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Apple shares owned by Perissos Private Wealth Management

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

Historical chart of Perissos Private Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Perissos Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.0M 13k 232.99
2024-06-30 $1.9M 9.2k 210.61

More positions owned by Perissos Private Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackstone Secd Lending Common Stock (BXSL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Ishares Tr Russell 2000 Etf (IWM)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Ishares Tr Global Tech Etf (IXN)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Costco Wholesale Corporation (COST)

View all positions for Perissos Private Wealth Management

Top funds holding Apple

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

View all funds holding Apple