Wealthedge Investment Advisors »

Apple shares owned by Wealthedge Investment Advisors

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Wealthedge Investment Advisors from 13F filings

Historical chart of Wealthedge Investment Advisors investment in Apple

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.0017.976741M7.9767415M7.976742M7.9767425M7.976743M31.852k31.8525k31.853k31.8535k31.854k
Value ($)Share countHistorical AAPL position of Wealthedge Investment Advisors Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Wealthedge Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Apple by Wealthedge Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $8.0M 32k 250.42

More positions owned by Wealthedge Investment Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 2000 Etf (IWM)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Amazon (AMZN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core Msci Eafe (IEFA)
Broadcom (AVGO)

View all positions for Wealthedge Investment Advisors

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Berkshire Hathaway
Morgan Stanley
T. Rowe Price Associates
Norges Bank Investment Management
Jpmorgan Chase & Co
Northern Trust
Bank of America Corporation
Goldman Sachs Group
Legal & General Group
Bank of New York Mellon

View all funds holding Apple