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Apple shares owned by Aspen Wealth Strategies

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

Historical chart of Aspen Wealth Strategies investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Aspen Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.3M 17k 192.53
2023-09-30 $3.0M 17k 171.26
2023-06-30 $3.3M 17k 193.97
2023-03-31 $3.0M 18k 164.90
2022-12-31 $2.4M 19k 129.93

More positions owned by Aspen Wealth Strategies

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Pacer Fds Tr Pacer Us Small (CALF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl A (GOOGL)
Abbvie (ABBV)

View all positions for Aspen Wealth Strategies

Top funds holding Apple

Vanguard Group
Berkshire Hathaway
T. Rowe Price Associates
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Jpmorgan Chase & Co
Bank of New York Mellon
Goldman Sachs Group
Charles Schwab Investment Management
Ubs Global Asset Management Americas
Royal Bank of Canada
Wellington Management Company
Wells Fargo & Company
Citadel Advisors

View all funds holding Apple