Apriem Advisors Reduced Holdings in Q3 2024

Apriem Advisors

  • $849 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-300
- 1.0%
$17.02 - $18.39 $5.11K - $5.52K
29.7K $542K
MCD
Mcdonalds Corp

Consumer Cyclical
-59
- 7.2%
$245.82 - $304.51 $14.5K - $18K
760 $231K
ABT
Abbott Laboratories

Healthcare
-78
- 2.42%
$100.07 - $118.13 $7.81K - $9.21K
3.14K $358K
VTI
Vanguard Total Stock Market Et

ETFs
-19
- 0.92%
$255.18 - $283.2 $4.85K - $5.38K
2.04K $576K
CLX
Clorox CO

Consumer Defensive
-140
- 6.8%
$131.73 - $166.97 $18.4K - $23.4K
1.92K $312K
NEE
Nextera Energy Inc

Utilities
-62
- 1.64%
$69.9 - $84.97 $4.33K - $5.27K
3.71K $313K
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
-800
- 1.42%
$12.58 - $14.06 $10.1K - $11.2K
55.6K $757K
FAST
Fastenal CO

Industrials
-100
- 1.26%
$62.09 - $71.83 $6.21K - $7.18K
7.85K $560K
IRM
Iron Mountain Inc

Real Estate
-200
- 6.25%
$89.69 - $119.32 $17.9K - $23.9K
3K $356K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-5
- 0.19%
$475.2 - $527.7 $2.38K - $2.64K
2.67K $1.41M
COST
Costco Wholesale Corp

Consumer Defensive
-1
- 0.04%
$801.83 - $917.05 $802 - $917
2.39K $2.12M
T
At&T Inc.

Communication Services
-322
- 0.82%
$18.21 - $22.28 $5.86K - $7.17K
39.2K $861K
ETN
Eaton Corp PLC

Industrials
-90
- 0.95%
$272.52 - $333.02 $24.5K - $30K
9.35K $3.1M
META
Meta Platforms, Inc.

Communication Services
-233
- 5.42%
$453.41 - $572.44 $106K - $133K
4.07K $2.33M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-5
- 0.03%
$332.02 - $382.76 $1.66K - $1.91K
15.1K $5.68M
ED
Consolidated Edison Inc

Utilities
-15
- 0.12%
$88.42 - $104.97 $1.33K - $1.57K
12.8K $1.33M
JPM
Jpmorgan Chase & CO

Financial Services
-839
- 1.61%
$194.9 - $224.8 $164K - $189K
51.3K $10.8M
ABBV
Abb Vie Inc.

Healthcare
-138
- 1.1%
$163.84 - $199.33 $22.6K - $27.5K
12.4K $2.46M
SBUX
Starbucks Corp

Consumer Cyclical
-334
- 1.97%
$72.51 - $98.6 $24.2K - $32.9K
16.6K $1.62M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.44K
- 1.03%
$59.93 - $66.52 $86.5K - $96.1K
139K $9.25M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-13K
- 3.9%
$25.45 - $29.53 $330K - $383K
319K $9.31M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1
- 0.01%
$405.19 - $478.57 $405 - $479
14.6K $6.72M
SNA
Snap On Inc

Industrials
-1.84K
- 3.63%
$255.35 - $289.77 $471K - $534K
48.9K $14.2M
VEA
Vanguard Ftse Developed Market

ETFs
-13K
- 2.02%
$47.6 - $53.31 $620K - $695K
631K $33.3M
AMT
American Tower Corp

Real Estate
-2.76K
- 3.55%
$192.27 - $242.73 $530K - $669K
74.9K $17.4M
RMD
Resmed Inc

Healthcare
-3.78K
- 5.44%
$186.94 - $252.92 $706K - $955K
65.6K $16M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-5.58K
- 3.15%
$57.22 - $80.08 $319K - $447K
172K $13.4M
LMT
Lockheed Martin Corp

Industrials
-1.39K
- 4.16%
$460.3 - $584.56 $639K - $811K
32K $18.7M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-57.4K
- 2.86%
$61.11 - $67.85 $3.51M - $3.89M
1.95M $132M
AAPL
Apple Inc.

Technology
-7.53K
- 3.08%
$207.23 - $234.82 $1.56M - $1.77M
237K $55.1M
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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