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Broadway Wealth Solutions, Inc. → AAPL

Broadway Wealth Solutions, Inc. AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$3.3M
Q3 2026
Peak value
$3.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2.4M
Q4 2025$2.3M
Q1 2026$2.1M
Q2 2026$2.8M
Q3 2026$3.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.3M9.8K——
Q2 2026$2.8M9.8K——
Q1 2026$2.1M8.3K——
Q4 2025$2.3M8.5K——
Q3 2025$2.4M9.4K——

Other funds holding AAPL

Other Broadway Wealth Solutions, Inc. positions

STT-PG

SPDR SERIES TRUST

$49.1M
STT-PG

SPDR SERIES TRUST

$45.3M
STT-PG

SPDR SERIES TRUST

$38M
STT-PG

SPDR SERIES TRUST

$37.9M
STT-PG

SPDR SERIES TRUST

$36.5M
VSH

VICTORY PORTFOLIOS II

$30.5M
FMN

FEDERATED HERMES ETF TRUST

$29.5M
VSH

VICTORY PORTFOLIOS II

$29.3M