Carlsbad Wealth Advisory Group, Inc. / AAPL
Carlsbad Wealth Advisory Group, Inc.’s Apple Inc Position
Does Carlsbad Wealth Advisory Group, Inc. own Apple Inc (AAPL)? Yes — 15.2K shares worth $3M (+1.89% of its 13F portfolio) as of Q2 2023.
Position Value
$3M
Q2 2023
Shares
15.2K
% of Portfolio
+1.89%
Quarters Held
1
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2023 | 15.2K | $3M | +1.89% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Carlsbad Wealth Advisory Group, Inc.’s full portfolio or all institutional holders of AAPL.