AA
Apriem Advisors Portfolio holdings
AUM
$941M
1-Year Est. Return
16.01%
1 Year Est. Return
+16.01%
AUM
$941M
AUM Growth
+$87.1M
(+10%)
Holding
193
Top Buys
| 1 | +$11.9M | |
| 2 | +$10.4M | |
| 3 | +$10.3M | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$6.38M |
| 5 |
Vanguard Mega Cap Growth ETF
MGK
|
+$5.4M |
Top Sells
| 1 | +$5.27M | |
| 2 | +$5.2M | |
| 3 | +$5.01M | |
| 4 |
Lockheed Martin
LMT
|
+$3.65M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.74M |
Sector Composition
| 1 | Technology | 14.06% |
| 2 | Financials | 5.16% |
| 3 | Communication Services | 4.37% |
| 4 | Industrials | 4.23% |
| 5 | Consumer Discretionary | 3.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
ResMed
RMD
$37.8B
| $8.78M | 0.93% |
34,043
-2,957
|
|
||
27
NVIDIA
NVDA
$4.66T
| $8.61M | 0.92% |
54,508
+1,781
|
|
||
28
Intuit
INTU
$191B
| $8.58M | 0.91% |
10,898
-360
|
|
||
29
PayPal
PYPL
$67.1B
| $8.43M | 0.9% |
113,450
-30,559
|
|
||
|
30
Lockheed Martin
LMT
$113B
| $8.25M | 0.88% |
17,802
-7,874
|
|
||
31
Schwab Emerging Markets Equity ETF
SCHE
$11.7B
| $8.23M | 0.87% |
272,974
-23,208
|
|
||
32
Adobe
ADBE
$150B
| $7.97M | 0.85% |
20,595
-889
|
|
||
33
Berkshire Hathaway Class B
BRK.B
$1.05T
| $7.04M | 0.75% |
14,488
-9
|
|
||
34
Invesco QQQ Trust
QQQ
$399B
| $7.01M | 0.75% |
12,703
+87
|
|
||
35
Tesla
TSLA
$1.5T
| $6.81M | 0.72% |
21,447
-3,872
|
|
||
36
Cintas
CTAS
$75.8B
| $6.74M | 0.72% |
30,249
-9,327
|
|
||
37
iShares Russell 1000 Growth ETF
IWF
$127B
| $6.6M | 0.7% |
15,554
+64
|
|
||
38
Agnico Eagle Mines
AEM
$77.9B
| $6.57M | 0.7% |
55,230
+230
|
|
||
39
Boeing
BA
$169B
| $4.94M | 0.53% |
23,585
-83
|
|
||
40
VanEck Gold Miners ETF
GDX
$20.2B
| $4.82M | 0.51% |
92,535
-150
|
|
||
41
Snap-on
SNA
$18B
| $4.82M | 0.51% |
15,475
-16,922
|
|
||
42
Regeneron Pharmaceuticals
REGN
$62B
| $4.79M | 0.51% |
9,117
-3,319
|
|
||
43
SLB Ltd
SLB
$54B
| $4.12M | 0.44% |
121,939
-45,525
|
|
||
44
3M
MMM
$89.5B
| $3.85M | 0.41% |
25,295
|
|
||
45
Utilities Select Sector SPDR Fund
XLU
$22.5B
| $3.66M | 0.39% |
44,800
|
|
||
46
Schwab US Large-Cap Value ETF
SCHV
$14.2B
| $3.57M | 0.38% |
128,842
-1,425
|
|
||
47
Automatic Data Processing
ADP
$114B
| $3.49M | 0.37% |
11,325
-2,463
|
|
||
48
Advanced Micro Devices
AMD
$421B
| $3.26M | 0.35% |
22,964
+375
|
|
||
49
Eaton
ETN
$148B
| $3.19M | 0.34% |
8,936
+10
|
|
||
50
Meta Platforms (Facebook)
META
$1.89T
| $3.01M | 0.32% |
4,079
+66
|
|