Security Name: APPLE INC
Ticker: AAPL
Security Type: EQU
Exchange: US
CUSIP: 037833100

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $1996.42B - 5,002 -
2024-09-30 $2136.21B +7.0% 4,967 -0.7%
2024-12-31 $2332.26B +9.2% 3,956 -20.4%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
GUIDESTONE CAPITAL MANAGEMENT, LLC $73.5M 293K 100.0%
RJA ASSET MANAGEMENT LLC $357.6M 1,428K 85.9%
JOSH ARNOLD INVESTMENT CONSULTANT, LLC $84.9M 338K 71.8%
H&H INTERNATIONAL INVESTMENT, LLC $10233.3M 40,864K 70.5%
INDEPENDENT INVESTORS INC $293.9M 1,173K 58.2%
PROSPECT HILL MANAGEMENT, LLC $128.2M 512K 56.4%
7G CAPITAL MANAGEMENT, LLC $53.8M 215K 47.4%
FORBES FINANCIAL PLANNING, INC. $75.1M 20K 36.4%
CIRCLE WEALTH MANAGEMENT, LLC $1645.2M 6,569K 34.9%
BILTMORE FAMILY OFFICE, LLC $190.3M 760K 32.0%
BERKSHIRE HATHAWAY INC $75126.0M 300,000K 28.1%
WILMAR ADVISORS LLC $30.1M 120K 27.8%
DRAPER ASSET MANAGEMENT, LLC $43.0M 166K 26.9%
CEETO CAPITAL GROUP, LLC $72.9M 291K 26.9%
DELTA FINANCIAL GROUP, INC. $111.4M 444K 26.1%
GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC $359.1M 1,434K 26.0%
BSN CAPITAL PARTNERS LTD $636.6M 2,513K 25.5%
FISHMAN JAY A LTD/MI $266.3M 1,063K 25.0%
PUTNEY FINANCIAL GROUP LLC $27.5M 109K 24.5%
SPURSTONE ADVISORY SERVICES, LLC $1.3M 5K 24.2%
MARTIN CAPITAL ADVISORS, LLP $36.9M 147K 23.8%
BIRINYI ASSOCIATES INC $86.2M 344K 23.7%
SHARED VISION WEALTH GROUP LLC $44.4M 177K 23.4%
OPES WEALTH MANAGEMENT LLC $111.1M 443K 22.8%
SEMUS WEALTH PARTNERS LLC $34.4M 137K 22.8%

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