Dean, Jacobson Financial Services, LLC recently filed its 13F report for the second quarter of 2022, which ended on 2022-06-30. The 13F report details the stocks that were in a guru’s stock portfolio at the end of the quarter, although investors should note that these filings are limited in scope, containing only an overview of … Read more
Security Financial Services INC. increased its stake in shares of Apple Inc. (NASDAQ: AAPL – Get Rating) by 0.4% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The company held 37,893 shares of the iPhone maker after buying an additional 143 shares … Read more
Strategic Financial Services Inc. reduced its stake in Apple Inc. (NASDAQ: AAPL – Get Rating) by 0.2% in Q1, reports HoldingsChannel.com. The fund held 88,363 shares of the iPhone maker after selling 165 shares during the quarter. Apple represents about 1.2% of Strategic Financial Services Inc’s investment portfolio, making the stock its 12th largest holding. … Read more
Econ Financial Services Corp increased its stake in Apple Inc. (NASDAQ: AAPL – Get Rating) by 29.1% during the first quarter, HoldingsChannel reports. The fund held 421 shares of the iPhone maker after buying an additional 95 shares during the period. Econ Financial Services Corp’s holdings of Apple were worth $74,000 when it last filed … Read more
Baskin Financial Services Inc. recently filed its 13F report for the second quarter of 2022, which ended on 2022-06-30. The 13F report details the stocks that were in a guru’s stock portfolio at the end of the quarter, although investors should note that these filings are limited in scope, containing only an overview of long … Read more
Howard Financial Services LTD. increased its stake in Apple Inc. (NASDAQ: AAPL – Get Rating) by 2.8% during the first quarter, reports HoldingsChannel.com. The fund held 70,125 shares of the iPhone maker after buying an additional 1,924 shares during the period. Apple accounts for about 3.6% of Howard Financial Services LTD.’s holdings, making the stock … Read more
Madrona Financial Services LLC increased its stake in Apple Inc. (NASDAQ: AAPL – Get Rating) by 0.6% during Q1, HoldingsChannel reports. The fund held 15,007 shares of the iPhone maker after buying an additional 89 shares during the period. Apple represents 1.3% of Madrona Financial Services LLC’s portfolio, making the stock its 24th largest position. … Read more
Acorn Financial Advisory Services Inc. ADV increased its position in shares of Apple Inc. (NASDAQ: AAPL – Get Rating) by 0.7% during the first quarter, according to the company in its most recent communication with the Securities & Exchange Commission. The fund held 113,435 shares of the iPhone maker after buying 818 additional shares during … Read more
CRA Financial Services LLC increased its position in Apple Inc. (NASDAQ: AAPL – Get Rating) by 1.5% in the first quarter, according to its latest 13F filing with the Securities and Exchange Commission (SEC). The fund held 194,037 shares of the iPhone maker after acquiring 2,825 additional shares during the period. Apple makes up about … Read more
Orrstown Financial Services Inc. lowered its position in shares of Apple Inc. (NASDAQ: AAPL – Get Rating) by 5.2% in the 1st quarter, reports HoldingsChannel. The institutional investor held 11,127 shares of the iPhone maker after selling 605 shares during the period. Apple represents 3.6% of Orrstown Financial Services Inc.’s investment portfolio, making the stock … Read more