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Apple shares owned by Morling Financial Advisors

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

Historical chart of Morling Financial Advisors investment in Apple

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

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Quarterly reported holdings in Apple by Morling Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.5M 44k 192.53
2023-09-30 $7.6M 45k 171.21
2023-06-30 $8.7M 45k 193.97
2023-03-31 $6.7M 40k 164.90
2022-12-31 $5.1M 39k 129.93
2022-09-30 $5.4M 39k 138.20
2022-06-30 $5.4M 39k 136.73
2022-03-31 $6.9M 40k 174.62
2021-12-31 $7.0M 40k 177.56

More positions owned by Morling Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Coinbase Global Com Cl A (COIN)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Core Msci Emkt (IEMG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Meta Platforms Cl A (META)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr Ser Tr Portfoli S&p1500 (SPTM)

View all positions for Morling Financial Advisors

Top funds holding Apple

Vanguard Group
Berkshire Hathaway
T. Rowe Price Associates
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Jpmorgan Chase & Co
Bank of New York Mellon
Goldman Sachs Group
Charles Schwab Investment Management
Ubs Global Asset Management Americas
Royal Bank of Canada
Wellington Management Company
Wells Fargo & Company
Citadel Advisors

View all funds holding Apple