The Analysis of Apriem Advisors's Holdings

Currently, Apriem Advisors holds 191 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in VWO (+111.5K shares, valued at $6.0M), N/A (+93.7K shares, valued at $3.6M), BIL (+25.2K shares, valued at $2.3M); decreased their positions in SCHX (-238.6K shares, valued at $6.4M), SLB (-45.7K shares, valued at $1.8M), TSLA (-3.0K shares, valued at $1.3M); initiated new positions in GKOS (+3.4K shares, valued at $385.2K), NTRA (+1.2K shares, valued at $268.3K), ASML (+196 shares, valued at $209.7K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHX SCHWAB STRATEGIC TR6.2M shares-3.73%2025-12-312026-02-13

BND VANGUARD BD INDEX FDS1.0M shares1.93%2025-12-312026-02-13

AAPL APPLE INC236.4K shares0.91%2025-12-312026-02-13

MOAT VANECK ETF TRUST513.2K shares3.93%2025-12-312026-02-13

MGK VANGUARD WORLD FD99.2K shares0.88%2025-12-312026-02-13

BIL SPDR SERIES TRUST437.4K shares6.10%2025-12-312026-02-13

ALPHABET INC ALPHABET INC116.4K shares-0.59%2025-12-312026-02-13

VEA VANGUARD TAX-MANAGED FDS573.6K shares-0.89%2025-12-312026-02-13

Sponsored

MGV VANGUARD WORLD FD253.3K shares2.09%2025-12-312026-02-13

QQQM INVESCO EXCH TRADED FD TR II123.0K shares2.35%2025-12-312026-02-13

AMZN AMAZON COM INC109.7K shares-1.99%2025-12-312026-02-13

SCHD SCHWAB STRATEGIC TR868.1K shares9.58%2025-12-312026-02-13

VWO VANGUARD INTL EQUITY INDEX F367.9K shares43.50%2025-12-312026-02-13

SCHF SCHWAB STRATEGIC TR798.6K shares-2.83%2025-12-312026-02-13

MSFT MICROSOFT CORP37.5K shares-1.10%2025-12-312026-02-13

SPY SPDR S&P 500 ETF TR25.3K shares-1.05%2025-12-312026-02-13

Sponsored

XOM EXXON MOBIL CORP134.8K shares-1.94%2025-12-312026-02-13

LAM RESEARCH CORP LAM RESEARCH CORP92.0K shares-5.50%2025-12-312026-02-13

JPM JPMORGAN CHASE & CO.44.8K shares-1.24%2025-12-312026-02-13

SPTI SPDR SERIES TRUST437.9K shares-0.81%2025-12-312026-02-13

GS GOLDMAN SACHS GROUP INC14.2K shares-1.77%2025-12-312026-02-13

SCHZ SCHWAB STRATEGIC TR460.9K shares0.08%2025-12-312026-02-13

SCHB SCHWAB STRATEGIC TR405.1K shares-1.83%2025-12-312026-02-13

NVDA NVIDIA CORPORATION51.6K shares-2.86%2025-12-312026-02-13

Sponsored

DIS DISNEY WALT CO83.1K shares-1.33%2025-12-312026-02-13

AEM AGNICO EAGLE MINES LTD55.2K shares0.00%2025-12-312026-02-13

SCHE SCHWAB STRATEGIC TR274.0K shares2.58%2025-12-312026-02-13

ADSK AUTODESK INC27.6K shares-1.49%2025-12-312026-02-13

TSLA TESLA INC17.8K shares-14.40%2025-12-312026-02-13

GDX VANECK ETF TRUST92.5K shares-0.04%2025-12-312026-02-13

INVESCO QQQ TR INVESCO QQQ TR12.7K shares0.14%2025-12-312026-02-13

LMT LOCKHEED MARTIN CORP15.5K shares-1.74%2025-12-312026-02-13

Sponsored

IWF ISHARES TR15.7K shares-0.05%2025-12-312026-02-13

RMD RESMED INC30.6K shares-1.76%2025-12-312026-02-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL14.3K shares-2.23%2025-12-312026-02-13

INTU INTUIT10.3K shares-1.55%2025-12-312026-02-13

REGN REGENERON PHARMACEUTICALS8.6K shares-0.74%2025-12-312026-02-13

ADBE ADOBE INC18.2K shares-5.89%2025-12-312026-02-13

PYPL PAYPAL HLDGS INC108.6K shares-1.53%2025-12-312026-02-13

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET145.7K shares180.38%2025-12-312026-02-13

