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Apple shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $48M 204k 233.00
2024-06-30 $46M 206k 222.08
2024-03-31 $32M 190k 170.33
2023-12-31 $32M 169k 192.53
2023-09-30 $28M 165k 171.21
2023-06-30 $32M 163k 193.97
2023-03-31 $23M 137k 164.90
2022-12-31 $15M 117k 129.93
2022-09-30 $14M 99k 138.81
2022-06-30 $11M 81k 136.72
2022-03-31 $13M 75k 174.51
2021-12-31 $12M 69k 177.54

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Sovereigns Capital Flourish Fund Etf (SOVF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Nvidia Corporation Stock (NVDA)
Tesla Stock (TSLA)
Vanguard Total Stock Market Etf Etf (VTI)

View all positions for EverSource Wealth Advisors

Top funds holding Apple

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

View all funds holding Apple