0001172661-23-000802.txt : 20230213
0001172661-23-000802.hdr.sgml : 20230213
20230213170851
ACCESSION NUMBER: 0001172661-23-000802
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230213
DATE AS OF CHANGE: 20230213
EFFECTIVENESS DATE: 20230213
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Apriem Advisors
CENTRAL INDEX KEY: 0001425165
IRS NUMBER: 330188030
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-12756
FILM NUMBER: 23619801
BUSINESS ADDRESS:
STREET 1: 19200 VON KARMAN AVE
STREET 2: #1050
CITY: IRVINE
STATE: CA
ZIP: 92612
BUSINESS PHONE: 949-253-8888
MAIL ADDRESS:
STREET 1: 19200 VON KARMAN AVE
STREET 2: #1050
CITY: IRVINE
STATE: CA
ZIP: 92612
FORMER COMPANY:
FORMER CONFORMED NAME: Iwamoto, Kong & Co., Inc.
DATE OF NAME CHANGE: 20080125
13F-HR
1
primary_doc.xml
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12-31-2022
12-31-2022
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Apriem Advisors
19200 VON KARMAN AVE
#1050
IRVINE
CA
92612
13F HOLDINGS REPORT
028-12756
000108188
801-55371
N
Benjamin C. Lau
VP, CIO, Director
949-253-8888
/s/ Benjamin C. Lau
Irvine
CA
02-13-2023
0
145
577037414
INFORMATION TABLE
2
infotable.xml
3M CO
COM
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ABBOTT LABS
COM
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3553
0
0
ABBVIE INC
COM
00287Y109
1999375
12372
SH
SOLE
11312
0
1060
ABRDN ASIA PACIFIC INCOME FU
COM
003009107
134393
51100
SH
SOLE
51100
0
0
ABRDN GOLD ETF TRUST
PHYSCL GOLD SHS
00326A104
202285
11579
SH
SOLE
5579
0
6000
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
394390
1478
SH
SOLE
1478
0
0
ADVANCED MICRO DEVICES INC
COM
007903107
1398125
21586
SH
SOLE
21006
0
580
AGNICO EAGLE MINES LTD
COM
008474108
1403730
27000
SH
SOLE
0
0
27000
ALPHABET INC
CAP STK CL A
02079K305
12675428
143663
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SOLE
130776
0
12887
ALPHABET INC
CAP STK CL C
02079K107
887034
9997
SH
SOLE
5617
0
4380
ALTAIR ENGR INC
COM CL A
021369103
680459
14965
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0
AMAZON COM INC
COM
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SH
SOLE
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AMERICAN TOWER CORP NEW
COM
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AMGEN INC
COM
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2515
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ANSYS INC
COM
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APPLE INC
COM
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AT&T INC
COM
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1653657
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AUTOMATIC DATA PROCESSING IN
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COM
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CL B NEW
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4226679
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SOLE
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3004
BERKSHIRE HATHAWAY INC DEL
CL A
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SOLE
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BLACKROCK FLOATING RATE INCO
COM
09255X100
983226
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SOLE
84120
0
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BOEING CO
COM
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2669088
14012
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0
BRISTOL-MYERS SQUIBB CO
COM
110122108
458900
6378
SH
SOLE
6378
0
0
BROADCOM INC
COM
11135F101
430530
770
SH
SOLE
770
0
0
CASTOR MARITIME INC
SHS NEW
Y1146L125
11200
10000
SH
SOLE
10000
0
0
CELSIUS HLDGS INC
COM NEW
15118V207
525194
5048
SH
SOLE
5048
0
0
CHEVRON CORP NEW
COM
166764100
1470137
8191
SH
SOLE
8191
0
0
CINTAS CORP
COM
172908105
14806362
32785
SH
SOLE
31473
0
1312
CISCO SYS INC
COM
17275R102
1373951
28840
SH
SOLE
17990
0
10850
CITIGROUP INC
COM NEW
172967424
209353
4629
SH
SOLE
4629
0
0
CLOROX CO DEL
COM
189054109
386061
2751
SH
SOLE
2751
0
0
COMMERCE BANCSHARES INC
COM
200525103
236339
3472
SH
SOLE
3472
0
0
CONSOLIDATED EDISON INC
COM
209115104
2214602
23236
SH
SOLE
12286
0
10950
COSTAR GROUP INC
COM
22160N109
325194
4208
SH
SOLE
4208
0
0
COSTCO WHSL CORP NEW
COM
22160K105
995441
2181
SH
SOLE
2181
0
0
CVB FINL CORP
COM
126600105
862625
33500
SH
SOLE
33500
0
0
DIMENSIONAL ETF TRUST
US EQUITY ETF
25434V401
233432
5610
SH
SOLE
5610
0
0
DISNEY WALT CO
COM
254687106
726775
8365
SH
SOLE
8305
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60
DNP SELECT INCOME FD INC
COM
23325P104
195750
17400
SH
SOLE
14900
0
2500
DOMINION ENERGY INC
COM
25746U109
260119
4242
SH
SOLE
4242
0
0
DOUBLELINE INCOME SOLUTIONS
COM
258622109
134411
12120
SH
SOLE
12120
0
0
DOUBLELINE OPPORTUNISTIC CR
COM
258623107
476091
32060
SH
SOLE
28860
0
3200
DUKE ENERGY CORP NEW
COM NEW
26441C204
355316
3450
SH
SOLE
3450
0
0
EATON CORP PLC
SHS
G29183103
1564007
9965
SH
SOLE
8965
0
1000
EATON VANCE LTD DURATION INC
COM
27828H105
902384
96100
SH
SOLE
92900
0
3200
EMERSON ELEC CO
COM
291011104
532122
5539
SH
SOLE
5539
0
0
ENETI INC
COM
Y2294C107
180900
18000
SH
SOLE
18000
0
0
EXPONENT INC
COM
30214U102
258922
2613
SH
SOLE
2613
0
0
EXXON MOBIL CORP
COM
30231G102
11985564
108663
SH
SOLE
108663
0
0
FASTENAL CO
COM
311900104
376194
7950
SH
SOLE
7950
0
0
FIDELITY COVINGTON TRUST
MSCI INFO TECH I
316092808
217373
2300
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SOLE
2300
0
0
FIRST TR SR FLTG RATE INCOME
COM
33733U108
252545
26500
SH
SOLE
26500
0
0
FORD MTR CO DEL
COM
345370860
463464
39851
SH
SOLE
14851
0
25000
GAMCO GLOBAL GOLD NAT RES &
COM SH BEN INT
36465A109
86314
23778
SH
SOLE
23778
0
0
GENERAL MLS INC
COM
370334104
294673
3514
SH
SOLE
3514
0
0
GOLDMAN SACHS GROUP INC
COM
38141G104
203992
594
SH
SOLE
594
0
0
HOME DEPOT INC
COM
437076102
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SH
SOLE
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0
