Apriem Advisors
- SEC CIK
- 0001425165
- Latest filing
- Aug 14, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 10, 2021. Long positions only.
- Positions
- 146
- No 13F data for Q4 2020
- Portfolio value
- $645.4M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 660,112 | $63.4M | 9.8% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 1,360,829 | $51.2M | 7.9% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 947,455 | $51.1M | 7.9% | – | – | – |
| AAPLApple Inc. | Stock | 277,325 | $33.9M | 5.2% | – | – | History |
| TSLATesla, Inc. | Stock | 30,702 | $20.5M | 3.2% | – | – | History |
| SNASnap-on Inc | COM | 86,918 | $20.1M | 3.1% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 67,677 | $19.9M | 3.1% | – | – | History |
| TROWPrice T Rowe Group Inc | Stock | 113,196 | $19.4M | 3.0% | – | – | History |
| INTCIntel Corp | Stock | 299,445 | $19.2M | 3.0% | – | – | History |
| CTASCintas Corp | Stock | 55,687 | $19.0M | 2.9% | – | – | History |
| LMTLockheed Martin Corp | Stock | 46,589 | $17.2M | 2.7% | – | – | History |
| BIIBBiogen Inc. | COM | 61,162 | $17.1M | 2.7% | – | – | History |
| HBIHanesbrands Inc. | COM | 858,860 | $16.9M | 2.6% | – | – | History |
| ADPAutomatic Data Processing Inc | Stock | 87,349 | $16.5M | 2.6% | – | – | History |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 511,108 | $16.2M | 2.5% | – | – | – |
| AMZNAmazon Com Inc | Stock | 5,168 | $16.0M | 2.5% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 7,735 | $16.0M | 2.5% | – | – | History |
| MDTMedtronic plc | Stock | 134,020 | $15.8M | 2.5% | – | – | History |
| SYKStryker Corp | Stock | 61,353 | $14.9M | 2.3% | – | – | History |
| MMM3M Co | Stock | 68,893 | $13.3M | 2.1% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 29,163 | $11.6M | 1.8% | – | – | History |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 140,311 | $9.72M | 1.5% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 62,515 | $9.52M | 1.5% | – | – | History |
| JNJJohnson & Johnson | Stock | 52,860 | $8.69M | 1.3% | – | – | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 72,603 | $7.02M | 1.1% | – | – | – |
| LOWLowes Companies Inc | Stock | 34,573 | $6.58M | 1.0% | – | – | History |
| KLACKLA Corp | COM NEW | 18,453 | $6.10M | 0.9% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 93,467 | $5.22M | 0.8% | – | – | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 51,043 | $4.21M | 0.7% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 12,233 | $3.90M | 0.6% | – | – | – |
| PFEPfizer Inc | Stock | 106,748 | $3.87M | 0.6% | – | – | History |
| BABoeing Co | Stock | 13,759 | $3.50M | 0.5% | – | – | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 46,290 | $3.38M | 0.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 14,167 | $3.34M | 0.5% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 12,627 | $3.23M | 0.5% | – | – | History |
| TAT&T Inc. | Stock | 105,041 | $3.18M | 0.5% | – | – | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 45,050 | $2.88M | 0.4% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 39,424 | $2.57M | 0.4% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 10,000 | $2.43M | 0.4% | – | – | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 60,500 | $1.97M | 0.3% | – | – | – |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 7,052 | $1.90M | 0.3% | – | – | – |
| SBUXStarbucks Corp | Stock | 15,676 | $1.71M | 0.3% | – | – | History |
| QCOMQualcomm Inc | Stock | 12,817 | $1.70M | 0.3% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 32,710 | $1.69M | 0.3% | – | – | History |
| EDConsolidated Edison Inc | Stock | 22,455 | $1.68M | 0.3% | – | – | History |
| ABBVAbbVie Inc. | Stock | 14,840 | $1.61M | 0.2% | – | – | History |
| ETNEaton Corp plc | Stock | 10,680 | $1.48M | 0.2% | – | – | History |
| DISWalt Disney Co | Stock | 7,634 | $1.41M | 0.2% | – | – | History |
| BACBank of America Corp | Stock | 36,169 | $1.40M | 0.2% | – | – | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 4,150 | $1.37M | 0.2% | – | – | History |
