Apriem Advisors Incresed Positions in Q4 2024

Apriem Advisors

  • $855 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RYT
Invesco S&P 500 Equal Weight T

ETFs
2
+ 0.0%
N/A
71.5K $0
Amplify ETF Tr
40K
+ 200.0%
N/A
60K $0
MCD
Mcdonalds Corp

Consumer Cyclical
39
+ 5.13%
$288.47 - $316.54 $11.3K - $12.3K
799 $231K
TXN
Texas Instruments Inc

Technology
1
+ 0.08%
N/A
1.27K $246K
Cadeler A S
512
+ 3.53%
N/A
15K $0
PSLV
Sprott Physical Silver Trust

Financial Services
500
+ 5.0%
$9.65 - $11.76 $4.83K - $5.88K
10.5K $101K
KO
Coca Cola CO

Consumer Defensive
348
+ 12.0%
$61.74 - $71.71 $21.5K - $25K
3.25K $202K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
6
+ 0.12%
$51.33 - $53.74 $308 - $322
4.9K $252K
VZ
Verizon Communications Inc

Communication Services
794
+ 8.83%
$39.6 - $45.21 $31.4K - $35.9K
9.79K $391K
PSX
Phillips 66

Energy
210
+ 9.73%
$110.35 - $138.93 $23.2K - $29.2K
2.37K $269K
GIS
General Mills Inc

Consumer Defensive
1
+ 0.03%
$62.78 - $74.62 $62.8 - $74.6
3.39K $216K
UNP
Union Pacific Corp

Industrials
25
+ 1.0%
$223.15 - $249.32 $5.58K - $6.23K
2.53K $576K
NEE
Nextera Energy Inc

Utilities
103
+ 2.78%
$69.77 - $85.43 $7.19K - $8.8K
3.81K $273K
PBF
Pbf Energy Inc.

Energy
15
+ 0.12%
$25.15 - $33.71 $377 - $506
12.7K $335K
CELH
Celsius Holdings, Inc.

Consumer Defensive
525
+ 2.98%
$25.66 - $34.91 $13.5K - $18.3K
18.1K $478K
ABBV
Abb Vie Inc.

Healthcare
881
+ 7.09%
$164.99 - $203.87 $145K - $180K
13.3K $2.37M
AMGN
Amgen Inc

Healthcare
92
+ 3.65%
$258.78 - $328.31 $23.8K - $30.2K
2.62K $681K
LOW
Lowes Companies Inc

Consumer Cyclical
76
+ 1.04%
$244.52 - $284.07 $18.6K - $21.6K
7.36K $1.82M
QCOM
Qualcomm Inc

Technology
220
+ 1.79%
$150.4 - $178.04 $33.1K - $39.2K
12.5K $1.92M
MSFT
Microsoft Corp

Technology
119
+ 0.29%
$406.35 - $454.46 $48.4K - $54.1K
40.7K $17.2M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
212K
+ 99.35%
$22.63 - $47.53 $4.81M - $10.1M
426K $9.68M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.44K
+ 0.71%
$44.04 - $49.49 $63.3K - $71.1K
205K $9.02M
AMD
Advanced Micro Devices Inc

Technology
214
+ 1.01%
$118.88 - $172.8 $25.4K - $37K
21.3K $2.57M
XOM
Exxon Mobil Corp

Energy
1.67K
+ 1.23%
$105.51 - $125.37 $176K - $209K
137K $14.7M
BND
Vanguard Bd Index Fd Inc Total

ETFs
15.8K
+ 2.12%
$71.75 - $75.11 $1.13M - $1.19M
760K $54.6M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
638K
+ 87.17%
$18.41 - $40.87 $11.7M - $26.1M
1.37M $25.3M
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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