SEC 13F Intelligence

V Wealth Advisors LLC / AAPL

V Wealth Advisors LLC’s Apple Inc Position

Does V Wealth Advisors LLC own Apple Inc (AAPL)? Yes57.8K shares worth $10M (+7.93% of its 13F portfolio) as of Q3 2023, down from 205.1K shares the prior filed quarter.

Position Value
$10M
Q3 2023
Shares
57.8K
% of Portfolio
+7.93%
Quarters Held
20
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $10MQ2 ’19: $8MQ3 ’19: $11MQ3 ’19Q4 ’19: $11MQ1 ’20: $15MQ2 ’20: $20MQ2 ’20Q3 ’20: $6MQ4 ’20: $27MQ1 ’21: $26MQ1 ’21Q2 ’21: $30MQ3 ’21: $30MQ4 ’21: $38MQ4 ’21Q1 ’22: $34MQ2 ’22: $26MQ3 ’22: $26MQ3 ’22Q4 ’22: $26MQ1 ’23: $34MQ2 ’23: $40MQ2 ’23Q3 ’23: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202357.8K$10M+7.93%
Q2 2023205.1K$40M+6.63%
Q1 2023206.0K$34M+6.36%
Q4 2022203.5K$26M+5.47%
Q3 2022188.4K$26M+5.21%
Q2 2022189.8K$26M+4.89%
Q1 2022192.1K$34M+5.37%
Q4 2021213.7K$38M+5.56%
Q3 2021213.0K$30M+4.66%
Q2 2021218.3K$30M+4.76%
Q1 2021209.4K$26M+4.70%
Q4 2020201.7K$27M+5.53%
Q3 202055.4K$6M+4.44%
Q2 202054.8K$20M+5.19%
Q1 202059.5K$15M+4.73%
Q4 201948.1K$11M+3.85%
Q3 201948.1K$11M+3.85%
Q2 201942.0K$8M+3.17%
Q1 201947.4K$10M+3.96%
Q4 201845.2K$7M+3.49%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See V Wealth Advisors LLC’s full portfolio or all institutional holders of AAPL.