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Apple shares owned by Monument Group Wealth Advisors

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

Historical chart of Monument Group Wealth Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Monument Group Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 6.1k 233.00
2024-06-30 $1.3M 6.2k 210.62
2024-03-31 $1.1M 6.2k 171.48
2023-12-31 $1.2M 6.2k 192.53

More positions owned by Monument Group Wealth Advisors

Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional International Core Equity Market Etf Etf (DFAI)
Vanguard Total Stk Mkt Etf (VTI)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Vanguard Value Etf Etf (VTV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Ishares Msci Eafe Small Cap Etf Etf (SCZ)
Apple Stock (AAPL)
Vanguard Small Cap Value Etf Etf (VBR)
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)
Vanguard Short-term Bond Etf Etf (BSV)
Coca Cola Stock (KO)
Microsoft Stock (MSFT)

View all positions for Monument Group Wealth Advisors

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