SEC 13F Intelligence

Freedom Wealth Alliance, LLC / AAPL

Freedom Wealth Alliance, LLC’s Apple Inc Position

Does Freedom Wealth Alliance, LLC own Apple Inc (AAPL)? Yes — 15.2K shares worth $3M (+4.27% of its 13F portfolio) as of Q3 2023, down from 16.3K shares the prior filed quarter.

Position Value
$3M
Q3 2023
Shares
15.2K
% of Portfolio
+4.27%
Quarters Held
4
currently held

Position History AAPL

Reported value by quarter
Q4 ’22: $2MQ4 ’22Q1 ’23: $3MQ1 ’23Q2 ’23: $3MQ2 ’23Q3 ’23: $3MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202315.2K$3M+4.27%
Q2 202316.3K$3M+4.33%
Q1 202316.1K$3M+3.99%
Q4 202216.0K$2M+2.94%

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