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 | |
|---|---|---|---|---|---|---|
76
Pfizer
PFE
$141B
| $1.37M | 0.15% |
56,588
-2,078
|
|
||
77
Eli Lilly
LLY
$741B
| $1.34M | 0.14% |
1,719
+934
|
|
||
78
Vanguard Small-Cap Growth ETF
VBK
$21.1B
| $1.32M | 0.14% |
4,774
+205
|
|
||
79
Consolidated Edison
ED
$36.1B
| $1.28M | 0.14% |
12,731
-40
|
|
||
80
Honeywell
HON
$137B
| $1.25M | 0.13% |
5,351
+167
|
|
||
81
VanEck Semiconductor ETF
SMH
$36.6B
| $1.16M | 0.12% |
4,165
|
|
||
82
GE Vernova
GEV
$159B
| $1.12M | 0.12% |
2,126
+130
|
|
||
83
AT&T
T
$181B
| $1.12M | 0.12% |
38,793
-600
|
|
||
84
Cisco
CSCO
$282B
| $1.06M | 0.11% |
15,272
+23
|
|
||
85
Home Depot
HD
$383B
| $1.03M | 0.11% |
2,811
+155
|
|
||
86
Vanguard Small-Cap Value ETF
VBR
$31.7B
| $989K | 0.11% |
5,070
+1,824
|
|
||
87
Visa
V
$675B
| $967K | 0.1% |
2,724
|
|
||
88
Procter & Gamble
PG
$355B
| $957K | 0.1% |
6,009
|
|
||
89
CrowdStrike
CRWD
$133B
| $938K | 0.1% |
1,842
+565
|
|
||
90
Parker-Hannifin
PH
$98B
| $913K | 0.1% |
1,307
|
|
||
91
RTX Corp
RTX
$240B
| $869K | 0.09% |
5,953
-58
|
|
||
92
Merck
MRK
$220B
| $847K | 0.09% |
10,704
+36
|
|
||
93
Celsius Holdings
CELH
$16B
| $842K | 0.09% |
18,149
|
|
||
94
Charles Schwab
SCHW
$172B
| $761K | 0.08% |
8,338
+207
|
|
||
95
iShares Core S&P 500 ETF
IVV
$680B
| $728K | 0.08% |
1,171
+88
|
|
||
96
Emerson Electric
EMR
$75.7B
| $704K | 0.07% |
5,278
-149
|
|
||
97
Newmont
NEM
$85.8B
| $701K | 0.07% |
12,032
|
|
||
98
Amgen
AMGN
$157B
| $695K | 0.07% |
2,490
|
|
||
99
SPDR Gold Trust
GLD
$127B
| $693K | 0.07% |
2,272
+154
|
|
||
100
CVB Financial
CVBF
$2.61B
| $683K | 0.07% |
34,500
|
|