SEC 13F Intelligence

Aspire Wealth Management Corp / AAPL

Aspire Wealth Management Corp’s Apple Inc Position

Does Aspire Wealth Management Corp own Apple Inc (AAPL)? Yes — 19.3K shares worth $5M (+2.42% of its 13F portfolio) as of Q3 2024, down from 19.5K shares the prior filed quarter.

Position Value
$5M
Q3 2024
Shares
19.3K
% of Portfolio
+2.42%
Quarters Held
11
currently held

Position History AAPL

Reported value by quarter
Q1 ’22: $4MQ1 ’22Q2 ’22: $3MQ3 ’22: $3MQ3 ’22Q4 ’22: $3MQ1 ’23: $4MQ1 ’23Q2 ’23: $4MQ3 ’23: $3MQ3 ’23Q4 ’23: $4MQ1 ’24: $3MQ1 ’24Q2 ’24: $4MQ3 ’24: $5MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202419.3K$5M+2.42%
Q2 202419.5K$4M+2.35%
Q1 202419.5K$3M+2.02%
Q4 202319.9K$4M+2.60%
Q3 202320.3K$3M+2.64%
Q2 202320.6K$4M+3.03%
Q1 202321.5K$4M+2.87%
Q4 202221.9K$3M+2.48%
Q3 202222.1K$3M+2.88%
Q2 202222.7K$3M+2.86%
Q1 202222.7K$4M+3.13%

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