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Wealth Advisory Solutions, LLC → AAPL

Wealth Advisory Solutions, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$16.4M
Q3 2026
Peak value
$16.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$13.7M
Q4 2025$14.5M
Q1 2026$13.3M
Q2 2026$14.3M
Q3 2026$16.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$16.4M49.1K——
Q2 2026$14.3M49.4K——
Q1 2026$13.3M52.5K——
Q4 2025$14.5M53.5K——
Q3 2025$13.7M53.9K——

Other funds holding AAPL

Other Wealth Advisory Solutions, LLC positions

SPY

STATE STR SPDR S&P 500 ETF T

$45.7M
SPY

STATE STR SPDR S&P 500 ETF T

$44.9M
SPY

SPDR S&P 500 ETF TR

$41.4M
SPY

SPDR S&P 500 ETF TR

$40.5M
SPY

STATE STR SPDR S&P 500 ETF T

$40.2M
ETHA

ISHARES TR

$30.7M
IVZ

INVESCO EXCHANGE TRADED FD T

$29M
STT-PG

SPDR SERIES TRUST

$28.8M