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HONEYWELL INTL INC
COM
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1016017
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SH
SOLE
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INTEL CORP
COM
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SH
SOLE
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INTERNATIONAL BUSINESS MACHS
COM
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SOLE
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0
INTUITIVE SURGICAL INC
COM NEW
46120E602
322931
1217
SH
SOLE
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CALIF AMT MUN
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S&P500 LOW VOL
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S&P500 EQL TEC
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UNIT SER 1
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IQIYI INC
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ISHARES BIOTECH
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SH
SOLE
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JPMORGAN CHASE & CO
COM
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SH
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KIMBERLY-CLARK CORP
COM
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SH
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COM
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SH
SOLE
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195000
KLA CORP
COM NEW
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404
LAM RESEARCH CORP
COM
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SH
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120
LOCKHEED MARTIN CORP
COM
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SH
SOLE
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COM
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SH
SOLE
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LULULEMON ATHLETICA INC
COM
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SH
SOLE
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0
0
MEDTRONIC PLC
SHS
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SH
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MERCK & CO INC
COM
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CL A
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SOLE
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MORGAN STANLEY
COM NEW
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NETFLIX INC
COM
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COM
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COM
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COM
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COM
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COM
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PHILLIPS 66
COM
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COM
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COM
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300
QUALCOMM INC
COM
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RAYTHEON TECHNOLOGIES CORP
COM
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COM
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COM
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COM
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COM
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UT SER 1
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GOLD SHS
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TR UNIT
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TR UNIT
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COM
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STRYKER CORPORATION
COM
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TARGET CORP
COM
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200
TESLA INC
COM
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TEXAS INSTRS INC
COM
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UNION PAC CORP
COM
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MRNGSTR WDE MOAT
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SEMICONDUCTR ETF
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VANECK ETF TRUST
GOLD MINERS ETF
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75000
VANGUARD INDEX FDS
S&P 500 ETF SHS
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SOLE
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VANGUARD INDEX FDS
TOTAL STK MKT
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SH
SOLE
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FTSE EMR MKT ETF
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SH
SOLE
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VANGUARD MALVERN FDS
STRM INFPROIDX
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SOLE
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SHORT TERM TREAS
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SHRT TRM CORP BD
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SOLE
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400
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VAN FTSE DEV MKT
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SOLE
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VANGUARD WHITEHALL FDS
HIGH DIV YLD
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261467
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SOLE
2416
0
0
VERISK ANALYTICS INC
COM
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1137
SH
SOLE
1137
0
0
VERIZON COMMUNICATIONS INC
COM
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SH
SOLE
13806
0
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VISA INC
COM CL A
92826C839
509854
2454
SH
SOLE
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150
ZEBRA TECHNOLOGIES CORPORATI
CL A
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SH
SOLE
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