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Apple shares owned by New Insight Wealth Advisors

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

Historical chart of New Insight Wealth Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by New Insight Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.4M 19k 233.00
2024-06-30 $4.2M 20k 210.62
2024-03-31 $3.2M 19k 171.48
2023-12-31 $3.7M 19k 192.53

More positions owned by New Insight Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Vanguard Index Fds Mid Cap Etf (VO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Tesla Motors (TSLA)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard World Inf Tech Etf (VGT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Simon Property (SPG)
Ishares Tr Global Tech Etf (IXN)
Amazon (AMZN)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)

View all positions for New Insight 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