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Apple shares owned by MGO Private Wealth

Quarter-by-quarter ownership of Apple (AAPL) shares owned by MGO Private Wealth from 13F filings

Historical chart of MGO Private Wealth investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by MGO Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by MGO Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.6M 27k 171.48
2023-12-31 $5.1M 26k 192.53
2023-09-30 $4.6M 27k 171.21
2023-06-30 $5.2M 27k 193.97
2023-03-31 $4.6M 28k 164.90
2022-12-31 $5.0M 38k 129.93
2022-09-30 $5.4M 39k 138.20

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Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Apple (AAPL)
Global X Fds Us Infr Dev Etf (PAVE)
Blackstone Secd Lending Common Stock (BXSL)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for MGO Private Wealth

Top funds holding Apple

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

View all funds holding Apple