Apriem Advisors Sells in Q4 2024

Apriem Advisors

  • $855 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMT
American Tower Corp

Real Estate
-28.3K
- 37.74%
$179.4 - $232.01 $5.07M - $6.56M
46.6K $8.55M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-1.03K
- 6.65%
$701.85 - $1046.91 $725K - $1.08M
14.5K $10.3M
RMD
Resmed Inc

Healthcare
-16.2K
- 24.72%
$228.69 - $256.07 $3.71M - $4.15M
49.4K $11.3M
LMT
Lockheed Martin Corp

Industrials
-1.82K
- 5.68%
$479.66 - $614.62 $871K - $1.12M
30.2K $14.7M
VEA
Vanguard Ftse Developed Market

ETFs
-14.6K
- 2.31%
$47.57 - $52.44 $693K - $764K
617K $29.5M
SLB
Schlumberger Limited

Energy
-42K
- 17.49%
$36.83 - $45.59 $1.55M - $1.92M
198K $7.6M
ADBE
Adobe Inc.

Technology
-985
- 3.79%
$437.39 - $552.96 $431K - $545K
25K $11.1M
CTAS
Cintas Corp

Industrials
-2.31K
- 4.04%
$182.7 - $226.47 $421K - $522K
54.8K $10M
KLAC
Kla Corp

Technology
-1.32K
- 32.75%
$614.46 - $829.55 $810K - $1.09M
2.71K $1.71M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-6.41K
- 2.01%
$26.63 - $30.23 $171K - $194K
313K $8.33M
ADSK
Autodesk, Inc.

Technology
-2.77K
- 6.11%
N/A
42.6K $10.5M
RTX
Raytheon Technologies Corp

Industrials
-2.42K
- 28.29%
$114.45 - $127.21 $277K - $307K
6.13K $709K
JNJ
Johnson & Johnson

Healthcare
-225
- 1.81%
$143.34 - $165.86 $32.3K - $37.3K
12.2K $1.77M
XLU
Utilities Sector Spdr

ETFs
-250
- 0.55%
$74.89 - $82.93 $18.7K - $20.7K
44.8K $3.39M
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
-13.7K
- 24.68%
$12.3 - $13.88 $169K - $191K
41.9K $529K
PFE
Pfizer Inc

Healthcare
-2.8K
- 4.78%
$24.8 - $30.19 $69.5K - $84.6K
55.9K $1.48M
TGT
Target Corp

Consumer Defensive
-761
- 20.57%
$121.59 - $160.69 $92.5K - $122K
2.94K $397K
PFF
Ishares Trust Ishares Pfd And

ETFs
-4.48K
- 30.05%
$31.23 - $33.51 $140K - $150K
10.4K $327K
MDT
Medtronic PLC

Healthcare
-1.24K
- 21.31%
$79.61 - $92.24 $98.5K - $114K
4.57K $364K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-2.16K
- 4.15%
$48.33 - $49.08 $104K - $106K
49.9K $2.42M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-7.32K
- 24.4%
$17.65 - $18.18 $129K - $133K
22.7K $401K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-60
- 0.41%
$442.29 - $483.08 $26.5K - $29K
14.5K $6.59M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
-9K
- 22.32%
$11.12 - $11.98 $100K - $108K
31.3K $353K
BAC
Bank Of America Corp

Financial Services
-6.23K
- 17.83%
$39.22 - $47.77 $244K - $298K
28.7K $1.26M
SBUX
Starbucks Corp

Consumer Cyclical
-156
- 0.94%
$87.44 - $102.5 $13.6K - $16K
16.5K $1.5M
SYK
Stryker Corp

Healthcare
-298
- 4.26%
$345.14 - $392.15 $103K - $117K
6.71K $2.41M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-4.5K
- 15.15%
$17.21 - $18.41 $77.4K - $82.8K
25.2K $434K
INTU
Intuit Inc

Technology
-360
- 2.23%
$602.01 - $706.25 $217K - $254K
15.8K $9.92M
LLY
Eli Lilly & CO

Healthcare
-15
- 1.97%
$727.2 - $932.06 $10.9K - $14K
748 $577K
EXPO
Exponent Inc

Industrials
-200
- 7.96%
$88.94 - $114.63 $17.8K - $22.9K
2.31K $206K
PH
Parker Hannifin Corp

Industrials
-117
- 8.56%
$621.74 - $709.46 $72.7K - $83K
1.25K $795K
DBL
Double Line Opportunistic Credit Fund

Financial Services
-3K
- 12.98%
$15.17 - $15.89 $45.5K - $47.7K
20.1K $311K
ETN
Eaton Corp PLC

Industrials
-135
- 1.44%
$326.96 - $377.52 $44.1K - $51K
9.21K $3.06M
CMCSA
Comcast Corp

Communication Services
-226
- 3.23%
$37.39 - $45.14 $8.45K - $10.2K
6.76K $253K
CLX
Clorox CO

Consumer Defensive
-199
- 10.36%
$156.51 - $169.74 $31.1K - $33.8K
1.72K $279K
KMB
Kimberly Clark Corp

Consumer Defensive
-30
- 1.31%
$130.37 - $146.09 $3.91K - $4.38K
2.26K $295K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-300
- 9.04%
$69.58 - $74.87 $20.9K - $22.5K
3.02K $211K
ECL
Ecolab Inc.

Basic Materials
-25
- 2.6%
$234.32 - $261.43 $5.86K - $6.54K
937 $219K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-272
- 0.84%
$9.77 - $10.51 $2.66K - $2.86K
32.1K $313K
IBB
Ishares Biotechnology ETF

ETFs
-20
- 1.23%
$131.21 - $148.85 $2.62K - $2.98K
1.61K $212K
CSGP
Costar Group, Inc.

Real Estate
-59
- 1.38%
$69.7 - $81.97 $4.11K - $4.84K
4.21K $301K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
-1.71K
- 8.68%
$13.54 - $14.25 $23.1K - $24.3K
18K $251K
SGOL
Abrdn Gold ETF Trust

ETFs
-500
- 4.39%
$24.46 - $26.62 $12.2K - $13.3K
10.9K $272K
TYL
Tyler Technologies Inc

Technology
-13
- 2.44%
$576.64 - $635.69 $7.5K - $8.26K
520 $299K
ADP
Automatic Data Processing Inc

Industrials
-954
- 5.55%
$280.08 - $307.97 $267K - $294K
16.2K $4.75M
Ge Vernova Inc
-77
- 7.31%
N/A
976 $0
VRSK
Verisk Analytics, Inc.

Industrials
-25
- 2.2%
$262.86 - $294.75 $6.57K - $7.37K
1.11K $306K
META
Meta Platforms, Inc.

Communication Services
-110
- 2.7%
$554.08 - $632.68 $60.9K - $69.6K
3.96K $2.33M
TROW
Price T Rowe Group Inc

Financial Services
-101
- 2.01%
$106.48 - $124.69 $10.8K - $12.6K
4.93K $557K
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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