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Apple shares owned by American Wealth Advisors

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

Historical chart of American Wealth Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by American Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $500k 1.8k 271.89

More positions owned by American Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr North Amern Nat (IGE)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for American Wealth Advisors

Top funds holding Apple

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

View all funds holding Apple