Apriem Advisors

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 14, 2024
Value $
$817M
Signature - Title
Benjamin C. Lau - VP, CIO, Director
Location
19200 Von Karman Ave, #1050, Irvine, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 173 $817M +$57.1M -$42.2M +$14.9M SCHX, BND, AAPL, BIL, VEA 13F-HR 8/14/2024, 10:46 AM
Q1 2024 172 $796M +$75.1M -$63.9M +$11.2M SCHX, BND, AAPL, BIL, SCHF 13F-HR 5/15/2024, 10:39 AM
Q4 2023 151 $748M +$29.8M -$34.2M -$4.44M SCHX, BND, AAPL, BIL, SCHF 13F-HR 2/14/2024, 02:29 PM
Q3 2023 142 $682M +$115M -$76.1M +$39.2M SCHX, BND, AAPL, BIL, SCHF 13F-HR 11/13/2023, 12:01 PM
Q2 2023 143 $667M +$22.5M -$14.3M +$8.25M SCHX, AAPL, SCHF, VGSH, VEA 13F-HR 8/8/2023, 03:47 PM
Q1 2023 150 $625M +$38.6M -$33.4M +$5.18M SCHX, AAPL, SCHF, VGSH, SCHZ 13F-HR 5/12/2023, 12:17 PM
Q4 2022 145 $577M +$22.6M -$25M -$2.32M SCHX, AAPL, SCHF, VGSH, SCHZ 13F-HR 2/13/2023, 05:08 PM
Q3 2022 142 $555M +$69.8M -$43.1M +$26.7M SCHX, AAPL, VGSH, SCHF, SCHZ 13F-HR 11/14/2022, 11:43 AM
Q2 2022 143 $581M +$45.8M -$29.8M +$16.1M SCHX, SCHF, AAPL, SCHZ, VGSH 13F-HR 8/8/2022, 04:39 PM
Q1 2022 152 $682M +$97.8M -$37M +$60.8M SCHX, SCHF, AAPL, SCHZ, REGN 13F-HR 5/9/2022, 06:39 PM
Q4 2021 147 $707M +$27.2M -$67.9M -$40.6M SCHX, SCHF, AAPL, SCHZ, META 13F-HR 2/8/2022, 05:48 PM
Q3 2021 151 $697M +$45.8M -$11.3M +$34.5M SCHX, SCHF, SCHZ, AAPL, TSLA 13F-HR 11/12/2021, 10:03 AM
Q2 2021 153 $670M +$18.5M -$33M -$14.5M SCHX, SCHF, AAPL, SCHZ, META 13F-HR 8/10/2021, 04:59 PM
Q1 2021 146 $645M +$106M -$47.3M +$58.2M SCHX, SCHF, SCHZ, AAPL, TSLA 13F-HR 5/7/2021, 07:06 PM
Q4 2020 131 $561M +$10.5M -$53.2M -$42.8M SCHX, SCHZ, SCHF, AAPL, TSLA 13F-HR 2/4/2021, 03:53 PM
Q3 2020 123 $545M +$71.3M -$18.7M +$52.5M SCHZ, SCHX, SCHF, AAPL, CTAS 13F-HR 11/9/2020, 08:43 PM
Q2 2020 122 $486M +$34M -$26.3M +$7.77M SCHZ, SCHX, SCHF, AAPL, META 13F-HR 8/6/2020, 08:02 PM
Q1 2020 113 $412M +$76.1M -$101M -$24.7M SCHZ, SCHX, SCHF, BIIB, AAPL 13F-HR 5/7/2020, 09:51 AM
Q4 2019 137 $521M +$66.3M -$30.9M +$35.4M SCHX, SCHZ, SCHF, AAPL, BIIB 13F-HR 2/10/2020, 03:42 PM
Q3 2019 127 $451M +$153M -$27.1M +$126M SCHX, SCHZ, AAPL, T, XOM 13F-HR 11/12/2019, 09:33 AM
