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Apple shares owned by CliftonLarsonAllen Wealth Advisors

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

Historical chart of CliftonLarsonAllen Wealth Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $43M 172k 250.42
2024-09-30 $40M 170k 233.00
2024-06-30 $20M 96k 210.62
2024-03-31 $16M 93k 171.48
2023-12-31 $16M 81k 192.53
2023-09-30 $13M 78k 171.21
2023-06-30 $15M 79k 193.97
2023-03-31 $14M 86k 164.90
2022-12-31 $10M 78k 129.93
2022-09-30 $9.4M 68k 138.19
2022-06-30 $9.1M 67k 136.72
2022-03-31 $13M 72k 174.61
2021-12-31 $13M 73k 177.58
2021-09-30 $10M 73k 141.50
2021-06-30 $12M 87k 136.97
2021-03-31 $12M 94k 122.15
2020-12-31 $19M 141k 132.69
2020-09-30 $16M 137k 115.81
2020-06-30 $45M 123k 364.80
2019-12-31 $11M 37k 293.64
2019-09-30 $8.7M 39k 223.96
2019-06-30 $3.2M 16k 197.91
2019-03-31 $3.0M 16k 189.94
2018-12-31 $2.8M 18k 157.76
2018-09-30 $4.0M 18k 225.71
2018-06-30 $3.3M 18k 185.09
2018-03-31 $2.3M 14k 167.76
2017-12-31 $2.4M 14k 169.19
2017-09-30 $2.2M 14k 154.09
2017-06-30 $2.1M 14k 144.01
2017-03-31 $2.8M 20k 143.67
2016-12-31 $2.4M 21k 115.83
2016-09-30 $1.6M 15k 113.04
2016-06-30 $1.5M 15k 95.63
2016-03-31 $1.5M 13k 109.00
2015-12-31 $1.7M 16k 105.28
2015-09-30 $1.7M 16k 110.32
2015-06-30 $1.2M 9.7k 125.47

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Portfolio S&p600 (SPSM)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding Apple

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

View all funds holding Apple