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Apple shares owned by New Wave Wealth Advisors

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

Historical chart of New Wave Wealth Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by New Wave Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.9M 23k 210.62

More positions owned by New Wave Wealth Advisors

Wal-Mart Stores (WMT)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Technology (XLK)
Tyson Foods Cl A (TSN)
Apple (AAPL)
Ishares Tr Msci India Etf (INDA)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)
Ishares Tr Core S&p Us Gwt (IUSG)
NVIDIA Corporation (NVDA)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Microsoft Corporation (MSFT)
Amazon (AMZN)

View all positions for New Wave Wealth Advisors

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
Berkshire Hathaway
Geode Capital Management
FMR
Morgan Stanley
T. Rowe Price Associates
Jpmorgan Chase & Co
Northern Trust
Legal & General Group
Bank of America Corporation
Bank of New York Mellon
Goldman Sachs Group
Charles Schwab Investment Management

View all funds holding Apple