Skip to main content

US Financial Advisors, LLC

SEC CIK
0001640420
Latest filing
May 8, 2025

AAPL holding history

Apple Inc. in every 13F filed by US Financial Advisors, 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 Q1 2025 holdings

Shares (Q1 2025)
38,873
Value
$8.63M
% of portfolio
2.6%
Quarters held
17
Since Q1 2021
Holdings of AAPL by US Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202538,873$8.63M2.6%+24,817+176.6%AddedHolders
Q4 202414,056$3.52M1.1%+376+2.7%AddedHolders
Q3 202413,680$3.19M1.0%−856−5.9%ReducedHolders
Q2 202414,536$3.06M1.0%−520−3.5%ReducedHolders
Q1 202415,056$2.58M0.9%+229+1.5%AddedHolders
Q4 202314,827$2.85M1.1%+1,148+8.4%AddedHolders
Q3 202313,679$2.34M1.0%−613−4.3%ReducedHolders
Q2 202314,292$2.77M1.2%−100−0.7%ReducedHolders
Q1 202314,392$2.37M1.1%+380+2.7%AddedHolders
Q4 202214,012$1.82M0.9%+1,124+8.7%AddedHolders
Q3 202212,888$1.78M1.0%+1,471+12.9%AddedHolders
Q2 202211,417$1.56M0.9%00.0%UnchangedHolders
Q1 202211,417$1.99M1.0%00.0%UnchangedHolders
Q4 202111,417$2.03M0.9%+637+5.9%AddedHolders
Q3 202110,780$1.52M0.8%00.0%UnchangedHolders
Q2 202110,780$1.48M0.7%−5,786−34.9%ReducedHolders
Q1 202116,566$2.02M0.6%––Holders

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