SEC 13F Intelligence

Paradigm Financial Advisors, LLC / AAPL

Paradigm Financial Advisors, LLC’s Apple Inc Position

Does Paradigm Financial Advisors, LLC own Apple Inc (AAPL)? Yes199.8K shares worth $35M (+7.84% of its 13F portfolio) as of Q4 2021, down from 207.6K shares the prior filed quarter.

Position Value
$35M
Q4 2021
Shares
199.8K
% of Portfolio
+7.84%
Quarters Held
13
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $15MQ4 ’18Q1 ’19: $18MQ2 ’19: $19MQ2 ’19Q3 ’19: $18MQ4 ’19: $23MQ4 ’19Q1 ’20: $19MQ2 ’20: $27MQ2 ’20Q3 ’20: $29MQ4 ’20: $30MQ4 ’20Q1 ’21: $27MQ2 ’21: $29MQ2 ’21Q3 ’21: $29MQ4 ’21: $35MQ4 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2021199.8K$35M+7.84%
Q3 2021207.6K$29M+6.77%
Q2 2021214.0K$29M+6.52%
Q1 2021222.9K$27M+6.61%
Q4 2020229.8K$30M+8.25%
Q3 2020252.1K$29M+8.29%
Q2 202075.3K$27M+8.73%
Q1 202076.5K$19M+7.23%
Q4 201979.3K$23M+8.00%
Q3 201980.4K$18M+7.03%
Q2 201993.8K$19M+6.84%
Q1 201996.0K$18M+6.91%
Q4 201896.2K$15M+6.77%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Paradigm Financial Advisors, LLC’s full portfolio or all institutional holders of AAPL.