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Apple shares owned by Advocacy Wealth Management Services

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

Historical chart of Advocacy Wealth Management Services investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Advocacy Wealth Management Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $15M 60k 254.63
2025-06-30 $203k 987 205.17
2023-06-30 $369k 1.9k 193.97
2023-03-31 $239k 1.4k 164.90
2022-09-30 $13k 92 141.30
2022-06-30 $13k 92 141.30
2022-03-31 $16k 92 173.91
2021-12-31 $15k 86 174.42
2021-09-30 $12k 86 139.53
2021-06-30 $28k 207 135.27
2021-03-31 $25k 207 120.77
2020-12-31 $90k 679 132.55
2020-09-30 $81k 696 116.38
2020-06-30 $75k 206 364.08
2020-03-31 $73k 305 239.34
2019-12-31 $78k 267 292.13
2019-09-30 $68k 305 222.95
2019-06-30 $70k 355 197.18
2019-03-31 $68k 355 191.55
2018-12-31 $135k 859 157.16
2018-09-30 $194k 859 225.84
2018-06-30 $159k 859 185.10
2018-03-31 $135k 807 167.29
2017-12-31 $145k 857 169.19
2017-09-30 $132k 857 154.03
2017-06-30 $193k 1.3k 144.35
2017-03-31 $185k 1.3k 143.97
2016-12-31 $151k 1.3k 116.15
2016-09-30 $215k 1.9k 113.28
2016-06-30 $266k 2.8k 95.48
2016-03-31 $529k 11k 50.09
2015-12-31 $665k 6.3k 105.82
2013-09-30 $485k 991 489.40
2013-06-30 $274k 691 396.53
2013-03-31 $293k 683 428.99

More positions owned by Advocacy Wealth Management Services

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Pimco Etf Tr Multisector Bd (PYLD)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Blackrock Etf Trust Ishares A I Inno (BAI)
Pimco Etf Tr Sr Ln Active Etf (LONZ)
Angel Oak Funds Trust Income Etf (CARY)

View all positions for Advocacy Wealth Management Services

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Berkshire Hathaway
Jpmorgan Chase & Co
Morgan Stanley
Northern Trust
Legal & General Group
Goldman Sachs Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Bank of New York Mellon
Susquehanna International

View all funds holding Apple