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Livermore
Livermore
ZHEN

Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

AAPL holding history

Apple Inc. in every 13F filed by Avidian Wealth Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q2 2026 holdings

Shares (Q2 2026)
210,920
Value
$61.0M
% of portfolio
1.7%
Quarters held
22
Since Q1 2021
Holdings of AAPL by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026210,920$61.0M1.7%+6,016+2.9%AddedHolders
Q1 2026204,904$52.0M1.6%+34,517+20.3%AddedHolders
Q4 2025170,387$46.3M1.7%+3,971+2.4%AddedHolders
Q3 2025166,416$42.4M1.6%+9,536+6.1%AddedHolders
Q2 2025156,880$32.2M1.3%−18,907−10.8%ReducedHolders
Q1 2025175,787$39.0M1.7%−3,785−2.1%ReducedHolders
Q4 2024179,572$45.0M2.0%+642+0.4%AddedHolders
Q3 2024178,930$41.7M1.9%−2,823−1.6%ReducedHolders
Q2 2024181,753$38.3M1.8%−6,504−3.5%ReducedHolders
Q1 2024188,257$32.3M1.7%+4,904+2.7%AddedHolders
Q4 2023183,353$35.3M2.2%−7,379−3.9%ReducedHolders
Q3 2023190,732$32.7M2.3%−13,775−6.7%ReducedHolders
Q2 2023204,507$39.7M2.6%−77,636−27.5%ReducedHolders
Q1 2023282,143$46.5M2.6%−40,213−12.5%ReducedHolders
Q4 2022322,356$41.9M2.7%+34,068+11.8%AddedHolders
Q3 2022288,288$39.8M2.9%+5,162+1.8%AddedHolders
Q2 2022283,126$38.7M2.7%+71,535+33.8%AddedHolders
Q1 2022211,591$36.9M2.3%+17,805+9.2%AddedHolders
Q4 2021193,786$34.4M2.2%−159,164−45.1%ReducedHolders
Q3 2021352,950$49.9M3.8%+11,201+3.3%AddedHolders
Q2 2021341,749$46.8M3.6%+236+0.1%AddedHolders
Q1 2021341,513$41.7M3.6%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.