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PFG Private Wealth Management, LLC → AAPL

PFG Private Wealth Management, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$2M
Q3 2026
Peak value
$4.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$4.4M
Q4 2025$1.7M
Q1 2026$1.5M
Q2 2026$1.9M
Q3 2026$2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2M6.1K——
Q2 2026$1.9M6.6K——
Q1 2026$1.5M6.1K——
Q4 2025$1.7M6.2K——
Q3 2025$4.4M17.2K——

Other funds holding AAPL

Other PFG Private Wealth Management, LLC positions

ETHA

ISHARES TR

$32.1M
ETHA

ISHARES TR

$31.1M
ETHA

ISHARES TR

$30.4M
ETHA

ISHARES TR

$30.4M
STT-PG

SPDR SERIES TRUST

$25.3M
VGES

VANGUARD TAX-MANAGED FDS

$25M
STT-PG

SPDR SERIES TRUST

$24.5M
VGES

VANGUARD TAX-MANAGED FDS

$24.2M