SEC 13F Intelligence

Dixon Hughes Goodman Wealth Advisors LLC / AAPL

Dixon Hughes Goodman Wealth Advisors LLC’s Apple Inc Position

Does Dixon Hughes Goodman Wealth Advisors LLC own Apple Inc (AAPL)? Yes42.6K shares worth $7M (+2.13% of its 13F portfolio) as of Q1 2022, up from 31.8K shares the prior filed quarter.

Position Value
$7M
Q1 2022
Shares
42.6K
% of Portfolio
+2.13%
Quarters Held
2
currently held

Position History AAPL

Reported value by quarter
Q4 ’21: $6MQ4 ’21Q1 ’22: $7MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202242.6K$7M+2.13%
Q4 202131.8K$6M+1.84%

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