Apriem Advisors Purchases in Q4 2024

Apriem Advisors

  • $855 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MGK
Vanguard Mega Cap Growth ETF

ETFs
12.2K
+ 43.82%
$316.94 - $357.88 $3.88M - $4.38M
40.2K $13.8M
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.93M
+ 201.89%
$22.4 - $68.28 $88M - $268M
5.88M $136M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
38.3K
+ 25.3%
$91.29 - $91.8 $3.49M - $3.51M
189K $17.3M
MMM
3 M CO

Industrials
25.2K
New
$124.74 - $137.12 $3.14M - $3.45M
25.2K $3.25M
MGV
Vanguard Mega Cap Value

ETFs
22.7K
+ 57.26%
$124.06 - $133.48 $2.81M - $3.03M
62.3K $7.78M
MA
Mastercard Inc

Financial Services
5.05K
New
$491.3 - $536.15 $2.48M - $2.71M
5.05K $2.66M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
29.7K
+ 15.05%
N/A
227K $19.5M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
6.49K
+ 7.84%
$198.04 - $221.51 $1.28M - $1.44M
89.2K $18.8M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
205K
+ 267.76%
$26.93 - $84.95 $5.53M - $17.5M
282K $7.71M
NVDA
Nvidia Corp

Technology
3.16K
+ 7.18%
$117.0 - $148.88 $370K - $471K
47.2K $6.34M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12.3K
New
$61.68 - $67.87 $760K - $836K
12.3K $767K
SPY
Spdr S&P 500 ETF Trust

ETFs
460
+ 1.73%
$567.81 - $607.81 $261K - $280K
27K $15.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.13K
New
$113.92 - $127.38 $584K - $653K
5.13K $590K
CVX
Chevron Corp

Energy
3.56K
+ 35.53%
$141.15 - $162.53 $502K - $579K
13.6K $1.97M
IWF
Ishares Russell 1000 Gr ETF

ETFs
125
+ 0.83%
$370.24 - $418.94 $46.3K - $52.4K
15.3K $6.13M
NEM
Newmont Corp

Basic Materials
11K
New
$37.0 - $58.68 $408K - $647K
11K $410K
QQQ
Invesco Qqq Trust, Series 1

ETFs
181
+ 1.44%
$481.22 - $538.17 $87.1K - $97.4K
12.7K $6.52M
UNH
Unitedhealth Group Inc

Healthcare
759
New
$485.52 - $625.25 $369K - $475K
759 $383K
V
Visa Inc.

Financial Services
736
+ 29.91%
$273.87 - $320.91 $202K - $236K
3.2K $1.01M
GOOG
Alphabet Inc.

Communication Services
40
+ 0.31%
$163.08 - $198.16 $6.52K - $7.93K
13K $2.47M
CRM
Salesforce, Inc.

Technology
894
New
$270.87 - $367.87 $242K - $329K
894 $298K
VBK
Vanguard Small Cap Growth ETF

ETFs
904
+ 47.73%
$264.18 - $304.19 $239K - $275K
2.8K $783K
ONON
On Holding Ag

Consumer Cyclical
5K
New
$46.3 - $59.54 $232K - $298K
5K $273K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
435
+ 16.3%
$521.84 - $558.82 $227K - $243K
3.1K $1.67M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.97K
New
$131.66 - $144.0 $259K - $283K
1.97K $259K
VGT
Vanguard Information Technolog

ETFs
375
New
$571.78 - $647.97 $214K - $243K
375 $233K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
278K
+ 199.9%
$22.01 - $66.82 $6.12M - $18.6M
417K $9.46M
C
Citigroup Inc

Financial Services
3.05K
New
$61.31 - $72.5 $187K - $221K
3.05K $214K
IVV
Ishares Core S&P 500 ETF

ETFs
331
+ 43.67%
$570.51 - $610.59 $189K - $202K
1.09K $641K
WFC
Wells Fargo & Company

Financial Services
2.9K
New
$54.98 - $77.35 $159K - $224K
2.9K $203K
IBM
International Business Machines Corp

Technology
808
+ 56.54%
$204.9 - $238.04 $166K - $192K
2.24K $491K
IWM
Ishares Russell 2000 ETF

ETFs
660
+ 9.69%
$216.13 - $242.4 $143K - $160K
7.47K $1.65M
CRWD
Crowd Strike Holdings, Inc.

Technology
238
+ 25.0%
$275.15 - $388.2 $65.5K - $92.4K
1.19K $407K
NOC
Northrop Grumman Corp

Industrials
432
+ 40.64%
$466.52 - $543.88 $202K - $235K
1.5K $701K
COST
Costco Wholesale Corp

Consumer Defensive
65
+ 2.72%
$873.59 - $994.69 $56.8K - $64.7K
2.46K $2.25M
HON
Honeywell International Inc

Industrials
111
+ 2.24%
$202.84 - $236.0 $22.5K - $26.2K
5.07K $1.15M
VBR
Vanguard Small Cap Value ETF

ETFs
623
+ 47.92%
$197.36 - $217.3 $123K - $135K
1.92K $381K
CSCO
Cisco Systems, Inc.

Technology
359
+ 2.5%
$52.45 - $60.02 $18.8K - $21.5K
14.7K $872K
VB
Vanguard Small Cap ETF

ETFs
422
+ 38.26%
$233.76 - $261.58 $98.6K - $110K
1.53K $366K
DSL
Double Line Income Solutions Fund

Financial Services
8K
+ 70.8%
$12.32 - $13.0 $98.6K - $104K
19.3K $242K
SCHW
Schwab Charles Corp

Financial Services
211
+ 2.73%
$63.31 - $82.85 $13.4K - $17.5K
7.93K $586K
XLK
Technology Sector Spdr

ETFs
295
+ 11.42%
$220.26 - $241.44 $65K - $71.2K
2.88K $669K
EMR
Emerson Electric CO

Industrials
105
+ 2.12%
$108.13 - $134.33 $11.4K - $14.1K
5.05K $625K
BMY
Bristol Myers Squibb CO

Healthcare
3
+ 0.02%
$51.92 - $59.94 $156 - $180
15K $847K
HD
Home Depot, Inc.

Consumer Cyclical
238
+ 9.76%
$385.02 - $431.37 $91.6K - $103K
2.68K $1.04M
SCHG
Schwab Strategic Tr Us Large C

ETFs
29.3K
+ 291.93%
$25.93 - $105.3 $760K - $3.09M
39.3K $1.1M
WMT
Walmart Inc.

Consumer Defensive
217
+ 8.23%
$79.1 - $95.7 $17.2K - $20.8K
2.86K $257K
GS
Goldman Sachs Group Inc

Financial Services
10
+ 2.08%
$486.1 - $608.57 $4.86K - $6.09K
491 $281K
PANW
Palo Alto Networks Inc

Technology
3.43K
+ 94.28%
$181.96 - $405.9 $623K - $1.39M
7.06K $1.28M
Activity Summary
Buys All Purchases 93 New Holdings 16 Increased Positions 77 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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