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Apple shares owned by Mills Wealth Advisors

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

Historical chart of Mills Wealth Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Mills Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $247k 1.1k 233.02
2024-06-30 $223k 1.1k 210.63

More positions owned by Mills Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Alps Etf Tr Alerian Mlp (AMLP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Ultrashort Fixed (DUSB)

View all positions for Mills Wealth 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