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Twin Peaks Wealth Advisors »

Apple shares owned by Twin Peaks Wealth Advisors

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

Historical chart of Twin Peaks Wealth Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Twin Peaks Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$14M	60k	233.00
2024-06-30	$13M	61k	210.62
2024-03-31	$9.8M	57k	171.48
2023-12-31	$12M	62k	192.53

More positions owned by Twin Peaks Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)

First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

Meta Platforms Cl A (META)

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)

Ishares Tr Core Total Usd (IUSB)

First Tr Exchange-traded First Tr Enh New (FTSM)

First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)

First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)

Microsoft Corporation (MSFT)

Invesco Qqq Tr Unit Ser 1 (QQQ)

NVIDIA Corporation (NVDA)

First Tr Exchange-traded Us Eqty Oppt Etf (FPX)

Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Twin Peaks Wealth Advisors

Top funds holding Apple

State Street Corporation

Geode Capital Management

Berkshire Hathaway

T. Rowe Price Associates

Jpmorgan Chase & Co

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

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