McGlone Suttner Wealth Management »

Apple shares owned by McGlone Suttner Wealth Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by McGlone Suttner Wealth Management from 13F filings

Historical chart of McGlone Suttner Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by McGlone Suttner Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Apple by McGlone Suttner Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.6M 21k 171.48
2023-12-31 $4.2M 22k 192.53
2023-09-30 $3.7M 22k 171.21
2023-06-30 $4.7M 24k 193.97
2023-03-31 $4.0M 24k 164.91
2022-12-31 $3.0M 23k 129.95

More positions owned by McGlone Suttner Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Us Vlu (IUSV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
American Centy Etf Tr Us Eqt Etf (AVUS)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Dimensional Etf Trust Internatnal Val (DFIV)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Investment Grade (IGEB)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for McGlone Suttner Wealth Management

Top funds holding Apple

Vanguard Group
BlackRock
Berkshire Hathaway
Geode Capital Management
FMR
Morgan Stanley
T. Rowe Price Associates
Jpmorgan Chase & Co
Northern Trust
Legal & General Group
Bank of New York Mellon
Bank of America Corporation
Goldman Sachs Group
Charles Schwab Investment Management
Nuveen Asset Management

View all funds holding Apple