Brass Tax Wealth Management »

Apple shares owned by Brass Tax Wealth Management

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

Historical chart of Brass Tax Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Apple by Brass Tax Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.7M 41k 233.00
2024-06-30 $9.0M 43k 210.62
2024-03-31 $6.6M 39k 171.48

More positions owned by Brass Tax Wealth Management

Vanguard Index Fds Sp 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Sp 500 Val Etf (IVE)
Ishares Tr Core Div Grwth (DGRO)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Procter & Gamble Company (PG)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Sp500 Etf (IVV)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Exchange Traded Dj Internt Idx (FDN)
First Tr Exchange Traded Tech Alphadex (FXL)

View all positions for Brass Tax Wealth Management

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Berkshire Hathaway
T. Rowe Price Associates
Jpmorgan Chase & Co
Legal & General Group
Northern Trust
Goldman Sachs Group
Bank of New York Mellon
Bank of America Corporation
Wellington Management Company
Charles Schwab Investment Management

View all funds holding Apple