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Apple shares owned by Cura Wealth Advisors

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

Historical chart of Cura Wealth Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Cura Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.1M 19k 271.86

More positions owned by Cura Wealth Advisors

Abbvie (ABBV)
Fs Kkr Capital Corp (FSK)
Abbott Laboratories (ABT)
Apollo Commercial Real Est. Finance (ARI)
Midcap Financial Invstmnt Com New (MFIC)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Apple (AAPL)
Vaneck Etf Trust Junior Gold Mine (GDXJ)
Granite Pt Mtg Tr Com Stk (GPMT)
Ares Coml Real Estate (ACRE)
Accenture Plc Ireland Shs Class A (ACN)
Blackstone Mtg Tr Com Cl A (BXMT)
Nuveen Insured Tax-Free Adv Munici (NEA)
Golub Capital BDC (GBDC)
Microsoft Corporation (MSFT)

View all positions for Cura Wealth Advisors

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Berkshire Hathaway
Jpmorgan Chase & Co
Norges Bank Investment Management
Northern Trust
Goldman Sachs Group
Legal & General Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Bank of New York Mellon
Wellington Management Company

View all funds holding Apple