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Apple shares owned by Novak & Powell Financial Services

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Novak & Powell Financial Services from 13F filings

Historical chart of Novak & Powell Financial Services investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Novak & Powell Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Novak & Powell Financial Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $8.7M 41k 210.62
2024-03-31 $6.9M 41k 166.62
2023-12-31 $8.0M 41k 192.32

More positions owned by Novak & Powell Financial Services

Vanguard Growth Etf Growth Etf (VUG)
Apple (AAPL)
Vanguard Large-cap Etf Large Cap Etf (VV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Unit (SPY)
Microsoft Corporation (MSFT)
Vanguard Value Etf Value Etf (VTV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Vanguard Total World Stock Etf Tt Wrld St Etf (VT)
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B)
Spdr Dow Jones Industrial Average Etf Trust Ut Ser 1 (DIA)
Vanguard Short Term Cor Bd Etf Short Term Treas (VCSH)
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Ishares Core S&p Mid Cap Etf Core S&p Mcp Etf (IJH)

View all positions for Novak & Powell Financial Services

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