IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Apriem Advisors

Q2 2013 Holdings

Filed 2013-08-15 | 518 holdings | $18.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Annaly Capital Mgmt(NLYEUR)oa035710409$15812,6000.0%
Goldman Sachs Group Inc(GS)cs38141G104$1601,0560.0%
Altria Group Inc(MO)cs02209S103$1634,6500.0%
YUM Brands Inc(YUM)cs988498101$1642,3680.0%
Sector Spdr Indl Select(XLI)cs81369Y704$1663,9000.0%
Agilent Technologies Inc(A)cs00846U101$1673,9060.0%
Philip Morris Intl Inc(PM)cs718172109$1681,9400.0%
Ishares TR S&P Latn Amer(ILF)cs464287390$1694,5840.0%
1/100 Berkshire Htwy CLAcs084990175$16910.0%
Ishares Trust(HYG)cs464288513$1751,9250.0%
Sempra Energy(SRE)cs816851109$1792,1870.0%
Vanguard Mid Cap(VO)cs922908629$1902,0000.0%
Ishares TR Msci Eafe FD(EFA)cs464287465$1903,3140.0%
Spdr DOW Jones Indl AVG(DIA)cs78467X109$1911,2880.0%
Guggenheim ETFcs78355W866$1952,7400.0%
Williams Companies(WMB)cs969457100$1986,1000.0%
BlackRock Incm Oppnty TRcs092475102$20019,8340.0%
LAB CP of Amer Hldg Newcs50540R409$2002,0000.0%
Cathay General Bancorp(CATY)cs149150104$20810,2000.0%
Nucor Corp(NUE)cs670346105$2104,8500.0%
Bank of NY Mellon CP New(BK)cs064058100$2217,8800.0%
Pimco High Income Fund(PHK)cs722014107$22319,0770.0%
Phillips 66(PSX)cs718546104$2243,7940.0%
Kinder Morgan Energy LPoa494550106$2312,7000.0%
C V S Caremark Corp(CVS)cs126650100$2324,0590.0%
Sector Spdr TR CON Stpls(XLP)cs81369Y308$2456,1800.0%
Vodafone Group New ADR Fcs92857W209$2478,5960.0%
Eaton Vance LTD Duration(XEVVX)cs27828H105$25616,0500.0%
Ishares TR DJ US Hlthcar(IYH)cs464287762$2572,5700.0%
Sysco Corporation(SYY)cs871829107$2738,0000.0%
Marathon Oil Corp(MRO*)cs565849106$2838,1780.0%
Marathon Pete Corp(MPC)cs56585A102$2914,0890.0%
Nuveen Eqty Prem Opty FDcs6706EM102$31525,5220.0%
JP Morgan Exch Traded NT(AMJEUR)cs46625H365$3246,9500.0%
Edison International(EIX)cs281020107$3256,7410.0%
PUB SVC ENT Group Inc(PEG)cs744573106$33310,2000.0%
Powershs QQQ Trust SER 1cs73935A104$3474,8680.0%
Baxter International Inc(BAX)cs071813109$3575,1500.0%
Ishares TR High Divid EQ(HDV)cs46429B663$3955,9540.0%
Boeing Co(BA)cs097023105$4184,0790.0%
Avery Dennison Corp(AVY)cs053611109$42810,0000.0%
Schw EMG MKT EQ ETF(SCHE)cs808524706$44018,8530.0%
JPMorgan Chase 8.625%pfdps46625H621$45417,8750.0%
Colgate-Palmolive Co(CL)cs194162103$4588,0000.0%
Intel Corp(INTC)cs458140100$46319,1220.0%
Cohen & Steers(UTF)cs19248A109$46424,5500.0%
Vanguard Total Stock MKT(VTI)cs922908769$4835,8430.0%
Berkshire Hathaway B New(BRK/B)cs084670702$4924,4000.0%
Pimco Exch Traded Fund(BOND)cs72201R775$4984,7200.0%
Nuveen Eqty Prem Inc FD(XBXMX)cs6706ER101$55043,7210.0%
PreviousPage 9 of 11Next