Apex Wealth Management, LLC New Holdings in Q4 2024

Apex Wealth Management, LLC

  • $116 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
464K
New
$25.93 - $105.3 $12M - $48.9M
464K $12.9B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
202K
New
$44.87 - $46.86 $9.08M - $9.48M
202K $9.08B
IVV
Ishares Core S&P 500 ETF

ETFs
12.3K
New
$570.51 - $610.59 $7.01M - $7.5M
12.3K $7.23B
VUG
Vanguard Growth ETF

ETFs
17.4K
New
$378.79 - $428.11 $6.58M - $7.44M
17.4K $7.13B
TSLA
Tesla, Inc.

Consumer Cyclical
14.3K
New
$213.65 - $479.86 $3.05M - $6.84M
14.3K $5.76B
NEAR
Blackrock Short Maturity Bond

ETFs
93.5K
New
$50.28 - $51.08 $4.7M - $4.78M
93.5K $4.72B
Blackrock ETF Trust Ii
80.4K
New
N/A
80.4K $4.18B
AMZN
Amazon Com Inc

Consumer Cyclical
19K
New
$180.88 - $232.93 $3.44M - $4.43M
19K $4.18B
ILCV
Ishares Morningstar Value ETF

ETFs
49.9K
New
$80.23 - $85.43 $4M - $4.26M
49.9K $4.04B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
80.5K
New
$45.07 - $47.1 $3.63M - $3.79M
80.5K $3.64B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
63.4K
New
$49.79 - $51.14 $3.16M - $3.24M
63.4K $3.18B
IVE
Ishares S&P 500 Value ETF

ETFs
15.8K
New
$189.5 - $206.17 $3M - $3.26M
15.8K $3.02B
AAPL
Apple Inc.

Technology
11.9K
New
$221.69 - $259.02 $2.63M - $3.07M
11.9K $2.97B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
55.9K
New
$50.67 - $50.9 $2.83M - $2.85M
55.9K $2.84B
VTI
Vanguard Total Stock Market Et

ETFs
9.51K
New
$280.04 - $302.45 $2.66M - $2.88M
9.51K $2.76B
QUAL
Ishares Msci Usa Quality Facto

ETFs
14.6K
New
$176.42 - $186.91 $2.57M - $2.73M
14.6K $2.6B
VO
Vanguard Mid Cap ETF

ETFs
9.44K
New
$261.5 - $284.63 $2.47M - $2.69M
9.44K $2.49B
SHV
Ishares Tr

ETFs
22K
New
$109.92 - $110.57 $2.42M - $2.43M
22K $2.42B
SUB
Ishares Short Term National Mu

ETFs
22.1K
New
$104.94 - $106.2 $2.32M - $2.34M
22.1K $2.33B
MSFT
Microsoft Corp

Technology
5.45K
New
$406.35 - $454.46 $2.21M - $2.48M
5.45K $2.3B
VLUE
Ishares Msci Usa Value Factor

ETFs
18.6K
New
$104.01 - $115.38 $1.94M - $2.15M
18.6K $1.96B
XSVM
Invesco S&P Smallcap Value Wit

ETFs
33.8K
New
$53.38 - $60.64 $1.8M - $2.05M
33.8K $1.84B
HDV
Ishares Core High Dividend ETF

ETFs
16.1K
New
$110.82 - $121.28 $1.78M - $1.95M
16.1K $1.81B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
28.4K
New
$61.68 - $67.87 $1.75M - $1.93M
28.4K $1.77B
HEFA
Ishares Currency Hedged Msci E

ETFs
45.4K
New
$34.42 - $35.88 $1.56M - $1.63M
45.4K $1.58B
MUB
Ishares National Muni Bond ETF

ETFs
12.8K
New
$105.78 - $108.7 $1.35M - $1.39M
12.8K $1.36B
WMT
Walmart Inc.

Consumer Defensive
15K
New
$79.1 - $95.7 $1.19M - $1.44M
15K $1.36B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
22.1K
New
$51.54 - $52.55 $1.14M - $1.16M
22.1K $1.14B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
9.9K
New
$111.85 - $120.71 $1.11M - $1.2M
9.9K $1.14B
META
Meta Platforms, Inc.

Communication Services
1.5K
New
$554.08 - $632.68 $833K - $951K
1.5K $880M
IYW
Ishares Dj Us Tech ETF

ETFs
5.32K
New
$148.14 - $166.23 $788K - $884K
5.32K $848M
Fidelity Covington Trust
25.1K
New
N/A
25.1K $828M
GOOGL
Alphabet Inc.

Communication Services
3.65K
New
$161.86 - $196.66 $591K - $718K
3.65K $691M
SCHA
Schwab Strategic Tr Us Small C

ETFs
25.5K
New
$25.33 - $51.16 $645K - $1.3M
25.5K $659M
TROW
Price T Rowe Group Inc

Financial Services
5.52K
New
$106.48 - $124.69 $588K - $688K
5.52K $624M
VXF
Vanguard Extended Market ETF

ETFs
2.93K
New
$179.17 - $207.15 $525K - $607K
2.93K $557M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
17K
New
$22.01 - $66.82 $374K - $1.14M
17K $386M
URA
Global X Uranium ETF

ETFs
14.1K
New
$26.78 - $33.46 $376K - $470K
14.1K $376M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.19K
New
$88.59 - $94.57 $371K - $396K
4.19K $372M
XLE
Energy Sector Spdr

ETFs
3.64K
New
$83.32 - $97.27 $303K - $354K
3.64K $312M
NVDA
Nvidia Corp

Technology
2.03K
New
$117.0 - $148.88 $237K - $302K
2.03K $272M
V
Visa Inc.

Financial Services
857
New
$273.87 - $320.91 $235K - $275K
857 $271M
GLD
Spdr Gold Trust

ETFs
1.11K
New
$236.59 - $257.5 $262K - $285K
1.11K $268M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
4.06K
New
$64.85 - $73.04 $263K - $296K
4.06K $265M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.29K
New
$172.07 - $207.36 $222K - $267K
1.29K $255M
HYG
Ishares Tr

ETFs
3.05K
New
$78.09 - $80.04 $238K - $244K
3.05K $240M
GOOG
Alphabet Inc.

Communication Services
1.16K
New
$163.08 - $198.16 $189K - $229K
1.16K $220M
AOR
Ishares Tr Core Growth Allocat

ETFs
3.56K
New
$57.32 - $59.66 $204K - $212K
3.56K $204M
NLOK
Norton Life Lock Inc.

Technology
7.44K
New
N/A
7.44K $204M
Activity Summary
Buys All Purchases 50 New Holdings 50 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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