Apex Wealth Management, LLC Incresed Positions in Q1 2025

Apex Wealth Management, LLC

  • $111 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SHV
Ishares Tr

ETFs
89.8K
+ 408.29%
$110.11 - $110.51 $9.88M - $9.92M
112K $12.3B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
74.2K
+ 132.72%
$50.72 - $50.92 $3.76M - $3.78M
130K $6.62B
NEAR
Blackrock Short Maturity Bond

ETFs
37.3K
+ 39.82%
$50.4 - $50.89 $1.88M - $1.9M
131K $6.65B
SUB
Ishares Short Term National Mu

ETFs
13.3K
+ 60.45%
$105.3 - $106.24 $1.41M - $1.42M
35.4K $3.74B
Blackrock ETF Trust Ii
20.9K
+ 25.97%
N/A
101K $5.31B
NVDA
Nvidia Corp

Technology
2.48K
+ 122.61%
$106.98 - $149.43 $266K - $371K
4.51K $489M
HDV
Ishares Core High Dividend ETF

ETFs
107
+ 0.66%
$110.86 - $121.12 $11.9K - $13K
16.2K $1.96B
VTI
Vanguard Total Stock Market Et

ETFs
865
+ 9.1%
$271.18 - $303.12 $235K - $262K
10.4K $2.85B
ILCV
Ishares Morningstar Value ETF

ETFs
356
+ 0.71%
$79.37 - $85.24 $28.3K - $30.3K
50.3K $4.09B
META
Meta Platforms, Inc.

Communication Services
98
+ 6.52%
$576.36 - $736.67 $56.5K - $72.2K
1.6K $923M
VLUE
Ishares Msci Usa Value Factor

ETFs
117
+ 0.63%
$104.89 - $113.56 $12.3K - $13.3K
18.7K $2B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
159
+ 0.72%
$51.52 - $52.37 $8.19K - $8.33K
22.2K $1.16B
FHLC
Fidelity Covington Tr Msci Hea

ETFs
14
+ 0.34%
$65.44 - $70.64 $916 - $989
4.07K $278M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
509
+ 2.99%
$21.23 - $23.75 $10.8K - $12.1K
17.5K $377M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.74K
+ 6.11%
$57.21 - $65.8 $99.4K - $114K
30.2K $1.76B
WMT
Walmart Inc.

Consumer Defensive
304
+ 2.02%
$84.5 - $105.05 $25.7K - $31.9K
15.3K $1.35B
GOOG
Alphabet Inc.

Communication Services
146
+ 12.63%
$156.06 - $207.71 $22.8K - $30.3K
1.3K $203M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.17K
+ 4.6%
$23.16 - $27.04 $27.1K - $31.7K
26.6K $624M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
7
+ 0.54%
$165.25 - $224.62 $1.16K - $1.57K
1.3K $215M
URA
Global X Uranium ETF

ETFs
342
+ 2.43%
$22.92 - $30.98 $7.84K - $10.6K
14.4K $330M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
31
+ 0.31%
$108.02 - $120.45 $3.35K - $3.73K
9.93K $1.09B
GOOGL
Alphabet Inc.

Communication Services
315
+ 8.63%
$154.33 - $206.19 $48.6K - $64.9K
3.97K $613M
TROW
Price T Rowe Group Inc

Financial Services
74
+ 1.34%
$91.57 - $116.93 $6.78K - $8.65K
5.59K $514M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
263
+ 0.78%
$49.34 - $55.91 $13K - $14.7K
34.1K $1.71B
MSFT
Microsoft Corp

Technology
273
+ 5.01%
$375.39 - $447.2 $102K - $122K
5.72K $2.15B
AAPL
Apple Inc.

Technology
261
+ 2.2%
$209.68 - $247.1 $54.7K - $64.5K
12.1K $2.69B
AMZN
Amazon Com Inc

Consumer Cyclical
153
+ 0.8%
$190.26 - $242.06 $29.1K - $37K
19.2K $3.65B
Activity Summary
Buys All Purchases 29 New Holdings 1 Increased Positions 28 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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