Apriem Advisors

CIK 0001425165 • 6 13F filings • May 15, 2025 – Aug 14, 2026

Import this data to Google Sheets with:

=jivedata("apriem-advisors","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: Apriem Advisors, CIO
Address: 19200 VON KARMAN AVE, #1050, IRVINE, CA, 92612
Phone: 949-253-8888
AUM: $1.09B

AUM over time

$1.16B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $940.6M187 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$3.9M	0.4%Prev: 0.4%	25,295 SH	Increased-30 SH
ABBOTT LABS	COM	$442K	0.0%	3,248 SH	New
ABBVIE INC	COM	$2.5M	0.3%Prev: 0.3%	13,277 SH	Decreased-136 SH
ADOBE INC	COM	$8.0M	0.8%Prev: 0.1%	20,595 SH	Increased+16,053 SH
ADVANCED MICRO DEVICES INC	COM	$3.3M	0.3%Prev: 0.3%	22,964 SH	Increased+7,321 SH
AGNICO EAGLE MINES LTD	COM	$6.6M	0.7%Prev: 1.1%	55,230 SH	Decreased+105 SH
ALPHABET INC	CAP STK CL A	$20.7M	2.2%Prev: 3.1%	117,673 SH	Decreased+2,989 SH
ALPHABET INC	CAP STK CL C	$2.6M	0.3%Prev: 0.4%	14,636 SH	Decreased+1,711 SH
AMAZON COM INC	COM	$24.8M	2.6%Prev: 1.9%	112,942 SH	Increased+18,475 SH
AMERICAN HEALTHCARE REIT INC	COM SHS	$222K	0.0%Prev: 0.0%	6,038 SH	Increased+1,425 SH
AMERICAN TOWER CORP NEW	COM	$1.5M	0.2%	6,848 SH	New
AMGEN INC	COM	$695K	0.1%Prev: 0.1%	2,490 SH	Decreased-10 SH
AMPLIFY ETF TR	AMPLIFY JUNIOR S	$1.4M	0.1%Prev: 0.3%	95,000 SH	Decreased
ANSYS INC	COM	$389K	0.0%	1,108 SH	New
APPLE INC	COM	$47.6M	5.1%Prev: 5.7%	231,921 SH	Decreased-2,389 SH
AT&T INC	COM	$1.1M	0.1%Prev: 0.1%	38,793 SH	Decreased-2,149 SH
AUTODESK INC	COM	$9.1M	1.0%Prev: 0.6%	29,462 SH	Increased+2,785 SH
AUTOMATIC DATA PROCESSING IN	COM	$3.5M	0.4%Prev: 0.2%	11,325 SH	Increased+2,894 SH
BANK AMERICA CORP	COM	$1.6M	0.2%Prev: 0.1%	33,713 SH	Increased+2,515 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$7.0M	0.7%Prev: 0.6%	14,488 SH	Increased+768 SH
BITWISE BITCOIN ETF TR	SHS BEN INT	$305K	0.0%	5,214 SH	New
BLACKROCK FLOATING RATE INCO	COM	$596K	0.1%Prev: 0.0%	45,380 SH	Increased+1,093 SH
BOEING CO	COM	$4.9M	0.5%Prev: 0.4%	23,585 SH	Increased+1,161 SH
BRISTOL-MYERS SQUIBB CO	COM	$536K	0.1%Prev: 0.1%	11,571 SH	Decreased-11 SH
BROADCOM INC	COM	$2.4M	0.3%Prev: 0.3%	8,859 SH	Decreased-2,610 SH
BROWN & BROWN INC	COM	$482K	0.1%Prev: 0.0%	4,343 SH	Increased
CADELER A S	SPON ADR	$312K	0.0%Prev: 0.0%	15,700 SH	Decreased-300 SH
CASTOR MARITIME INC	SHS	$41K	0.0%Prev: 0.0%	19,000 SH	Increased
CELSIUS HLDGS INC	COM NEW	$842K	0.1%Prev: 0.1%	18,149 SH	Increased+9 SH
CENCORA INC	COM	$564K	0.1%	1,881 SH	New
CHEVRON CORP NEW	COM	$1.9M	0.2%	13,490 SH	New
CHIPOTLE MEXICAN GRILL INC	COM	$228K	0.0%	4,067 SH	New
CINTAS CORP	COM	$6.7M	0.7%Prev: 0.4%	30,249 SH	Increased+2,682 SH
CISCO SYS INC	COM	$1.1M	0.1%Prev: 0.1%	15,272 SH	Decreased-207 SH
CLOROX CO DEL	COM	$202K	0.0%	1,683 SH	New
COCA COLA CO	COM	$206K	0.0%Prev: 0.0%	2,907 SH	Decreased-1,744 SH
COMMERCE BANCSHARES INC	COM	$238K	0.0%	3,827 SH	New
CONSOLIDATED EDISON INC	COM	$1.3M	0.1%Prev: 0.1%	12,731 SH	Decreased+50 SH
