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Apple shares owned by HFG Wealth Management

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

Historical chart of HFG Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by HFG Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 9.6k 210.63
2024-06-30 $2.0M 9.6k 210.63
2024-03-31 $1.6M 9.6k 171.48
2023-12-31 $19M 96k 192.53
2023-03-31 $17M 105k 164.89

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First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
First Tr Exchange-traded Ft Vest Gold (IGLD)
Dimensional Etf Trust World Equity Etf (DFAW)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)
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Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)
Innovator Etfs Trust Intrnl Dev Jan (IJAN)
Exxon Mobil Corporation (XOM)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)

View all positions for HFG Wealth Management

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