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Form 13F-HR Apriem Advisors For: Jun 30

August 8, 2022 4:40 PM EDT

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE

OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8

Report for the Calendar Year or Quarter Ended: 06-30-2022
Check here if Amendment   Amendment Number:
This Amendment (Check only one.):   is a restatement.
  adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Apriem Advisors
Address: 19200 VON KARMAN AVE
#1050
IRVINE , CA92612
Form 13F File Number: 028-12756

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name: Benjamin C. Lau
Title: VP, CIO, Director
Phone: 949-253-8888
Signature, Place, and Date of Signing:
/s/ Benjamin C. Lau IRVINE , CA 08-05-2022
[Signature] [City, State] [Date]
Report Type (Check only one.):
X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
  13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
  13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)
Form 13F Summary Page
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 143
Form 13F Information Table Value Total: 580,577
(thousands)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Form 13F File Number Name

List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]
No. Form 13F File Number Name

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8

COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 9,687 74,855 SH SOLE 66,127 0 8,728
ABBOTT LABS COM 002824100 386 3,552 SH SOLE 3,552 0 0
ABBVIE INC COM 00287Y109 2,079 13,573 SH SOLE 12,413 0 1,160
ABRDN ASIA PACIFIC INCOME FU COM 003009107 149 51,100 SH SOLE 51,100 0 0
ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 191 11,000 SH SOLE 5,000 0 6,000
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 410 1,478 SH SOLE 1,478 0 0
ADVANCED MICRO DEVICES INC COM 007903107 1,636 21,389 SH SOLE 20,859 0 530
AGNICO EAGLE MINES LTD COM 008474108 686 15,000 SH SOLE 0 0 15,000
ALPHABET INC CAP STK CL A 02079K305 16,081 7,379 SH SOLE 6,733 0 646
ALPHABET INC CAP STK CL C 02079K107 1,026 469 SH SOLE 250 0 219
ALTAIR ENGR INC COM CL A 021369103 786 14,965 SH SOLE 14,965 0 0
AMAZON COM INC COM 023135106 10,163 95,690 SH SOLE 79,950 0 15,740
AMERICAN TOWER CORP NEW COM 03027X100 20,120 78,721 SH SOLE 71,788 0 6,933
AMGEN INC COM 031162100 653 2,685 SH SOLE 2,685 0 0
ANNALY CAPITAL MANAGEMENT IN COM 035710409 85 14,300 SH SOLE 14,300 0 0
APPLE INC COM 037833100 37,086 271,254 SH SOLE 253,499 0 17,755
AT&T INC COM 00206R102 1,894 90,348 SH SOLE 21,348 0 69,000
AUTOMATIC DATA PROCESSING IN COM 053015103 15,979 76,075 SH SOLE 73,914 0 2,161
BERKSHIRE HATHAWAY INC DEL CL A 084670108 409 1 SH SOLE 1 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,699 13,550 SH SOLE 10,546 0 3,004
BIOGEN INC COM 09062X103 346 1,699 SH SOLE 1,603 0 96
BK OF AMERICA CORP COM 060505104 885 28,441 SH SOLE 27,040 0 1,401
BLACKROCK FLOATING RATE INCO COM 09255X100 1,036 90,917 SH SOLE 88,217 0 2,700
BLACKROCK MUNIHLDNGS CALI QL COM 09254L107 199 16,662 SH SOLE 16,662 0 0
BOEING CO COM 097023105 2,006 14,670 SH SOLE 14,670 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 426 5,529 SH SOLE 5,529 0 0
BROADCOM INC COM 11135F101 384 790 SH SOLE 790 0 0
CASTOR MARITIME INC SHS NEW Y1146L125 13 10,000 SH SOLE 10,000 0 0
CELSIUS HLDGS INC COM NEW 15118V207 329 5,048 SH SOLE 5,048 0 0
CHEVRON CORP NEW COM 166764100 1,173 8,102 SH SOLE 8,102 0 0
CINTAS CORP COM 172908105 17,020 45,565 SH SOLE 44,049 0 1,516
CISCO SYS INC COM 17275R102 1,236 28,984 SH SOLE 18,134 0 10,850
CITIGROUP INC COM NEW 172967424 203 4,419 SH SOLE 4,419 0 0
CLOROX CO DEL COM 189054109 376 2,668 SH SOLE 2,668 0 0
COMMERCE BANCSHARES INC COM 200525103 217 3,307 SH SOLE 3,307 0 0
CONSOLIDATED EDISON INC COM 209115104 2,234 23,490 SH SOLE 12,540 0 10,950
