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Apple shares owned by LifeGuide Financial Advisors

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

Historical chart of LifeGuide Financial Advisors investment in Apple

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

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Quarterly reported holdings in Apple by LifeGuide Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $504k 2.2k 233.00
2024-06-30 $539k 2.6k 210.62
2024-03-31 $704k 4.1k 171.48
2023-12-31 $1.7M 9.1k 192.53
2023-09-30 $1.5M 9.0k 171.21

More positions owned by LifeGuide Financial Advisors

Vanguard Index Fds Real Estate Etf (VNQ)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard World Esg Intl Stk Etf (VSGX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Direxion Shs Etf Tr Drx S&p500bull (SPXL)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)

View all positions for LifeGuide Financial Advisors

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