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Apple shares owned by Diversify Wealth Management

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

Historical chart of Diversify Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $30M 110k 269.05
2025-06-30 $24M 106k 229.65
2025-03-31 $21M 101k 211.21
2024-12-31 $24M 101k 236.85
2024-09-30 $15M 64k 230.76
2024-06-30 $11M 53k 209.27

More positions owned by Diversify Wealth Management

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Servicenow (NOW)
Meta Platforms Cl A (META)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Diversify Wealth Management

Top funds holding Apple

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

View all funds holding Apple