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Apple shares owned by Forthright Family Wealth Advisory

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Forthright Family Wealth Advisory from 13F filings

Historical chart of Forthright Family Wealth Advisory investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Forthright Family Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Forthright Family Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.5M 10k 250.41
2024-09-30 $2.6M 11k 242.83
2024-06-30 $2.8M 14k 210.62
2024-03-31 $2.2M 13k 171.48
2023-12-31 $2.5M 13k 192.53

More positions owned by Forthright Family Wealth Advisory

Spdr Ser Tr Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Msci Emrg Chn (EMXC)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Ishares Tr Msci Usa Mmentm (MTUM)
Apple (AAPL)

View all positions for Forthright Family Wealth Advisory

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