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EAGLE WEALTH STRATEGIES LLC → AAPL

EAGLE WEALTH STRATEGIES LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$3M
Q3 2026
Peak value
$3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2.3M
Q4 2025$2.5M
Q1 2026$2.3M
Q2 2026$2.6M
Q3 2026$3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3M8.9K——
Q2 2026$2.6M8.8K——
Q1 2026$2.3M9.0K——
Q4 2025$2.5M9.0K——
Q3 2025$2.3M9.1K——

Other funds holding AAPL

Other EAGLE WEALTH STRATEGIES LLC positions

VGES

VANGUARD INDEX FDS

$61.6M
VGES

VANGUARD INDEX FDS

$60M
VGES

VANGUARD INDEX FDS

$51.7M
VGES

VANGUARD INDEX FDS

$41.3M
VGES

VANGUARD INDEX FDS

$40.2M
EZBC

FRANKLIN TEMPLETON ETF TR

$27.3M
EZBC

FRANKLIN TEMPLETON ETF TR

$27.2M
EZBC

FRANKLIN TEMPLETON ETF TR

$24.1M