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Apple shares owned by Wiser Advisor Group

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

Historical chart of Wiser Advisor Group investment in Apple

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

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Quarterly reported holdings in Apple by Wiser Advisor Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $6.4M 26k 250.42
2024-09-30 $6.0M 26k 233.00
2024-06-30 $5.4M 26k 210.62
2024-03-31 $4.5M 26k 172.13

More positions owned by Wiser Advisor Group

Apple Common Stock (AAPL)
Vanguard S&p MF Closed and MF Open (VOO)
First Trust MF Closed and MF Open (FMB)
Amazon Common Stock (AMZN)
Vanguard Growth MF Closed and MF Open (VUG)
Alphabet Common Stock (GOOGL)
Vanguard Total MF Closed and MF Open (BND)
Vanguard Small MF Closed and MF Open (VB)
New York Life MF Closed and MF Open (HFXI)
Vanguard Value MF Closed and MF Open (VTV)
Invesco S&p MF Closed and MF Open (XMHQ)
Eli Lilly Common Stock (LLY)
Meta Platforms Common Stock (META)
Jpmorgan Chase Common Stock (JPM)
Microsoft Corp Common Stock (MSFT)

View all positions for Wiser Advisor Group

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