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Pacific Wealth Strategies Group, Inc. → AAPL

Pacific Wealth Strategies Group, Inc. AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$5.5M
Q3 2026
Peak value
$12.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$11.9M
Q4 2025$12.9M
Q1 2026$9.7M
Q2 2026$5.4M
Q3 2026$5.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.5M16.4K——
Q2 2026$5.4M18.5K——
Q1 2026$9.7M38.3K——
Q4 2025$12.9M47.5K——
Q3 2025$11.9M46.7K——

Other funds holding AAPL

Other Pacific Wealth Strategies Group, Inc. positions

SCHW-PJ

SCHWAB STRATEGIC TR

$39M
SCHW-PJ

SCHWAB STRATEGIC TR

$33.3M
SPY

SPDR S&P 500 ETF TR

$25.5M
KOLD

PROSHARES TR

$23.4M
SPY

SPDR S&P 500 ETF TR

$23.3M
KOLD

PROSHARES TR

$23.2M
KOLD

PROSHARES TR

$20.8M
KOLD

PROSHARES TR

$19.8M