Spectrum Investment Advisors »

Apple shares owned by Spectrum Investment Advisors

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Spectrum Investment Advisors from 13F filings

Historical chart of Spectrum Investment Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Spectrum Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Apple by Spectrum Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 4.4k 233.00
2024-06-30 $939k 4.5k 210.60
2024-03-31 $1.6M 9.6k 171.48
2023-12-31 $1.8M 9.5k 192.54

More positions owned by Spectrum Investment Advisors

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Fidelity Covington Trust Enhanced Large (FELG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Mbs Etf (MBB)
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr National Mun Etf (MUB)
Fidelity Covington Trust Vlu Factor Etf (FVAL)

View all positions for Spectrum Investment 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