CONSTELLATION ENERGY CORP	COM	$478K	0.1%Prev: 0.0%	1,481 SH	Increased+35 SH
COPART INC	COM	$280K	0.0%	5,697 SH	New
COSTAR GROUP INC	COM	$338K	0.0%	4,208 SH	New
COSTCO WHSL CORP NEW	COM	$2.6M	0.3%	2,669 SH	New
CROWDSTRIKE HLDGS INC	CL A	$938K	0.1%Prev: 0.2%	1,842 SH	Decreased-4,866 SH
CVB FINL CORP	COM	$683K	0.1%Prev: 0.1%	34,500 SH	Increased
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$376K	0.0%Prev: 0.0%	5,610 SH	Decreased
DISNEY WALT CO	COM	$10.8M	1.1%Prev: 0.2%	87,122 SH	Increased+67,927 SH
DNP SELECT INCOME FD INC	COM	$170K	0.0%Prev: 0.0%	17,400 SH	Decreased
DOUBLELINE INCOME SOLUTIONS	COM	$273K	0.0%Prev: 0.0%	22,300 SH	Increased+5,000 SH
DOUBLELINE OPPORTUNISTIC CR	COM	$309K	0.0%Prev: 0.0%	20,110 SH	Decreased-4,000 SH
DUKE ENERGY CORP NEW	COM NEW	$283K	0.0%Prev: 0.0%	2,400 SH	Decreased
EATON CORP PLC	SHS	$3.2M	0.3%Prev: 0.3%	8,936 SH	Increased+329 SH
EATON VANCE LIMITED DURATION	COM	$389K	0.0%Prev: 0.0%	37,912 SH	Increased+6,414 SH
ECOLAB INC	COM	$252K	0.0%	937 SH	New
ELI LILLY & CO	COM	$1.3M	0.1%Prev: 0.2%	1,719 SH	Decreased-115 SH
EMERSON ELEC CO	COM	$704K	0.1%Prev: 0.1%	5,278 SH	Increased-3 SH
ETFS GOLD TR	PHYSCL GOLD SHS	$326K	0.0%Prev: 0.0%	10,329 SH	Decreased+600 SH
EXXON MOBIL CORP	COM	$15.1M	1.6%Prev: 2.3%	140,299 SH	Decreased-3,020 SH
FASTENAL CO	COM	$659K	0.1%Prev: 0.0%	15,700 SH	Increased+5,500 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$454K	0.0%Prev: 0.0%	2,300 SH	Decreased
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$285K	0.0%	16,000 SH	New
FIRST TR SR FLTG RATE INCOME	COM	$213K	0.0%Prev: 0.0%	21,000 SH	Increased
FREEPORT-MCMORAN INC	CL B	$236K	0.0%	5,446 SH	New
GE AEROSPACE	COM NEW	$385K	0.0%Prev: 0.0%	1,495 SH	Decreased-79 SH
GE VERNOVA INC	COM	$1.1M	0.1%Prev: 0.2%	2,126 SH	Decreased+107 SH
GLAUKOS CORP	COM	$217K	0.0%Prev: 0.0%	2,100 SH	Decreased-1,312 SH
GOLDMAN SACHS GROUP INC	COM	$10.8M	1.1%Prev: 1.1%	15,238 SH	Decreased+1,634 SH
GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$2.4M	0.3%Prev: 0.8%	49,687 SH	Decreased-236,572 SH
HOME DEPOT INC	COM	$1.0M	0.1%Prev: 0.1%	2,811 SH	Decreased-407 SH
HONEYWELL INTL INC	COM	$1.2M	0.1%Prev: 0.1%	5,351 SH	Decreased-188 SH
INNOVATOR ETFS TRUST	EQUITY DEF PROTN	$232K	0.0%Prev: 0.0%	9,500 SH	Decreased
INNOVATOR ETFS TRUST	EQUITY DEFINED P	$257K	0.0%Prev: 0.0%	9,700 SH	Decreased
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$348K	0.0%Prev: 0.0%	9,150 SH	Decreased
INNOVATOR ETFS TRUST	US SM CAP BUFFER	$237K	0.0%Prev: 0.0%	9,500 SH	Decreased
INTERNATIONAL BUSINESS MACHS	COM	$630K	0.1%Prev: 0.0%	2,137 SH	Increased+983 SH
INTUIT	COM	$8.6M	0.9%Prev: 0.4%	10,898 SH	Increased+1,168 SH
INTUITIVE SURGICAL INC	COM NEW	$635K	0.1%Prev: 0.0%	1,168 SH	Increased+200 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$26.6M	2.8%Prev: 2.4%	117,274 SH	Increased+9,660 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$230K	0.0%Prev: 0.0%	3,155 SH	Increased+255 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$2.9M	0.3%Prev: 0.3%	71,549 SH	Decreased-5 SH
