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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 (2014Q2)
Original 13F HR (0001140361-14-031733) filed in 2014.08.11
#
Name
Shares
Value ($)
%
Options
Notes
1 SCHWAB U.S. BROAD MARKET ETF 318,070 15,178 5.80%
2 SCHWAB INTERNATIONAL EQUITY ETF 386,219 12,738 4.86%
3 APPLE INC 90,311 8,393 3.20%
4 AT&T INC 203,443 7,194 2.75%
5 EXXON MOBIL CORP 66,765 6,722 2.57%
6 PFIZER INC 213,625 6,340 2.42%
7 SCHWAB US DIVIDEND EQUITY ETF 163,619 6,262 2.39%
8 EATON CORP PLC 80,092 6,181 2.36%
9 MICROSOFT CORP 146,502 6,109 2.33%
10 RYDEX ETF TRUST 75,042 5,756 2.20%
11 ABBVIE INC 98,700 5,571 2.13%
12 CONOCOPHILLIPS 63,080 5,408 2.06%
13 GENERAL ELECTRIC CO 204,329 5,370 2.05%
14 ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 47,765 5,263 2.01%
15 JOHNSON CTLS INTL PLC 105,396 5,262 2.01%
16 DIAMOND OFFSHR DRILLING 95,040 4,717 1.80%
17 GUGGENHEIM BULLETSHARES 2016 CORPORATE BOND ETF 200,945 4,497 1.72%
18 REALTY INCOME CORP 100,782 4,477 1.71%
19 BRISTOL MYERS SQUIBB CO 89,151 4,325 1.65%
20 FREEPORT-MCMORAN INC 111,967 4,087 1.56%
21 CONSOLIDATED EDISON INC 69,512 4,014 1.53%
22 QUALCOMM INC 49,995 3,960 1.51%
23 EDWARDS LIFESCIENCES CORP 44,360 3,808 1.45%
24 MARKET VECTORS ETF TR 179,611 3,736 1.43%
25 CISCO SYS INC 149,768 3,722 1.42%
26 Siemens AG 27,825 3,678 1.40%
27 SCHWAB US AGGREGATE BOND ETF 67,135 3,484 1.33%
28 OCCIDENTAL PETE CORP DEL 32,829 3,369 1.29%
29 STARBUCKS CORP 40,663 3,147 1.20%
30 DEERE & CO 33,474 3,031 1.16%
31 CHEVRON CORP NEW 22,757 2,971 1.13%
32 DOUBLELINE OPPORTUNISTIC CR 124,231 2,938 1.12%
33 TORONTO DOMINION BK ONT 55,160 2,836 1.08%
34 TARGET CORP 48,210 2,794 1.07%
35 JAZZ PHARMACEUTICALS PLC 18,770 2,759 1.05%
36 TEVA PHARMACEUTICAL INDS LTD 52,030 2,727 1.04%
37 BANK AMER CORP 173,216 2,662 1.02%
38 DAVITA INC 33,400 2,415 0.92%
39 Vaneck Vectors Gold 88,900 2,351 0.90%
40 VANGUARD BD INDEX FDS 28,197 2,318 0.89%
41 MOSAIC CO NEW 44,059 2,179 0.83%
42 3-D SYS CORP DEL 34,752 2,078 0.79%
43 PIMCO DYNAMIC INCOME FD 60,585 2,065 0.79%
44 DOMINION ENERGY INC 28,392 2,031 0.78%
45 SCHWAB U.S. LARGE-CAP GROWTH ETF 39,885 1,935 0.74%
46 ENTERPRISE PRODS PARTNERS L 23,428 1,834 0.70%
47 JOHNSON & JOHNSON 16,712 1,748 0.67%
48 GAMCO GLOBAL GOLD NAT RES & 159,175 1,748 0.67%
49 ISHARES TR 15,997 1,691 0.65%
50 ANADARKO PETE CORP 14,720 1,611 0.62%
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