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Apple shares owned by Hassell Wealth Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Hassell Wealth Management from 13F filings

Historical chart of Hassell Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Hassell Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Hassell Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $368k 2.2k 166.90

More positions owned by Hassell Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Hassell Wealth Management

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