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OMNI 360 Wealth, Inc. → AAPL

OMNI 360 Wealth, Inc. AAPL Position History

Apple Inc. • Technology

Quarters held
12
Latest value
$4.5M
Q3 2026
Peak value
$4.5M
First seen
Q4 2023

Dollar value over time

Show data table
PeriodPosition value
Q4 2023$3M
Q1 2024$2.7M
Q2 2024$3.3M
Q3 2024$4M
Q4 2024$3.1M
Q1 2025$2.6M
Q2 2025$2.7M
Q3 2025$3.3M
Q4 2025$3.2M
Q1 2026$3M
Q2 2026$3.4M
Q3 2026$4.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.5M13.7K——
Q2 2026$3.4M11.6K——
Q1 2026$3M12.0K——
Q4 2025$3.2M12.3K——
Q3 2025$3.3M12.8K——
Q2 2025$2.7M13.0K——
Q1 2025$2.6M11.9K——
Q4 2024$3.1M12.5K——
Q3 2024$4M17.3K——
Q2 2024$3.3M15.4K——
Q1 2024$2.7M15.7K——
Q4 2023$3M15.4K——

Other funds holding AAPL

Other OMNI 360 Wealth, Inc. positions

STT-PG

SPDR SERIES TRUST

$18.5M
STT-PG

SPDR SERIES TRUST

$17.4M
ETHA

ISHARES TR

$15.8M
ETHA

ISHARES TR

$15.5M
ETHA

ISHARES TR

$14.9M
ETHA

ISHARES TR

$14.8M
STT-PG

SPDR SERIES TRUST

$13.9M
ETHA

ISHARES TR

$13.7M