Source Financial Advisors LLC / AAPL
Source Financial Advisors LLC’s Apple Inc Position
Does Source Financial Advisors LLC own Apple Inc (AAPL)? Yes — 19.2K shares worth $4M (+1.32% of its 13F portfolio) as of Q3 2024, up from 19.0K shares the prior filed quarter.
Position Value
$4M
Q3 2024
Shares
19.2K
% of Portfolio
+1.32%
Quarters Held
16
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2024 | 19.2K | $4M | +1.32% |
| Q2 2024 | 19.0K | $4M | +1.23% |
| Q1 2024 | 19.3K | $3M | +1.01% |
| Q4 2023 | 22.2K | $4M | +1.33% |
| Q3 2023 | 22.5K | $4M | +1.30% |
| Q2 2023 | 22.4K | $4M | +1.42% |
| Q1 2023 | 21.6K | $4M | +1.19% |
| Q4 2022 | 23.1K | $3M | +1.13% |
| Q3 2022 | 20.8K | $3M | +1.14% |
| Q2 2022 | 19.2K | $3M | +1.03% |
| Q1 2022 | 18.8K | $3M | +0.96% |
| Q4 2021 | 17.2K | $3M | +0.82% |
| Q3 2021 | 17.9K | $3M | +0.66% |
| Q2 2021 | 17.2K | $2M | +0.61% |
| Q1 2021 | 16.5K | $2M | +0.54% |
| Q4 2020 | 14.7K | $2M | +0.53% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Source Financial Advisors LLC’s full portfolio or all institutional holders of AAPL.