Discipline Wealth Solutions »

Apple shares owned by Discipline Wealth Solutions

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

Historical chart of Discipline Wealth Solutions investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Discipline Wealth Solutions 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 Discipline Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.3M 9.4k 250.43
2024-09-30 $2.0M 8.6k 232.99

More positions owned by Discipline Wealth Solutions

Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Direxion Shs Etf Tr Direxion Hcm (HCMT)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Strategy Day Hagan Ned (SSUS)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Zacks Trust Earngs Constant (ZECP)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Discipline Wealth Solutions

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