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Apple shares owned by Kiely Wealth Advisory Group

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

Historical chart of Kiely Wealth Advisory Group investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Kiely Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $536k 2.4k 227.65
2024-09-30 $529k 2.4k 224.69
2024-06-30 $500k 2.4k 212.36
2024-03-31 $411k 2.4k 174.76
2023-12-31 $458k 2.4k 194.56

More positions owned by Kiely Wealth Advisory Group

Wisdomtree Floating Ratetreasry Etf Etf (USFR)
Invsc S P 500 Equal Weight Etf Iv Etf (RSP)
Vanguard Mid Cap Etf Etf (VO)
Ishares Treasury Floatngrate Bd Etf Etf (TFLO)
Ishares High Yield Corporat Bond Etf Etf (SHYG)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Short-term Bondetf Etf (BSV)
Vanguard Russell 2000 Etf Etf (VTWO)
Invsc Qqq Trust Srs 1 Etf Etf (QQQ)
Microsoft Corp Equity (MSFT)
Vanguard S&p 500 Value Etf Etf (VOOV)
Wisdomtree Us Midcap Dividend Etf Etf (DON)
Vanguard Short Term Treasury Etf Etf (VGSH)
Amazon.com Equity (AMZN)
Berkshire Hathaway Class B Equity (BRK.B)

View all positions for Kiely Wealth Advisory Group

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