- New Purchases: CTAS, VOO, BYND, EMR, PH, YUM, LULU, AVGO, PANW, NOC, PEP, WORK,
- Added Positions: AAPL, VCSH, ADP, TROW, SCHE, MDT, INTC, BIIB, PG, MSFT, PGX, MOAT, SYK, ABBV, AMD, SBUX, FB, LRCX, JPM, IBB, QCOM, BMY, DIS, PBF, C, ABT, SCHV, PYPL, DSL, DBL, XOM, BABA, XLNX, DUK, SCHW, AMGN, SCHG, HON, MRK,
- Reduced Positions: EVV, SCHX, RTX, CLX, SCHZ, ED, CSCO, TSLA, SPY, T, BF.B, CVBF, JNJ, IGIB, LOW, KLAC, VCV, AMZN, SCHB, NVDA, GLD, QQQ, BAC, VTI, SGOL, FRA, EVT, NAC, VZ, IBM, GIS, GE, ETN, CBSH, CVX, BA, MCA, GOOG, NFLX, NLY,
- Sold Out: BTZ, OTIS, SCHA,
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 STRATEGIC T (SCHZ) - 1,020,440 shares, 11.80% of the total portfolio. Shares reduced by 2.55%
- SCHWAB STRATEGIC T (SCHX) - 598,648 shares, 9.12% of the total portfolio. Shares reduced by 8.28%
- SCHWAB STRATEGIC T (SCHF) - 1,085,786 shares, 6.64% of the total portfolio. Shares reduced by 0.45%
- Apple Inc (AAPL) - 71,384 shares, 5.36% of the total portfolio. Shares added by 17.08%
- Facebook Inc (FB) - 72,679 shares, 3.39% of the total portfolio. Shares added by 1.14%
Apriem Advisors initiated holding in Cintas Corp. The purchase prices were between $162.69 and $291.51, with an estimated average price of $230.08. The stock is now traded at around $303.03. The impact to a portfolio due to this purchase was 3.32%. The holding were 60,587 shares as of .
New Purchase: VANGUARD INDEX FDS (VOO)Apriem Advisors initiated holding in VANGUARD INDEX FDS. The purchase prices were between $226.15 and $297.17, with an estimated average price of $268.51. The stock is now traded at around $307.20. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,218 shares as of .
New Purchase: Beyond Meat Inc (BYND)Apriem Advisors initiated holding in Beyond Meat Inc. The purchase prices were between $57.95 and $162.46, with an estimated average price of $117.2. The stock is now traded at around $132.58. The impact to a portfolio due to this purchase was 0.06%. The holding were 2,082 shares as of .
New Purchase: Emerson Electric Co (EMR)Apriem Advisors initiated holding in Emerson Electric Co. The purchase prices were between $45.7 and $69.33, with an estimated average price of $56.57. The stock is now traded at around $65.12. The impact to a portfolio due to this purchase was 0.05%. The holding were 3,807 shares as of .
New Purchase: Parker Hannifin Corp (PH)Apriem Advisors initiated holding in Parker Hannifin Corp. The purchase prices were between $115.81 and $202.14, with an estimated average price of $160.71. The stock is now traded at around $193.03. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,196 shares as of .
New Purchase: Broadcom Inc (AVGO)Apriem Advisors initiated holding in Broadcom Inc. The purchase prices were between $223.63 and $318.71, with an estimated average price of $278.78. The stock is now traded at around $329.16. The impact to a portfolio due to this purchase was 0.05%. The holding were 728 shares as of .
Added: Vanguard Short-Term Corporate Bond ETF (VCSH)Apriem Advisors added to a holding in Vanguard Short-Term Corporate Bond ETF by 504.87%. The purchase prices were between $78.35 and $82.66, with an estimated average price of $81.32. The stock is now traded at around $83.06. The impact to a portfolio due to this purchase was 0.25%. The holding were 17,390 shares as of .
Added: Procter & Gamble Co (PG)Apriem Advisors added to a holding in Procter & Gamble Co by 163.79%. The purchase prices were between $109.33 and $124.69, with an estimated average price of $116.42. The stock is now traded at around $132.71. The impact to a portfolio due to this purchase was 0.12%. The holding were 7,679 shares as of .
Added: Microsoft Corp (MSFT)Apriem Advisors added to a holding in Microsoft Corp by 24.11%. The purchase prices were between $152.11 and $203.51, with an estimated average price of $180.95. The stock is now traded at around $216.35. The impact to a portfolio due to this purchase was 0.1%. The holding were 12,595 shares as of .
Added: AbbVie Inc (ABBV)Apriem Advisors added to a holding in AbbVie Inc by 33.83%. The purchase prices were between $73.37 and $98.18, with an estimated average price of $87.8. The stock is now traded at around $92.57. The impact to a portfolio due to this purchase was 0.07%. The holding were 13,942 shares as of .
Added: Advanced Micro Devices Inc (AMD)Apriem Advisors added to a holding in Advanced Micro Devices Inc by 39.94%. The purchase prices were between $42.59 and $57.44, with an estimated average price of $52.87. The stock is now traded at around $86.71. The impact to a portfolio due to this purchase was 0.06%. The holding were 20,336 shares as of .
Added: Starbucks Corp (SBUX)Apriem Advisors added to a holding in Starbucks Corp by 23.50%. The purchase prices were between $62.62 and $83.56, with an estimated average price of $75.03. The stock is now traded at around $75.66. The impact to a portfolio due to this purchase was 0.05%. The holding were 17,566 shares as of .
Sold Out: Blackrock Credit Allocation Income Trust (BTZ)Apriem Advisors sold out a holding in Blackrock Credit Allocation Income Trust. The sale prices were between $11.42 and $14.21, with an estimated average price of $13.15.
Sold Out: Otis Worldwide Corp (OTIS)Apriem Advisors sold out a holding in Otis Worldwide Corp. The sale prices were between $44 and $61.26, with an estimated average price of $51.55.
Sold Out: SCHWAB STRATEGIC T (SCHA)Apriem Advisors sold out a holding in SCHWAB STRATEGIC T. The sale prices were between $47.17 and $70.43, with an estimated average price of $59.73.
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