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Avid Wealth Partners LLC → AAPL

Avid Wealth Partners LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$2.4M
Q3 2026
Peak value
$2.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.5M
Q4 2025$1.7M
Q1 2026$1.8M
Q2 2026$2M
Q3 2026$2.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.4M7.4K——
Q2 2026$2M6.8K——
Q1 2026$1.8M7.2K——
Q4 2025$1.7M6.2K——
Q3 2025$1.5M6.0K——

Other funds holding AAPL

Other Avid Wealth Partners LLC positions

ETHA

BLACKROCK ETF TRUST

$38.2M
ETHA

BLACKROCK ETF TRUST

$36M
ETHA

BLACKROCK ETF TRUST

$30.3M
ETHA

BLACKROCK ETF TRUST

$29.6M
ETHA

BLACKROCK ETF TRUST

$24.4M
ETHA

ISHARES TR

$19.4M
ETHA

ISHARES TR

$19.1M
ETHA

ISHARES TR

$17.3M
Avid Wealth Partners LLC AAPL Holdings: 13F Position History | Track13F