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Apple Inc. (AAPL - Free Report) recently reported robust third-quarter fiscal 2025 results, beating estimates for revenues and earnings. The tech titan reported revenue growth of double digits in the iPhone, Mac, and Services segments. The installed base of active devices also reached a new all-time high across all product categories and geographic segments. 

Shares of Apple stock rose as much as 3% in after-market hours on elevated volume. Investors seeking to tap the strength in Apple could consider ETFs with the largest allocation to the tech titan.

These are Global X PureCap MSCI Information Technology ETF (GXPT - Free Report), Vanguard Information Technology ETF (VGT - Free Report), MSCI Information Technology Index ETF (FTEC - Free Report), iShares US Technology ETF (IYW - Free Report), and iShares Top 20 U.S. Stocks ETF (TOPT - Free Report).

Apple Earnings in Focus

Earnings per share came in at $1.57, outpacing the Zacks Consensus Estimate of $1.42 and increasing 12.1% from the year-ago earnings. Revenues rose 10% year-over-year to $94 billion and edged past the estimated $88.9 billion. This marks the highest quarterly revenue growth in more than three years.

iPhone sales rose 13% year-over-year to $44.6 billion, buoyed by strong sales of iPhone 16. Services revenues, comprising iTunes, Apple Music, iCloud, Apple Pay, and Apple Care, rose 13.2% year-over-year to a record of $27.4 billion. Mac sales rose 15% to $8.05 billion, while iPad sales declined 8% to $6.58 billion. However, revenues from Wearables, Home and Accessories, which include Apple Watch, AirPods, HomePod, Apple TV, and Beats headphones, declined 8.6% to $7.4 billion. 

For the ongoing fiscal fourth quarter, the iPhone maker expects “mid to high-single digit” sales growth. However, tariffs remain a significant headwind. Apple incurred approximately $800 million in tariff-related costs in the third quarter and anticipates around $1.1 billion of costs in the fourth quarter, especially with new tariffs proposed on goods manufactured in India.

Growth Strategy

Tim Cook signaled that Apple is “significantly growing” its AI investments, reallocating staff and exploring acquisitions of startups, including interest in acquiring AI search startup, Perplexity. The company is targeting a rollout of a more personalized Siri in 2026, though critics argue the company remains behind competitors like Microsoft (MSFT - Free Report) and Google (GOOGL - Free Report) in AI innovation.

ETFs in Focus

Presented below is a brief rundown of the previously-mentioned ETFs.

Global X PureCap MSCI Information Technology ETF (GXPT - Free Report)  

Global X PureCap MSCI Information Technology ETF seeks to provide uncapped market capitalization exposure to the Information Technology sector. It follows the MSCI USA Information Technology Index, holding 83 stocks in its basket. Apple occupies the third position, with a 16.7% share.

The ETF has gathered $0.3 million in its asset base since its debut last week. It charges 15 bps in annual fees. 

Vanguard Information Technology ETF (VGT - Free Report)

Vanguard Information Technology ETF manages $98.9 billion in its asset base and provides exposure to 319 technology stocks. It currently tracks the MSCI US Investable Market Information Technology 25/50 Index. Apple is the third firm, accounting for a 13% share. Semiconductors, systems software, application software, and technology hardware storage & peripheral are the fund's top four sectors.

The ETF has an expense ratio of 0.09%, whereas volume is solid at 419,000 shares. The fund has a Zacks ETF Rank #2 (Buy) rating.

MSCI Information Technology Index ETF (FTEC - Free Report)

MSCI Information Technology Index ETF is home to 284 technology stocks with an AUM of $14.8 billion. It follows the MSCI USA IMI Information Technology Index. Apple takes the third spot, making up for 13.1% share in the basket.

The ETF has an expense ratio of 0.08%, while volume is solid at 270,000 shares a day. It has a Zacks ETF Rank #1 (Strong Buy) rating.

iShares US Technology ETF (IYW - Free Report)

iShares Dow Jones US Technology ETF tracks the Russell 1000 Technology RIC 22.5/45 Capped Index, giving investors exposure to 140 U.S. electronics, computer software and hardware, and information technology companies. Apple takes the third spot, making up for 12.9% of the assets.

The ETF has an AUM of $22.6 billion, and it charges 39 bps in fees and expenses. Volume is good, as it exchanges 672,000 shares a day. It has a Zacks ETF Rank #2 (Buy) rating.

iShares Top 20 U.S. Stocks ETF (TOPT - Free Report)

iShares Top 20 U.S. Stocks ETF offers exposure to the potential growth of mega-cap stocks, which may benefit from their scale and resources. It tracks the S&P 500 Top 20 Select Index and holds 21 stocks in its basket, with Apple taking the third spot at 12.2%.

The ETF has amassed $241.5 million in its asset base, and it charges 20 bps in annual fees. It trades in an average daily volume of 120,000 shares.

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