AA

Apriem Advisors

13F
Apriem Advisors
Last update 2024-11-14 175 Stocks (12 new)
Value $856.00 Mil Turnover 20 %
Countries:
Top Holdings: SCHX(15.43%)BND(6.52%)AAPL(6.44%)VEA(3.90%)SCHF(3.52%)
Portfolio Report
Summary Stock Picks Current Portfolio
Apriem Advisors Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHX 		Schwab U.S. Large-Cap ETF
5,839,416
132068.130
+191.41%
15.430
+10.14%
0.090
+0.44%
-1.19%
50909.914
 
BND 		Vanguard Total Bond Market ETF
743,744
55862.650
+1.00%
6.520
+0.06%
0.050
-2.57%
-0.92%
116950.909
 
AAPL 		Apple Inc
236,576
55122.170
-3.08%
6.440
-0.19%
0.000
+1.56%
-7.82%
3490849.675
Hardware
VEA 		Vanguard FTSE Developed Markets ETF
631,495
33349.250
-2.02%
3.900
-0.08%
0.020
-7.77%
-1.21%
134998.320
 
SCHF 		Schwab International Equity ETF
1,464,132
30102.550
+83.27%
3.520
+1.60%
0.040
-7.81%
-1.22%
39288.216
 
AMZN 		Amazon.com Inc
128,373
23919.740
+32.13%
2.790
+0.68%
0.000
+15.62%
-0.49%
2283641.680
Retail - Cyclical
GOOGL 		Alphabet Inc
128,064
21239.490
-1.83%
2.480
-0.05%
0.000
+16.59%
+0.42%
2323017.290
Interactive Media
MOAT 		VanEck Morningstar Wide Moat ETF
197,002
19099.300
+12.92%
2.230
+0.26%
0.120
-3.75%
-1.24%
15004.881
 
LMT 		Lockheed Martin Corp
31,990
18700.080
-4.16%
2.180
-0.08%
0.010
-19.88%
-1.01%
113656.045
Aerospace & Defense
MSFT 		Microsoft Corp
40,596
17468.270
+120.46%
2.040
+1.11%
0.000
-0.08%
-1.50%
3074992.339
Software

Apriem Advisors's Historical Top Holdings Breakdowns

Apriem Advisors's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHX 		Schwab U.S. Large-Cap ETF2024-09-30Add
+10.14%
●
20.37 ($21.79) 22.62
$22.90
5.09%
Add 191.41%
5,839,416
1,278,518
BND 		Vanguard Total Bond Market ETF2023-09-30New Buy
+7.09%
●
69.63 ($71.39) 72.91
$71.23
-0.23%
New holding
693,800
693,800
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2023-09-30New Buy
+4.82%
●
91.43 ($91.64) 91.86
$91.56
-0.09%
New holding
358,185
358,185
VGSH 		Vanguard Short-Term Government Bond ETF2023-09-30Reduce
-4.44%
●
57.47 ($57.63) 57.91
$58.08
0.77%
Reduce -98.79%
6,296
-512,219
SCHZ 		Schwab US Aggregate Bond ETF2023-09-30Reduce
-3.65%
●
44.14 ($45.32) 46.33
$22.45
-50.46%
Reduce -97.99%
10,801
-526,713
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2024-09-30Reduce
-2.60%
●
91.42 ($91.63) 91.82
$91.56
-0.08%
Reduce -60.46%
151,216
-231,203
PXD Pioneer Natural Resources Co2024-03-31Reduce
-2.48%
●
216.49 ($234.47) 262.5
$269.62
14.99%
Reduce -98%
1,687
-82,643
ZBRA 		Zebra Technologies Corp2023-12-31Reduce
-1.65%
●
197.99 ($228.27) 275.79
$379.78
66.37%
Reduce -97.7%
1,122
-47,755
QQQM 		Invesco NASDAQ 100 ETF2024-06-30Add
+1.63%
●
170.63 ($185.08) 199.67
$206.86
11.77%
Add 1049.44%
74,346
67,878
SCHF 		Schwab International Equity ETF2024-09-30Add
+1.60%
●
18.49 ($19.77) 20.77
$18.26
-7.64%
Add 83.27%
1,464,132
332,615

Apriem Advisors Total Holding History ($B)

To

Apriem Advisors's Asset Allocation

To

Apriem Advisors Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Apriem Advisors's Hypothetical Growth since 2024-09-30

Apriem Advisors's Yearly Returns

Year Portfolio % % Excess Gain %

Apriem Advisors's Holdings Heat Map

Size field:

Apriem Advisors's Holdings Bubble Chart

Apriem Advisors News

  • 1

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