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Apple shares owned by Financial Services Advisory

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Financial Services Advisory from 13F filings

Historical chart of Financial Services Advisory investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Financial Services Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Financial Services Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $564k 2.2k 254.66
2025-06-30 $335k 1.6k 205.21
2025-03-31 $479k 2.2k 222.15

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Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard World Mega Cap Index (MGC)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Acwi Ex Us (ACWX)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr S&p 100 Etf (OEF)
Alps Etf Tr Oshares Us Smlcp (OUSM)
Ishares Tr Russell 2000 Etf (IWM)
Victory Portfolios Ii Core Intermediat (UITB)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Financial Services Advisory

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