The Analysis of Apriem Advisors's Holdings

Currently, Apriem Advisors holds 194 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in BND (+202.2K shares, valued at $15.0M), BIL (+124.6K shares, valued at $11.4M), CPRT (+144.0K shares, valued at $6.5M); decreased their positions in SCHF (-98.3K shares, valued at $2.3M), SNA (-5.0K shares, valued at $1.7M), VEA (-24.5K shares, valued at $1.5M); initiated new positions in SRE (+16.4K shares, valued at $1.5M), GDXJ (+3.0K shares, valued at $297.1K), COHR (+2.3K shares, valued at $246.7K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHX SCHWAB STRATEGIC TR6.4M shares2.77%2025-09-302025-11-10

BND VANGUARD BD INDEX FDS1.0M shares24.90%2025-09-302025-11-10

AAPL APPLE INC234.2K shares1.00%2025-09-302025-11-10

MOAT VANECK ETF TRUST493.8K shares7.12%2025-09-302025-11-10

MGK VANGUARD WORLD FD98.3K shares4.64%2025-09-302025-11-10

BIL SPDR SERIES TRUST412.3K shares43.30%2025-09-302025-11-10

VEA VANGUARD TAX-MANAGED FDS578.8K shares-4.06%2025-09-302025-11-10

MGV VANGUARD WORLD FD248.1K shares10.25%2025-09-302025-11-10

Sponsored

QQQM INVESCO EXCH TRADED FD TR II120.2K shares2.52%2025-09-302025-11-10

GOOGL ALPHABET INC117.0K shares-0.53%2025-09-302025-11-10

AMZN AMAZON COM INC111.9K shares-0.88%2025-09-302025-11-10

SCHD SCHWAB STRATEGIC TR792.2K shares11.80%2025-09-302025-11-10

MSFT MICROSOFT CORP37.9K shares-2.23%2025-09-302025-11-10

SCHF SCHWAB STRATEGIC TR821.8K shares-10.69%2025-09-302025-11-10

SPY SPDR S&P 500 ETF TR25.6K shares10.25%2025-09-302025-11-10

XOM EXXON MOBIL CORP137.4K shares-2.04%2025-09-302025-11-10

Sponsored

JPM JPMORGAN CHASE & CO.45.4K shares1.36%2025-09-302025-11-10

VWO VANGUARD INTL EQUITY INDEX F256.3K shares9.11%2025-09-302025-11-10

LRCX LAM RESEARCH CORP97.3K shares-3.41%2025-09-302025-11-10

SPTI SPDR SERIES TRUST441.4K shares-0.38%2025-09-302025-11-10

GS GOLDMAN SACHS GROUP INC14.4K shares-5.28%2025-09-302025-11-10

SCHZ SCHWAB STRATEGIC TR460.5K shares0.61%2025-09-302025-11-10

SCHB SCHWAB STRATEGIC TR412.6K shares0.05%2025-09-302025-11-10

NVDA NVIDIA CORPORATION53.1K shares-2.54%2025-09-302025-11-10

Sponsored

DIS DISNEY WALT CO84.2K shares-3.31%2025-09-302025-11-10

AEM AGNICO EAGLE MINES LTD55.2K shares0.00%2025-09-302025-11-10

TSLA TESLA INC20.8K shares-3.05%2025-09-302025-11-10

ADSK AUTODESK INC28.1K shares-4.75%2025-09-302025-11-10

SCHE SCHWAB STRATEGIC TR267.1K shares-2.14%2025-09-302025-11-10

RMD RESMED INC31.2K shares-8.49%2025-09-302025-11-10

LMT LOCKHEED MARTIN CORP15.8K shares-11.33%2025-09-302025-11-10