COSTCO WHSL CORP NEW COM 22160K105 1,068 2,228 SH SOLE 2,228 0 0
CVB FINL CORP COM 126600105 757 30,500 SH SOLE 30,500 0 0
DISNEY WALT CO COM 254687106 899 9,527 SH SOLE 9,267 0 260
DNP SELECT INCOME FD INC COM 23325P104 189 17,400 SH SOLE 14,900 0 2,500
DOMINION ENERGY INC COM 25746U109 506 6,342 SH SOLE 6,342 0 0
DOORDASH INC CL A 25809K105 240 3,735 SH SOLE 3,735 0 0
DOUBLELINE INCOME SOLUTIONS COM 258622109 181 14,920 SH SOLE 14,920 0 0
DOUBLELINE OPPORTUNISTIC CR COM 258623107 531 34,110 SH SOLE 30,910 0 3,200
DRAFTKINGS INC NEW COM CL A 26142V105 175 15,003 SH SOLE 15,003 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 370 3,450 SH SOLE 3,450 0 0
EATON CORP PLC SHS G29183103 1,284 10,190 SH SOLE 9,090 0 1,100
EATON VANCE LTD DURATION INC COM 27828H105 874 84,599 SH SOLE 81,699 0 2,900
EMERSON ELEC CO COM 291011104 444 5,587 SH SOLE 5,587 0 0
ENETI INC COM Y2294C107 141 23,000 SH SOLE 23,000 0 0
EXXON MOBIL CORP COM 30231G102 9,361 109,307 SH SOLE 109,307 0 0
FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 222 2,300 SH SOLE 2,300 0 0
FIRST FNDTN INC COM 32026V104 342 16,700 SH SOLE 16,700 0 0
FIRST TR SR FLTG RATE INCOME COM 33733U108 274 27,400 SH SOLE 27,400 0 0
FORD MTR CO DEL COM 345370860 624 56,049 SH SOLE 31,049 0 25,000
GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT 36465A109 86 23,853 SH SOLE 23,853 0 0
GENERAL MLS INC COM 370334104 329 4,360 SH SOLE 4,360 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 241 810 SH SOLE 810 0 0
HANESBRANDS INC COM 410345102 107 10,394 SH SOLE 10,394 0 0
HOME DEPOT INC COM 437076102 584 2,129 SH SOLE 1,929 0 200
HONEYWELL INTL INC COM 438516106 753 4,335 SH SOLE 4,335 0 0
INTEL CORP COM 458140100 14,444 386,094 SH SOLE 343,881 0 42,213
INTERNATIONAL BUSINESS MACHS COM 459200101 216 1,530 SH SOLE 1,530 0 0
INVESCO EXCH TRADED FD TR II CALIF AMT MUN 46138E206 473 19,450 SH SOLE 13,200 0 6,250
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 225 3,630 SH SOLE 3,630 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 1,700 7,192 SH SOLE 192 0 7,000
INVESCO QQQ TR UNIT SER 1 46090E103 3,374 12,039 SH SOLE 5,821 0 6,218
ISHARES TR ISHARES BIOTECH 464287556 598 5,085 SH SOLE 1,845 0 3,240
ISHARES TR ISHS 5-10YR INVT 464288638 811 15,893 SH SOLE 14,293 0 1,600
ISHARES TR RUS 1000 GRW ETF 464287614 2,187 10,000 SH SOLE 0 0 10,000
ISHARES TR RUSSELL 2000 ETF 464287655 229 1,355 SH SOLE 1,255 0 100
ISHARES TR US HLTHCARE ETF 464287762 1,087 4,042 SH SOLE 42 0 4,000
JOHNSON & JOHNSON COM 478160104 4,656 26,228 SH SOLE 18,018 0 8,210
JPMORGAN CHASE & CO COM 46625H100 6,459 57,355 SH SOLE 47,454 0 9,901
KIMBERLY-CLARK CORP COM 494368103 373 2,760 SH SOLE 2,340 0 420
KINROSS GOLD CORP COM 496902404 698 195,000 SH SOLE 0 0 195,000
KLA CORP COM NEW 482480100 3,275 10,263 SH SOLE 9,859 0 404
LAM RESEARCH CORP COM 512807108 710 1,666 SH SOLE 1,556 0 110
LOCKHEED MARTIN CORP COM 539830109 12,797 29,764 SH SOLE 27,364 0 2,400
LOWES COS INC COM 548661107 2,488 14,244 SH SOLE 14,104 0 140
LULULEMON ATHLETICA INC COM 550021109 341 1,250 SH SOLE 1,250 0 0
MEDTRONIC PLC SHS G5960L103 11,639 129,677 SH SOLE 118,303 0 11,374
MERCK & CO INC COM 58933Y105 999 10,955 SH SOLE 10,615 0 340
META PLATFORMS INC CL A 30303M102 14,532 90,119 SH SOLE 82,042 0 8,077
MICRON TECHNOLOGY INC COM 595112103 321 5,810 SH SOLE 5,810 0 0
MICROSOFT CORP COM 594918104 4,202 16,360 SH SOLE 9,694 0 6,666
NETFLIX INC COM 64110L106 256 1,463 SH SOLE 1,463 0 0
NORTHROP GRUMMAN CORP COM 666807102 491 1,026 SH SOLE 1,026 0 0
NUVEEN AMT FREE MUN CR INC F COM 67071L106 406 30,988 SH SOLE 30,988 0 0
NUVEEN CA QUALTY MUN INCOME COM 67066Y105 866 70,220 SH SOLE 67,720 0 2,500
NUVEEN CALIFORNIA AMT QLT MU COM 670651108 891 69,189 SH SOLE 64,489 0 4,700
NUVEEN S&P 500 BUY-WRITE INC COM 6706ER101 243 19,675 SH SOLE 16,675 0 3,000
