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Apple shares owned by Brown Financial Advisors

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

Historical chart of Brown Financial Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Brown Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.4M 21k 210.62

More positions owned by Brown Financial Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Doubleline Etf Trust Mortgage Etf (DMBS)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Microsoft Corporation (MSFT)
Amazon (AMZN)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Aim Etf Products Trust Us Larcp B20 Mar (MARW)
Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Powershares Actively Managed Ultra Shrt Dur (GSY)

View all positions for Brown Financial Advisors

Top funds holding Apple

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

View all funds holding Apple