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Apple shares owned by TRUE Private Wealth Advisors

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

Historical chart of TRUE Private Wealth Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $28M 118k 233.00
2024-06-30 $32M 149k 210.62
2024-03-31 $26M 154k 171.48
2023-12-31 $32M 164k 192.53
2023-09-30 $28M 161k 171.21
2023-06-30 $32M 163k 193.97
2023-03-31 $27M 166k 164.90
2022-12-31 $22M 168k 129.93
2022-09-30 $24M 171k 138.20
2022-06-30 $24M 174k 136.72
2022-03-31 $29M 173k 166.02
2021-12-31 $30M 171k 177.57
2021-09-30 $24M 170k 141.50
2021-06-30 $23M 171k 136.96
2021-03-31 $21M 169k 122.15
2020-12-31 $23M 170k 132.69
2020-09-30 $20M 173k 115.81
2020-06-30 $17M 48k 364.80
2020-03-31 $11M 44k 254.28
2019-12-31 $12M 42k 293.63
2019-09-30 $9.0M 40k 223.95
2019-06-30 $7.7M 39k 197.91
2019-03-31 $7.5M 40k 189.93
2018-12-31 $8.6M 55k 157.73
2018-09-30 $11M 47k 225.74
2018-06-30 $8.8M 47k 185.10
2018-03-31 $7.5M 44k 167.78
2017-12-31 $7.6M 45k 169.22
2017-09-30 $4.0M 26k 154.10
2017-06-30 $3.7M 26k 143.99
2017-03-31 $3.7M 26k 143.31
2016-12-31 $3.3M 26k 128.73
2016-09-30 $2.9M 25k 116.98
2016-06-30 $2.7M 28k 95.60
2016-03-31 $3.1M 29k 108.98
2015-12-31 $3.1M 29k 105.25

More positions owned by TRUE Private Wealth Advisors

Ishares Tr Core Msci Total (IXUS)
Ishares Tr Agency Bond Etf (AGZ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Fltg Rate Nt Etf (FLOT)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Zacks Trust Small/mid Cap (SMIZ)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Msci Emrg Chn (EMXC)
Vaneck Etf Trust Clo Etf (CLOI)

View all positions for TRUE Private Wealth 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