Emerson Wealth News Today

Sonata Capital Group Inc. grew its position in Apple Inc. (NASDAQ:AAPL – Get Rating) by 0.4% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 46,118 shares of the iPhone maker’s stock after acquiring an additional 203 shares during the quarter. Apple makes up […]

SOA Wealth Advisors LLC. reduced its holdings in Apple Inc. (NASDAQ:AAPL – Get Rating) by 1.5% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 273,109 shares of the iPhone maker’s stock after selling 4,066 shares during the quarter. Apple comprises 11.4% of SOA Wealth […]

Greenfield Savings Bank lessened its holdings in shares of Apple Inc. (NASDAQ:AAPL – Get Rating) by 1.0% in the third quarter, Holdings Channel.com reports. The firm owned 67,086 shares of the iPhone maker’s stock after selling 654 shares during the period. Apple comprises 6.7% of Greenfield Savings Bank’s portfolio, making the stock its largest holding. […]

Guinness Atkinson Asset Management Inc lowered its stake in Apple Inc. (NASDAQ:AAPL – Get Rating) by 30.2% in the second quarter, HoldingsChannel reports. The institutional investor owned 33,467 shares of the iPhone maker’s stock after selling 14,467 shares during the period. Apple makes up 2.7% of Guinness Atkinson Asset Management Inc’s investment portfolio, making the […]

Seaside Wealth Management Inc. acquired a new stake in shares of Apple Inc. (NASDAQ:AAPL – Get Rating) during the second quarter, Holdings Channel.com reports. The fund acquired 3,508 shares of the iPhone maker’s stock, valued at approximately $572,000. Apple accounts for 0.4% of Seaside Wealth Management Inc.’s holdings, making the stock its 23rd largest holding. […]

Raleigh Capital Management Inc. boosted its position in Apple Inc. (NASDAQ:AAPL – Get Rating) by 28.0% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 7,222 shares of the iPhone maker’s stock after acquiring an additional 1,581 shares during the period. Raleigh […]

Ashford Capital Management Inc. trimmed its holdings in Apple Inc. (NASDAQ:AAPL – Get Rating) by 37.9% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 4,810 shares of the iPhone maker’s stock after selling 2,936 shares during the period. Ashford Capital […]

Wealthspire Advisors LLC lifted its position in shares of Apple Inc. (NASDAQ:AAPL – Get Rating) by 42.8% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 299,829 shares of the iPhone maker’s stock after buying an additional 89,865 shares during the […]

Strategic Wealth Investment Group LLC reduced its position in Apple Inc. (NASDAQ:AAPL – Get Rating) by 11.6% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 102,500 shares of the iPhone maker’s stock after selling 13,385 shares during the period. Apple makes up approximately 3.5% of Strategic Wealth Investment Group LLC’s investment portfolio, making […]

Highland Financial Advisors LLC purchased a new stake in shares of Apple Inc. (NASDAQ:AAPL – Get Rating) in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 5,104 shares of the iPhone maker’s stock, valued at approximately $698,000. Apple comprises about 0.5% of Highland Financial […]