Avoid Fraud, Get The Facts, And Find The Best
Legal Name: APRIEM ADVISORS
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 14, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
751,039 |
$39,805k |
|
|
Exxon Mobil Corp (30231G102)
|
193,359 |
$14,817k |
|
|
Apple Inc (037833100)
|
69,810 |
$13,817k |
|
|
AT&T INC (00206R102)
|
397,765 |
$13,329k |
|
|
CISCO SYSTEMS INC (17275R102)
|
199,623 |
$10,925k |
|
|
ALPHABET INC (02079K305)
|
9,144 |
$9,901k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
31,892 |
$9,344k |
|
|
Amazon.com Inc (023135106)
|
4,775 |
$9,042k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
79,771 |
$8,918k |
|
|
PFIZER INC (717081103)
|
204,832 |
$8,873k |
|
|
EATON CORPORATION (G29183103)
|
104,581 |
$8,709k |
|
|
CONSOLDTD EDISON INC (209115104)
|
98,150 |
$8,606k |
|
|
EATON VANCE LTD DUR (27828H105)
|
674,250 |
$8,529k |
|
|
CLOROX CO (189054109)
|
51,231 |
$7,844k |
|
|
UNITED TECHNOLOGIES (913017109)
|
58,104 |
$7,565k |
|
|
SCHWAB STRATEGIC TR (808524102)
|
106,703 |
$7,526k |
|
|
Bank of America Corp. (060505104)
|
257,229 |
$7,460k |
|
|
ABBVIE INC (00287Y109)
|
94,166 |
$6,848k |
|
|
KONINKLIJKE PHILIPSF SPONSORED (500472303)
|
153,279 |
$6,680k |
|
|
LOWES CO (548661107)
|
58,819 |
$5,935k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E511)
|
399,170 |
$5,840k |
|
|
KLA-TENCOR CORP (482480100)
|
45,965 |
$5,433k |
|
|
BROWN FORMAN CORP (115637209)
|
79,670 |
$4,416k |
|
|
EMERSON ELEC CO (291011104)
|
61,542 |
$4,106k |
|
|
BLACKROCK CR. ALLOC (092508100)
|
276,029 |
$3,580k |
|
|
SCHWAB STRATEGIC TR (808524201)
|
49,944 |
$3,506k |
|
|
SELECT SECTOR SPDR TR SBI INT-UTILS (81369Y886)
|
45,800 |
$2,731k |
|
|
NUVEEN CA QUALTY (67066Y105)
|
180,364 |
$2,612k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
11,225 |
$2,393k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
84,356 |
$2,213k |
|
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
77,827 |
$2,148k |
|
|
Nuveen California AMT-Free Municipal Income Fund (670651108)
|
147,003 |
$2,146k |
|
|
ALPS ALERIAN MLP ETF (00162Q866)
|
211,418 |
$2,082k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
63,974 |
$2,053k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
10,891 |
$2,034k |
|
|
NuveeN S&P 500 B-W Income (6706ER101)
|
143,809 |
$1,916k |
|
|
SCHWAB STRATEGIC TRUST (808524409)
|
33,805 |
$1,898k |
|
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
32,005 |
$1,699k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
10,000 |
$1,573k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
27,355 |
$1,563k |
|
|
STARBUCKS CORP (855244109)
|
18,021 |
$1,511k |
|
|
VANECK VECTORS ETF TR GOLD MINERS ETF (92189F106)
|
55,900 |
$1,429k |
|
|
GENERAL MILLS INC (370334104)
|
26,557 |
$1,395k |
|
|
ANNALY CAP MGMT INC (035710409)
|
150,230 |
$1,372k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V282)
|
7,100 |
$1,260k |
|
|
EATON VANCE TAX ADV (27828G107)
|
50,150 |
$1,194k |
|
|
COHEN & STEERS INFRA (19248A109)
|
44,736 |
$1,161k |
|
|
Chevron Corp (166764100)
|
9,179 |
$1,142k |
|
|
SPDR DOW JONES INDL (78467X109)
|
4,150 |
$1,103k |
|
|
ISHARES TR US HLTHCARE ETF (464287762)
|
5,532 |
$1,080k |
|
|
ISHARES (464288638)
|
18,440 |
$1,050k |
|
|
Boeing Co/The (097023105)
|
2,845 |
$1,036k |
|
|
Netflix Inc (64110L106)
|
2,698 |
$991k |
|
|
CVB FINANCIAL CORP (126600105)
|
45,912 |
$966k |
|
|
MERCK & CO INC (58933Y105)
|
11,405 |
$956k |
|
|
SELECT SECTOR SPDR (81369Y506)
|
15,000 |
$956k |
|
|
BLACKROCK MULTI-SECTOR INC T (09258A107)
|
53,800 |
$939k |
|
|
BLACKROCK FLOAT RATE OME STR (09255X100)
|
70,500 |
$905k |
|
|
INVESCO EXCH TRD SLF IDX FD (46138J304)
|
41,155 |
$868k |
|
|
Tesla Inc (88160R101)
|
3,451 |
$771k |
|
|
ADVANCED MICRO DEVICES INC (007903107)
|
25,102 |
