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Holos Integrated Wealth LLC → AAPL
Holos Integrated Wealth LLC AAPL Position History
Apple Inc. • Technology
Quarters held
6
Latest value
$3M
Q3 2026
Peak value
$3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2M |
| Q4 2025 | $2.2M |
| Q1 2026 | $2.6M |
| Q1 2026 | $81 |
| Q2 2026 | $2.5M |
| Q3 2026 | $3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3M | 8.9K | — | — |
| Q2 2026 | $2.5M | 8.2K | — | — |
| Q1 2026 | $81 | 1 | — | — |
| Q1 2026 | $2.6M | 10.4K | — | — |
| Q4 2025 | $2.2M | 8.2K | — | — |
| Q3 2025 | $2M | 8.3K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B
Other Holos Integrated Wealth LLC positions
FPF
$24.2MFirst Trust Laddered Buffer ETF
FPF
$22.3MFirst Trust Laddered Buffer ETF
FPF
$20.2MFirst Trust Laddered Buffer ETF
FPF
$19.9MFirst Trust Laddered Buffer ETF
FPF
$19.5MFirst Trust Laddered Buffer ETF
FPF
$14MFirst Trust TCW Unconstrained PLUS Bond
FIS
$12.2MFidelity Total Bond
FIS
$11.5MFidelity Total Bond