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GoalVest Advisory’s Applied Digital APLD Stock Holding History

GoalVest Advisory’s Portfolio APLD Stock Details APLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.8K Buy
+530
New +$20.5K ﹤0.01% 303

Other funds holding APLD

TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

GoalVest Advisory's APLD Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Applied Digital (APLD) in Q2 2026: 530 shares worth $19.8K. The stake represents ﹤0.01% of the portfolio and ranks #303 among its holdings.

56 funds tracked by Wall St. Rank hold APLD as of Q2 2026.

  • GoalVest Advisory held 530 shares of Applied Digital worth $19.8K as of Q2 2026.
  • Applied Digital was a new GoalVest Advisory position in Q2 2026.
  • Applied Digital made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #303 holding.
  • 56 funds tracked by Wall St. Rank held Applied Digital as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.