Apriem Advisors Buys Invesco S&P 500 Low Volatility, Schwab U.S. Broad Market, Invesco QQQ Trust Series 1, Sells Invesco Optimum Yield Diversified Commodity Strate, Schwab U.S. Large-Cap, Schwab U.S. Small-Cap

Irvine, CA, based Investment company Apriem Advisors buys Invesco S&P 500 Low Volatility, Schwab U.S. Broad Market, Invesco QQQ Trust Series 1, Clorox Co, United Technologies Corp, Consolidated Edison Inc, Invesco BulletShares 2019 Corporate Bond, Amazon.com Inc, Tesla Inc, Blackrock Credit Allocation Income Trust, CVB Financial Corp, VanEck Vectors Gold Miners, Berkshire Hathaway Inc, iShares MSCI EAFE, Amarin Corp PLC, Blackrock Muniyield California Fund, Inc, Qualcomm Inc, Microsoft Corp, Ventas Inc, sells Invesco Optimum Yield Diversified Commodity Strate, Schwab U.S. Large-Cap, Schwab U.S. Small-Cap, Schwab U.S. Mid Cap, Schwab U.S. Large-Cap Growth, Invesco S&P 500 Equal Weight, SPDR S&P 500, Facebook Inc, Verizon Communications Inc, Royce Value Trust Inc, Alibaba Group Holding, NVIDIA Corp, Invesco BulletShares 2018 Corporate Bond, First Trust DJ Internet Index Fund, Annaly Capital Management Inc, SPDR Select Sector Fund - Energy Select Sector, SPDR S&P Oil & Gas Explor & Product, Western Digital Corp, Aberdeen Standard Physical Swiss Gold Shares, Raytheon Co, Chevron Corp, First Trust Amex Biotech Index Fund, Square Inc, International Business Machines Corp, Baidu Inc, ConocoPhillips, Edison International, Emerson Electric Co, Northrop Grumman Corp, Alphabet Inc, JPMorgan Chase Capital XVI JP Morgan Alerian MLP E, Doubleline Opportunistic Credit Fund, New York Mortgage Trust Inc, Navios Maritime Holdings Inc, Oxford Square Capital Corp, Garrison Capital Inc, Aberdeen Asia-pacific Income Fund Inc, Leo Motors Inc, Garrett Motion Inc, Hemp Inc, mCig Inc, NanoTech Entertainment Inc, 5Barz International Inc, Resideo Technologies Inc during the 3-months ended 2018Q4, according to the most recent filings of the investment company, Apriem Advisors. As of 2018Q4, Apriem Advisors owns 121 stocks with a total value of $281 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 U.S. Large-Cap (SCHX) - 860,847 shares, 18.30% of the total portfolio. Shares reduced by 30.27%
  2. Invesco S&P 500 Low Volatility (SPLV) - 484,365 shares, 8.05% of the total portfolio. New Position
  3. Exxon Mobil Corp (XOM) - 179,392 shares, 4.36% of the total portfolio. Shares added by 7.08%
  4. Apple Inc (AAPL) - 65,908 shares, 3.70% of the total portfolio. Shares added by 17.03%
  5. Pfizer Inc (PFE) - 202,167 shares, 3.14% of the total portfolio. Shares added by 7.22%
New Purchase: Invesco S&P 500 Low Volatility (SPLV)

Apriem Advisors initiated holding in Invesco S&P 500 Low Volatility. The purchase prices were between $44.55 and $50.45, with an estimated average price of $48.44. The stock is now traded at around $50.91. The impact to a portfolio due to this purchase was 8.05%. The holding were 484,365 shares as of .

New Purchase: Invesco QQQ Trust Series 1 (QQQ)

Apriem Advisors initiated holding in Invesco QQQ Trust Series 1. The purchase prices were between $143.5 and $185.95, with an estimated average price of $166.39. The stock is now traded at around $172.11. The impact to a portfolio due to this purchase was 0.64%. The holding were 11,664 shares as of .

New Purchase: Invesco BulletShares 2019 Corporate Bond (BSCJ)

Apriem Advisors initiated holding in Invesco BulletShares 2019 Corporate Bond. The purchase prices were between $21.02 and $21.1, with an estimated average price of $21.06. The stock is now traded at around $21.06. The impact to a portfolio due to this purchase was 0.42%. The holding were 56,275 shares as of .

New Purchase: Berkshire Hathaway Inc (BRK.A)

Apriem Advisors initiated holding in Berkshire Hathaway Inc. The purchase prices were between $282640 and $335630, with an estimated average price of $312558. The stock is now traded at around $307644.50. The impact to a portfolio due to this purchase was 0.11%. The holding were 1 shares as of .

New Purchase: iShares MSCI EAFE (EFA)

Apriem Advisors initiated holding in iShares MSCI EAFE. The purchase prices were between $56.89 and $67.72, with an estimated average price of $62.28. The stock is now traded at around $63.58. The impact to a portfolio due to this purchase was 0.08%. The holding were 3,586 shares as of .

New Purchase: Blackrock Muniyield California Fund, Inc (MYC)

Apriem Advisors initiated holding in Blackrock Muniyield California Fund, Inc. The purchase prices were between $12.27 and $13.33, with an estimated average price of $12.7. The stock is now traded at around $13.37. The impact to a portfolio due to this purchase was 0.07%. The holding were 14,900 shares as of .

