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Apple shares owned by O'Connor Financial Group

Quarter-by-quarter ownership of Apple (AAPL) shares owned by O'Connor Financial Group from 13F filings

Historical chart of O'Connor Financial Group investment in Apple

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All positions including Apple held by O'Connor Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by O'Connor Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $598k 3.5k 171.48
2023-12-31 $665k 3.5k 192.53
2023-09-30 $597k 3.5k 171.21
2023-06-30 $673k 3.5k 193.97
2023-03-31 $513k 3.1k 164.90

More positions owned by O'Connor Financial Group

Pimco Enhanced Low Duration Active Etf Etf (LDUR)
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD)
Vanguard S&p 500 Etf Etf (VOO)
Timothy Plan International Etf Etf (TPIF)
Vanguard Small-cap Etf Etf (VB)
Timothy Plan Fund Timothy Plan Us Large/mid Cap Core Fund Etf (TPLC)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Mid-cap Etf Etf (VO)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core S&p 500 Etf Etf (IVV)
Spdr Blackstone Senior Loan Etf Etf (SRLN)
Timothy Plan Us Small Cap Core Etf Etf (TPSC)
Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares S&p 500 Value Etf Etf (IVE)
Dimensional Emerging Markets Etf Etf (DFEM)

View all positions for O'Connor Financial Group

Top funds holding Apple

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Northern Trust
Legal & General Group
Bank of New York Mellon
Bank of America Corporation
Goldman Sachs Group
Charles Schwab Investment Management
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