QQQ INVESCO QQQ TR12.7K shares0.01%2025-09-302025-11-10

Sponsored

PYPL PAYPAL HLDGS INC110.2K shares-2.83%2025-09-302025-11-10

BRK.B BERKSHIRE HATHAWAY INC DEL14.6K shares0.86%2025-09-302025-11-10

IWF ISHARES TR15.7K shares0.69%2025-09-302025-11-10

INTU INTUIT10.5K shares-3.84%2025-09-302025-11-10

GDX VANECK ETF TRUST92.5K shares0.00%2025-09-302025-11-10

ADBE ADOBE INC19.3K shares-6.21%2025-09-302025-11-10

CPRT COPART INC149.7K shares2528.16%2025-09-302025-11-10

CTAS CINTAS CORP29.1K shares-3.89%2025-09-302025-11-10

Sponsored

BA BOEING CO23.5K shares-0.36%2025-09-302025-11-10

REGN REGENERON PHARMACEUTICALS8.6K shares-5.14%2025-09-302025-11-10

AVGO BROADCOM INC14.1K shares58.90%2025-09-302025-11-10

SLB SCHLUMBERGER LTD118.7K shares-2.62%2025-09-302025-11-10

MMM 3M CO25.3K shares0.01%2025-09-302025-11-10

XLU SELECT SECTOR SPDR TR44.8K shares0.00%2025-09-302025-11-10

SCHV SCHWAB STRATEGIC TR128.1K shares-0.61%2025-09-302025-11-10

SNA SNAP ON INC10.5K shares-32.32%2025-09-302025-11-10

Sponsored

GOOG ALPHABET INC13.5K shares-7.69%2025-09-302025-11-10

VB VANGUARD INDEX FDS12.8K shares10.35%2025-09-302025-11-10

ETN EATON CORP PLC8.6K shares-3.73%2025-09-302025-11-10

RSPT INVESCO EXCHANGE TRADED FD T71.6K shares0.00%2025-09-302025-11-10

ABBV ABBVIE INC13.5K shares1.59%2025-09-302025-11-10

META META PLATFORMS INC4.0K shares-1.23%2025-09-302025-11-10

MA MASTERCARD INCORPORATED5.1K shares0.84%2025-09-302025-11-10

KLAC KLA CORP2.5K shares-2.60%2025-09-302025-11-10

Sponsored

AMD ADVANCED MICRO DEVICES INC16.6K shares-27.60%2025-09-302025-11-10

ADP AUTOMATIC DATA PROCESSING IN9.1K shares-20.03%2025-09-302025-11-10

BTC GRAYSCALE BITCOIN MINI TR ET52.0K shares4.56%2025-09-302025-11-10

VTIP VANGUARD MALVERN FDS50.0K shares0.04%2025-09-302025-11-10

COST COSTCO WHSL CORP NEW2.7K shares2.02%2025-09-302025-11-10

SCHG SCHWAB STRATEGIC TR77.6K shares0.14%2025-09-302025-11-10

QCOM QUALCOMM INC13.5K shares-1.29%2025-09-302025-11-10

JNJ JOHNSON & JOHNSON11.9K shares0.23%2025-09-302025-11-10

Sponsored

SILJ AMPLIFY ETF TR95.0K shares0.00%2025-09-302025-11-10

CVX CHEVRON CORP NEW13.6K shares1.07%2025-09-302025-11-10

SYK STRYKER CORPORATION5.4K shares-8.12%2025-09-302025-11-10

DIA SPDR DOW JONES INDL AVERAGE4.2K shares0.00%2025-09-302025-11-10

NFLX NETFLIX INC1.6K shares0.58%2025-09-302025-11-10

VOO VANGUARD INDEX FDS3.0K shares-0.43%2025-09-302025-11-10

IWM ISHARES TR7.7K shares-6.02%2025-09-302025-11-10

LOW LOWES COS INC7.1K shares0.50%2025-09-302025-11-10

Sponsored

BAC BANK AMERICA CORP31.7K shares-5.88%2025-09-302025-11-10