INVESCO QQQ TR	UNIT SER 1	$7.0M	0.7%Prev: 0.7%	12,703 SH	Decreased+92 SH
IRON MTN INC DEL	COM	$205K	0.0%Prev: 0.0%	2,000 SH	Increased
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$303K	0.0%	4,944 SH	New
ISHARES TR	CORE S&P MCP ETF	$288K	0.0%Prev: 0.0%	4,645 SH	Increased+1,000 SH
ISHARES TR	CORE S&P500 ETF	$728K	0.1%Prev: 0.0%	1,171 SH	Increased+411 SH
ISHARES TR	ISHS 5-10YR INVT	$246K	0.0%Prev: 0.1%	4,610 SH	Decreased-5,409 SH
ISHARES TR	PFD AND INCM SEC	$232K	0.0%	7,559 SH	New
ISHARES TR	RUS 1000 GRW ETF	$6.6M	0.7%Prev: 0.6%	15,554 SH	Decreased-44 SH
ISHARES TR	RUSSELL 2000 ETF	$1.8M	0.2%Prev: 0.2%	8,171 SH	Decreased+547 SH
JOHNSON & JOHNSON	COM	$1.8M	0.2%Prev: 0.3%	11,883 SH	Decreased-162 SH
JPMORGAN CHASE & CO.	COM	$13.0M	1.4%	44,774 SH	New
KIMBERLY-CLARK CORP	COM	$267K	0.0%	2,070 SH	New
KLA CORP	COM NEW	$2.3M	0.2%Prev: 0.3%	2,581 SH	Decreased+193 SH
LAM RESEARCH CORP	COM NEW	$9.8M	1.0%Prev: 1.1%	100,743 SH	Decreased+44,716 SH
LOCKHEED MARTIN CORP	COM	$8.2M	0.9%Prev: 0.7%	17,802 SH	Increased+5,792 SH
LOWES COS INC	COM	$1.6M	0.2%Prev: 0.1%	7,034 SH	Increased+471 SH
MARKEL GROUP INC	COM	$218K	0.0%	109 SH	New
MASTERCARD INCORPORATED	CL A	$2.8M	0.3%Prev: 0.3%	5,025 SH	Increased-275 SH
MCDONALDS CORP	COM	$218K	0.0%Prev: 0.0%	747 SH	Decreased-44 SH
MEDTRONIC PLC	SHS	$358K	0.0%Prev: 0.0%	4,112 SH	Increased+40 SH
MERCK & CO INC	COM	$847K	0.1%Prev: 0.1%	10,704 SH	Decreased+127 SH
META PLATFORMS INC	CL A	$3.0M	0.3%Prev: 0.2%	4,079 SH	Increased-92 SH
MICRON TECHNOLOGY INC	COM	$232K	0.0%Prev: 0.1%	1,884 SH	Decreased-382 SH
MICROSOFT CORP	COM	$19.3M	2.0%Prev: 1.0%	38,735 SH	Increased+9,289 SH
MORGAN STANLEY	COM NEW	$651K	0.1%Prev: 0.1%	4,620 SH	Decreased+179 SH
NETFLIX INC	COM	$2.1M	0.2%	1,558 SH	New
NEW YORK TIMES CO	CL A	$362K	0.0%	6,468 SH	New
NEWMONT CORP	COM	$701K	0.1%	12,032 SH	New
NEXTERA ENERGY INC	COM	$259K	0.0%Prev: 0.0%	3,731 SH	Decreased+101 SH
NORTHROP GRUMMAN CORP	COM	$500K	0.1%Prev: 0.1%	1,000 SH	Decreased-445 SH
NUVEEN CA QUALTY MUN INCOME	COM	$473K	0.1%	42,320 SH	New
NUVEEN CALIFORNIA AMT QLT MU	COM	$506K	0.1%	43,008 SH	New
NUVEEN S&P 500 BUY-WRITE INC	COM	$249K	0.0%	17,968 SH	New
NVIDIA CORPORATION	COM	$8.6M	0.9%Prev: 0.9%	54,508 SH	Decreased+1,158 SH
ON HLDG AG	NAMEN AKT A	$260K	0.0%	5,000 SH	New
ORACLE CORP	COM	$606K	0.1%Prev: 0.1%	2,773 SH	Increased-871 SH
PALANTIR TECHNOLOGIES INC	CL A	$386K	0.0%Prev: 0.1%	2,832 SH	Decreased-2,423 SH
PALO ALTO NETWORKS INC	COM	$1.4M	0.2%Prev: 0.1%	6,978 SH	Increased-529 SH
PARKER-HANNIFIN CORP	COM	$913K	0.1%Prev: 0.1%	1,307 SH	Decreased-85 SH
PAYPAL HLDGS INC	COM	$8.4M	0.9%	113,450 SH	New
PEPSICO INC	COM	$533K	0.1%Prev: 0.1%	4,037 SH	Decreased-115 SH
PFIZER INC	COM	$1.4M	0.1%Prev: 0.2%	56,588 SH	Decreased-1,564 SH
PRICE T ROWE GROUP INC	COM	$416K	0.0%Prev: 0.0%	4,311 SH	Increased+1,834 SH