Sponsored

CPRT COPART INC142.4K shares-4.89%2025-12-312026-02-13

CTAS CINTAS CORP28.4K shares-2.18%2025-12-312026-02-13

BROADCOM INC BROADCOM INC14.6K shares4.03%2025-12-312026-02-13

BA BOEING CO22.6K shares-3.92%2025-12-312026-02-13

ALPHABET INC ALPHABET INC13.4K shares-0.52%2025-12-312026-02-13

MMM 3M CO25.3K shares0.11%2025-12-312026-02-13

XLU SELECT SECTOR SPDR TR89.4K shares99.55%2025-12-312026-02-13

VB VANGUARD INDEX FDS14.1K shares10.69%2025-12-312026-02-13

Sponsored

SNA SNAP ON INC10.3K shares-1.32%2025-12-312026-02-13

SCHV SCHWAB STRATEGIC TR118.8K shares-7.21%2025-12-312026-02-13

AMD ADVANCED MICRO DEVICES INC15.9K shares-4.52%2025-12-312026-02-13

RSPT INVESCO EXCHANGE TRADED FD T71.6K shares0.00%2025-12-312026-02-13

ABBV ABBVIE INC13.4K shares-0.63%2025-12-312026-02-13

KLAC KLA CORP2.5K shares-1.55%2025-12-312026-02-13

MA MASTERCARD INCORPORATED5.1K shares0.45%2025-12-312026-02-13

SLB SLB LIMITED73.1K shares-38.46%2025-12-312026-02-13

Sponsored

EATON CORP PLC EATON CORP PLC8.6K shares0.28%2025-12-312026-02-13

META META PLATFORMS INC4.1K shares0.57%2025-12-312026-02-13

SILJ AMPLIFY ETF TR95.0K shares0.00%2025-12-312026-02-13

VTIP VANGUARD MALVERN FDS50.3K shares0.56%2025-12-312026-02-13

COST COSTCO WHSL CORP NEW2.9K shares5.69%2025-12-312026-02-13

JNJ JOHNSON & JOHNSON11.9K shares-0.23%2025-12-312026-02-13

QCOM QUALCOMM INC13.5K shares0.09%2025-12-312026-02-13

ADP AUTOMATIC DATA PROCESSING IN9.0K shares-0.82%2025-12-312026-02-13

Sponsored

SCHG SCHWAB STRATEGIC TR70.1K shares-9.62%2025-12-312026-02-13

CVX CHEVRON CORP NEW13.2K shares-3.27%2025-12-312026-02-13

DIA SPDR DOW JONES INDL AVERAGE4.2K shares0.00%2025-12-312026-02-13

LLY ELI LILLY & CO1.8K shares-5.72%2025-12-312026-02-13

IWM ISHARES TR7.7K shares0.00%2025-12-312026-02-13

VANGUARD INDEX FDS VANGUARD INDEX FDS3.0K shares-0.99%2025-12-312026-02-13

SYK STRYKER CORPORATION5.1K shares-6.45%2025-12-312026-02-13

BAC BANK AMERICA CORP31.5K shares-0.60%2025-12-312026-02-13

Sponsored

LOW LOWES COS INC6.9K shares-2.16%2025-12-312026-02-13

VBK VANGUARD INDEX FDS5.4K shares5.25%2025-12-312026-02-13

SMH VANECK ETF TRUST4.2K shares0.05%2025-12-312026-02-13

PFE PFIZER INC60.0K shares6.18%2025-12-312026-02-13

SRE SEMPRA16.3K shares-0.18%2025-12-312026-02-13

GEV GE VERNOVA INC2.1K shares0.66%2025-12-312026-02-13

PANW PALO ALTO NETWORKS INC7.0K shares0.92%2025-12-312026-02-13

ED CONSOLIDATED EDISON INC12.7K shares-0.48%2025-12-312026-02-13

Sponsored

SBUX STARBUCKS CORP14.9K shares-6.25%2025-12-312026-02-13

VBR VANGUARD INDEX FDS5.7K shares-0.03%2025-12-312026-02-13

NEM NEWMONT CORP12.0K shares-0.12%2025-12-312026-02-13

NFLX NETFLIX INC12.7K shares713.02%2025-12-312026-02-13

CSCO CISCO SYS INC15.5K shares0.51%2025-12-312026-02-13

HD HOME DEPOT INC3.2K shares7.99%2025-12-312026-02-13

MERCK & CO INC MERCK & CO INC10.4K shares-1.16%2025-12-312026-02-13

AMT AMERICAN TOWER CORP NEW6.0K shares-10.24%2025-12-312026-02-13

Sponsored

HON HONEYWELL INTL INC5.4K shares0.31%2025-12-312026-02-13

T AT&T INC41.1K shares5.71%2025-12-312026-02-13

RTX RTX CORPORATION5.5K shares-7.85%2025-12-312026-02-13

PH PARKER-HANNIFIN CORP1.1K shares-0.09%2025-12-312026-02-13