VBK VANGUARD INDEX FDS5.1K shares6.98%2025-09-302025-11-10

LLY ELI LILLY & CO1.9K shares12.86%2025-09-302025-11-10

SRE SEMPRA16.4K sharesnew addition2025-09-302025-11-10

PFE PFIZER INC56.5K shares-0.20%2025-09-302025-11-10

PANW PALO ALTO NETWORKS INC6.9K shares-0.70%2025-09-302025-11-10

SMH VANECK ETF TRUST4.2K shares0.00%2025-09-302025-11-10

SBUX STARBUCKS CORP15.9K shares-2.27%2025-09-302025-11-10

Sponsored

GEV GE VERNOVA INC2.1K shares-0.75%2025-09-302025-11-10

AMT AMERICAN TOWER CORP NEW6.7K shares-1.75%2025-09-302025-11-10

ED CONSOLIDATED EDISON INC12.7K shares0.09%2025-09-302025-11-10

HD HOME DEPOT INC3.0K shares6.79%2025-09-302025-11-10

VBR VANGUARD INDEX FDS5.7K shares13.35%2025-09-302025-11-10

HON HONEYWELL INTL INC5.4K shares1.18%2025-09-302025-11-10

T AT&T INC38.9K shares0.20%2025-09-302025-11-10

CSCO CISCO SYS INC15.4K shares0.83%2025-09-302025-11-10

Sponsored

CELH CELSIUS HLDGS INC18.1K shares-0.03%2025-09-302025-11-10

NEM NEWMONT CORP12.0K shares-0.14%2025-09-302025-11-10

RTX RTX CORPORATION6.0K shares0.54%2025-09-302025-11-10

V VISA INC2.7K shares-1.43%2025-09-302025-11-10

PLTR PALANTIR TECHNOLOGIES INC5.0K shares76.48%2025-09-302025-11-10

MRK MERCK & CO INC10.5K shares-2.01%2025-09-302025-11-10

CRWD CROWDSTRIKE HLDGS INC1.8K shares-3.58%2025-09-302025-11-10

NOC NORTHROP GRUMMAN CORP1.4K shares42.70%2025-09-302025-11-10

Sponsored

IVV ISHARES TR1.3K shares10.76%2025-09-302025-11-10

PH PARKER-HANNIFIN CORP1.1K shares-13.70%2025-09-302025-11-10

PG PROCTER AND GAMBLE CO5.5K shares-8.17%2025-09-302025-11-10

ORCL ORACLE CORP2.9K shares5.45%2025-09-302025-11-10

GLD SPDR GOLD TR2.3K shares0.00%2025-09-302025-11-10

SCHW SCHWAB CHARLES CORP7.8K shares-6.48%2025-09-302025-11-10

XLK SELECT SECTOR SPDR TR2.6K shares0.00%2025-09-302025-11-10

MS MORGAN STANLEY4.5K shares-1.90%2025-09-302025-11-10

Sponsored

AMGN AMGEN INC2.5K shares0.20%2025-09-302025-11-10

FAST FASTENAL CO14.3K shares-8.83%2025-09-302025-11-10

EMR EMERSON ELEC CO5.3K shares0.04%2025-09-302025-11-10

CVBF CVB FINL CORP34.5K shares0.00%2025-09-302025-11-10

VTI VANGUARD INDEX FDS1.9K shares-2.63%2025-09-302025-11-10

UNP UNION PAC CORP2.5K shares-7.54%2025-09-302025-11-10

FRA BLACKROCK FLOATING RATE INCO44.2K shares-2.65%2025-09-302025-11-10

WMT WALMART INC5.5K shares4.05%2025-09-302025-11-10

Sponsored

IBM INTERNATIONAL BUSINESS MACHS2.0K shares-8.24%2025-09-302025-11-10

PEP PEPSICO INC3.9K shares-3.62%2025-09-302025-11-10

FTEC FIDELITY COVINGTON TRUST2.3K shares0.00%2025-09-302025-11-10

