Apex Wealth Management, LLC Portfolio Holdings by Sector

Apex Wealth Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SHV SCHG NEAR JMST IVV VUG ILCV SUB 33 stocks	$85.7 Million 81.49% of portfolio	15	16	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$3.65 Million 3.47% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$3.28 Million 3.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$2.85 Million 2.71% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.69 Million 2.56% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$2.15 Million 2.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL SPOT GOOG 4 stocks	$1.97 Million 1.87% of portfolio	4	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$1.35 Million 1.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA TSM 2 stocks	$703,902 0.67% of portfolio	2	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services TROW 1 stocks	$513,734 0.49% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$305,997 0.29% of portfolio	1	-	-	-	0 Calls 0 Puts

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