Apriem Advisors Reduced Holdings in Q3 2024

Apriem Advisors

  • $849 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-231K
- 60.46%
$91.42 - $91.82 $21.1M - $21.2M
151K $13.9M
INTC
Intel Corp

Technology
-385K
- 97.57%
$18.9 - $34.87 $7.27M - $13.4M
9.58K $224K
GOOGL
Alphabet Inc.

Communication Services
-2.39K
- 1.83%
$148.65 - $191.18 $356K - $457K
128K $21.2M
ADBE
Adobe Inc.

Technology
-919
- 3.42%
$508.13 - $586.55 $467K - $539K
26K $13.4M
SLB
Schlumberger Limited

Energy
-3.41K
- 1.4%
$39.57 - $49.67 $135K - $170K
240K $10.1M
NVDA
Nvidia Corp

Technology
-9.9K
- 18.34%
$98.91 - $134.91 $979K - $1.34M
44.1K $5.35M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-806
- 4.93%
$1024.09 - $1201.76 $825K - $969K
15.5K $16.3M
INTU
Intuit Inc

Technology
-321
- 1.95%
$602.97 - $670.49 $194K - $215K
16.1K $10M
BA
Boeing CO

Industrials
-113
- 0.48%
$152.04 - $190.6 $17.2K - $21.5K
23.3K $3.55M
DIS
Walt Disney CO

Communication Services
-2.98K
- 2.31%
$85.6 - $98.61 $255K - $294K
126K $12.1M
QCOM
Qualcomm Inc

Technology
-333
- 2.64%
$156.12 - $209.64 $52K - $69.8K
12.3K $2.09M
ADSK
Autodesk, Inc.

Technology
-1.33K
- 2.85%
$245.83 - $245.83 $328K - $328K
45.4K $11.2M
KLAC
Kla Corp

Technology
-175
- 4.16%
$696.17 - $892.35 $122K - $156K
4.03K $3.12M
MDIV
First Trust Multi Asset Divers

ETFs
-22.8K
- 60.32%
$15.69 - $16.76 $358K - $382K
15K $249K
PFF
Ishares Trust Ishares Pfd And

ETFs
-10.5K
- 41.29%
$31.18 - $33.5 $327K - $351K
14.9K $495K
MU
Micron Technology Inc

Technology
-1.89K
- 48.43%
$86.27 - $136.82 $163K - $259K
2.02K $208K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-6.93K
- 11.75%
$48.06 - $49.39 $333K - $342K
52.1K $2.57M
AMD
Advanced Micro Devices Inc

Technology
-1.78K
- 7.76%
$128.67 - $183.96 $229K - $327K
21.1K $3.46M
GOOG
Alphabet Inc.

Communication Services
-23
- 0.18%
$149.54 - $192.66 $3.44K - $4.43K
12.9K $2.16M
SYK
Stryker Corp

Healthcare
-1.03K
- 12.78%
$315.94 - $371.96 $324K - $382K
7K $2.53M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-530
- 11.67%
$211.47 - $281.27 $112K - $149K
4.01K $984K
TROW
Price T Rowe Group Inc

Financial Services
-1.34K
- 20.98%
$101.71 - $120.75 $136K - $161K
5.03K $548K
NFLX
Netflix Inc

Communication Services
-361
- 16.63%
$598.55 - $722.26 $216K - $261K
1.81K $1.28M
PANW
Palo Alto Networks Inc

Technology
-456
- 11.15%
$294.18 - $368.01 $134K - $168K
3.63K $1.24M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-700
- 31.1%
$147.95 - $191.05 $104K - $134K
1.55K $269K
LOW
Lowes Companies Inc

Consumer Cyclical
-2.21K
- 23.27%
$213.3 - $270.78 $471K - $598K
7.29K $1.97M
MRK
Merck & Co., Inc.

Healthcare
-115
- 1.18%
$111.15 - $128.97 $12.8K - $14.8K
9.61K $1.09M
SCHW
Schwab Charles Corp

Financial Services
-298
- 3.72%
$61.74 - $76.08 $18.4K - $22.7K
7.72K $500K
TXN
Texas Instruments Inc

Technology
-400
- 24.01%
$194.6 - $194.6 $77.8K - $77.8K
1.27K $246K
HON
Honeywell International Inc

Industrials
-200
- 3.88%
$196.73 - $220.21 $39.3K - $44K
4.96K $1.03M
DBL
Double Line Opportunistic Credit Fund

Financial Services
-5K
- 17.79%
$15.32 - $16.13 $76.6K - $80.7K
23.1K $365K
ADP
Automatic Data Processing Inc

Industrials
-3K
- 14.85%
$233.44 - $279.45 $700K - $838K
17.2K $4.76M
VTV
Vanguard Value ETF

ETFs
-495
- 25.35%
$159.75 - $174.57 $79.1K - $86.4K
1.46K $254K
LLY
Eli Lilly & CO

Healthcare
-48
- 5.92%
$772.14 - $960.02 $37.1K - $46.1K
763 $675K
IVV
Ishares Core S&P 500 ETF

ETFs
-114
- 13.07%
$520.18 - $576.82 $59.3K - $65.8K
758 $437K
JNJ
Johnson & Johnson

Healthcare
-1.49K
- 10.71%
$145.48 - $167.38 $217K - $250K
12.4K $2.02M
VUG
Vanguard Growth ETF

ETFs
-62
- 6.72%
$341.08 - $391.94 $21.1K - $24.3K
860 $330K
EMR
Emerson Electric CO

Industrials
-36
- 0.72%
$98.19 - $118.87 $3.53K - $4.28K
4.95K $540K
PG
Procter & Gamble CO

Consumer Defensive
-320
- 5.25%
$160.76 - $177.82 $51.4K - $56.9K
5.77K $999K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-195
- 3.83%
$50.85 - $53.88 $9.92K - $10.5K
4.9K $263K
CMCSA
Comcast Corp

Communication Services
-420
- 5.67%
$37.33 - $41.78 $15.7K - $17.5K
6.99K $292K
CSCO
Cisco Systems, Inc.

Technology
-1.64K
- 10.23%
$44.74 - $53.22 $73.3K - $87.2K
14.4K $765K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
-800
- 1.95%
$11.4 - $11.99 $9.12K - $9.59K
40.3K $479K
PEP
Pepsico Inc

Consumer Defensive
-73
- 1.84%
$161.9 - $179.3 $11.8K - $13.1K
3.89K $661K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-239
- 2.33%
$92.63 - $105.69 $22.1K - $25.3K
10K $1.05M
IBB
Ishares Biotechnology ETF

ETFs
-18
- 1.1%
$135.09 - $149.47 $2.43K - $2.69K
1.63K $236K
V
Visa Inc.

Financial Services
-71
- 2.8%
$253.74 - $291.56 $18K - $20.7K
2.46K $676K
VZ
Verizon Communications Inc

Communication Services
-388
- 4.13%
$38.89 - $45.0 $15.1K - $17.5K
9K $404K
TGT
Target Corp

Consumer Defensive
-76
- 2.01%
$133.47 - $159.25 $10.1K - $12.1K
3.7K $576K
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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