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Apple shares owned by Wheelhouse Advisory Group

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

Historical chart of Wheelhouse Advisory Group investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Wheelhouse Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 6.1k 233.00
2024-06-30 $1.4M 6.4k 220.30
2024-03-31 $1.1M 6.6k 171.49
2023-12-31 $1.3M 6.8k 192.55

More positions owned by Wheelhouse Advisory Group

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Health Care Etf Health Care Etf (VHT)
Vanguard S&p 500 Growth Etf Etf (VOOG)
Vanguard Large Cap Etf Etf (VV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Vanguard Mega Cap Growthetf Etf (MGK)
Vanguard Information Technology Etf Etf (VGT)
Avantis Us Small Cap Value Etf Etf (AVSC)
Vanguard Mid Cap Etf Etf (VO)
Vanguard Financials Etf Financials Etf (VFH)
Spdr Bloomberg 1 3 Mnth T Bll Etf Spdr Ser Tr (BIL)
Dimensional Shrt Drt Fxdincm Etf Etf (DFSD)
Vanguard Muni Bnd Tax Exempt Etf Etf (VTEB)
Vanguard Intermediate Term Bond Etf Etf (BIV)
Apple (AAPL)

View all positions for Wheelhouse Advisory Group

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