0001172661-23-002814.txt : 20230808
0001172661-23-002814.hdr.sgml : 20230808
20230808154726
ACCESSION NUMBER: 0001172661-23-002814
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230808
DATE AS OF CHANGE: 20230808
EFFECTIVENESS DATE: 20230808
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: 231150981
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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06-30-2023
06-30-2023
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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
08-08-2023
0
143
666893101
INFORMATION TABLE
2
infotable.xml
3M CO
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ABBVIE INC
COM
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30291
0
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ABRDN ASIA PACIFIC INCOME FU
COM
003009107
137970
51100
SH
SOLE
51100
0
0
ABRDN GOLD ETF TRUST
PHYSCL GOLD SHS
00326A104
212706
11579
SH
SOLE
5579
0
6000
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
456081
1478
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1478
0
0
ADOBE SYSTEMS INCORPORATED
COM
00724F101
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2390
ADVANCED MICRO DEVICES INC
COM
007903107
2106196
18490
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SOLE
17910
0
580
AGNICO EAGLE MINES LTD
COM
008474108
2000100
40018
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0
AGRIFORCE GROWING SYSTEMS LT
COM
C00948106
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16666
SH
SOLE
16666
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0
ALPHABET INC
CAP STK CL A
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0
12887
ALPHABET INC
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ALTAIR ENGR INC
COM CL A
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AMAZON COM INC
COM
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AMERICAN TOWER CORP NEW
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AMGEN INC
COM
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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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BANK AMERICA CORP
COM
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SOLE
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BERKSHIRE HATHAWAY INC DEL
CL B NEW
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BLACKROCK FLOATING RATE INCO
COM
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1200
BOEING CO
COM
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0
BRISTOL-MYERS SQUIBB CO
COM
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0
BROADCOM INC
COM
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SH
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CELSIUS HLDGS INC
COM NEW
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CHEVRON CORP NEW
COM
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140
CINTAS CORP
COM
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SH
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22645
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CISCO SYS INC
COM
17275R102
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SH
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CLOROX CO DEL
COM
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SH
SOLE
2694
0
0
COCA COLA CO
COM
191216100
272469
4525
SH
SOLE
3985
0
540
CONSOLIDATED EDISON INC
COM
209115104
2095834
23184
SH
SOLE
12234
0
10950
COSTAR GROUP INC
COM
22160N109
374512
4208
SH
SOLE
4208
0
0
COSTCO WHSL CORP NEW
COM
22160K105
1394241
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SH
SOLE
2540
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50
CVB FINL CORP
COM
126600105
458160
34500
SH
SOLE
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0
0
DIMENSIONAL ETF TRUST
US EQUITY ETF
25434V401
270178
5610
SH
SOLE
5610
0
0
DISNEY WALT CO
COM
254687106
884164
9903
SH
SOLE
9653
0
250
DNP SELECT INCOME FD INC
COM
23325P104
182352
17400
SH
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0
2500
DOUBLELINE INCOME SOLUTIONS
COM
258622109
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SH
SOLE
10800
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DOUBLELINE OPPORTUNISTIC CR
COM
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SH
SOLE
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0
3200
DUKE ENERGY CORP NEW
COM NEW
26441C204
340833
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SH
SOLE
3798
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EATON CORP PLC
SHS
G29183103
1973797
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SH
SOLE
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0
1000
EATON VANCE LTD DURATION INC
COM
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254540
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SH
SOLE
25794
0
1400
EMERSON ELEC CO
COM
291011104
591260
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SH
SOLE
6541
0
0
ENETI INC
COM
Y2294C107
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15500
SH
SOLE
15500
0
0
EXPONENT INC
COM
30214U102
234513
2513
SH
SOLE
2513
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0
EXXON MOBIL CORP
COM
30231G102
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SH
SOLE
114878
0
0
FASTENAL CO
COM
311900104
468971
7950
SH
SOLE
7950
0
0
FIDELITY COVINGTON TRUST
MSCI INFO TECH I
316092808
300472
2300
SH
SOLE
2300
0
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FIRST TR SR FLTG RATE INCOME
COM
33733U108
160380
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SH
SOLE
16200
0
0
FORD MTR CO DEL
COM
345370860
637373
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SH
SOLE
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25000
GENCO SHIPPING & TRADING LTD
SHS
Y2685T131
161345
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SH
SOLE
11500
0
0
GENERAL MLS INC
COM
370334104
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SH
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HOME DEPOT INC
COM
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SOLE
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HONEYWELL INTL INC
COM
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SOLE
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INTEL CORP
COM
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SH
SOLE
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INTERNATIONAL BUSINESS MACHS
