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Apple shares owned by Able Wealth Management

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

Historical chart of Able Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Able Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.6M 11k 233.02
2024-06-30 $2.3M 11k 210.63
2024-03-31 $1.9M 11k 171.49
2023-12-31 $2.1M 11k 192.52

More positions owned by Able Wealth Management

iShares Short Treasury Bond ETF Etf (SHV)
iShares MSCI ACWI ETF Etf (ACWI)
iShares Core S&P 500 ETF Etf (IVV)
iShares Edge MSCI Min Vol USA ETF Etf (USMV)
iShares Core S&P U.S. Value ETF Etf (IUSV)
Invesco S&P 100 Equal Weight ETF Etf (EQWL)
iShares Core S&P U.S. Growth ETF Etf (IUSG)
Fidelity Enhanced Large Cap Core Etf Etf (FELC)
JPMorgan U.S. Quality Factor ETF Etf (JQUA)
iShares Russell 1000 Growth ETF Etf (IWF)
Invesco S&P 500 Momentum ETF Etf (SPMO)
iShares Core S&P Total U.S. Stock Market ETF Etf (ITOT)
Apple Stock (AAPL)
Mastercard Incorporated Stock (MA)
Putnam Etf Trust Putnam Focused Large Cap Value Etf Etf (PVAL)

View all positions for Able Wealth Management

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
Berkshire Hathaway
Geode Capital Management
Morgan Stanley
T. Rowe Price Associates
Jpmorgan Chase & Co
Bank of America Corporation
Bank of New York Mellon
Goldman Sachs Group
International Assets Investment Management
Charles Schwab Investment Management
Nuveen Asset Management
Susquehanna International

View all funds holding Apple