Yoder Wealth Management »

Apple shares owned by Yoder Wealth Management

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

Historical chart of Yoder Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Apple by Yoder Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.5M 56k 171.48
2023-12-31 $11M 56k 192.53
2023-09-30 $10M 58k 171.21
2023-06-30 $12M 60k 193.97
2023-03-31 $10M 61k 164.90

More positions owned by Yoder Wealth Management

Apple (AAPL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Airbnb Com Cl A (ABNB)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Fidelity Covington Trust Msci Indl Indx (FIDU)
Block Cl A (SQ)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Yoder Wealth Management

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