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Apple shares owned by Xena Financial Planning

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Xena Financial Planning from 13F filings

Historical chart of Xena Financial Planning investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Xena Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Xena Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.9M 36k 271.86

More positions owned by Xena Financial Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Esg Msci Leadr (SUSL)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Freedom 100 Em (FRDM)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr National Mun Etf (MUB)

View all positions for Xena Financial Planning

Top funds holding Apple

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

View all funds holding Apple