PROCTER AND GAMBLE CO	COM	$957K	0.1%	6,009 SH	New
PROSHARES TR	PSHS ULTRA QQQ	$287K	0.0%Prev: 0.0%	2,442 SH	Decreased-2,442 SH
QUALCOMM INC	COM	$2.2M	0.2%Prev: 0.2%	13,708 SH	Increased+184 SH
REGENERON PHARMACEUTICALS	COM	$4.8M	0.5%Prev: 0.6%	9,117 SH	Decreased+961 SH
RESMED INC	COM	$8.8M	0.9%Prev: 0.6%	34,043 SH	Increased+5,137 SH
ROPER TECHNOLOGIES INC	COM	$383K	0.0%	675 SH	New
RTX CORPORATION	COM	$869K	0.1%Prev: 0.1%	5,953 SH	Decreased+686 SH
SALESFORCE INC	COM	$569K	0.1%Prev: 0.0%	2,085 SH	Increased-485 SH
SCHLUMBERGER LTD	COM STK	$4.1M	0.4%	121,939 SH	New
SCHWAB CHARLES CORP	COM	$761K	0.1%Prev: 0.1%	8,338 SH	Increased+1,690 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$8.2M	0.9%Prev: 0.9%	272,974 SH	Decreased+675 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$20.3M	2.2%Prev: 1.8%	920,172 SH	Increased+173,500 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$10.6M	1.1%Prev: 1.0%	457,705 SH	Increased+21,420 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$9.8M	1.0%Prev: 1.0%	412,412 SH	Decreased+7,655 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$18.8M	2.0%Prev: 3.3%	708,636 SH	Decreased-410,560 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$2.3M	0.2%Prev: 0.2%	77,470 SH	Increased+7,506 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$3.6M	0.4%Prev: 0.3%	128,842 SH	Increased+11,987 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$152.3M	16.2%Prev: 13.8%	6,232,397 SH	Increased+600,139 SH
SEI INVTS CO	COM	$238K	0.0%	2,648 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$3.7M	0.4%	44,800 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$654K	0.1%	2,583 SH	New
SNAP ON INC	COM	$4.8M	0.5%Prev: 0.3%	15,475 SH	Increased+5,835 SH
SOLVENTUM CORP	COM SHS	$383K	0.0%Prev: 0.0%	5,046 SH	Increased+1,669 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$1.8M	0.2%	4,150 SH	New
SPDR GOLD TR	GOLD SHS	$693K	0.1%Prev: 0.1%	2,272 SH	Decreased-70 SH
SPDR S&P 500 ETF TR	TR UNIT	$14.4M	1.5%	23,228 SH	New
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$26.4M	2.8%	287,688 SH	New
SPDR SERIES TRUST	PORTFLI INTRMDIT	$12.7M	1.4%	443,144 SH	New
SPDR SERIES TRUST	PORTFOLI S&P1500	$245K	0.0%	3,269 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$338K	0.0%	4,650 SH	New
SPROTT PHYSICAL GOLD TR	UNIT	$307K	0.0%	12,113 SH	New
SPROTT PHYSICAL SILVER TR	TR UNIT	$129K	0.0%	10,500 SH	New
STARBUCKS CORP	COM	$1.5M	0.2%Prev: 0.1%	16,239 SH	Increased+1,482 SH
STRYKER CORPORATION	COM	$2.3M	0.2%Prev: 0.2%	5,922 SH	Increased+839 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$421K	0.0%	1,858 SH	New
TARGET CORP	COM	$212K	0.0%	2,146 SH	New
TESLA INC	COM	$6.8M	0.7%Prev: 0.6%	21,447 SH	Increased+3,516 SH
TEXAS INSTRS INC	COM	$263K	0.0%Prev: 0.0%	1,266 SH	Increased+229 SH
TYLER TECHNOLOGIES INC	COM	$308K	0.0%	520 SH	New
UNION PAC CORP	COM	$622K	0.1%Prev: 0.1%	2,705 SH	Increased+162 SH