| VanEck Semiconductor ETF92189F676 | ETF | 5,571 | $1.36M | 0.2% | – | – | – |
| AMDAdvanced Micro Devices Inc | Stock | 15,961 | $1.25M | 0.2% | – | – | History |
| NKXNuveen California Amt-Free Quality Municipal Income Fund | COM | 74,139 | $1.15M | 0.2% | – | – | History |
| NACNuveen California Quality Municipal Income Fund | COM | 74,520 | $1.11M | 0.2% | – | – | History |
| iShares Tr464288638 | ISHS 5-10YR INVT | 18,576 | $1.10M | 0.2% | – | – | – |
| PYPLPayPal Holdings, Inc. | Stock | 4,482 | $1.09M | 0.2% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 3,069 | $1.08M | 0.2% | – | – | History |
| PGProcter & Gamble Co | Stock | 7,955 | $1.08M | 0.2% | – | – | History |
| LRCXLam Research Corp | COM | 1,750 | $1.04M | 0.2% | – | – | History |
| VZVerizon Communications Inc | Stock | 17,657 | $1.03M | 0.2% | – | – | History |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 19,751 | $1.02M | 0.2% | – | – | – |
| iShares Tr464287762 | US HLTHCARE ETF | 4,000 | $1.01M | 0.2% | – | – | – |
| HDHome Depot, Inc. | Stock | 3,201 | $977.0K | 0.2% | – | – | History |
| EVVEaton Vance Ltd Duration Income Fund | COM | 76,713 | $969.0K | 0.2% | – | – | History |
| ALTRAltair Engineering Inc. | COM CL A | 14,965 | $936.0K | 0.1% | – | – | History |
| KGCKinross Gold Corp | COM | 140,000 | $934.0K | 0.1% | – | – | History |
| CVXChevron Corp | Stock | 8,727 | $914.0K | 0.1% | – | – | History |
| iShares Tr464287556 | ISHARES BIOTECH | 6,051 | $911.0K | 0.1% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 11,310 | $872.0K | 0.1% | – | – | History |
| GOOGAlphabet Inc. | Stock | 386 | $798.0K | 0.1% | – | – | History |
| NFLXNetflix Inc | Stock | 1,518 | $792.0K | 0.1% | – | – | History |
| SCHWSchwab Charles Corp | Stock | 11,582 | $755.0K | 0.1% | – | – | History |
| FRABlackRock Floating Rate Income Strategies Fund, Inc. | COM | 56,747 | $738.0K | 0.1% | – | – | History |
| Invesco Exch Traded FD Tr II46138E206 | CALIF AMT MUN | 26,650 | $737.0K | 0.1% | – | – | – |
| DBLDoubleLine Opportunistic Credit Fund | COM | 35,900 | $709.0K | 0.1% | – | – | History |
| CVBFCVB Financial Corp | COM | 31,249 | $690.0K | 0.1% | – | – | History |
| PBFPBF Energy Inc. | CL A | 47,562 | $673.0K | 0.1% | – | – | History |
| HONHoneywell International Inc | COM | 3,061 | $664.0K | 0.1% | – | – | History |
| AMGNAmgen Inc | Stock | 2,536 | $631.0K | 0.1% | – | – | History |
| VanEck ETF Trust92189F429 | PREFERRED SECURT | 29,100 | $606.0K | 0.1% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,660 | $605.0K | 0.1% | – | – | – |
| NVDANVIDIA Corp | Stock | 1,132 | $604.0K | 0.1% | – | – | History |
| UNPUnion Pacific Corp | Stock | 2,536 | $559.0K | 0.1% | – | – | History |
| EMREmerson Electric Co | Stock | 5,940 | $536.0K | 0.1% | – | – | History |
| PEPPepsiCo Inc | Stock | 3,444 | $487.0K | 0.1% | – | – | History |
| Kirkland Lake Gold Ltd49741E100 | COM | 14,000 | $473.0K | 0.1% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 3,622 | $470.0K | 0.1% | – | – | – |
| FFWMFirst Foundation Inc. | COM | 20,000 | $469.0K | 0.1% | – | – | History |
| CCitigroup Inc | Stock | 6,332 | $461.0K | 0.1% | – | – | History |
| PHParker-Hannifin Corp | Stock | 1,409 | $444.0K | 0.1% | – | – | History |
| RTXRTX Corp | Stock | 5,621 | $434.0K | 0.1% | – | – | History |
| ABTAbbott Laboratories | Stock | 3,572 | $428.0K | 0.1% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,060 | $426.0K | 0.1% | – | – | – |
| CLXClorox Co | Stock | 2,179 | $420.0K | 0.1% | – | – | History |
| iShares Russell 2000 ETF464287655 | ETF | 1,882 | $416.0K | 0.1% | – | – | – |
| ACNAccenture plc | Stock | 1,499 | $414.0K | 0.1% | – | – | History |
| PANWPalo Alto Networks Inc | Stock | 1,270 | $409.0K | 0.1% | – | – | History |
| MUMicron Technology Inc | Stock | 4,467 | $394.0K | 0.1% | – | – | History |
| NSTGNS Wind Down Co., Inc. | COM | 6,000 | $394.0K | 0.1% | – | – | History |
| AVGOBroadcom Inc. | Stock | 846 | $392.0K | 0.1% | – | – | History |