Apex Wealth Management, LLC Incresed Positions in Q3 2025

Apex Wealth Management, LLC

  • $140 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
81.1K
+ 496.28%
$45.26 - $46.63 $3.67M - $3.78M
97.5K $4.51B
MUB
Ishares National Muni Bond ETF

ETFs
13.5K
+ 641.87%
$103.24 - $106.68 $1.39M - $1.44M
15.6K $1.66B
VTI
Vanguard Total Stock Market Et

ETFs
1.86K
+ 10.68%
$303.93 - $329.86 $565K - $613K
19.3K $6.32B
EEM
Ishares Msci Emerging Markets

ETFs
11.1K
+ 23.21%
$48.07 - $53.4 $532K - $591K
58.8K $3.14B
FDEV
Fidelity International Multifa

ETFs
21K
+ 18.51%
$31.72 - $33.63 $668K - $708K
135K $4.47B
AAPL
Apple Inc.

Technology
14
+ 0.11%
$202.38 - $256.87 $2.83K - $3.6K
12.5K $3.19B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
9.82K
+ 7.51%
$50.81 - $51.07 $499K - $501K
140K $7.17B
SCHV
Schwab Strategic Tr Us Large C

ETFs
7.65K
+ 5.19%
$27.61 - $29.15 $211K - $223K
155K $4.51B
SUB
Ishares Short Term National Mu

ETFs
3.9K
+ 11.03%
$106.17 - $107.3 $414K - $418K
39.2K $4.19B
ILCV
Ishares Morningstar Value ETF

ETFs
228
+ 0.45%
$82.86 - $90.02 $18.9K - $20.5K
50.7K $4.57B
VLUE
Ishares Msci Usa Value Factor

ETFs
103
+ 0.53%
$111.55 - $125.05 $11.5K - $12.9K
19.5K $2.43B
AMZN
Amazon Com Inc

Consumer Cyclical
857
+ 4.36%
$211.65 - $238.24 $181K - $204K
20.5K $4.5B
XSVM
Invesco S&P Smallcap Value Wit

ETFs
238
+ 0.7%
$51.33 - $58.15 $12.2K - $13.8K
34.4K $1.94B
Blackrock ETF Trust Ii
1.17K
+ 1.11%
N/A
107K $5.69B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
95
+ 0.32%
$62.09 - $66.51 $5.9K - $6.32K
29.7K $1.94B
HDV
Ishares Core High Dividend ETF

ETFs
126
+ 0.77%
$118.16 - $123.66 $14.9K - $15.6K
16.5K $2.02B
GOOG
Alphabet Inc.

Communication Services
1
+ 0.07%
$175.16 - $255.24 $175 - $255
1.37K $334M
WMT
Walmart Inc.

Consumer Defensive
38
+ 0.23%
$94.4 - $104.27 $3.59K - $3.96K
16.3K $1.68B
MU
Micron Technology Inc

Technology
2
+ 0.1%
$104.88 - $168.89 $210 - $338
2.03K $340M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
19
+ 0.19%
$121.46 - $130.92 $2.31K - $2.49K
9.81K $1.28B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.51K
+ 5.21%
$50.85 - $51.35 $76.8K - $77.6K
30.5K $1.56B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.23K
+ 18.89%
$48.5 - $50.19 $59.4K - $61.5K
7.71K $386M
VO
Vanguard Mid Cap ETF

ETFs
60
+ 1.9%
$279.83 - $293.74 $16.8K - $17.6K
3.22K $946M
Blackrock ETF Trust
339
+ 3.76%
N/A
9.35K $319M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
301
+ 0.96%
$102.4 - $103.88 $30.8K - $31.3K
31.5K $3.26B
TROW
Price T Rowe Group Inc

Financial Services
69
+ 1.2%
$98.67 - $111.52 $6.81K - $7.69K
5.8K $595M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
254
+ 1.13%
$52.39 - $53.11 $13.3K - $13.5K
22.7K $1.21B
XLE
Energy Sector Spdr

ETFs
28
+ 0.85%
$84.25 - $91.99 $2.36K - $2.58K
3.34K $298M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
70
+ 1.06%
$45.6 - $46.92 $3.19K - $3.28K
6.67K $312M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
14
+ 0.36%
$92.18 - $95.14 $1.29K - $1.33K
3.95K $376M
NLOK
Norton Life Lock Inc.

Technology
32
+ 0.43%
N/A
7.54K $214M
V
Visa Inc.

Financial Services
14
+ 1.54%
$332.09 - $358.86 $4.65K - $5.02K
922 $315M
NFLX
Netflix Inc

Communication Services
10
+ 5.59%
$1147.87 - $1297.18 $11.5K - $13K
189 $227M
Activity Summary
Buys All Purchases 38 New Holdings 4 Increased Positions 34 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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