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Apple shares owned by Waterway Wealth Management

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

Historical chart of Waterway Wealth Management investment in Apple

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

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Quarterly reported holdings in Apple by Waterway Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 13k 232.99
2024-06-30 $2.9M 14k 210.62
2024-03-31 $1.3M 7.8k 171.49
2023-12-31 $2.1M 11k 192.53

More positions owned by Waterway Wealth Management

Ishares Msci Eafe Etf Etf (EFA)
Wisdomtree Large Cap Dividend Etf (DLN)
Ishares Core S&p 500 Etf Etf (IVV)
DFA Dimensional US Small Cap Value ETF Etf (DFSV)
Fidelity Msci Health Care Index Etf Etf (FHLC)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Pimco Municipal Income Opportunities Active Exchange-traded Fund Etf (MINO)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Nvidia Corporation Stock (NVDA)
Ishares Russell 1000 Growth Etf Etf (IWF)
Apple Stock (AAPL)
Spdr S&p 500 Etf Trust Etf (SPY)
Financial Select Sector Spdr Etf (XLF)

View all positions for Waterway Wealth Management

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