NVIDIA CORPORATION COM 67066G104 864 5,698 SH SOLE 5,626 0 72
PALO ALTO NETWORKS INC COM 697435105 414 838 SH SOLE 718 0 120
PARKER-HANNIFIN CORP COM 701094104 348 1,416 SH SOLE 1,416 0 0
PBF ENERGY INC CL A 69318G106 569 19,612 SH SOLE 19,612 0 0
PEPSICO INC COM 713448108 631 3,787 SH SOLE 3,787 0 0
PFIZER INC COM 717081103 3,487 66,502 SH SOLE 63,402 0 3,100
PRICE T ROWE GROUP INC COM 74144T108 8,845 77,854 SH SOLE 64,668 0 13,186
PROCTER AND GAMBLE CO COM 742718109 1,159 8,058 SH SOLE 7,758 0 300
QUALCOMM INC COM 747525103 1,528 11,959 SH SOLE 11,659 0 300
RAYTHEON TECHNOLOGIES CORP COM 75513E101 544 5,663 SH SOLE 5,663 0 0
REGENERON PHARMACEUTICALS COM 75886F107 19,046 32,220 SH SOLE 30,156 0 2,064
SALESFORCE INC COM 79466L302 277 1,680 SH SOLE 1,680 0 0
SCHWAB CHARLES CORP COM 808513105 621 9,836 SH SOLE 9,718 0 118
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 13,870 546,502 SH SOLE 469,286 0 77,216
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 46,889 1,490,900 SH SOLE 1,396,782 0 94,118
SCHWAB STRATEGIC TR SCHWAB FDT US BM 808524789 212 4,225 SH SOLE 4,225 0 0
SCHWAB STRATEGIC TR US AGGREGATE B 808524839 30,164 630,132 SH SOLE 580,485 0 49,647
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 5,939 134,389 SH SOLE 134,389 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 3,498 48,841 SH SOLE 12,291 0 36,550
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 359 6,188 SH SOLE 5,678 0 510
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 2,999 48,039 SH SOLE 26,027 0 22,012
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 62,321 1,395,465 SH SOLE 1,309,756 0 85,709
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 3,159 45,050 SH SOLE 750 0 44,300
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 361 2,842 SH SOLE 2,842 0 0
SNAP ON INC COM 833034101 19,344 98,180 SH SOLE 91,936 0 6,244
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 1,308 4,250 SH SOLE 250 0 4,000
SPDR GOLD TR GOLD SHS 78463V107 298 1,770 SH SOLE 1,770 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 5,999 15,901 SH SOLE 15,901 0 0
SPDR SER TR NUVEEN BLMBRG SH 78468R739 232 4,917 SH SOLE 4,917 0 0
SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 69 10,000 SH SOLE 10,000 0 0
STARBUCKS CORP COM 855244109 1,246 16,306 SH SOLE 15,515 0 791
STRYKER CORPORATION COM 863667101 11,320 56,904 SH SOLE 55,111 0 1,793
TARGET CORP COM 87612E106 386 2,730 SH SOLE 2,530 0 200
TESLA INC COM 88160R101 11,650 17,299 SH SOLE 8,205 0 9,094
TEXAS INSTRS INC COM 882508104 240 1,559 SH SOLE 1,559 0 0
UNION PAC CORP COM 907818108 500 2,346 SH SOLE 2,346 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 1,702 62,159 SH SOLE 2,159 0 60,000
VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 8,609 135,086 SH SOLE 114,007 0 21,079
VANECK ETF TRUST PREFERRED SECURT 92189F429 589 32,550 SH SOLE 31,750 0 800
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 1,097 5,386 SH SOLE 5,386 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 628 1,811 SH SOLE 1,811 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 388 2,058 SH SOLE 883 0 1,175
VANGUARD INDEX FDS VALUE ETF 922908744 205 1,555 SH SOLE 1,555 0 0
VANGUARD MALVERN FDS STRM INFPROIDX 922020805 4,091 81,632 SH SOLE 78,132 0 3,500
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 22,533 382,824 SH SOLE 377,566 0 5,258
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1,283 16,830 SH SOLE 16,430 0 400
VERIZON COMMUNICATIONS INC COM 92343V104 985 19,400 SH SOLE 17,435 0 1,965
VINCO VENTURES INC COM 927330100 14 10,000 SH SOLE 10,000 0 0
VISA INC COM CL A 92826C839 273 1,384 SH SOLE 1,234 0 150
YAMANA GOLD INC COM 98462Y100 793 170,500 SH SOLE 500 0 170,000
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 12,834 43,659 SH SOLE 39,548 0 4,111


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