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Apple shares owned by North Ridge Wealth Advisors

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

Historical chart of North Ridge Wealth Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by North Ridge Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $400k 1.9k 210.60

More positions owned by North Ridge Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard World Extended Dur (EDV)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Microsoft Corporation (MSFT)
Ishares Tr Intl Trea Bd Etf (IGOV)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Global Reit Etf (REET)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for North Ridge 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