Apriem Advisors Buys SCHWAB STRATEGIC T, SSGA SPDR S&P 500, Tesla Inc, Sells Invesco Preferred ETF, Brown-Forman Corp, Invesco California Value Municipal Income Trust

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Irvine, CA, based Investment company Apriem Advisors (Current Portfolio) buys SCHWAB STRATEGIC T, SSGA SPDR S&P 500, Tesla Inc, Vanguard Short-Term Corporate Bond ETF, Consolidated Edison Inc, sells Invesco Preferred ETF, Brown-Forman Corp, Invesco California Value Municipal Income Trust, Beyond Meat Inc, Advanced Micro Devices Inc during the 3-months ended 2020Q3, according to the most recent filings of the investment company, Apriem Advisors. As of 2020Q3, Apriem Advisors owns 121 stocks with a total value of $544 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 STRATEGIC T (SCHZ) - 1,071,131 shares, 11.05% of the total portfolio. Shares added by 4.97%
  2. SCHWAB STRATEGIC T (SCHX) - 734,578 shares, 10.89% of the total portfolio. Shares added by 22.71%
  3. SCHWAB STRATEGIC T (SCHF) - 1,297,416 shares, 7.49% of the total portfolio. Shares added by 19.49%
  4. Apple Inc (AAPL) - 280,424 shares, 5.97% of the total portfolio. Shares reduced by 1.79%
  5. Cintas Corp (CTAS) - 58,812 shares, 3.60% of the total portfolio. Shares reduced by 2.93%
New Purchase: Yamana Gold Inc (AUY)

Apriem Advisors initiated holding in Yamana Gold Inc. The purchase prices were between $5.28 and $6.83, with an estimated average price of $5.99. The stock is now traded at around $5.38. The impact to a portfolio due to this purchase was 0.07%. The holding were 65,500 shares as of .

New Purchase: Accenture PLC (ACN)

Apriem Advisors initiated holding in Accenture PLC. The purchase prices were between $214.42 and $247.18, with an estimated average price of $228.97. The stock is now traded at around $238.71. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,249 shares as of .

New Purchase: NanoString Technologies Inc (NSTG)

Apriem Advisors initiated holding in NanoString Technologies Inc. The purchase prices were between $32.36 and $46.02, with an estimated average price of $38.8. The stock is now traded at around $39.42. The impact to a portfolio due to this purchase was 0.05%. The holding were 6,000 shares as of .

New Purchase: Micron Technology Inc (MU)

Apriem Advisors initiated holding in Micron Technology Inc. The purchase prices were between $42.66 and $52.64, with an estimated average price of $48.39. The stock is now traded at around $55.41. The impact to a portfolio due to this purchase was 0.04%. The holding were 4,460 shares as of .

New Purchase: SCHWAB STRATEGIC T (SCHA)

Apriem Advisors initiated holding in SCHWAB STRATEGIC T. The purchase prices were between $64.18 and $72.76, with an estimated average price of $68.82. The stock is now traded at around $78.40. The impact to a portfolio due to this purchase was 0.04%. The holding were 3,128 shares as of .

New Purchase: Dominion Energy Inc (D)

Apriem Advisors initiated holding in Dominion Energy Inc. The purchase prices were between $73.58 and $82.69, with an estimated average price of $78.62. The stock is now traded at around $85.76. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,977 shares as of .

Added: SCHWAB STRATEGIC T (SCHX)

Apriem Advisors added to a holding in SCHWAB STRATEGIC T by 22.71%. The purchase prices were between $74.51 and $86.05, with an estimated average price of $79.68. The stock is now traded at around $85.19. The impact to a portfolio due to this purchase was 2.02%. The holding were 734,578 shares as of .

Added: SSGA SPDR S&P 500 (SPY)

Apriem Advisors added to a holding in SSGA SPDR S&P 500 by 63.71%. The purchase prices were between $310.52 and $357.7, with an estimated average price of $331.29. The stock is now traded at around $354.04. The impact to a portfolio due to this purchase was 0.7%. The holding were 29,297 shares as of .

Added: Tesla Inc (TSLA)

Apriem Advisors added to a holding in Tesla Inc by 24.23%. The purchase prices were between $223.93 and $498.32, with an estimated average price of $353.47. The stock is now traded at around $410.36. The impact to a portfolio due to this purchase was 0.47%. The holding were 30,611 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 140.40%. The purchase prices were between $82.55 and $83.1, with an estimated average price of $82.88. The stock is now traded at around $82.77. The impact to a portfolio due to this purchase was 0.37%. The holding were 41,805 shares as of .

Added: Consolidated Edison Inc (ED)

Apriem Advisors added to a holding in Consolidated Edison Inc by 35.90%. The purchase prices were between $69.65 and $77.8, with an estimated average price of $73.78. The stock is now traded at around $82.08. The impact to a portfolio due to this purchase was 0.08%. The holding were 20,418 shares as of .

Added: Kinross Gold Corp (KGC)

Apriem Advisors added to a holding in Kinross Gold Corp by 33.33%. The purchase prices were between $7.17 and $10, with an estimated average price of $8.63. The stock is now traded at around $7.74. The impact to a portfolio due to this purchase was 0.04%. The holding were 100,000 shares as of .

Sold Out: Invesco Preferred ETF (PGX)

Apriem Advisors sold out a holding in Invesco Preferred ETF. The sale prices were between $14.18 and $14.94, with an estimated average price of $14.66.

Sold Out: Invesco California Value Municipal Income Trust (VCV)

Apriem Advisors sold out a holding in Invesco California Value Municipal Income Trust. The sale prices were between $11.67 and $12.87, with an estimated average price of $12.33.

Sold Out: Beyond Meat Inc (BYND)

Apriem Advisors sold out a holding in Beyond Meat Inc. The sale prices were between $123.32 and $166.06, with an estimated average price of $135.38.

Sold Out: Commerce Bancshares Inc (CBSH)

Apriem Advisors sold out a holding in Commerce Bancshares Inc. The sale prices were between $53.5 and $61.11, with an estimated average price of $57.63.

Sold Out: EATON VANCE TAX ADVANTAGED DIVIDEND INCOME FUND (EVT)

Apriem Advisors sold out a holding in EATON VANCE TAX ADVANTAGED DIVIDEND INCOME FUND. The sale prices were between $18.84 and $20.68, with an estimated average price of $19.84.

Sold Out: Slack Technologies Inc (WORK)

Apriem Advisors sold out a holding in Slack Technologies Inc. The sale prices were between $25.24 and $34.3, with an estimated average price of $29.42.



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