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4WEALTH ADVISORS, INC. → AAPL

4WEALTH ADVISORS, INC. AAPL Position History

Apple Inc. • Technology

Quarters held
10
Latest value
$733K
Q3 2026
Peak value
$3.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3M
Q3 2025$693K
Q4 2025$2.9M
Q4 2025$564K
Q1 2026$2.7M
Q1 2026$628K
Q2 2026$3.1M
Q2 2026$679K
Q3 2026$3M
Q3 2026$733K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$733K9.0K——
Q3 2026$3M9.1K——
Q2 2026$679K8.1K——
Q2 2026$3.1M10.9K——
Q1 2026$628K7.7K——
Q1 2026$2.7M11.1K——
Q4 2025$564K7.3K——
Q4 2025$2.9M10.7K——
Q3 2025$693K8.8K——
Q3 2025$3M11.6K——

Other funds holding AAPL

Other 4WEALTH ADVISORS, INC. positions

VGES

VANGUARD INDEX FDS

$16.9M
STT-PG

SPDR SERIES TRUST

$7.2M
STT-PG

SPDR SERIES TRUST

$6M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$4.8M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$4.5M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$4.5M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$4.4M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$4.4M