VUG VANGUARD INDEX FDS1.1K shares0.00%2025-09-302025-11-10

BMY BRISTOL-MYERS SQUIBB CO11.2K shares-3.10%2025-09-302025-11-10

ISRG INTUITIVE SURGICAL INC1.1K shares-7.71%2025-09-302025-11-10

CEG CONSTELLATION ENERGY CORP1.4K shares-2.30%2025-09-302025-11-10

GE GE AEROSPACE1.6K shares5.48%2025-09-302025-11-10

Sponsored

NKX NUVEEN CALIFORNIA AMT QLT MU37.4K shares-12.96%2025-09-302025-11-10

VZ VERIZON COMMUNICATIONS INC10.4K shares5.76%2025-09-302025-11-10

CRM SALESFORCE INC1.9K shares-9.59%2025-09-302025-11-10

ABT ABBOTT LABS3.3K shares1.26%2025-09-302025-11-10

TSM TAIWAN SEMICONDUCTOR MFG LTD1.5K shares-18.51%2025-09-302025-11-10

NAC NUVEEN CA QUALTY MUN INCOME36.2K shares-14.41%2025-09-302025-11-10

KO COCA COLA CO6.2K shares114.45%2025-09-302025-11-10

TROW PRICE T ROWE GROUP INC4.0K shares-6.75%2025-09-302025-11-10

Sponsored

BRO BROWN & BROWN INC4.3K shares0.07%2025-09-302025-11-10

DFUS DIMENSIONAL ETF TRUST5.6K shares0.00%2025-09-302025-11-10

PFXF VANECK ETF TRUST22.7K shares0.00%2025-09-302025-11-10

MDT MEDTRONIC PLC4.2K shares1.61%2025-09-302025-11-10

COR CENCORA INC1.3K shares-32.59%2025-09-302025-11-10

SGOL ETFS GOLD TR10.3K shares0.00%2025-09-302025-11-10

NYT NEW YORK TIMES CO6.5K shares0.00%2025-09-302025-11-10

SOLV SOLVENTUM CORP5.0K shares0.00%2025-09-302025-11-10

Sponsored

PHYS SPROTT ASSET MANAGEMENT LP12.3K shares1.61%2025-09-302025-11-10

PFEB INNOVATOR ETFS TRUST9.2K shares0.00%2025-09-302025-11-10

SPYM SPDR SERIES TRUST4.6K shares-0.34%2025-09-302025-11-10

CSGP COSTAR GROUP INC4.2K shares0.45%2025-09-302025-11-10

ROP ROPER TECHNOLOGIES INC680 shares0.74%2025-09-302025-11-10

QLD PROSHARES TR2.4K shares0.00%2025-09-302025-11-10

BITB BITWISE BITCOIN ETF TR5.2K shares0.00%2025-09-302025-11-10

CDLR CADELER A S15.7K shares0.00%2025-09-302025-11-10

Sponsored

IBIT ISHARES BITCOIN TRUST ETF4.9K shares0.00%2025-09-302025-11-10

EVV EATON VANCE LIMITED DURATION31.4K shares-17.07%2025-09-302025-11-10

DBL DOUBLELINE OPPORTUNISTIC CR20.1K shares0.00%2025-09-302025-11-10

IJH ISHARES TR4.6K shares0.00%2025-09-302025-11-10

DUK DUKE ENERGY CORP NEW2.4K shares0.67%2025-09-302025-11-10

GDXJ VANECK ETF TRUST3.0K sharesnew addition2025-09-302025-11-10

VYM VANGUARD WHITEHALL FDS2.0K shares-14.33%2025-09-302025-11-10

VRSK VERISK ANALYTICS INC1.1K shares0.00%2025-09-302025-11-10

Sponsored

DSL DOUBLELINE INCOME SOLUTIONS22.3K shares0.00%2025-09-302025-11-10

TYL TYLER TECHNOLOGIES INC520 shares0.00%2025-09-302025-11-10

VTV VANGUARD INDEX FDS1.5K shares0.00%2025-09-302025-11-10

