Consilio Wealth Advisors LLC Has $4.34 Million Holdings in Apple Inc. (NASDAQ:AAPL)

Consilio Wealth Advisors LLC boosted its stake in shares of Apple Inc. (NASDAQ:AAPL) by 1.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 17,338 shares of the iPhone maker’s stock after purchasing an additional 192 shares during the quarter. Apple accounts for approximately 1.8% of Consilio Wealth Advisors LLC’s holdings, making the stock its 12th biggest position. Consilio Wealth Advisors LLC’s holdings in Apple were worth $4,342,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the stock. State Street Corp raised its stake in Apple by 10.6% during the 3rd quarter. State Street Corp now owns 584,010,284 shares of the iPhone maker’s stock valued at $136,074,372,000 after purchasing an additional 55,935,105 shares during the last quarter. FMR LLC raised its stake in Apple by 5.3% during the 3rd quarter. FMR LLC now owns 363,859,362 shares of the iPhone maker’s stock valued at $84,779,231,000 after purchasing an additional 18,224,005 shares during the last quarter. Geode Capital Management LLC raised its stake in Apple by 6.5% during the 3rd quarter. Geode Capital Management LLC now owns 333,857,500 shares of the iPhone maker’s stock valued at $77,542,863,000 after purchasing an additional 20,483,787 shares during the last quarter. Charles Schwab Investment Management Inc. raised its stake in Apple by 6.6% during the 3rd quarter. Charles Schwab Investment Management Inc. now owns 94,942,731 shares of the iPhone maker’s stock valued at $22,121,656,000 after purchasing an additional 5,893,741 shares during the last quarter. Finally, International Assets Investment Management LLC raised its stake in Apple by 20,372.7% during the 3rd quarter. International Assets Investment Management LLC now owns 94,347,510 shares of the iPhone maker’s stock valued at $219,829,700,000 after purchasing an additional 93,886,664 shares during the last quarter. 67.73% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Apple

In related news, COO Jeffrey E. Williams sold 100,000 shares of the firm’s stock in a transaction on Monday, December 16th. The shares were sold at an average price of $249.97, for a total value of $24,997,000.00. Following the completion of the transaction, the chief operating officer now directly owns 389,944 shares of the company’s stock, valued at approximately $97,474,301.68. This trade represents a 20.41 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 0.06% of the company’s stock.

Apple Stock Performance

Shares of AAPL stock opened at $245.55 on Friday. The company has a debt-to-equity ratio of 1.26, a quick ratio of 0.88 and a current ratio of 0.92. The company has a market capitalization of $3.69 trillion, a P/E ratio of 38.98, a price-to-earnings-growth ratio of 2.43 and a beta of 1.20. The company’s 50 day moving average price is $240.47 and its two-hundred day moving average price is $232.55. Apple Inc. has a 52 week low of $164.07 and a 52 week high of $260.10.

Apple (NASDAQ:AAPL) last announced its earnings results on Thursday, January 30th. The iPhone maker reported $2.40 EPS for the quarter, topping the consensus estimate of $2.36 by $0.04. Apple had a net margin of 24.30% and a return on equity of 160.83%. On average, analysts expect that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, February 13th. Shareholders of record on Monday, February 10th were issued a dividend of $0.25 per share. The ex-dividend date was Monday, February 10th. This represents a $1.00 annualized dividend and a yield of 0.41%. Apple’s dividend payout ratio (DPR) is currently 15.87%.

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on the stock. Wedbush reissued an “outperform” rating and issued a $325.00 price target on shares of Apple in a report on Thursday, January 23rd. Needham & Company LLC reissued a “buy” rating and issued a $260.00 price target on shares of Apple in a report on Friday, January 31st. Raymond James boosted their price target on shares of Apple to $250.00 and gave the company a “buy” rating in a report on Monday, January 20th. Evercore ISI boosted their price target on shares of Apple to $260.00 and gave the company a “buy” rating in a report on Thursday. Finally, Barclays boosted their price target on shares of Apple from $183.00 to $197.00 and gave the company an “underweight” rating in a report on Friday, January 31st. Four equities research analysts have rated the stock with a sell rating, ten have issued a hold rating, twenty-one have issued a buy rating and two have assigned a strong buy rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $242.52.

Apple Profile

Apple Inc designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. The company offers iPhone, a line of smartphones; Mac, a line of personal computers; iPad, a line of multi-purpose tablets; and wearables, home, and accessories comprising AirPods, Apple TV, Apple Watch, Beats products, and HomePod.