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Apple shares owned by Holistic Planning

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.5M 15k 233.00
2024-06-30 $2.4M 14k 171.48
2024-03-31 $2.4M 14k 171.48

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Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ea Series Trust Strive Enhanced (BUXX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Ea Series Trust Strive Mid Cap (STXM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ea Series Trust Strive 500 Etf (STRV)
Capital Group Dividend Value Shs Creation Uni (CGDV)

View all positions for Holistic Planning

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