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Apple shares owned by Plus Group Wealth Advisors

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

Historical chart of Plus Group Wealth Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Plus Group Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $268k 984 271.86

More positions owned by Plus Group Wealth Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded SHS (FVD)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Exchange-traded Dj Internt Idx (FDN)
Amazon (AMZN)
First Tr Exchange-traded First Tr Enh New (FTSM)
Spdr Series Trust State Street Spd (SPTI)
Vanguard Index Fds Real Estate Etf (VNQ)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Exchange Traded Nasd Tech Div (TDIV)

View all positions for Plus Group Wealth Advisors

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Berkshire Hathaway
Jpmorgan Chase & Co
Northern Trust
Legal & General Group
Goldman Sachs Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Bank of New York Mellon
Susquehanna International
Wellington Management Company

View all funds holding Apple