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Apple shares owned by Independence Financial Advisors

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Independence Financial Advisors from 13F filings

Historical chart of Independence Financial Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Independence Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Independence Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 6.6k 254.62
2025-06-30 $1.4M 6.6k 205.16
2025-03-31 $1.5M 6.6k 222.14

More positions owned by Independence Financial Advisors

Fidelity Covington Trust Enhanced Large (FELG)
Fidelity Covington Trust Enhanced Large (FELV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Fidelity Covington Trust High Divid Etf (FDVV)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Faln Angls Usd (FALN)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Conv Bd Etf (ICVT)
Fidelity Covington Trust Msci Commntn Svc (FCOM)
Fidelity Covington Trust Msci Finls Idx (FNCL)
Fidelity Covington Trust Msci Utils Index (FUTY)
Fidelity Covington Trust Msci Indl Indx (FIDU)

View all positions for Independence Financial Advisors

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Berkshire Hathaway
Jpmorgan Chase & Co
Morgan Stanley
Northern Trust
Legal & General Group
Goldman Sachs Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Bank of New York Mellon
Susquehanna International

View all funds holding Apple