Mittelman Wealth Management »

Apple shares owned by Mittelman Wealth Management

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

Historical chart of Mittelman Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Mittelman 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 Mittelman Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.6M 13k 210.62
2024-03-31 $2.1M 13k 171.48

More positions owned by Mittelman Wealth Management

Vanguard Dividend Appreciation Etf Uit Exchange Traded (VIG)
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)
Vanguard High Dividend Yield Etf Uit Exchange Traded (VYM)
Ishares Msci Eafe Etf Uit Exchange Traded (EFA)
Ishares Trt Is 5-10 Inv Gr Cr Bd Etf Uit Exchange Traded (IGIB)
Vanguard Ftse Developed Markets Etf Uit Exchange Traded (VEA)
Ishares Msci Emerging Markets Etf Uit Exchange Traded (EEM)
Vanguard Ftse Emerging Markets Etf Uit Exchange Traded (VWO)
Ishares Short Term Ntnl Mun Bnd Etf Uit Exchange Traded (SUB)
Vanguard Information Technology Etf Uit Exchange Traded (VGT)
Franklin Ftse Japan Etf Uit Exchange Traded (FLJP)
Apple Common Stock (AAPL)
Vanguard Industrials Etf Uit Exchange Traded (VIS)
Ishares Morningstar Small Cap Etf Uit Exchange Traded (ISCB)
Microsoft Corp Common Stock (MSFT)

View all positions for Mittelman Wealth Management

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
Berkshire Hathaway
Geode Capital Management
Morgan Stanley
T. Rowe Price Associates
Jpmorgan Chase & Co
Bank of America Corporation
Bank of New York Mellon
Goldman Sachs Group
Charles Schwab Investment Management
International Assets Investment Management
Nuveen Asset Management
Susquehanna International

View all funds holding Apple