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FOCUS Wealth Advisors, LLC → AAPL

FOCUS Wealth Advisors, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
4
Latest value
$4.8M
Q3 2026
Peak value
$4.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$4.1M
Q1 2026$3.7M
Q2 2026$4.2M
Q3 2026$4.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.8M14.3K——
Q2 2026$4.2M14.6K——
Q1 2026$3.7M14.7K——
Q4 2025$4.1M15.1K——

Other funds holding AAPL

Other FOCUS Wealth Advisors, LLC positions

VGES

VANGUARD BD INDEX FDS

$16.1M
VGES

VANGUARD BD INDEX FDS

$15.9M
VGES

VANGUARD BD INDEX FDS

$15.5M
VGES

VANGUARD BD INDEX FDS

$15.4M
ETHA

ISHARES TR

$14.3M
ETHA

ISHARES TR

$13.2M
ETHA

ISHARES TR

$12.9M
ETHA

ISHARES TR

$12.7M