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 |
|---|---|---|---|---|---|---|---|
| NLYAnnaly Capital Management Inc | COM | 10,400 | $89.0K | <0.1% | – | – | History |
| Navios Maritime Holdings Inc.Y62197119 | COM | 14,000 | $123.0K | <0.1% | – | – | – |
| FFord Motor Co | Stock | 10,755 | $132.0K | <0.1% | – | – | History |
| DNPDNP Select Income Fund Inc | COM | 16,400 | $162.0K | <0.1% | – | – | History |
| FAXAbrdn Asia-Pacific Income Fund, Inc. | COM | 47,500 | $194.0K | <0.1% | – | – | History |
| PENNPENN Entertainment, Inc. | COM | 1,918 | $201.0K | <0.1% | – | – | History |
| SGOLabrdn Gold ETF Trust | ETF | 12,300 | $202.0K | <0.1% | – | – | History |
| NUENucor Corp | COM | 2,530 | $203.0K | <0.1% | – | – | History |
| TFCTruist Financial Corp | COM | 3,519 | $205.0K | <0.1% | – | – | History |
| MYCBlackRock Muniyield California Fund, Inc. | COM | 14,000 | $206.0K | <0.1% | – | – | History |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 3,630 | $211.0K | <0.1% | – | – | – |
| TGTTarget Corp | Stock | 1,102 | $218.0K | <0.1% | – | – | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,513 | $222.0K | <0.1% | – | – | – |
| CMCSAComcast Corp | Stock | 4,319 | $234.0K | <0.1% | – | – | History |
| Schwab Strategic Tr808524789 | FUNDAMENTAL US B | 4,600 | $236.0K | <0.1% | – | – | – |
| CBSHCommerce Bancshares Inc | Stock | 3,150 | $241.0K | <0.1% | – | – | History |
| CELHCelsius Holdings, Inc. | COM NEW | 5,048 | $243.0K | <0.1% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 751 | $246.0K | <0.1% | – | – | History |
| XYZBlock, Inc. | CL A | 1,124 | $255.0K | <0.1% | – | – | History |
| BABAAlibaba Group Holding Ltd | ADR | 1,157 | $262.0K | <0.1% | – | – | History |
| DSLDoubleLine Income Solutions Fund | COM | 14,420 | $262.0K | <0.1% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,258 | $267.0K | <0.1% | – | – | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 2,747 | $274.0K | <0.1% | – | – | – |
| DDominion Energy, Inc | Stock | 3,622 | $275.0K | <0.1% | – | – | History |
| BYNDBeyond Meat, Inc. | COM | 2,138 | $278.0K | <0.1% | – | – | History |
| BXMXNuveen S&P 500 BuyWrite Income Fund | COM | 20,675 | $279.0K | <0.1% | – | – | History |
| WDCWestern Digital Corp | COM | 4,194 | $280.0K | <0.1% | – | – | History |
| GMGeneral Motors Co | COM | 4,891 | $281.0K | <0.1% | – | – | History |
| FCTFirst Trust Senior Floating Rate Income Fund II | COM | 23,000 | $282.0K | <0.1% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 2,130 | $284.0K | <0.1% | – | – | History |
| DUKDuke Energy CORP | Stock | 3,165 | $306.0K | <0.1% | – | – | History |
| KMBKimberly Clark Corp | Stock | 2,235 | $311.0K | <0.1% | – | – | History |
| YUMYum Brands Inc | Stock | 2,914 | $315.0K | <0.1% | – | – | History |
| GISGeneral Mills Inc | Stock | 5,199 | $319.0K | <0.1% | – | – | History |
| DKNGDraftKings Inc. | COM CL A | 5,200 | $319.0K | <0.1% | – | – | History |
| GLDSPDR Gold Trust | ETF | 1,998 | $320.0K | <0.1% | – | – | History |
| Vanguard Consumer Staples ETF92204A207 | ETF | 1,800 | $321.0K | <0.1% | – | – | – |
| LULUlululemon athletica inc. | Stock | 1,055 | $324.0K | 0.1% | – | – | History |
| GEGeneral Electric Co | COM | 24,854 | $326.0K | 0.1% | – | – | History |
| XLNXXilinx Inc | COM | 2,635 | $326.0K | 0.1% | – | – | History |
| NOCNorthrop Grumman Corp | Stock | 1,026 | $332.0K | 0.1% | – | – | History |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 3,230 | $342.0K | 0.1% | – | – | – |
| MCABlackRock Muniyield California Quality Fund, Inc. | COM | 23,236 | $342.0K | 0.1% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 5,918 | $374.0K | 0.1% | – | – | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,897 | $385.0K | 0.1% | – | – | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $386.0K | 0.1% | – | – | History |
| AVGOBroadcom Inc. | Stock | 846 | $392.0K | 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 |
| PANWPalo Alto Networks Inc | Stock | 1,270 | $409.0K | 0.1% | – | – | History |
