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Apple shares owned by 4wealth Advisors

Quarter-by-quarter ownership of Apple (AAPL) shares owned by 4wealth Advisors from 13F filings

Historical chart of 4wealth Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by 4wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by 4wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 12k 254.63
2025-06-30 $2.3M 11k 205.17
2025-03-31 $2.5M 11k 222.13

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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
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Microsoft Corporation (MSFT)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for 4wealth Advisors

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Berkshire Hathaway
Jpmorgan Chase & Co
Morgan Stanley
Northern Trust
Legal & General Group
Goldman Sachs Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Bank of New York Mellon
Susquehanna International

View all funds holding Apple