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Livermore
Livermore
ZHEN

SOA Wealth Advisors, LLC.

SEC CIK
0001849444
Latest filing
Jul 21, 2026

AAPL holding history

Apple Inc. in every 13F filed by SOA Wealth 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 Q2 2026 holdings

Shares (Q2 2026)
232,277
Value
$60.1M
% of portfolio
10.1%
Quarters held
22
Since Q1 2021
Holdings of AAPL by SOA Wealth Advisors, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026232,277$60.1M10.1%−15,265−6.2%ReducedHolders
Q1 2026247,542$53.1M10.0%−16,936−6.4%ReducedHolders
Q4 2025264,478$61.4M10.4%−2,269−0.9%ReducedHolders
Q3 2025266,747$58.1M10.0%−888−0.3%ReducedHolders
Q2 2025267,635$47.0M8.8%−1,980−0.7%ReducedHolders
Q1 2025269,615$50.0M10.4%+30,564+12.8%AddedHolders
Q4 2024239,051$59.9M11.0%−3,180−1.3%ReducedHolders
Q3 2024242,231$56.4M10.8%−4,103−1.7%ReducedHolders
Q2 2024246,334$51.9M10.4%−7,916−3.1%ReducedHolders
Q1 2024254,250$43.6M9.0%−2,241−0.9%ReducedHolders
Q4 2023256,491$49.4M11.0%−1,715−0.7%ReducedHolders
Q3 2023258,206$44.2M11.0%−1,117−0.4%ReducedHolders
Q2 2023259,323$50.3M11.8%−4,199−1.6%ReducedHolders
Q1 2023263,522$43.5M10.7%−4,471−1.7%ReducedHolders
Q4 2022267,993$34.8M9.4%−5,116−1.9%ReducedHolders
Q3 2022273,109$37.7M11.4%−4,066−1.5%ReducedHolders
Q2 2022277,175$37.9M11.2%−3,521−1.3%ReducedHolders
Q1 2022280,696$49.0M12.0%+5,959+2.2%AddedHolders
Q4 2021274,737$49.0M11.9%−10,823−3.8%ReducedHolders
Q3 2021285,560$40.4M10.4%+7,189+2.6%AddedHolders
Q2 2021278,371$38.1M9.8%+8,991+3.3%AddedHolders
Q1 2021269,380$32.9M9.2%––Holders

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