Apriem Advisors Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$796.0B
Holdings
172
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (172 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | DWDMORGAN STANLEY | 3,711 | $0 | 0.00% | |
| 102 | VVISA INC | 2,524 | $0 | 0.00% | |
| 103 | XNCMXNUVEEN CALIFORNIA AMT QLT MU | 51,439 | $0 | 0.00% | |
| 104 | CLCOLGATE PALMOLIVE CO | 2,500 | $0 | 0.00% | |
| 105 | IBBISHARES TR | 1,635 | $0 | 0.00% | |
| 106 | NYTNEW YORK TIMES CO | 6,468 | $0 | 0.00% | |
| 107 | SMHVANECK ETF TRUST | 4,142 | $0 | 0.00% | |
| 108 | ISRGINTUITIVE SURGICAL INC | 1,183 | $0 | 0.00% | |
| 109 | LLYELI LILLY & CO | 816 | $0 | 0.00% | |
| 110 | DSLDOUBLELINE INCOME SOLUTIONS | 10,800 | $0 | 0.00% | |
| 111 | NFLXNETFLIX INC | 1,605 | $0 | 0.00% | |
| 112 | LINLINDE PLC | 958 | $0 | 0.00% | |
| 113 | FTECFIDELITY COVINGTON TRUST | 2,300 | $0 | 0.00% | |
| 114 | PEPPEPSICO INC | 3,937 | $0 | 0.00% | |
| 115 | CTRMCASTOR MARITIME INC | 11,070 | $0 | 0.00% | |
| 116 | ACNACCENTURE PLC IRELAND | 1,520 | $0 | 0.00% | |
| 117 | CVBFCVB FINL CORP | 34,500 | $0 | 0.00% | |
| 118 | SCHASCHWAB STRATEGIC TR | 4,559 | $0 | 0.00% | |
| 119 | CLXCLOROX CO DEL | 2,639 | $0 | 0.00% | |
| 120 | XFEBFIRST TR EXCH TRADED FD III | 39,179 | $0 | 0.00% | |
| 121 | MDTMEDTRONIC PLC | 4,937 | $0 | 0.00% | |
| 122 | GQ9SPDR GOLD TR | 2,070 | $0 | 0.00% | |
| 123 | ABTABBOTT LABS | 3,411 | $0 | 0.00% | |
| 124 | MCDMCDONALDS CORP | 801 | $0 | 0.00% | |
| 125 | KMBKIMBERLY-CLARK CORP | 2,285 | $0 | 0.00% | |
| 126 | SCHGSCHWAB STRATEGIC TR | 10,278 | $0 | 0.00% | |
| 127 | VYMVANGUARD WHITEHALL FDS | 2,357 | $0 | 0.00% | |
| 128 | CRMSALESFORCE INC | 805 | $0 | 0.00% | |
| 129 | AKXANSYS INC | 1,108 | $0 | 0.00% | |
| 130 | IBMINTERNATIONAL BUSINESS MACHS | 1,829 | $0 | 0.00% | |
| 131 | VDCVANGUARD WORLD FD | 1,000 | $0 | 0.00% | |
| 132 | VTIVANGUARD INDEX FDS | 2,224 | $0 | 0.00% | |
| 133 | FCTFIRST TR SR FLTG RATE INCOME | 16,200 | $0 | 0.00% | |
| 134 | PHPARKER-HANNIFIN CORP | 1,357 | $0 | 0.00% | |
| 135 | DBLDOUBLELINE OPPORTUNISTIC CR | 28,110 | $0 | 0.00% | |
| 136 | ORCLORACLE CORP | 2,500 | $0 | 0.00% | |
| 137 | NACNUVEEN CA QUALTY MUN INCOME | 58,120 | $0 | 0.00% | |
| 138 | TYLTYLER TECHNOLOGIES INC | 533 | $0 | 0.00% | |
| 139 | BMYBRISTOL-MYERS SQUIBB CO | 4,291 | $0 | 0.00% | |
| 140 | XFRAXBLACKROCK FLOATING RATE INCO | 38,118 | $0 | 0.00% | |
| 141 | SCHWSCHWAB CHARLES CORP | 8,161 | $0 | 0.00% | |
| 142 | PBFPBF ENERGY INC | 13,155 | $0 | 0.00% | |
| 143 | DYHTARGET CORP | 4,083 | $0 | 0.00% | |
| 144 | AMGNAMGEN INC | 2,480 | $0 | 0.00% | |
| 145 | ABGCENCORA INC | 1,881 | $0 | 0.00% | |
| 146 | CDLRCADELER A S | 14,488 | $0 | 0.00% | |
| 147 | MUMICRON TECHNOLOGY INC | 2,365 | $0 | 0.00% | |
| 148 | EMREMERSON ELEC CO | 4,944 | $0 | 0.00% | |
| 149 | IGIBISHARES TR | 5,805 | $0 | 0.00% | |
| 150 | EXPOEXPONENT INC | 2,513 | $0 | 0.00% | |
| 151 | MRSHMARSH & MCLENNAN COS INC | 1,786 | $0 | 0.00% | |
| 152 | HDHOME DEPOT INC | 1,954 | $0 | 0.00% | |
| 153 | TXNTEXAS INSTRS INC | 1,701 | $0 | 0.00% | |
| 154 | BACVERIZON COMMUNICATIONS INC | 10,116 | $0 | 0.00% | |
| 155 | XBXMXNUVEEN S&P 500 BUY-WRITE INC | 19,675 | $0 | 0.00% | |
| 156 | —ABRDN ASIA PACIFIC INCOME FU | 50,800 | $0 | 0.00% | |
| 157 | SMCIUSDSUPER MICRO COMPUTER INC | 730 | $0 | 0.00% | |
| 158 | RTXRTX CORPORATION | 8,659 | $0 | 0.00% | |
| 159 | TSCOTRACTOR SUPPLY CO | 1,417 | $0 | 0.00% | |
| 160 | MDIVFIRST TR EXCHANGE-TRADED FD | 52,178 | $0 | 0.00% | |
| 161 | UNHUNITEDHEALTH GROUP INC | 737 | $0 | 0.00% | |
| 162 | DNPDNP SELECT INCOME FD INC | 17,400 | $0 | 0.00% | |
| 163 | XLKSELECT SECTOR SPDR TR | 2,500 | $0 | 0.00% | |
| 164 | ROPROPER TECHNOLOGIES INC | 675 | $0 | 0.00% | |
| 165 | SPLVINVESCO EXCH TRADED FD TR II | 3,418 | $0 | 0.00% | |
| 166 | FFORD MTR CO DEL | 13,139 | $0 | 0.00% | |
| 167 | IVVISHARES TR | 729 | $0 | 0.00% | |
| 168 | GISGENERAL MLS INC | 3,484 | $0 | 0.00% | |
| 169 | GSGOLDMAN SACHS GROUP INC | 481 | $0 | 0.00% | |
| 170 | NEENEXTERA ENERGY INC | 3,812 | $0 | 0.00% | |
| 171 | PXDEURPIONEER NAT RES CO | 1,687 | $0 | 0.00% | |
| 172 | SPYMSPDR SER TR | 5,614 | $0 | 0.00% |
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