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Apple shares owned by TSA Wealth Managment

Quarter-by-quarter ownership of Apple (AAPL) shares owned by TSA Wealth Managment from 13F filings

Historical chart of TSA Wealth Managment investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by TSA Wealth Managment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by TSA Wealth Managment

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 5.3k 232.98
2024-06-30 $1.0M 5.0k 210.64
2024-03-31 $679k 4.0k 171.49
2023-12-31 $760k 3.9k 192.53

More positions owned by TSA Wealth Managment

Spdr Ser Tr Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Mbs Etf (MBB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Msci Emrg Chn (EMXC)
Blackrock Etf Trust Ii Flexible Income (BINC)

View all positions for TSA Wealth Managment

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