-1,692	-$269
NETI	-17,000	-$171
AGRI	-16,666	-$2

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
SCHX	+144,798	+$18,466
BND	+21,479	+$4,196
BIL	+13,053	+$1,038
CELH	+10,096	-$40
BA	+8,268	+$3,099
DIS	+3,722	+$1,507
AEM	+2,382	+$610
RMD	+2,118	+$1,879
MOAT	+1,825	+$1,404
AAPL	+1,479	+$5,821

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
SPLG	-107,153	-$5,339
ZBRA	-47,755	-$11,254
SCHF	-47,434	+$961
VEA	-28,275	+$1,214
SCHE	-11,723	+$17
NKX	-10,825	-$45
INTC	-10,142	+$7,161
VWO	-8,771	-$10
TROW	-8,684	-$884

Apriem Advisors Info

Size ($ in 1000's)
At 12/31/2023: $748,500
At 09/30/2023: $700,588

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

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