Legal Name: APRIEM ADVISORS
報告期間:
Jun 30, 2019
有効日:
Aug 14, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
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 |
|
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