- New Purchases: SPLV, QQQ, BSCJ, BRK.A, EFA, AMRN, MYC,
- Added Positions: SCHB, AAPL, CLX, UTX, ED, JPM, AMZN, GOOGL, EVV, TSLA, BAC, XOM, BTZ, PHG, ABBV, PFE, CVBF, CSCO, GDX, ETN, UTF, QCOM, MSFT, VTR, BIT, AMGN, SCHD, MCA, DIS, DNP, LOW, SCHV, MRK, ASG, JNJ, IVV, CBSH, DSL, HD, DWDP, BA, ABT, DUK, LMT, PSX, INTC, IBB, EPD, WMT,
- Reduced Positions: SCHX, SCHA, SCHG, SPY, FB, VZ, PGX, NLY, AMLP, XLE, EVT, CVX, NKX, FRA, NFLX, AMJ, BXMX, NAC, DBL, SCHF, VFH, NM, GILD, AMD, XLF, CTL, BMY, AGN, XLI, IGIB, SBUX, C, IYH, IWF, GE, FAX, PPG, PG, SBAC, GIS, KMB, UNP, SCHE, GLD,
- Sold Out: PDBC, SCHM, RSP, RVT, BABA, NVDA, BSCI, FDN, SGOL, XOP, WDC, RTN, FBT, NOC, SQ, BIDU, IBM, COP, EIX, EMR, GOOG, GARS, OXSQ, NYMT, LEOM, GTX, NTEK, MCIG, BARZ, HEMP, REZI,
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 U.S. Large-Cap (SCHX) - 860,847 shares, 18.30% of the total portfolio. Shares reduced by 30.27%
- Invesco S&P 500 Low Volatility (SPLV) - 484,365 shares, 8.05% of the total portfolio. New Position
- Exxon Mobil Corp (XOM) - 179,392 shares, 4.36% of the total portfolio. Shares added by 7.08%
- Apple Inc (AAPL) - 65,908 shares, 3.70% of the total portfolio. Shares added by 17.03%
- Pfizer Inc (PFE) - 202,167 shares, 3.14% of the total portfolio. Shares added by 7.22%
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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