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Apple shares owned by Certus Wealth Management

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

Historical chart of Certus Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Certus Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.0M 26k 233.00
2024-06-30 $5.5M 26k 210.62
2024-03-31 $4.8M 26k 183.38
2023-12-31 $4.8M 25k 192.53
2023-09-30 $4.5M 26k 171.21

More positions owned by Certus Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Apple (AAPL)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for Certus Wealth Management

Top funds holding Apple

Vanguard Group
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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