| ACNAccenture plc | Stock | 1,499 | $414.0K | 0.1% | – | – | History |
| iShares Russell 2000 ETF464287655 | ETF | 1,882 | $416.0K | 0.1% | – | – | – |
| CLXClorox Co | Stock | 2,179 | $420.0K | 0.1% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,060 | $426.0K | 0.1% | – | – | – |
| ABTAbbott Laboratories | Stock | 3,572 | $428.0K | 0.1% | – | – | History |
| RTXRTX Corp | Stock | 5,621 | $434.0K | 0.1% | – | – | History |
| PHParker-Hannifin Corp | Stock | 1,409 | $444.0K | 0.1% | – | – | History |
| CCitigroup Inc | Stock | 6,332 | $461.0K | 0.1% | – | – | History |
| FFWMFirst Foundation Inc. | COM | 20,000 | $469.0K | 0.1% | – | – | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 3,622 | $470.0K | 0.1% | – | – | – |
| Kirkland Lake Gold Ltd49741E100 | COM | 14,000 | $473.0K | 0.1% | – | – | – |
| PEPPepsiCo Inc | Stock | 3,444 | $487.0K | 0.1% | – | – | History |
| EMREmerson Electric Co | Stock | 5,940 | $536.0K | 0.1% | – | – | History |
| UNPUnion Pacific Corp | Stock | 2,536 | $559.0K | 0.1% | – | – | History |
| NVDANVIDIA Corp | Stock | 1,132 | $604.0K | 0.1% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1,660 | $605.0K | 0.1% | – | – | – |
| VanEck ETF Trust92189F429 | PREFERRED SECURT | 29,100 | $606.0K | 0.1% | – | – | – |
| AMGNAmgen Inc | Stock | 2,536 | $631.0K | 0.1% | – | – | History |
| HONHoneywell International Inc | COM | 3,061 | $664.0K | 0.1% | – | – | History |
| PBFPBF Energy Inc. | CL A | 47,562 | $673.0K | 0.1% | – | – | History |
| CVBFCVB Financial Corp | COM | 31,249 | $690.0K | 0.1% | – | – | History |
| DBLDoubleLine Opportunistic Credit Fund | COM | 35,900 | $709.0K | 0.1% | – | – | History |
| Invesco Exch Traded FD Tr II46138E206 | CALIF AMT MUN | 26,650 | $737.0K | 0.1% | – | – | – |
| FRABlackRock Floating Rate Income Strategies Fund, Inc. | COM | 56,747 | $738.0K | 0.1% | – | – | History |
| SCHWSchwab Charles Corp | Stock | 11,582 | $755.0K | 0.1% | – | – | History |
| NFLXNetflix Inc | Stock | 1,518 | $792.0K | 0.1% | – | – | History |
| GOOGAlphabet Inc. | Stock | 386 | $798.0K | 0.1% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 11,310 | $872.0K | 0.1% | – | – | History |
| iShares Tr464287556 | ISHARES BIOTECH | 6,051 | $911.0K | 0.1% | – | – | – |
| CVXChevron Corp | Stock | 8,727 | $914.0K | 0.1% | – | – | History |
| KGCKinross Gold Corp | COM | 140,000 | $934.0K | 0.1% | – | – | History |
| ALTRAltair Engineering Inc. | COM CL A | 14,965 | $936.0K | 0.1% | – | – | History |
| EVVEaton Vance Ltd Duration Income Fund | COM | 76,713 | $969.0K | 0.2% | – | – | History |
| HDHome Depot, Inc. | Stock | 3,201 | $977.0K | 0.2% | – | – | History |
| iShares Tr464287762 | US HLTHCARE ETF | 4,000 | $1.01M | 0.2% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 19,751 | $1.02M | 0.2% | – | – | – |
| VZVerizon Communications Inc | Stock | 17,657 | $1.03M | 0.2% | – | – | History |
| LRCXLam Research Corp | COM | 1,750 | $1.04M | 0.2% | – | – | History |
| PGProcter & Gamble Co | Stock | 7,955 | $1.08M | 0.2% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 3,069 | $1.08M | 0.2% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 4,482 | $1.09M | 0.2% | – | – | History |
| iShares Tr464288638 | ISHS 5-10YR INVT | 18,576 | $1.10M | 0.2% | – | – | – |
| NACNuveen California Quality Municipal Income Fund | COM | 74,520 | $1.11M | 0.2% | – | – | History |
| NKXNuveen California Amt-Free Quality Municipal Income Fund | COM | 74,139 | $1.15M | 0.2% | – | – | History |
| AMDAdvanced Micro Devices Inc | Stock | 15,961 | $1.25M | 0.2% | – | – | History |
| VanEck Semiconductor ETF92189F676 | ETF | 5,571 | $1.36M | 0.2% | – | – | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 4,150 | $1.37M | 0.2% | – | – | History |
| BACBank of America Corp | Stock | 36,169 | $1.40M | 0.2% | – | – | History |
| DISWalt Disney Co | Stock | 7,634 | $1.41M | 0.2% | – | – | History |
| ETNEaton Corp plc | Stock | 10,680 | $1.48M | 0.2% | – | – | History |