VANECK ETF TRUST	GOLD MINERS ETF	$4.8M	0.5%Prev: 0.8%	92,535 SH	Decreased+38 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$43.2M	4.6%Prev: 5.0%	460,995 SH	Decreased-81,535 SH
VANECK ETF TRUST	PREFERRED SECURT	$389K	0.0%Prev: 0.0%	22,700 SH	Increased+1,700 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$1.2M	0.1%Prev: 0.2%	4,165 SH	Decreased-2 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$59.8M	6.4%Prev: 6.6%	811,765 SH	Decreased-123,564 SH
VANGUARD INDEX FDS	GROWTH ETF	$464K	0.0%Prev: 0.0%	1,059 SH	Increased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.7M	0.2%Prev: 0.2%	3,051 SH	Decreased+131 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$989K	0.1%Prev: 0.4%	5,070 SH	Decreased-15,267 SH
VANGUARD INDEX FDS	SMALL CP ETF	$2.7M	0.3%Prev: 1.0%	11,560 SH	Decreased-29,436 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$1.3M	0.1%Prev: 0.2%	4,774 SH	Decreased-1,678 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$600K	0.1%Prev: 0.1%	1,975 SH	Decreased+88 SH
VANGUARD INDEX FDS	VALUE ETF	$258K	0.0%Prev: 0.0%	1,458 SH	Decreased-34 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$11.6M	1.2%Prev: 3.3%	234,934 SH	Decreased-402,424 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$2.5M	0.3%Prev: 0.3%	49,956 SH	Decreased-2,653 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$34.4M	3.7%Prev: 3.5%	603,275 SH	Decreased+32,424 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$316K	0.0%Prev: 0.2%	2,366 SH	Decreased-11,608 SH
VANGUARD WORLD FD	CONSUM STP ETF	$219K	0.0%Prev: 0.0%	1,000 SH	Decreased
VANGUARD WORLD FD	INF TECH ETF	$241K	0.0%Prev: 0.0%	363 SH	Decreased-1 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$29.5M	3.1%Prev: 4.4%	225,025 SH	Decreased-90,358 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$34.4M	3.7%Prev: 2.2%	93,976 SH	Increased+30,824 SH
VERISK ANALYTICS INC	COM	$346K	0.0%	1,112 SH	New
VERIZON COMMUNICATIONS INC	COM	$427K	0.0%Prev: 0.0%	9,871 SH	Decreased+1,149 SH
VISA INC	COM CL A	$967K	0.1%Prev: 0.1%	2,724 SH	Increased-164 SH
WALMART INC	COM	$519K	0.1%Prev: 0.1%	5,306 SH	Decreased-129 SH
WELLS FARGO CO NEW	COM	$244K	0.0%	3,040 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES — $355K
AMERICAN TOWER CORP — $891K
APPLIED MATLS INC — $258K
ARM HOLDINGS PLC — $228K
ASML HLDG NV — $291K
CATERPILLAR INC — $217K
CHEVRON CORPORATION — $2.7M
CITIGROUP INC — $301K
COHERENT CORP — $546K
COSTCO WHOLESALE CORPORATION — $3.0M
DELL TECHNOLOGIES INC — $280K
FREEPORT MCMORAN INC — $345K
GENCO SHIPPING & TRADING LTD — $203K
GENERAL MTRS CO — $241K
HOULIHAN LOKEY INC — $644K
INTEL CORP — $252K
ISHARES SILVER TR — $705K
ISHARES TR — $14.9M
ISHARES TR — $261K
JPMORGAN CHASE & CO — $13.1M
… and 24 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 13, 2026	Q4 2025	13F-HR	0001172661-26-000785	$1.09B	View
Nov 10, 2025	Q3 2025	13F-HR	0001172661-25-004676	$1.06B	View
Aug 14, 2026	Q2 2026