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DHJJ Financial Advisors, Ltd. → AAPL

DHJJ Financial Advisors, Ltd. AAPL Position History

Apple Inc. • Technology

Quarters held
8
Latest value
$71K
Q3 2026
Peak value
$5.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$4.1M
Q4 2025$78K
Q1 2026$3.9M
Q1 2026$70K
Q2 2026$4.4M
Q2 2026$73K
Q3 2026$5.1M
Q3 2026$71K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$71K881——
Q3 2026$5.1M15.3K——
Q2 2026$73K880——
Q2 2026$4.4M15.2K——
Q1 2026$70K852——
Q1 2026$3.9M15.3K——
Q4 2025$78K1.0K——
Q4 2025$4.1M15.2K——

Other funds holding AAPL

Other DHJJ Financial Advisors, Ltd. positions

QQQ

INVESCO QQQ TR

$40.8M
QQQ

INVESCO QQQ TR

$40.6M
QQQ

INVESCO QQQ TR

$34.3M
QQQ

INVESCO QQQ TR

$31.9M
ETHA

ISHARES TR

$22.1M
ETHA

ISHARES TR

$20.5M
ETHA

ISHARES TR

$19.5M
ETHA

ISHARES TR

$19.4M