VGT VANGUARD WORLD FD364 shares0.28%2025-09-302025-11-10

NEE NEXTERA ENERGY INC3.6K shares-4.05%2025-09-302025-11-10

WFC WELLS FARGO CO NEW3.1K shares3.19%2025-09-302025-11-10

ZMAR INNOVATOR ETFS TRUST9.7K shares0.00%2025-09-302025-11-10

ECL ECOLAB INC951 shares1.49%2025-09-302025-11-10

Sponsored

BXMX NUVEEN S&P 500 BUY-WRITE INC18.0K shares0.00%2025-09-302025-11-10

KMB KIMBERLY-CLARK CORP2.1K shares0.10%2025-09-302025-11-10

KFEB INNOVATOR ETFS TRUST9.5K shares0.00%2025-09-302025-11-10

AHR AMERICAN HEALTHCARE REIT INC6.0K shares0.00%2025-09-302025-11-10

IGIB ISHARES TR4.6K shares0.11%2025-09-302025-11-10

COHR COHERENT CORP2.3K sharesnew addition2025-09-302025-11-10

C CITIGROUP INC2.4K sharesnew addition2025-09-302025-11-10

ZFEB INNOVATOR ETFS TRUST9.5K shares0.00%2025-09-302025-11-10

Sponsored

PBF PBF ENERGY INC7.7K sharesnew addition2025-09-302025-11-10

MU MICRON TECHNOLOGY INC1.4K shares-26.27%2025-09-302025-11-10

CBSH COMMERCE BANCSHARES INC3.8K shares0.00%2025-09-302025-11-10

INTC INTEL CORP6.8K sharesnew addition2025-09-302025-11-10

SEIC SEI INVTS CO2.6K shares0.00%2025-09-302025-11-10

MCD MCDONALDS CORP737 shares-1.34%2025-09-302025-11-10

TXN TEXAS INSTRS INC1.2K shares-3.87%2025-09-302025-11-10

IBB ISHARES TR1.5K sharesnew addition2025-09-302025-11-10

Sponsored

UBER UBER TECHNOLOGIES INC2.3K sharesnew addition2025-09-302025-11-10

SPLV INVESCO EXCH TRADED FD TR II3.0K shares-4.91%2025-09-302025-11-10

GM GENERAL MTRS CO3.6K sharesnew addition2025-09-302025-11-10

NET CLOUDFLARE INC1.0K sharesnew addition2025-09-302025-11-10

VDC VANGUARD WORLD FD1.0K shares0.00%2025-09-302025-11-10

ONON ON HLDG AG5.0K shares0.00%2025-09-302025-11-10

SDY SPDR SERIES TRUST1.5K sharesnew addition2025-09-302025-11-10

FCT FIRST TR SR FLTG RATE INCOME21.0K shares0.00%2025-09-302025-11-10

Sponsored

DELL DELL TECHNOLOGIES INC1.5K sharesnew addition2025-09-302025-11-10

MKL MARKEL GROUP INC109 shares0.00%2025-09-302025-11-10

PSX PHILLIPS 661.5K sharesnew addition2025-09-302025-11-10

IRM IRON MTN INC DEL2.0K shares0.35%2025-09-302025-11-10

FCX FREEPORT-MCMORAN INC5.2K shares-4.72%2025-09-302025-11-10

SCHA SCHWAB STRATEGIC TR7.3K sharesnew addition2025-09-302025-11-10

CMG CHIPOTLE MEXICAN GRILL INC5.1K shares25.87%2025-09-302025-11-10

DNP DNP SELECT INCOME FD INC17.4K shares0.00%2025-09-302025-11-10

Sponsored

PSLV SPROTT ASSET MANAGEMENT LP10.5K shares0.00%2025-09-302025-11-10

CTRM CASTOR MARITIME INC19.0K shares0.00%2025-09-302025-11-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available