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Apple shares owned by A4 Wealth Advisors

Quarter-by-quarter ownership of Apple (AAPL) shares owned by A4 Wealth Advisors from 13F filings

Historical chart of A4 Wealth Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by A4 Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by A4 Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 6.3k 254.62

More positions owned by A4 Wealth Advisors

Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
American Healthcare Reit Com Shs (AHR)
Ishares Tr Eafe Value Etf (EFV)
Amazon (AMZN)
Blackrock Etf Trust Ishares Us Thema (THRO)

View all positions for A4 Wealth 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