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Apple shares owned by Broadway Wealth Solutions

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

Historical chart of Broadway Wealth Solutions investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Broadway Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 9.4k 254.63
2025-06-30 $1.9M 9.4k 205.17
2025-03-31 $1.8M 8.3k 222.12

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Spdr Series Trust Portfolio S&p500 (SPLG)
Federated Hermes Etf Trust Hermes Total Ret (FTRB)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Fidelity Covington Trust Enhanced Mid (FMDE)
Dimensional Etf Trust Intl Small Cap E (DFIS)
J P Morgan Exchange Traded F Active Growth (JGRO)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Amazon (AMZN)

View all positions for Broadway Wealth Solutions

Top funds holding Apple

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

View all funds holding Apple