V VISA INC2.7K shares-0.04%2025-12-312026-02-13

GLD SPDR GOLD TR2.4K shares3.48%2025-12-312026-02-13

SCHW SCHWAB CHARLES CORP8.8K shares13.44%2025-12-312026-02-13

PLTR PALANTIR TECHNOLOGIES INC4.8K shares-3.36%2025-12-312026-02-13

Sponsored

CRWD CROWDSTRIKE HLDGS INC1.8K shares0.84%2025-12-312026-02-13

CELH CELSIUS HLDGS INC18.1K shares-0.02%2025-12-312026-02-13

NOC NORTHROP GRUMMAN CORP1.4K shares1.26%2025-12-312026-02-13

AMGN AMGEN INC2.5K shares0.20%2025-12-312026-02-13

PG PROCTER AND GAMBLE CO5.5K shares-0.24%2025-12-312026-02-13

MS MORGAN STANLEY4.3K shares-4.21%2025-12-312026-02-13

ORCL ORACLE CORP3.7K shares28.11%2025-12-312026-02-13

XLK SELECT SECTOR SPDR TR5.0K shares93.81%2025-12-312026-02-13

Sponsored

EMR EMERSON ELEC CO5.3K shares0.00%2025-12-312026-02-13

IVV ISHARES TR1.0K shares-21.90%2025-12-312026-02-13

CVBF CVB FINL CORP34.5K shares0.00%2025-12-312026-02-13

VTI VANGUARD INDEX FDS1.9K shares-1.87%2025-12-312026-02-13

BMY BRISTOL-MYERS SQUIBB CO11.6K shares3.84%2025-12-312026-02-13

ISRG INTUITIVE SURGICAL INC1.1K shares-1.30%2025-12-312026-02-13

FAST FASTENAL CO14.3K shares-0.10%2025-12-312026-02-13

UNP UNION PAC CORP2.5K shares-1.16%2025-12-312026-02-13

Sponsored

WMT WALMART INC5.1K shares-7.79%2025-12-312026-02-13

PEP PEPSICO INC3.9K shares0.51%2025-12-312026-02-13

FRA BLACKROCK FLOATING RATE INCO44.2K shares0.12%2025-12-312026-02-13

CRM SALESFORCE INC2.0K shares4.24%2025-12-312026-02-13

FTEC FIDELITY COVINGTON TRUST2.3K shares0.00%2025-12-312026-02-13

VUG VANGUARD INDEX FDS1.1K shares0.00%2025-12-312026-02-13

NKX NUVEEN CALIFORNIA AMT QLT MU41.4K shares10.68%2025-12-312026-02-13

CEG CONSTELLATION ENERGY CORP1.4K shares-0.07%2025-12-312026-02-13

Sponsored

GE AEROSPACE GE AEROSPACE1.6K shares-0.19%2025-12-312026-02-13

TSM TAIWAN SEMICONDUCTOR MFG LTD1.6K shares2.71%2025-12-312026-02-13

NYT NEW YORK TIMES CO6.5K shares0.00%2025-12-312026-02-13

COHERENT CORP COHERENT CORP2.3K shares0.00%2025-12-312026-02-13

ETFS GOLD TR ETFS GOLD TR10.2K shares-0.97%2025-12-312026-02-13

DFUS DIMENSIONAL ETF TRUST5.6K shares0.00%2025-12-312026-02-13

ABT ABBOTT LABS3.3K shares0.73%2025-12-312026-02-13

MU MICRON TECHNOLOGY INC1.4K shares3.89%2025-12-312026-02-13

Sponsored

TROW PRICE T ROWE GROUP INC3.9K shares-1.77%2025-12-312026-02-13

MEDTRONIC PLC MEDTRONIC PLC4.2K shares0.34%2025-12-312026-02-13

GKOS GLAUKOS CORP3.4K sharesnew addition2025-12-312026-02-13

NAC NUVEEN CA QUALTY MUN INCOME32.2K shares-11.04%2025-12-312026-02-13

PFEB INNOVATOR ETFS TRUST9.2K shares0.00%2025-12-312026-02-13

PFXF VANECK ETF TRUST21.0K shares-7.49%2025-12-312026-02-13

VZ VERIZON COMMUNICATIONS INC9.1K shares-13.20%2025-12-312026-02-13

DBL DOUBLELINE OPPORTUNISTIC CR24.1K shares19.89%2025-12-312026-02-13

Sponsored

PHYS SPROTT ASSET MANAGEMENT LP11.1K shares-9.71%2025-12-312026-02-13

BRO BROWN & BROWN INC4.3K shares-0.07%2025-12-312026-02-13

QLD PROSHARES TR4.9K shares100.00%2025-12-312026-02-13

IBM INTERNATIONAL BUSINESS MACHS1.2K shares-41.15%2025-12-312026-02-13

GDXJ VANECK ETF TRUST3.0K shares0.00%2025-12-312026-02-13

KO COCA COLA CO4.7K shares-25.39%2025-12-312026-02-13

