Apex Wealth Management, LLC Top Holdings and 13F Report (2025) About Apex Wealth Management, LLCInvestment ActivityApex Wealth Management, LLC has $115.88 million in total holdings as of December 31, 2024.Apex Wealth Management, LLC owns shares of 50 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Largest Holdings Schwab U.S. Large-Cap Growth ETF $12,934,248Fidelity Total Bond ETF $9,078,416iShares Core S&P 500 ETF $7,228,873Vanguard Growth ETF $7,132,327Tesla $5,759,609 Sector AllocationMap of 500 Largest Holdings ofApex Wealth Management, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSCHGSchwab U.S. Large-Cap Growth ETF$12,934,248464,09211.2%ETFFBNDFidelity Total Bond ETF$9,078,416202,3277.8%ETFIVViShares Core S&P 500 ETF$7,228,87312,2806.2%ETFVUGVanguard Growth ETF$7,132,32717,3776.2%ETFTSLATesla$5,759,60914,2625.0%Auto/Tires/TrucksNEARiShares Short Duration Bond Active ETF$4,723,80093,5414.1%ETFBINCiShares Flexible Income Active ETF$4,183,02280,4123.6%ETFAMZNAmazon.com$4,175,87919,0343.6%Retail/WholesaleILCViShares Morningstar Value ETF$4,041,28449,9053.5%ETFIUSBiShares Core Total USD Bond Market ETF$3,640,69680,5463.1%ManufacturingSCHXSchwab US Large-Cap ETF$3,382,020145,9022.9%ETFVTEBVanguard Tax-Exempt Bond ETF$3,179,58363,4272.7%ETFIVEiShares S&P 500 Value ETF$3,021,83115,8312.6%ETFAAPLApple$2,971,93911,8682.6%Computer and TechnologyJMSTJPMorgan Ultra-Short Municipal ETF$2,835,80855,9222.4%ETFVTIVanguard Total Stock Market ETF$2,755,0599,5062.4%ETFQUALiShares MSCI USA Quality Factor ETF$2,598,80914,5932.2%ETFVOVanguard Mid-Cap ETF$2,493,4159,4402.2%ETFSHViShares Short Treasury Bond ETF$2,420,66121,9842.1%ETFSUBiShares Short-Term National Muni Bond ETF$2,328,70022,0772.0%ETFMSFTMicrosoft$2,297,0315,4502.0%Computer and TechnologyVLUEiShares MSCI USA Value Factor ETF$1,964,96918,6061.7%ETFXSVMInvesco S&P SmallCap Value with Momentum ETF$1,841,40533,8001.6%MiscellaneousHDViShares Core High Dividend ETF$1,807,99716,1051.6%ETFIJHiShares Core S&P Mid-Cap ETF$1,770,99528,4221.5%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$1,579,31445,4481.4%ETFMUBiShares National Muni Bond ETF$1,358,84812,7531.2%ETFWMTWalmart$1,357,79115,0281.2%Retail/WholesaleIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,140,87322,0671.0%ManufacturingGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$1,140,6339,9031.0%ETFMETAMeta Platforms$879,8471,5030.8%Computer and TechnologyIYWiShares U.S. Technology ETF$848,4025,3180.7%ManufacturingFIDELITY COVINGTON TRUST$827,53825,1300.7%ENHANCED LARGEGOOGLAlphabet$691,2113,6510.6%Computer and TechnologySCHASchwab US Small-Cap ETF$658,81525,4760.6%ETFTROWT. Rowe Price Group$624,0295,5180.5%FinanceVXFVanguard Extended Market ETF$557,0312,9320.5%ETFSCHBSchwab US Broad Market ETF$386,10117,0090.3%ETFURAGlobal X Uranium ETF$376,29914,0510.3%ETFUSMViShares MSCI USA Min Vol Factor ETF$371,8344,1880.3%ETFXLEEnergy Select Sector SPDR Fund$311,7643,6400.3%ETFNVDANVIDIA$272,1282,0260.2%Computer and TechnologyVVisa$270,8968570.2%Business ServicesGLDSPDR Gold Shares$268,2801,1080.2%FinanceFHLCFidelity MSCI Health Care Index ETF$265,1664,0580.2%ETFTSMTaiwan Semiconductor Manufacturing$254,5091,2890.2%Computer and TechnologyHYGiShares iBoxx $ High Yield Corporate Bond ETF$239,8963,0500.2%ETFGOOGAlphabet$220,1071,1560.2%Computer and TechnologyAORiShares Core Growth Allocation ETF$203,9013,5570.2%ETFGENGenesis Healthcare$203,6877,4390.2%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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