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Apple shares owned by Wealth Advisory Team

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

Historical chart of Wealth Advisory Team investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Wealth Advisory Team

Quarter filed Position value Share count Share price at filing
2025-06-30 $238k 1.2k 205.09

More positions owned by Wealth Advisory Team

Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
Dimensional Etf Trust Us Equity Market (DFUS)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Bd Index Fds Intermed Term (BIV)
Victory Portfolios Ii Core Intermediat (UITB)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Dbx Etf Tr Xtrackers Msci (USSG)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)
Ishares Esg Awr Msci Em (ESGE)

View all positions for Wealth Advisory Team

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Berkshire Hathaway
Jpmorgan Chase & Co
Morgan Stanley
Northern Trust
Legal & General Group
Goldman Sachs Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Bank of New York Mellon
Susquehanna International

View all funds holding Apple