Apriem Advisors Purchases in Q3 2024

Apriem Advisors

  • $849 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
439K
New
$27.8 - $29.26 $12.2M - $12.9M
439K $12.8M
MSFT
Microsoft Corp

Technology
22.2K
+ 120.46%
$395.15 - $467.56 $8.77M - $10.4M
40.6K $17.5M
AMZN
Amazon Com Inc

Consumer Cyclical
31.2K
+ 32.13%
$161.02 - $200.0 $5.03M - $6.24M
128K $23.9M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
94.6K
+ 79.41%
$45.2 - $47.87 $4.28M - $4.53M
214K $10.2M
MGK
Vanguard Mega Cap Growth ETF

ETFs
12K
+ 75.23%
$285.48 - $330.24 $3.42M - $3.96M
27.9K $8.99M
TSLA
Tesla, Inc.

Consumer Cyclical
2.05K
+ 3.93%
$191.76 - $263.26 $393K - $540K
54.2K $14.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
4.17K
+ 18.61%
$517.38 - $573.86 $2.16M - $2.39M
26.6K $15.3M
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.37K
+ 1.0%
$71.45 - $75.64 $527K - $558K
744K $55.9M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
8.36K
+ 11.25%
$178.94 - $207.0 $1.5M - $1.73M
82.7K $16.6M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
22.5K
+ 12.92%
$85.84 - $85.84 $1.94M - $1.94M
197K $16.9M
CTAS
Cintas Corp

Industrials
42.1K
+ 282.29%
$201.38 - $819.83 $8.49M - $34.6M
57.1K $11.7M
XOM
Exxon Mobil Corp

Energy
8.61K
+ 6.79%
$109.72 - $119.0 $944K - $1.02M
135K $15.9M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.08K
+ 10.16%
$77.02 - $85.06 $545K - $602K
76.7K $6.49M
AEM
Agnico Eagle Mines LTD

Basic Materials
300
+ 0.55%
$65.04 - $84.24 $19.5K - $25.3K
55K $4.43M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
173
+ 0.09%
$41.9 - $48.26 $7.25K - $8.35K
203K $9.73M
BMY
Bristol Myers Squibb CO

Healthcare
15K
New
$39.66 - $51.75 $594K - $775K
15K $775K
SCHV
Schwab Strategic Tr Us Large C

ETFs
580
+ 1.43%
$73.43 - $80.37 $42.6K - $46.6K
41.1K $3.3M
AVGO
Broadcom Inc.

Technology
8.75K
+ 1005.52%
$136.27 - $1745.86 $1.19M - $15.3M
9.62K $1.66M
VBR
Vanguard Small Cap Value ETF

ETFs
1.3K
New
$179.99 - $201.6 $234K - $262K
1.3K $261K
VB
Vanguard Small Cap ETF

ETFs
1.1K
New
$214.77 - $237.72 $237K - $262K
1.1K $261K
VBK
Vanguard Small Cap Growth ETF

ETFs
909
+ 92.28%
$240.48 - $267.94 $219K - $244K
1.89K $506K
PHYS
Sprott Physical Gold Trust

Financial Services
12.1K
New
$18.12 - $20.72 $219K - $251K
12.1K $246K
NMM
Navios Maritime Partners L.P.

Industrials
3.7K
New
$43.06 - $63.41 $159K - $235K
3.7K $231K
QQQ
Invesco Qqq Trust, Series 1

ETFs
225
+ 1.82%
$434.77 - $502.96 $97.8K - $113K
12.6K $6.13M
WMT
Walmart Inc.

Consumer Defensive
2.64K
New
$66.91 - $81.4 $177K - $215K
2.64K $213K
PFE
Pfizer Inc

Healthcare
5.63K
+ 10.6%
$27.7 - $31.39 $156K - $177K
58.7K $1.7M
KO
Coca Cola CO

Consumer Defensive
2.9K
New
$62.69 - $73.01 $182K - $212K
2.9K $208K
SHOP
Shopify Inc.

Technology
2.56K
New
$52.26 - $80.75 $134K - $207K
2.56K $205K
HD
Home Depot, Inc.

Consumer Cyclical
163
+ 7.16%
$333.64 - $405.2 $54.4K - $66K
2.44K $988K
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.01%
$99.55 - $123.34 $99.6 - $123
8.54K $1.03M
IWM
Ishares Russell 2000 ETF

ETFs
262
+ 4.0%
$200.87 - $224.6 $52.6K - $58.8K
6.81K $1.5M
CVX
Chevron Corp

Energy
1.54K
+ 18.15%
$137.88 - $161.97 $212K - $249K
10K $1.48M
DSL
Double Line Income Solutions Fund

Financial Services
11.3K
New
$12.42 - $13.06 $140K - $148K
11.3K $146K
MS
Morgan Stanley

Financial Services
740
+ 18.0%
$92.07 - $106.96 $68.1K - $79.2K
4.85K $505K
MDT
Medtronic PLC

Healthcare
67
+ 1.17%
$76.84 - $91.03 $5.15K - $6.1K
5.81K $522K
GIS
General Mills Inc

Consumer Defensive
2
+ 0.06%
$62.5 - $75.15 $125 - $150
3.39K $250K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
1.03K
+ 3.28%
$9.67 - $10.51 $9.94K - $10.8K
32.3K $339K
BAC
Bank Of America Corp

Financial Services
836
+ 2.45%
$36.65 - $44.13 $30.6K - $36.9K
34.9K $1.39M
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
1.04K
+ 2.73%
$12.6 - $13.59 $13.1K - $14.1K
39.2K $516K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2
+ 0.08%
$117.9 - $128.2 $236 - $256
2.36K $302K
SCHA
Schwab Strategic Tr Us Small C

ETFs
20
+ 0.46%
$46.9 - $51.96 $938 - $1.04K
4.34K $223K
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
1K
+ 5.0%
$9.82 - $10.46 $9.82K - $10.5K
21K $217K
CRWD
Crowd Strike Holdings, Inc.

Technology
292
+ 44.24%
$217.89 - $392.15 $63.6K - $115K
952 $267K
CSGP
Costar Group, Inc.

Real Estate
59
+ 1.4%
$71.59 - $79.61 $4.22K - $4.7K
4.27K $321K
Amplify ETF Tr
20K
New
N/A
20K $0
Ge Vernova Inc
1.05K
New
N/A
1.05K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
1
+ 0.0%
N/A
71.5K $0
NVO
Novo Nordisk A S

Healthcare
195
+ 12.7%
$119.07 - $145.42 $23.2K - $28.4K
1.73K $205K
PBF
Pbf Energy Inc.

Energy
9
+ 0.07%
$30.68 - $46.49 $276 - $418
12.6K $391K
Activity Summary
Buys All Purchases 52 New Holdings 12 Increased Positions 40 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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