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Institutional Investment Manager
Apriem Advisors
Apriem Advisors (CIK: 0001425165) incorporated in California, located at 19200 Von Karman Ave, Irvine, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q1)
Original 13F HR (0001140361-14-020303) filed in 2014.05.13
#
Name
Shares
Value ($)
%
Options
Notes
1 EXXON MOBIL CORP 138,827 13,561 5.13%
2 SCHWAB U.S. BROAD MARKET ETF 281,577 12,871 4.87%
3 SCHWAB INTERNATIONAL EQUITY ETF 354,499 11,167 4.22%
4 AT&T INC 204,884 7,185 2.72%
5 PFIZER INC 215,199 6,912 2.61%
6 APPLE INC 12,847 6,896 2.61%
7 QUALCOMM INC 84,907 6,696 2.53%
8 MICROSOFT CORP 150,403 6,165 2.33%
9 EATON CORP PLC 81,717 6,139 2.32%
10 GENERAL ELECTRIC CO 208,498 5,398 2.04%
11 ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 48,465 5,286 2.00%
12 SCHWAB US DIVIDEND EQUITY ETF 141,271 5,206 1.97%
13 ABBVIE INC 99,625 5,121 1.94%
14 JOHNSON CTLS INTL PLC 107,894 5,106 1.93%
15 RYDEX ETF TRUST 68,828 5,024 1.90%
16 SCHWAB U.S. SMALL-CAP ETF 87,455 4,688 1.77%
17 CONOCOPHILLIPS 64,726 4,554 1.72%
18 BRISTOL MYERS SQUIBB CO 87,224 4,531 1.71%
19 REALTY INCOME CORP 97,330 3,977 1.50%
20 DIAMOND OFFSHR DRILLING 80,174 3,909 1.48%
21 WELLS FARGO & CO NEW 78,314 3,895 1.47%
22 Siemens AG 28,550 3,859 1.46%
23 MARKET VECTORS ETF TR 181,853 3,715 1.41%
24 FREEPORT-MCMORAN INC 111,962 3,703 1.40%
25 CONSOLIDATED EDISON INC 68,562 3,678 1.39%
26 CISCO SYS INC 156,790 3,514 1.33%
27 EDWARDS LIFESCIENCES CORP 44,610 3,309 1.25%
28 OCCIDENTAL PETE CORP DEL 33,378 3,181 1.20%
29 STARBUCKS CORP 40,563 2,977 1.13%
30 BANK AMER CORP 170,018 2,924 1.11%
31 DEERE & CO 31,713 2,880 1.09%
32 SCHWAB US AGGREGATE BOND ETF 55,130 2,819 1.07%
33 TEVA PHARMACEUTICAL INDS LTD 53,030 2,802 1.06%
34 CORNING INC 130,906 2,725 1.03%
35 CHEVRON CORP NEW 22,701 2,699 1.02%
36 TARGET CORP 43,890 2,656 1.00%
37 TORONTO DOMINION BK ONT 56,460 2,651 1.00%
38 VANGUARD BD INDEX FDS 28,647 2,326 0.88%
39 DAVITA INC 33,030 2,274 0.86%
40 DOUBLELINE OPPORTUNISTIC CR 96,691 2,238 0.85%
41 DOMINION ENERGY INC 29,192 2,072 0.78%
42 Vaneck Vectors Gold 85,905 2,028 0.77%
43 3-D SYS CORP DEL 33,850 2,002 0.76%
44 ISHARES TR 18,046 1,903 0.72%
45 VERIZON COMMUNICATIONS INC 39,332 1,871 0.71%
46 MOSAIC CO NEW 37,384 1,869 0.71%
47 RAYONIER INC 40,551 1,862 0.70%
48 JAZZ PHARMACEUTICALS PLC 12,975 1,799 0.68%
49 PIMCO DYNAMIC INCOME FD 58,535 1,775 0.67%
50 ENTERPRISE PRODS PARTNERS L 25,219 1,749 0.66%
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