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Apple shares owned by FinDec Wealth Services

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

Historical chart of FinDec Wealth Services investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by FinDec Wealth Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.9M 26k 192.53
2023-09-30 $4.6M 27k 171.21
2023-06-30 $5.2M 27k 193.97
2023-03-31 $4.4M 27k 164.90
2022-12-31 $3.6M 28k 129.93

More positions owned by FinDec Wealth Services

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr U.s. Med Dvc Etf (IHI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for FinDec Wealth Services

Top funds holding Apple

Vanguard Group
Berkshire Hathaway
T. Rowe Price Associates
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Jpmorgan Chase & Co
Bank of New York Mellon
Goldman Sachs Group
Charles Schwab Investment Management
Ubs Global Asset Management Americas
Royal Bank of Canada
Wellington Management Company
Wells Fargo & Company
Citadel Advisors

View all funds holding Apple