Apex Wealth Management, LLC Portfolio Holdings

Apex Wealth Management, LLC

  • $116 Billion
  • Q4 2024

Apex Wealth Management, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $116 Billion distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $12.9B, Fidelity Merrimack Str Tr Tota with a value of $9.08B, Ishares Core S&P 500 ETF with a value of $7.23B, Vanguard Growth ETF with a value of $7.13B, and Tesla, Inc. with a value of $5.76B.

Examining the 13F form we can see an increase of $116B in the current position value.

Apex Wealth Management, LLC is based out at Bedford, NH

Below you can find more details about Apex Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $116 Billion
ETFs: $90.9 Billion
Consumer Cyclical: $9.94 Billion
Technology: $6 Billion
Communication Services: $1.79 Billion
Consumer Defensive: $1.36 Billion
Financial Services: $895 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.9 Billion 11.16% of portfolio
464,092
Q4 2024 New
$0
$9.08 Billion 7.83% of portfolio
202,327
Q4 2024 New
$0
$7.23 Billion 6.24% of portfolio
12,280
Q4 2024 New
$0
$7.13 Billion 6.16% of portfolio
17,377
Q4 2024 New
$0
$4.72 Billion 4.08% of portfolio
93,541
Q4 2024 New
$0
$4.04 Billion 3.49% of portfolio
49,905
Q4 2024 New
$0
$3.64 Billion 3.14% of portfolio
80,546
Q4 2024 New
$0
$3.38 Billion 2.92% of portfolio
145,902
Q4 2024 New
$0
$3.18 Billion 2.74% of portfolio
63,427
Q4 2024 New
$0
$3.02 Billion 2.61% of portfolio
15,831
Q4 2024 New
$0
$2.84 Billion 2.45% of portfolio
55,922
Q4 2024 New
$0
$2.76 Billion 2.38% of portfolio
9,506
Q4 2024 New
$0
$2.6 Billion 2.24% of portfolio
14,593
Q4 2024 New
$0
$2.49 Billion 2.15% of portfolio
9,440
Q4 2024 New
$0
$2.42 Billion 2.09% of portfolio
21,984
Q4 2024 New
$0
$2.33 Billion 2.01% of portfolio
22,077
Q4 2024 New
$0
$1.84 Billion 1.59% of portfolio
33,800
Q4 2024 New
$0
$1.81 Billion 1.56% of portfolio
16,105
Q4 2024 New
$0
$1.77 Billion 1.53% of portfolio
28,422
Q4 2024 New
$0
$1.58 Billion 1.36% of portfolio
45,448
Q4 2024 New
$0
$1.36 Billion 1.17% of portfolio
12,753
Q4 2024 New
$0
$1.14 Billion 0.98% of portfolio
9,903
Q4 2024 New
$0
$1.14 Billion 0.98% of portfolio
22,067
Q4 2024 New
$0
$848 Million 0.73% of portfolio
5,318
Q4 2024 New
$0
$659 Million 0.57% of portfolio
25,476
Q4 2024 New
$0
$557 Million 0.48% of portfolio
2,932
Q4 2024 New
$0
$386 Million 0.33% of portfolio
17,009
Q4 2024 New
$0
$376 Million 0.32% of portfolio
14,051
Q4 2024 New
$0
$372 Million 0.32% of portfolio
4,188
Q4 2024 New
$0
$312 Million 0.27% of portfolio
3,640
Q4 2024 New
$91.9B
$268 Million 0.23% of portfolio
1,108
Q4 2024 New
$0
$265 Million 0.23% of portfolio
4,058
Q4 2024 New
$0
$240 Million 0.21% of portfolio
3,050
Q4 2024 New
$0
$204 Million 0.18% of portfolio
3,557
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $116 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 50 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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