COM
459200101
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INTUITIVE SURGICAL INC
COM NEW
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SH
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INVESCO EXCH TRADED FD TR II
S&P500 LOW VOL
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SOLE
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S&P500 EQL TEC
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INVESCO QQQ TR
UNIT SER 1
46090E103
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ISHS 5-10YR INVT
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SOLE
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COM
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JPMORGAN CHASE & CO
COM
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SOLE
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KIMBERLY-CLARK CORP
COM
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KINROSS GOLD CORP
COM
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KLA CORP
COM NEW
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SOLE
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LAM RESEARCH CORP
COM
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LOCKHEED MARTIN CORP
COM
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LOWES COS INC
COM
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MCDONALDS CORP
COM
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SOLE
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MEDTRONIC PLC
SHS
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MERCK & CO INC
COM
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META PLATFORMS INC
CL A
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COM
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MORGAN STANLEY
COM NEW
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NETFLIX INC
COM
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NEW YORK TIMES CO
CL A
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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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PARKER-HANNIFIN 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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QUALCOMM INC
COM
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300
RAYTHEON TECHNOLOGIES CORP
COM
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COM
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COM
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SALESFORCE INC
COM
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COM
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EMRG MKTEQ ETF
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SOLE
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SCHWAB STRATEGIC TR
INTL EQTY ETF
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SOLE
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SCHWAB STRATEGIC TR
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US LCAP GR ETF
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US BRD MKT ETF
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SOLE
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SCHWAB STRATEGIC TR
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SBI INT-UTILS
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SELECT SECTOR SPDR TR
TECHNOLOGY
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SH
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0
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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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SPDR SER TR
PORTFOLIO S&P500
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SPROTT PHYSICAL SILVER TR
TR UNIT
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SH
SOLE
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0
0
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COM
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17380
SH
SOLE
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776
STRYKER CORPORATION
COM
863667101
6238284
20447
SH
SOLE
19539
0
908
TARGET CORP
COM
87612E106
468079
3549
SH
SOLE
3349
0
200
TESLA INC
COM
88160R101
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45620
SH
SOLE
28148
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17472
TEXAS INSTRS INC
COM
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1583
SH
SOLE
1583
0
0
TYLER TECHNOLOGIES INC
COM
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533
SH
SOLE
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0
0
UNION PAC CORP
COM
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SH
SOLE
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SOLE
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VANECK ETF TRUST
MRNGSTR WDE MOAT
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SOLE
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800
VANECK ETF TRUST
GOLD MINERS ETF
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0
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VANGUARD INDEX FDS
TOTAL STK MKT
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SOLE
883
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1575
VANGUARD INDEX FDS
GROWTH ETF
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SH
SOLE
1011
0
0
VANGUARD INDEX FDS
VALUE ETF
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1544
SH
SOLE
1544
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
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2637
SH
SOLE
2637
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
6171402
151706
SH
SOLE
146955
0
4751
VANGUARD MALVERN FDS
STRM INFPROIDX
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3104491
65468
SH
SOLE
61968
0
3500
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
29933882
518515
SH
SOLE
509419
0
9096
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
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26220529
567790
SH
SOLE
550875
0
16915
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
254538
2400
SH
SOLE
2400
0
0
VERISK ANALYTICS INC
COM
92345Y106
256996
1137
SH
SOLE
1137
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
503818
13547
SH
SOLE
12382
0
1165
VISA INC
COM CL A
92826C839
509644
2146
SH
SOLE
1996
0
150
ZEBRA TECHNOLOGIES CORPORATI
CL A
989207105
13597234
45963
SH
SOLE
41233
0
4730