Holt Capital Advisors, L.L.C. dba Holt Capital Partners »

Apple shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners from 13F filings

Historical chart of Holt Capital Advisors, L.L.C. dba Holt Capital Partners investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Holt Capital Advisors, L.L.C. dba Holt Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $19M 96k 192.53
2023-09-30 $16M 95k 171.21
2023-06-30 $19M 97k 193.97
2023-03-31 $16M 97k 164.90
2022-12-31 $13M 100k 129.93
2022-09-30 $14M 100k 138.20
2022-06-30 $14M 103k 136.72
2022-03-31 $18M 105k 174.61
2021-12-31 $20M 110k 177.57
2021-09-30 $16M 112k 141.50
2021-06-30 $15M 112k 136.96
2021-03-31 $14M 113k 122.15
2020-12-31 $15M 113k 132.69
2020-09-30 $13M 112k 115.81
2020-06-30 $10M 28k 364.80
2020-03-31 $7.1M 28k 254.29
2019-12-31 $8.3M 28k 293.64
2019-09-30 $6.4M 29k 223.99
2019-06-30 $5.8M 29k 197.93
2019-03-31 $5.6M 30k 189.96
2018-12-31 $4.9M 31k 157.74
2018-09-30 $6.9M 31k 225.75
2018-06-30 $5.9M 32k 185.11
2018-03-31 $5.3M 31k 167.77
2017-12-31 $5.3M 31k 169.23
2017-09-30 $4.9M 32k 154.13
2017-06-30 $4.5M 32k 144.02
2017-03-31 $4.6M 32k 143.66
2016-12-31 $3.8M 33k 115.83
2016-09-30 $3.9M 34k 113.04
2016-06-30 $3.3M 34k 95.61
2016-03-31 $3.6M 33k 108.98
2015-12-31 $3.5M 33k 105.25
2015-09-30 $3.7M 34k 110.31
2015-06-30 $4.2M 33k 125.43
2015-03-31 $4.2M 34k 124.43
2014-12-31 $3.8M 34k 110.37
2014-09-30 $3.5M 35k 100.75
2014-06-30 $185k 2.0k 92.73
2014-03-31 $153k 285 536.84
2013-12-31 $160k 285 561.40

More positions owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Ser Tr Portfolio Short (SPSB)
Select Sector Spdr Tr Technology (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Whitehall Fds High Div Yld (VYM)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core High Dv Etf (HDV)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Div Grwth (DGRO)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

View all positions for Holt Capital Advisors, L.L.C. dba Holt Capital Partners

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