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 BND JMST VUG ILCV SCHV 35 stocks	$90.6 Million 76.28% of portfolio	19	15	9	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$5.29 Million 4.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$4.31 Million 3.63% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$4.1 Million 3.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT NLOK 2 stocks	$3.09 Million 2.6% of portfolio	2	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.57 Million 2.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL SPOT GOOG 4 stocks	$2.55 Million 2.15% of portfolio	3	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$2.3 Million 1.94% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$1.59 Million 1.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA MU TSM 3 stocks	$1.26 Million 1.06% of portfolio	2	1	1	-	0 Calls 0 Puts
Asset Management \| Financial Services TROW 1 stocks	$553,130 0.47% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$322,219 0.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$239,704 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts

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