Q2 2019 129 $319M +$32.3M -$99.7M -$67.3M SCHZ, XOM, AAPL, T, CSCO 13F-HR 8/14/2019, 05:20 PM
Q1 2019 128 $377M +$103M -$39.3M +$63.6M SCHX, SCHZ, XOM, SCHE, AAPL 13F-HR 5/15/2019, 02:40 PM
Q4 2018 126 $284M +$25.5M -$145M -$120M SCHX, SPLV, XOM, AAPL, PFE 13F-HR 2/19/2019, 09:35 AM
Q3 2018 150 $457M +$82.2M -$90.6M -$8.44M SCHX, PDBC, SCHA, SPLV, SCHM 13F-HR 11/14/2018, 02:23 PM
Q2 2018 436 $445M +$108M -$76.1M +$32.3M SCHX, SCHF, PDBC, SCHA, SCHG 13F-HR 8/14/2018, 03:11 PM
Q1 2018 133 $410M +$38.4M -$26.1M +$12.3M SCHX, SCHF, SCHE, SCHG, XOM 13F-HR 5/11/2018, 04:25 PM
Q4 2017 132 $403M +$25.4M -$39M -$13.6M SCHX, SCHF, SCHE, SCHV, SCHG 13F-HR 2/14/2018, 03:43 PM
Q3 2017 144 $402M +$61.8M -$49.2M +$12.6M SCHX, SCHF, SCHZ, SCHE, XOM 13F-HR 11/13/2017, 05:38 PM
Q2 2017 138 $377M +$52M -$49M +$3.04M SCHX, SCHF, SCHE, RSP, XOM 13F-HR 8/4/2017, 03:37 PM
Q1 2017 663 $368M +$56.8M -$38.2M +$18.7M SCHX, SCHF, SCHV, SCHE, XOM 13F-HR 5/12/2017, 08:51 PM
Q4 2016 704 $337M +$67.5M -$67.2M +$250K SCHX, SCHD, SCHV, BSCH, XOM 13F-HR 2/14/2017, 01:22 PM
Q3 2016 587 $335M +$60.4M -$34.6M +$25.8M SCHD, SCHV, SPTL, SCHF, XOM 13F-HR 11/14/2016, 05:13 PM
Q2 2016 578 $307M +$90.3M -$41.6M +$48.8M SCHD, BSCH, SCHV, SPTL, SCHR 13F-HR 8/12/2016, 03:27 PM
Q1 2016 572 $254M +$41.1M -$70.8M -$29.7M BSCH, SPTL, SCHR, AAPL, XOM 13F-HR 5/13/2016, 12:54 PM
Q4 2015 543 $280M +$60M -$54.1M +$5.9M BSCH, SCHB, SCHG, AAPL, SCHD 13F-HR 2/8/2016, 06:12 PM
Q3 2015 513 $270M +$97.6M -$94.3M +$3.28M BSCH, SCHR, AAPL, T, XOM 13F-HR 11/13/2015, 11:41 AM
Q2 2015 623 $291M +$27.4M -$21.3M +$6.14M SCHB, SCHF, AAPL, SCHD, SCHZ 13F-HR 8/14/2015, 12:49 PM
Q1 2015 556 $288M +$36.1M -$18.3M +$17.8M SCHB, AAPL, SCHD, SCHF, RSP 13F-HR 5/7/2015, 12:17 PM
Q4 2014 521 $271M +$42M -$39.2M +$2.77M SCHB, AAPL, SCHD, XOM, RSP 13F-HR 2/12/2015, 06:02 AM
Q3 2014 527 $262M +$49.7M -$42.4M +$7.3M SCHB, SCHF, AAPL, XOM, T 13F-HR 11/10/2014, 03:53 PM
Q2 2014 481 $262M +$25.1M -$31.1M -$6.03M SCHB, SCHF, AAPL, T, XOM 13F-HR 8/11/2014, 03:41 PM
Q1 2014 493 $264M +$31.5M -$23.7M +$7.75M XOM, SCHB, SCHF, T, PFE 13F-HR 5/12/2014, 09:39 PM
Q4 2013 501 $255M $0 $0 XOM, SCHF, SCHB, AAPL, T 13F-HR 2/14/2014, 02:28 PM