SPYM SPDR SERIES TRUST4.0K shares-12.80%2025-12-312026-02-13

EVV EATON VANCE LIMITED DURATION31.5K shares0.09%2025-12-312026-02-13

Sponsored

IJH ISHARES TR4.6K shares0.00%2025-12-312026-02-13

ROP ROPER TECHNOLOGIES INC675 shares-0.74%2025-12-312026-02-13

FCX FREEPORT-MCMORAN INC5.9K shares13.12%2025-12-312026-02-13

CDLR CADELER A S16.0K shares1.91%2025-12-312026-02-13

NEE NEXTERA ENERGY INC3.6K shares1.40%2025-12-312026-02-13

VYM VANGUARD WHITEHALL FDS2.0K shares-0.15%2025-12-312026-02-13

VTV VANGUARD INDEX FDS1.5K shares2.33%2025-12-312026-02-13

CSGP COSTAR GROUP INC4.2K shares-0.45%2025-12-312026-02-13

Sponsored

AHR AMERICAN HEALTHCARE REIT INC6.0K shares-0.94%2025-12-312026-02-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.4K shares-0.66%2025-12-312026-02-13

WFC WELLS FARGO CO NEW3.0K shares-3.89%2025-12-312026-02-13

VGT VANGUARD WORLD FD364 shares0.00%2025-12-312026-02-13

NTRA NATERA INC1.2K sharesnew addition2025-12-312026-02-13

SOLV SOLVENTUM CORP3.4K shares-33.08%2025-12-312026-02-13

CITIGROUP INC CITIGROUP INC2.3K shares-2.92%2025-12-312026-02-13

ZMAR INNOVATOR ETFS TRUST9.7K shares0.00%2025-12-312026-02-13

Sponsored

BXMX NUVEEN S&P 500 BUY-WRITE INC18.0K shares0.00%2025-12-312026-02-13

GM GENERAL MTRS CO3.2K shares-9.97%2025-12-312026-02-13

IBB ISHARES TR1.5K shares0.00%2025-12-312026-02-13

KFEB INNOVATOR ETFS TRUST9.5K shares0.00%2025-12-312026-02-13

IGIB ISHARES TR4.7K shares2.32%2025-12-312026-02-13

VRSK VERISK ANALYTICS INC1.1K shares0.00%2025-12-312026-02-13

BITB BITWISE BITCOIN ETF TR5.2K shares0.00%2025-12-312026-02-13

IBIT ISHARES BITCOIN TRUST ETF4.9K shares0.00%2025-12-312026-02-13

Sponsored

ZFEB INNOVATOR ETFS TRUST9.5K shares0.00%2025-12-312026-02-13

TYL TYLER TECHNOLOGIES INC520 shares0.00%2025-12-312026-02-13

ONON ON HLDG AG5.0K shares0.00%2025-12-312026-02-13

DELL DELL TECHNOLOGIES INC1.8K shares22.09%2025-12-312026-02-13

MCD MCDONALDS CORP733 shares-0.54%2025-12-312026-02-13

SEIC SEI INVTS CO2.6K shares0.00%2025-12-312026-02-13

ECL ECOLAB INC822 shares-13.56%2025-12-312026-02-13

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II3.0K shares0.00%2025-12-312026-02-13

Sponsored

PSLV SPROTT ASSET MANAGEMENT LP9.0K shares-14.29%2025-12-312026-02-13

FCT FIRST TR SR FLTG RATE INCOME21.0K shares0.00%2025-12-312026-02-13

VDC VANGUARD WORLD FD1.0K shares0.00%2025-12-312026-02-13

CBSH COMMERCE BANCSHARES INC4.0K shares4.99%2025-12-312026-02-13

SDY SPDR SERIES TRUST1.5K shares0.00%2025-12-312026-02-13

ASML ASML HOLDING N V196 sharesnew addition2025-12-312026-02-13

INTC INTEL CORP5.7K shares-16.27%2025-12-312026-02-13

SCHA SCHWAB STRATEGIC TR7.3K shares-0.34%2025-12-312026-02-13

Sponsored

DHR DANAHER CORPORATION894 sharesnew addition2025-12-312026-02-13

MKL MARKEL GROUP INC95 shares-12.84%2025-12-312026-02-13

PBF PBF ENERGY INC7.4K shares-4.17%2025-12-312026-02-13

NET CLOUDFLARE INC1.0K shares1.09%2025-12-312026-02-13

DSL DOUBLELINE INCOME SOLUTIONS17.3K shares-22.42%2025-12-312026-02-13

DNP DNP SELECT INCOME FD INC17.4K shares0.00%2025-12-312026-02-13

CASTOR MARITIME INC CASTOR MARITIME INC19.0K shares0.00%2025-12-312026-02-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available