Apriem Advisors Sells in Q2 2025

Apriem Advisors

  • $915 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SNA
Snap On Inc

Industrials
-16.9K
- 52.23%
$292.36 - $342.2 $4.95M - $5.79M
15.5K $4.82M
AMT
American Tower Corp

Real Estate
-22.7K
- 76.81%
$203.96 - $228.19 $4.63M - $5.17M
6.85K $1.51M
AAPL
Apple Inc.

Technology
-3.06K
- 1.3%
$172.42 - $223.89 $527K - $685K
232K $47.6M
LMT
Lockheed Martin Corp

Industrials
-7.87K
- 30.67%
$430.82 - $486.45 $3.39M - $3.83M
17.8K $8.24M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-3.32K
- 26.69%
$483.07 - $625.6 $1.6M - $2.08M
9.12K $4.79M
SLB
Schlumberger Limited

Energy
-45.5K
- 27.18%
$31.95 - $42.2 $1.45M - $1.92M
122K $4.12M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-235K
- 20.37%
$17.76 - $22.1 $4.18M - $5.2M
920K $20.3M
ADSK
Autodesk, Inc.

Technology
-7.25K
- 19.74%
N/A
29.5K $7.24M
XOM
Exxon Mobil Corp

Energy
-1.29K
- 0.91%
$99.93 - $119.04 $129K - $153K
140K $15.1M
CTAS
Cintas Corp

Industrials
-9.33K
- 23.57%
$190.11 - $227.66 $1.77M - $2.12M
30.2K $6.74M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-30.6K
- 21.22%
$57.41 - $74.81 $1.75M - $2.29M
113K $8.43M
ADP
Automatic Data Processing Inc

Industrials
-2.46K
- 17.86%
$276.76 - $326.81 $682K - $805K
11.3K $3.49M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-9
- 0.06%
$483.48 - $539.8 $4.35K - $4.86K
14.5K $7.04M
ABBV
Abb Vie Inc.

Healthcare
-138
- 1.03%
$170.16 - $206.27 $23.5K - $28.5K
13.3K $2.46M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-5.5K
- 54.21%
$51.16 - $62.02 $281K - $341K
4.65K $288K
ADBE
Adobe Inc.

Technology
-889
- 4.14%
$340.0 - $420.68 $302K - $374K
20.6K $7.97M
JNJ
Johnson & Johnson

Healthcare
-141
- 1.17%
$146.36 - $159.82 $20.6K - $22.5K
11.9K $1.82M
ED
Consolidated Edison Inc

Utilities
-40
- 0.31%
$98.05 - $113.3 $3.92K - $4.53K
12.7K $1.28M
LOW
Lowes Companies Inc

Consumer Cyclical
-215
- 2.97%
$210.83 - $235.28 $45.3K - $50.6K
7.03K $1.56M
SBUX
Starbucks Corp

Consumer Cyclical
-143
- 0.87%
$79.69 - $99.41 $11.4K - $14.2K
16.2K $1.49M
PFE
Pfizer Inc

Healthcare
-2.08K
- 3.54%
$21.59 - $24.84 $44.9K - $51.6K
56.6K $1.37M
SYK
Stryker Corp

Healthcare
-574
- 8.84%
$337.37 - $395.63 $194K - $227K
5.92K $2.34M
PEP
Pepsico Inc

Consumer Defensive
-2
- 0.05%
$128.02 - $151.37 $256 - $303
4.04K $533K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-617
- 20.68%
$114.78 - $133.31 $70.8K - $82.3K
2.37K $315K
CLX
Clorox CO

Consumer Defensive
-38
- 2.21%
$118.01 - $148.69 $4.48K - $5.65K
1.68K $202K
KMB
Kimberly Clark Corp

Consumer Defensive
-155
- 6.97%
$126.84 - $145.22 $19.7K - $22.5K
2.07K $266K
NOC
Northrop Grumman Corp

Industrials
-63
- 5.93%
$456.3 - $540.39 $28.7K - $34K
1K $499K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.38K
- 15.47%
$29.0 - $30.68 $40.1K - $42.4K
7.56K $231K
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
-199
- 0.46%
$11.46 - $12.75 $2.28K - $2.54K
43K $506K
MDT
Medtronic PLC

Healthcare
-250
- 5.73%
$80.68 - $88.86 $20.2K - $22.2K
4.11K $358K
VGT
Vanguard Information Technolog

ETFs
-134
- 26.96%
$470.37 - $663.28 $63K - $88.9K
363 $240K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
-1.5K
- 3.42%
$10.51 - $11.34 $15.8K - $17K
42.3K $472K
TGT
Target Corp

Consumer Defensive
-45
- 2.05%
$88.76 - $105.77 $3.99K - $4.76K
2.15K $211K
SGOL
Abrdn Gold ETF Trust

ETFs
-900
- 8.01%
$28.39 - $32.75 $25.6K - $29.5K
10.3K $325K
Bitwise Bitcoin ETF Tr
-4
- 0.08%
N/A
5.21K $0
TROW
Price T Rowe Group Inc

Financial Services
-222
- 4.9%
$80.27 - $98.06 $17.8K - $21.8K
4.31K $416K
Lam Research Corp
-18.3K
- 15.39%
N/A
101K $0
T
At&T Inc.

Communication Services
-600
- 1.52%
$26.33 - $28.94 $15.8K - $17.4K
38.8K $1.12M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-5
- 0.01%
$49.57 - $50.27 $248 - $251
50K $2.51M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-164
- 3.41%
$58.41 - $72.69 $9.58K - $11.9K
4.65K $338K
WFC
Wells Fargo & Company

Financial Services
-37
- 1.2%
$60.98 - $80.12 $2.26K - $2.96K
3.04K $243K
VTI
Vanguard Total Stock Market Et

ETFs
-48
- 2.37%
$243.75 - $303.93 $11.7K - $14.6K
1.98K $600K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-23.2K
- 7.84%
$24.38 - $30.18 $566K - $700K
273K $8.23M
RTX
Raytheon Technologies Corp

Industrials
-58
- 0.96%
$113.75 - $148.48 $6.6K - $8.61K
5.95K $869K
QCOM
Qualcomm Inc

Technology
-24
- 0.17%
$124.66 - $159.48 $2.99K - $3.83K
13.7K $2.18M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.43K
- 1.09%
$23.55 - $27.67 $33.6K - $39.4K
129K $3.57M
EMR
Emerson Electric CO

Industrials
-149
- 2.75%
$94.15 - $133.33 $14K - $19.9K
5.28K $703K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-53
- 1.71%
$456.74 - $568.03 $24.2K - $30.1K
3.05K $1.73M
PANW
Palo Alto Networks Inc

Technology
-50
- 0.71%
$152.44 - $204.64 $7.62K - $10.2K
6.98K $1.43M
Activity Summary
Buys All Purchases 70 New Holdings 11 Increased Positions 59 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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