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Integrity Wealth Solutions LLC Trims Stake in Apple Inc. (NASDAQ:AAPL)

Integrity Wealth Solutions LLC Trims Stake in Apple Inc. (NASDAQ:AAPL)

  • 22.03.2025 09:23
  • etfdailynews.com
  • Keywords: No Companies, Apple Inc.

Integrity Wealth Solutions LLC reduced its Apple Inc. stake by 6.3% in Q4, selling 1,035 shares, while other investors like High Net Worth Advisory Group boosted their holdings. Apple's stock rose 1.9%, with a market cap of $3.28 trillion, and the company reported strong earnings and a dividend of $0.25 per share. Analysts rate it a 'Moderate Buy' with an average target price of $243.65.

Apple Reports

Estimated market influence

Integrity Wealth Solutions LLC

Negativesentiment_dissatisfied
Analyst rating: N/A

Trimmed stake by 6.3% in Apple, sold 1,035 shares

High Net Worth Advisory Group LLC

Positivesentiment_satisfied
Analyst rating: N/A

Increased stake by 1.7% during third quarter, bought 1,066 shares

Amara Financial LLC.

Positivesentiment_satisfied
Analyst rating: N/A

Acquired new position worth $288,000 in Apple during third quarter

Sterling Investment Counsel LLC

Positivesentiment_satisfied
Analyst rating: N/A

Increased holdings by 3.8%, purchased 2,565 shares

Silicon Valley Capital Partners

Positivesentiment_satisfied
Analyst rating: N/A

Increased holdings by 12.8%, bought 28,799 shares

Catalyst Financial Partners LLC

Positivesentiment_satisfied
Analyst rating: N/A

Increased holdings by 4.2%, acquired 3,935 shares

Context

Analysis of Integrity Wealth Solutions LLC's Stake Reduction in Apple Inc. (NASDAQ:AAPL)

Investment Activity

  • Integrity Wealth Solutions LLC:

    • Trimming stake in Apple by 6.3% in Q4.
    • Sold 1,035 shares, reducing holdings to 15,522 shares.
    • Total value of Apple holdings: $3,887,000.
    • Apple represents 2.2% of total portfolio and is the 13th largest position.

  • Other Investors:

    • High Net Worth Advisory Group LLC increased stake by 1.7%, holding 64,015 shares worth $14,916,000.
    • Amara Financial LLC acquired new position worth $288,000.
    • Sterling Investment Counsel LLC increased holdings by 3.8%, holding 69,824 shares worth $16,269,000.
    • Silicon Valley Capital Partners increased stake by 12.8%, holding 253,743 shares worth $59,122,000.
    • Catalyst Financial Partners LLC increased holdings by 4.2%, holding 96,589 shares valued at $22,505,000.

  • Institutional Ownership:

    • Total ownership by hedge funds and institutional investors: 67.73%.

Stock Performance

  • Current Trading: Apple stock opened at $218.27, with a 1.9% increase.
  • Moving Averages:
    • 50-day MA: $231.82
    • 200-day MA: $233.26
  • Price Range:
    • 52-week low: $164.08
    • 52-week high: $260.10
  • Market Cap: $3.28 trillion.
  • Valuation Metrics:
    • P/E ratio: 34.65
    • PEG ratio: 2.44
    • Beta: 1.18
    • Quick ratio: 0.88
    • Current ratio: 0.92
    • Debt-to-equity ratio: 1.26

Earnings & Dividends

  • Q4 Earnings:
    • EPS: $2.40 (beat consensus estimate of $2.36).
    • Return on equity: 160.83%
    • Net margin: 24.30%
  • Dividend Announcement:
    • Quarterly dividend: $0.25 per share (annualized: $1.00).
    • Dividend yield: 0.46%
    • Payout ratio: 15.87%

Analyst Sentiment

  • Wall Street Consensus:
    • Average rating: "Moderate Buy" (based on 35 ratings).
    • Average price target: $243.65.
  • Recent Analyst Updates:
    • Loop Capital: Downgraded to "Hold" with $230 target.
    • Bank of America/Citigroup: Upgraded to "Buy" with higher price targets ($265 and $275).
    • Raymond James: Raised price target to $250 with "Buy" rating.
    • Maxim Group: Upped target to $215 but maintained "Hold".

Market Position & Competitive Landscape

  • Apple remains a dominant player in the technology sector, with a strong portfolio of products including iPhones, Macs, iPads, and wearables (e.g., AirPods, Apple Watch).
  • The company's high institutional ownership and consistent earnings performance indicate investor confidence.
  • Mixed analyst sentiment suggests potential near-term volatility but long-term growth expectations.

Long-Term Implications

  • Strategic Considerations:

    • Apple's ability to maintain innovation and market share in a competitive tech landscape will influence future performance.
    • Dividend policy and stock buybacks may impact shareholder returns.

  • Regulatory Impact:

    • Potential antitrust scrutiny or regulatory changes could affect business operations and profitability.

  • Competitive Dynamics:

    • Rivalry with companies like Samsung, Google (Alphabet), and Microsoft will shape market share trends.

Conclusion

Integrity Wealth Solutions LLC's stake reduction highlights nuanced investor sentiment toward Apple, despite strong earnings and a rising dividend. While institutional investors show mixed activity, the overall "Moderate Buy" rating suggests cautious optimism. Apple's leadership in technology and massive market cap position it as a key player in global markets, with long-term implications tied to innovation, competition, and regulatory developments.