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Apple shares owned by Worth Financial Advisory Group

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

Historical chart of Worth Financial Advisory Group investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Worth Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.5M 26k 171.48
2023-12-31 $4.8M 25k 192.53
2023-09-30 $4.3M 25k 171.21
2023-06-30 $4.7M 24k 193.97
2023-03-31 $4.1M 25k 164.90
2022-12-31 $3.1M 24k 129.93

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Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Worth Financial Advisory Group

Top funds holding Apple

Vanguard Group
Berkshire Hathaway
T. Rowe Price Associates
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Jpmorgan Chase & Co
Bank of New York Mellon
Goldman Sachs Group
Charles Schwab Investment Management
Ubs Global Asset Management Americas
Royal Bank of Canada
Wellington Management Company
Wells Fargo & Company
Citadel Advisors

View all funds holding Apple