Apex Wealth Management, LLC Incresed Positions in Q2 2025

Apex Wealth Management, LLC

  • $125 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
3.54K
+ 31.95%
$498.8 - $620.9 $1.76M - $2.2M
14.6K $9.07B
VTI
Vanguard Total Stock Market Et

ETFs
7.04K
+ 67.91%
$243.75 - $303.93 $1.72M - $2.14M
17.4K $5.29B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
33.6K
+ 191.66%
$19.1 - $23.83 $641K - $800K
51.1K $1.22B
TSLA
Tesla, Inc.

Consumer Cyclical
247
+ 1.95%
$221.86 - $362.89 $54.8K - $89.6K
12.9K $4.1B
MSFT
Microsoft Corp

Technology
51
+ 0.89%
$354.56 - $497.45 $18.1K - $25.4K
5.77K $2.87B
AMZN
Amazon Com Inc

Consumer Cyclical
464
+ 2.42%
$167.32 - $223.3 $77.6K - $104K
19.7K $4.31B
META
Meta Platforms, Inc.

Communication Services
113
+ 7.06%
$484.66 - $738.09 $54.8K - $83.4K
1.71K $1.27B
NVDA
Nvidia Corp

Technology
387
+ 8.58%
$94.31 - $157.99 $36.5K - $61.1K
4.9K $774M
Blackrock ETF Trust Ii
4.36K
+ 4.3%
N/A
106K $5.58B
WMT
Walmart Inc.

Consumer Defensive
933
+ 6.09%
$81.79 - $99.98 $76.3K - $93.3K
16.3K $1.59B
ILCV
Ishares Morningstar Value ETF

ETFs
248
+ 0.49%
$72.16 - $83.39 $17.9K - $20.7K
50.5K $4.21B
GOOGL
Alphabet Inc.

Communication Services
145
+ 3.66%
$144.7 - $178.6 $21K - $25.9K
4.11K $725M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
102
+ 0.3%
$44.22 - $52.08 $4.51K - $5.31K
34.2K $1.78B
GOOG
Alphabet Inc.

Communication Services
69
+ 5.3%
$146.58 - $180.01 $10.1K - $12.4K
1.37K $243M
TROW
Price T Rowe Group Inc

Financial Services
140
+ 2.5%
$80.27 - $98.06 $11.2K - $13.7K
5.73K $553M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
503
+ 0.39%
$50.52 - $50.92 $25.4K - $25.6K
131K $6.65B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
248
+ 1.12%
$51.68 - $52.76 $12.8K - $13.1K
22.5K $1.19B
V
Visa Inc.

Financial Services
35
+ 4.01%
$308.27 - $373.31 $10.8K - $13.1K
908 $322M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
13
+ 0.33%
$85.42 - $94.39 $1.11K - $1.23K
3.93K $369M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
17
+ 0.42%
$61.03 - $67.59 $1.04K - $1.15K
4.09K $261M
HDV
Ishares Core High Dividend ETF

ETFs
125
+ 0.77%
$108.41 - $120.51 $13.6K - $15.1K
16.3K $1.91B
AAPL
Apple Inc.

Technology
382
+ 3.15%
$172.42 - $223.89 $65.9K - $85.5K
12.5K $2.57B
Activity Summary
Buys All Purchases 37 New Holdings 14 Increased Positions 23 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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