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Apple shares owned by Lighthouse Financial Advisors

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Lighthouse Financial Advisors from 13F filings

Historical chart of Lighthouse Financial Advisors investment in Apple

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All positions including Apple held by Lighthouse Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Lighthouse Financial Advisors

Quarter filed Position value Share count Share price at filing
2021-03-31 $1.1M 9.4k 122.08
2020-12-31 $1.2M 8.8k 132.62
2020-09-30 $700k 6.1k 115.70
2020-06-30 $558k 1.5k 364.47
2020-03-31 $200k 787 254.13
2019-12-31 $215k 735 292.52

More positions owned by Lighthouse Financial Advisors

Schwab US Large-Cap ETF Us Lrg Cap Etf (SCHX)
Schwab US Mid-Cap ETF Us Mid-cap Etf (SCHM)
Invesco QQQ Trust Unit Ser 1 (QQQ)
Sherwin-Williams Company (SHW)
ARK Innovation ETF Innovation Etf (ARKK)
Schwab International Equity ETF Intl Eqty Etf (SCHF)
iShares Russell Mid-Cap Growth ETF Rus Md Cp Gr Etf (IWP)
Schwab US Large-Cap Growth ETF Us Lcap Gr Etf (SCHG)
Schwab US Small-Cap ETF Us Sml Cap Etf (SCHA)
SPDR Portfolio S&P 500 Value ETF Prtflo S&p500 Vl (SPYV)
Illinois Tool Works (ITW)
Shopify Cl A (SHOP)
Nucor Corporation (NUE)
Amazon (AMZN)
SPDR DoubleLine Total Return Tact ETF Spdr Tr Tactic (TOTL)

View all positions for Lighthouse Financial Advisors

Top funds holding Apple

Vanguard Group
BlackRock
Berkshire Hathaway
Geode Capital Management
FMR
Morgan Stanley
T. Rowe Price Associates
Jpmorgan Chase & Co
Northern Trust
Legal & General Group
Bank of New York Mellon
Bank of America Corporation
Goldman Sachs Group
Charles Schwab Investment Management
Nuveen Asset Management

View all funds holding Apple