Apex Wealth Management, LLC Purchases and Sells in Q2 2025

Apex Wealth Management, LLC

$125 Billion
Q2 2025

Top Buys

Incresed Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	3.54K + 31.95%	$498.8 - $620.9 $1.76M - $2.2M	14.6K $9.07B
VTI	7.04K + 67.91%	$243.75 - $303.93 $1.72M - $2.14M	17.4K $5.29B
SCHB	33.6K + 191.66%	$19.1 - $23.83 $641K - $800K	51.1K $1.22B
TSLA	247 + 1.95%	$221.86 - $362.89 $54.8K - $89.6K	12.9K $4.1B
MSFT	51 + 0.89%	$354.56 - $497.45 $18.1K - $25.4K	5.77K $2.87B
AMZN	464 + 2.42%	$167.32 - $223.3 $77.6K - $104K	19.7K $4.31B

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	105K New	$72.02 - $73.82 $7.59M - $7.78M	105K $7.76B
SCHV	147K New	$23.55 - $27.67 $3.47M - $4.08M	147K $4.08B
FDEV	114K New	$26.86 - $32.58 $3.05M - $3.7M	114K $3.7B
STIP	31.2K New	$102.02 - $103.5 $3.19M - $3.23M	31.2K $3.21B
EEM	47.7K New	$38.52 - $48.28 $1.84M - $2.3M	47.7K $2.3B
IAGG	29K New	$50.09 - $51.09 $1.45M - $1.48M	29K $1.48B

Top Sells

Reduced Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NEAR	-104K - 79.56%	$50.41 - $51.17 $5.25M - $5.32M	26.7K $1.37B
SHV	-32.9K - 29.45%	$110.06 - $110.46 $3.62M - $3.64M	78.8K $8.7B
QUAL	-12.5K - 86.38%	$152.42 - $182.82 $1.9M - $2.28M	1.96K $359M
SCHG	-128K - 28.27%	$22.27 - $29.21 $2.85M - $3.74M	325K $9.49B
IVE	-8.14K - 51.6%	$168.34 - $195.42 $1.37M - $1.59M	7.64K $1.49B
VO	-5.88K - 65.04%	$228.54 - $279.83 $1.34M - $1.65M	3.16K $885M

Activity Summary All Purchases 37 New Holdings 14 Increased Positions 23 All Sells 16 Reductions 16 Sold out 0 Calls 0 Puts 0

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