Apex Wealth Management, LLC Portfolio Holdings

Apex Wealth Management, LLC

  • $125 Billion
  • Q2 2025

Apex Wealth Management, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $125 Billion distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $9.49B, Ishares Core S&P 500 ETF with a value of $9.07B, Ishares Tr with a value of $8.7B, Vanguard Bd Index Fd Inc Total with a value of $7.76B, and Jp Morgan Ultra Short Mun Inco with a value of $6.65B.

Examining the 13F form we can see an increase of $13.5B in the current position value, from $111B to 125B.

Apex Wealth Management, LLC is based out at Bedford, NH

Below you can find more details about Apex Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $125 Billion
ETFs: $98.2 Billion
Consumer Cyclical: $8.41 Billion
Technology: $6.92 Billion
Communication Services: $2.79 Billion
Consumer Defensive: $1.59 Billion
Financial Services: $875 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$24.3B
$553 Million 0.44% of portfolio
5,732
Q2 2025 Added 2.5%
$133B
$318 Million 0.26% of portfolio
415
Q1 2025 New
$139B
$250 Million 0.2% of portfolio
2,029
Q2 2025 New
$14.3B
$221 Million 0.18% of portfolio
7,506
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $125 Billion
  • Prior Value $111 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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