- New Purchases: MDT, ADP, SYK, TROW, MOAT, VTI, VCSH,
- Added Positions: INTC, FB, MSFT, SCHD, AMZN, BA, KGC, QCOM, QQQ, GOOG, VCV, DIS, BRK.B, SBUX, COST, MRK, HD, SCHW, BMY, PBF, ABBV, SCHA,
- Reduced Positions: SCHX, CLX, ED, T, SPY, BAC, SCHZ, SCHF, PFE, CSCO, SCHB, SCHE, RTX, BTZ, AAPL, XOM, NLY, GOOGL, NAC, EVV, AMD, TSLA, JPM, PGX, KLAC, NKX, PG, JNJ, VZ, MCA, NVDA, GIS, CVBF, EVT, BF.B, IBB, PYPL, SCHV, SCHG, ETN, NFLX, GE, DBL, ALTR, IYH, DNP, XLNX, BXMX, FRA, LRCX, XLK, SGOL, BABA, DUK, C, CVX, ABT,
- Sold Out: XLF, XLE, EMR, BIT, BSCK, AMLP, PPG, PANW, VTR, DD, PSX, IWM, CQQQ, DOW, LULU, WFC, TGT, PH, CVS, XLI, SDY, SPLV, VTV, EFA, SLB, NKE, IR, FISV, EIX, CMCSA, NOK,
For the details of Apriem Advisors's stock buys and sells, go to https://www.gurufocus.com/guru/apriem+advisors/current-portfolio/portfolio
These are the top 5 holdings of Apriem Advisors- Schwab US Aggregate Bond (SCHZ) - 1,047,189 shares, 13.81% of the total portfolio. Shares reduced by 5.19%
- Schwab U.S. Large-Cap (SCHX) - 652,674 shares, 9.71% of the total portfolio. Shares reduced by 53.44%
- Schwab International Equity (SCHF) - 1,090,706 shares, 6.85% of the total portfolio. Shares reduced by 7.54%
- Biogen Inc (BIIB) - 53,222 shares, 4.09% of the total portfolio. Shares added by 0.20%
- Apple Inc (AAPL) - 60,969 shares, 3.77% of the total portfolio. Shares reduced by 6.34%
Apriem Advisors initiated holding in Medtronic PLC. The purchase prices were between $72.92 and $121.3, with an estimated average price of $106.86. The stock is now traded at around $98.69. The impact to a portfolio due to this purchase was 2.84%. The holding were 129,462 shares as of .
New Purchase: Automatic Data Processing Inc (ADP)Apriem Advisors initiated holding in Automatic Data Processing Inc. The purchase prices were between $109.07 and $181.25, with an estimated average price of $161.83. The stock is now traded at around $147.44. The impact to a portfolio due to this purchase was 2.59%. The holding were 77,855 shares as of .
New Purchase: Stryker Corp (SYK)Apriem Advisors initiated holding in Stryker Corp. The purchase prices were between $126.5 and $225.1, with an estimated average price of $196.28. The stock is now traded at around $191.01. The impact to a portfolio due to this purchase was 2.58%. The holding were 63,882 shares as of .
New Purchase: T. Rowe Price Group Inc (TROW)Apriem Advisors initiated holding in T. Rowe Price Group Inc. The purchase prices were between $85.42 and $139.06, with an estimated average price of $122.82. The stock is now traded at around $111.15. The impact to a portfolio due to this purchase was 2.48%. The holding were 104,397 shares as of .
New Purchase: VanEck Vectors Morningstar Wide Moat (MOAT)Apriem Advisors initiated holding in VanEck Vectors Morningstar Wide Moat. The purchase prices were between $37.74 and $56.59, with an estimated average price of $51.81. The stock is now traded at around $48.80. The impact to a portfolio due to this purchase was 1.43%. The holding were 134,857 shares as of .
New Purchase: Vanguard Total Stock Market (VTI)Apriem Advisors initiated holding in Vanguard Total Stock Market. The purchase prices were between $111.91 and $172.17, with an estimated average price of $155.87. The stock is now traded at around $144.84. The impact to a portfolio due to this purchase was 0.1%. The holding were 3,340 shares as of .
Added: Intel Corp (INTC)Apriem Advisors added to a holding in Intel Corp by 2296.41%. The purchase prices were between $44.61 and $68.47, with an estimated average price of $59.3. The stock is now traded at around $59.27. The impact to a portfolio due to this purchase was 2.87%. The holding were 228,018 shares as of .
Added: Facebook Inc (FB)Apriem Advisors added to a holding in Facebook Inc by 1732.18%. The purchase prices were between $146.01 and $223.23, with an estimated average price of $196.62. The stock is now traded at around $209.53. The impact to a portfolio due to this purchase was 2.75%. The holding were 71,858 shares as of .
Added: Microsoft Corp (MSFT)Apriem Advisors added to a holding in Microsoft Corp by 148.12%. The purchase prices were between $135.42 and $188.7, with an estimated average price of $164.71. The stock is now traded at around $183.09. The impact to a portfolio due to this purchase was 0.23%. The holding were 10,148 shares as of .
Added: Schwab US Dividend Equity (SCHD)Apriem Advisors added to a holding in Schwab US Dividend Equity by 28.91%. The purchase prices were between $39.5 and $59.28, with an estimated average price of $54.29. The stock is now traded at around $49.85. The impact to a portfolio due to this purchase was 0.1%. The holding were 40,288 shares as of .
Added: Kinross Gold Corp (KGC)Apriem Advisors added to a holding in Kinross Gold Corp by 147.52%. The purchase prices were between $3.47 and $5.96, with an estimated average price of $4.83. The stock is now traded at around $6.81. The impact to a portfolio due to this purchase was 0.04%. The holding were 75,000 shares as of .
Added: Alphabet Inc (GOOG)Apriem Advisors added to a holding in Alphabet Inc by 44.92%. The purchase prices were between $1056.62 and $1526.69, with an estimated average price of $1361.82. The stock is now traded at around $1358.20. The impact to a portfolio due to this purchase was 0.03%. The holding were 371 shares as of .
Sold Out: SPDR Select Sector Fund - Financial (XLF)Apriem Advisors sold out a holding in SPDR Select Sector Fund - Financial. The sale prices were between $17.66 and $31.17, with an estimated average price of $27.83.
Sold Out: SPDR Select Sector Fund - Energy Select Sector (XLE)Apriem Advisors sold out a holding in SPDR Select Sector Fund - Energy Select Sector. The sale prices were between $23.57 and $60.87, with an estimated average price of $48.26.
Sold Out: Emerson Electric Co (EMR)Apriem Advisors sold out a holding in Emerson Electric Co. The sale prices were between $38.08 and $77.87, with an estimated average price of $66.31.
Sold Out: BlackRock Multi-Sector Income Trust (BIT)Apriem Advisors sold out a holding in BlackRock Multi-Sector Income Trust. The sale prices were between $9.41 and $16.83, with an estimated average price of $15.17.
Sold Out: Invesco BulletShares 2020 Corporate Bond ETF (BSCK)Apriem Advisors sold out a holding in Invesco BulletShares 2020 Corporate Bond ETF. The sale prices were between $19.94 and $21.25, with an estimated average price of $21.09.
Sold Out: Alerian MLP (AMLP)Apriem Advisors sold out a holding in Alerian MLP. The sale prices were between $2.82 and $8.67, with an estimated average price of $6.68.
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