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Apple shares owned by Roger Wittlin Investment Advisory

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Roger Wittlin Investment Advisory from 13F filings

Historical chart of Roger Wittlin Investment Advisory investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Roger Wittlin Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Roger Wittlin Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $377k 1.6k 233.00
2024-06-30 $341k 1.6k 210.62
2024-03-31 $278k 1.6k 171.48

More positions owned by Roger Wittlin Investment Advisory

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p Ttl Stk (ITOT)
Pimco Etf Tr Sr Ln Active Etf (LONZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr SPDR S&P1500VL (VLU)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for Roger Wittlin Investment Advisory

Top funds holding Apple

BlackRock
Geode Capital Management
Berkshire Hathaway
T. Rowe Price Associates
Jpmorgan Chase & Co
Northern Trust
Bank of New York Mellon
Bank of America Corporation
Charles Schwab Investment Management
Capital Research Global Investors
Susquehanna International
Citadel Advisors
Invesco
Royal Bank of Canada
Wells Fargo & Company

View all funds holding Apple