$762k |
|
|
Facebook Inc (30303M102)
|
3,936 |
$760k |
|
|
PROCTER & GAMBLE CO (742718109)
|
6,272 |
$688k |
|
|
ALTAIR ENGINEERING INC - A (021369103)
|
17,000 |
$687k |
|
|
HOME DEPOT INC (437076102)
|
3,246 |
$675k |
|
|
3M CO (88579Y101)
|
3,852 |
$668k |
|
|
DISNEY WALT CO (254687106)
|
4,780 |
$667k |
|
|
Blackrock Munyld Ca Ins (09254N103)
|
46,560 |
$661k |
|
|
ISHARES (464287556)
|
5,985 |
$653k |
|
|
SBA COMMUNICATIONS CORP NEW (78410G104)
|
2,900 |
$652k |
|
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
7,534 |
$627k |
|
|
INVESCO CALIF VALUE MUN INC (46132H106)
|
22,970 |
$617k |
|
|
PayPal Holdings Inc (70450Y103)
|
5,335 |
$611k |
|
|
BIOGEN INC (09062X103)
|
2,520 |
$589k |
|
|
ALIBABA GROUP HLDG LTD (01609W102)
|
3,245 |
$550k |
|
|
Xilinx Inc (983919101)
|
4,385 |
$517k |
|
|
HONEYWELL INTL INC (438516106)
|
2,912 |
$508k |
|
|
MICROSOFT CORP (594918104)
|
3,762 |
$504k |
|
|
NVIDIA Corp (67066G104)
|
3,025 |
$497k |
|
|
VANECK VECTORS ETF TR (92189F429)
|
25,075 |
$496k |
|
|
UNION PAC CORP (907818108)
|
2,846 |
$481k |
|
|
QUALCOMM INC (747525103)
|
5,975 |
$455k |
|
|
VENTAS INC (92276F100)
|
6,425 |
$439k |
|
|
ALLERGAN PLC (G0177J108)
|
2,600 |
$435k |
|
|
AMGEN INC (031162100)
|
2,359 |
$435k |
|
|
CITIGROUP INC (172967424)
|
6,073 |
$425k |
|
|
COSTCO WHSL CORP (22160K105)
|
1,498 |
$396k |
|
|
Alphabet Inc (02079K107)
|
350 |
$378k |
|
|
PPG INDUSTRIES INC (693506107)
|
3,166 |
$370k |
|
|
ENTERPRISE PRODS (293792107)
|
12,583 |
$363k |
|
|
SIRIUS XM HLDG (82968B103)
|
61,940 |
$346k |
|
|
DOUBLELINE OPPORTUNISTIC CR (258623107)
|
16,350 |
$342k |
|
|
DuPont de Nemours Inc (26614N102)
|
4,519 |
$339k |
|
|
SELECT SECTOR SPDR (81369Y704)
|
4,240 |
$328k |
|
|
INTEL CORP (458140100)
|
6,777 |
$324k |
|
|
INTL BUSINESS MCHN (459200101)
|
2,350 |
$324k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
1,097 |
$323k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
1,200 |
$323k |
|
|
ABBOTT LABS (002824100)
|
3,835 |
$323k |
|
|
PBF ENERGY INC (69318G106)
|
10,234 |
$320k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
1 |
$318k |
|
|
JOHNSON & JOHNSON (478160104)
|
2,279 |
$317k |
|
|
NUVEEN ALL CAP ENE MLP OPPO (67075E108)
|
50,514 |
$313k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
4,040 |
$289k |
|
|
Charles Schwab Corp/The (808513105)
|
7,142 |
$287k |
|
|
DUKE ENERGY CORP (26441C204)
|
3,200 |
$282k |
|
|
PALO ALTO NETWORKS (697435105)
|
1,330 |
$271k |
|
|
FIRST FNDTN INC COM (32026V104)
|
20,000 |
$269k |
|
|
KIMBERLY CLARK CORP (494368103)
|
2,000 |
$267k |
|
|
PARKER HANNIFIN CORP (701094104)
|
1,573 |
$267k |
|
|
WELLS FARGO CO NEW (949746101)
|
5,582 |
$264k |
|
|
COMMERCE BANCSHARES (200525103)
|
4,312 |
$257k |
|
|
LAM RESEARCH CORP (512807108)
|
1,360 |
$255k |
|
|
BEYOND MEAT INC COM (08862E109)
|
1,582 |
$254k |
|
|
SPDR GOLD TR GOLD (78463V107)
|
1,900 |
$253k |
|
|
CANOPY GROWTH CORP (138035100)
|
6,176 |
$249k |
|
|
Phillips 66 (718546104)
|
2,606 |
$244k |
|
|
DNP SELECT INCOME FD (23325P104)
|
19,800 |
$234k |
|
|
Dow Inc (260557103)
|
4,686 |
$231k |
|
|
GENERAL ELECTRIC CO (369604103)
|
22,030 |
$231k |
|
|
JPMORGAN CHASE & CO (46625H365)
|
9,150 |
$230k |
|
|
KRANESHARES TR (500767306)
|
5,025 |
$221k |
|
|
EDISON INTL (281020107)
|
3,048 |
$205k |
|
|
ABERDEEN STD GOLD ETF TR (00326A104)
|
1,505 |
$205k |
|
|
BLACKROCK MUNIYIELD CALIF FD (09254M105)
|
14,400 |
$202k |
|
|
Square Inc (852234103)
|
2,775 |
$201k |
|
|
ABERDEEN ASIA PACIFIC INCOM (003009107)
|
37,300 |
$156k |
|
|
NAVIOS MARITIME HLDGS INC (Y62197119)
|
14,000 |
$63k |
|
|
NIO INC (62914V106)
|
17,000 |
$43k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.
Recently Searched Firms
Please note: Search data is accumulated by 3rd party and refreshed once per day.