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Apple shares owned by ORBA Wealth Advisors

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

Historical chart of ORBA Wealth Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by ORBA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $12M 71k 171.48
2023-12-31 $14M 71k 192.53

More positions owned by ORBA Wealth Advisors

First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Abbvie (ABBV)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded Cap Strength Etf (FTCS)
American Centy Etf Tr Intl Eqt Etf (AVDE)

View all positions for ORBA Wealth 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