Catalytic Wealth RIA »

Apple shares owned by Catalytic Wealth RIA

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

Historical chart of Catalytic Wealth RIA investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Catalytic Wealth RIA 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 Catalytic Wealth RIA

Quarter filed Position value Share count Share price at filing
2024-09-30 $27M 117k 233.00
2024-06-30 $22M 106k 210.62
2024-03-31 $18M 104k 171.48
2023-12-31 $14M 73k 192.53

More positions owned by Catalytic Wealth RIA

salesforce (CRM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Tcw Etf Trust Compounders Etf (GRW)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Specialized Funds Div App Etf (VIG)
Amazon (AMZN)
Public Storage (PSA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Catalytic Wealth RIA

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