COFG Advisors »

Apple shares owned by COFG Advisors

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

Historical chart of COFG Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by COFG Advisors 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 COFG Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $20M 80k 253.79
2025-12-31 $22M 80k 271.86

More positions owned by COFG Advisors

Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)
Apple (AAPL)
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Microsoft Corporation (MSFT)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Innovator Etfs Trust Quity Managd Flr (SFLR)

View all positions for COFG Advisors

Top funds holding Apple

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Vanguard Portfolio Management
FMR
Morgan Stanley
Berkshire Hathaway
Northern Trust
Goldman Sachs Group
Bank of America Corporation
Legal & General Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management

View all funds holding Apple