Added: Schwab U.S. Broad Market (SCHB)

Apriem Advisors added to a holding in Schwab U.S. Broad Market by 137.93%. The purchase prices were between $56.21 and $70.48, with an estimated average price of $64.63. The stock is now traded at around $67.03. The impact to a portfolio due to this purchase was 0.87%. The holding were 70,331 shares as of .

Added: Clorox Co (CLX)

Apriem Advisors added to a holding in Clorox Co by 39.38%. The purchase prices were between $142.18 and $166.36, with an estimated average price of $155.89. The stock is now traded at around $155.87. The impact to a portfolio due to this purchase was 0.51%. The holding were 33,085 shares as of .

Added: United Technologies Corp (UTX)

Apriem Advisors added to a holding in United Technologies Corp by 38.10%. The purchase prices were between $102.06 and $141.45, with an estimated average price of $124.04. The stock is now traded at around $127.03. The impact to a portfolio due to this purchase was 0.47%. The holding were 44,950 shares as of .

Added: Consolidated Edison Inc (ED)

Apriem Advisors added to a holding in Consolidated Edison Inc by 20.67%. The purchase prices were between $74.54 and $83.93, with an estimated average price of $78.25. The stock is now traded at around $78.76. The impact to a portfolio due to this purchase was 0.46%. The holding were 97,798 shares as of .

Added: Amazon.com Inc (AMZN)

Apriem Advisors added to a holding in Amazon.com Inc by 21.01%. The purchase prices were between $1343.96 and $1971.31, with an estimated average price of $1650.41. The stock is now traded at around $1626.01. The impact to a portfolio due to this purchase was 0.36%. The holding were 3,893 shares as of .

Added: Tesla Inc (TSLA)

Apriem Advisors added to a holding in Tesla Inc by 352.18%. The purchase prices were between $250.56 and $376.79, with an estimated average price of $323.23. The stock is now traded at around $310.35. The impact to a portfolio due to this purchase was 0.33%. The holding were 3,631 shares as of .

Sold Out: Invesco Optimum Yield Diversified Commodity Strate (PDBC)

Apriem Advisors sold out a holding in Invesco Optimum Yield Diversified Commodity Strate. The sale prices were between $14.98 and $19.39, with an estimated average price of $17.

Sold Out: Schwab U.S. Mid Cap (SCHM)

Apriem Advisors sold out a holding in Schwab U.S. Mid Cap. The sale prices were between $45.02 and $57.36, with an estimated average price of $52.22.

Sold Out: Invesco S&P 500 Equal Weight (RSP)

Apriem Advisors sold out a holding in Invesco S&P 500 Equal Weight. The sale prices were between $86.19 and $106.67, with an estimated average price of $98.79.

Sold Out: Royce Value Trust Inc (RVT)

Apriem Advisors sold out a holding in Royce Value Trust Inc. The sale prices were between $11.08 and $16.17, with an estimated average price of $13.8.

Sold Out: Alibaba Group Holding Ltd (BABA)

Apriem Advisors sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $131.89 and $163.74, with an estimated average price of $147.56.

Sold Out: NVIDIA Corp (NVDA)

Apriem Advisors sold out a holding in NVIDIA Corp. The sale prices were between $127.08 and $286.73, with an estimated average price of $187.62.

Reduced: Schwab U.S. Large-Cap (SCHX)

Apriem Advisors reduced to a holding in Schwab U.S. Large-Cap by 30.27%. The sale prices were between $56.03 and $69.8, with an estimated average price of $64.16. The stock is now traded at around $66.40. The impact to a portfolio due to this sale was -6.06%. Apriem Advisors still held 860,847 shares as of .

Reduced: Schwab U.S. Small-Cap (SCHA)

Apriem Advisors reduced to a holding in Schwab U.S. Small-Cap by 98.6%. The sale prices were between $57.06 and $75.21, with an estimated average price of $67.29. The stock is now traded at around $71.10. The impact to a portfolio due to this sale was -5.34%. Apriem Advisors still held 4,256 shares as of .

Reduced: Schwab U.S. Large-Cap Growth (SCHG)

Apriem Advisors reduced to a holding in Schwab U.S. Large-Cap Growth by 95.2%. The sale prices were between $64.3 and $82.08, with an estimated average price of $74.18. The stock is now traded at around $77.40. The impact to a portfolio due to this sale was -4.41%. Apriem Advisors still held 11,637 shares as of .

Reduced: SPDR S&P 500 (SPY)

Apriem Advisors reduced to a holding in SPDR S&P 500 by 84.86%. The sale prices were between $234.34 and $291.72, with an estimated average price of $268.69. The stock is now traded at around $277.36. The impact to a portfolio due to this sale was -1.82%. Apriem Advisors still held 4,791 shares as of .

Reduced: Facebook Inc (FB)

Apriem Advisors reduced to a holding in Facebook Inc by 84.18%. The sale prices were between $124.06 and $162.43, with an estimated average price of $144.02. The stock is now traded at around $161.11. The impact to a portfolio due to this sale was -1.26%. Apriem Advisors still held 6,168 shares as of .

Reduced: Verizon Communications Inc (VZ)

Apriem Advisors reduced to a holding in Verizon Communications Inc by 63.21%. The sale prices were between $53.05 and $60.65, with an estimated average price of $56.79. The stock is now traded at around $55.22. The impact to a portfolio due to this sale was -0.59%. Apriem Advisors still held 27,778 shares as of .



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