Apex Wealth Management, LLC Portfolio Holdings by Sector

Apex Wealth Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SCHG IVV SHV JMST BND VUG ILCV SCHV 38 stocks	$100 Million 75.18% of portfolio	23	14	3	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$6.32 Million 4.73% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$5.65 Million 4.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$4.5 Million 3.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT NLOK 2 stocks	$3.19 Million 2.39% of portfolio	1	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$3.19 Million 2.39% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$3.14 Million 2.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL GOOG SPOT 4 stocks	$2.84 Million 2.13% of portfolio	2	2	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$1.68 Million 1.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA MU TSM 3 stocks	$1.52 Million 1.14% of portfolio	1	2	-	-	0 Calls 0 Puts
Asset Management \| Financial Services TROW 1 stocks	$595,452 0.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$314,733 0.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$226,596 0.17% of portfolio	1	-	-	-	0 Calls 0 Puts

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