SEC 13F Intelligence

Sweet Financial Partners, LLC / AAPL

Sweet Financial Partners, LLC’s Apple Inc Position

Does Sweet Financial Partners, LLC own Apple Inc (AAPL)? Yes — 38.1K shares worth $9M (+1.92% of its 13F portfolio) as of Q3 2024, down from 39.5K shares the prior filed quarter.

Position Value
$9M
Q3 2024
Shares
38.1K
% of Portfolio
+1.92%
Quarters Held
12
currently held

Position History AAPL

Reported value by quarter
Q4 ’21: $3MQ4 ’21Q1 ’22: $4MQ2 ’22: $3MQ2 ’22Q3 ’22: $4MQ4 ’22: $4MQ4 ’22Q1 ’23: $5MQ2 ’23: $6MQ2 ’23Q3 ’23: $6MQ4 ’23: $7MQ4 ’23Q1 ’24: $7MQ2 ’24: $8MQ2 ’24Q3 ’24: $9Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202438.1K$9M+1.92%
Q2 202439.5K$8M+1.90%
Q1 202439.3K$7M+1.55%
Q4 202335.9K$7M+1.64%
Q3 202333.3K$6M+1.51%
Q2 202333.0K$6M+1.67%
Q1 202331.3K$5M+1.43%
Q4 202229.4K$4M+1.12%
Q3 202225.4K$4M+1.12%
Q2 202225.0K$3M+1.07%
Q1 202223.7K$4M+1.11%
Q4 202117.3K$3M+1.27%

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