Bright Financial Advisors »

Apple shares owned by Bright Financial Advisors

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

Historical chart of Bright Financial Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Bright Financial Advisors 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 Bright Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.9M 17k 233.00
2024-06-30 $3.5M 17k 210.62
2024-03-31 $2.8M 17k 172.00

More positions owned by Bright Financial Advisors

Ishares Tr Core Us Aggbd Et (AGG)
Spdr Gold Tr Gold Shs (GLD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ssga Active Etf Tr Globl Allo Etf (GAL)
Stryker Corporation (SYK)
Ishares Tr Core S&p Mcp Etf (IJH)
Eaton Corp SHS (ETN)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
World Gold Tr Spdr Gld Minis (GLDM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Berkshire Hathaway Inc Del Cl A (BRK.A)

View all positions for Bright Financial Advisors

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
Charles Schwab Investment Management
International Assets Investment Management
Nuveen Asset Management
Susquehanna International

View all funds holding Apple