Apriem Advisors Buys Intel Corp, Medtronic PLC, Facebook Inc, Sells Schwab U.S. Large-Cap, Clorox Co, Consolidated Edison Inc

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May 07, 2020
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Irvine, CA, based Investment company Apriem Advisors (Current Portfolio) buys Intel Corp, Medtronic PLC, Facebook Inc, Automatic Data Processing Inc, Stryker Corp, sells Schwab U.S. Large-Cap, Clorox Co, Consolidated Edison Inc, AT&T Inc, SPDR S&P 500 during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Apriem Advisors. As of 2020Q1, Apriem Advisors owns 113 stocks with a total value of $412 million. These are the details of the buys and sells.

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
  1. Schwab US Aggregate Bond (SCHZ) - 1,047,189 shares, 13.81% of the total portfolio. Shares reduced by 5.19%
  2. Schwab U.S. Large-Cap (SCHX) - 652,674 shares, 9.71% of the total portfolio. Shares reduced by 53.44%
  3. Schwab International Equity (SCHF) - 1,090,706 shares, 6.85% of the total portfolio. Shares reduced by 7.54%
  4. Biogen Inc (BIIB) - 53,222 shares, 4.09% of the total portfolio. Shares added by 0.20%
  5. Apple Inc (AAPL) - 60,969 shares, 3.77% of the total portfolio. Shares reduced by 6.34%
New Purchase: Medtronic PLC (MDT)

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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