Apex Wealth Management, LLC Portfolio Holdings by Sector

Apex Wealth Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV BND SCHG SHV VUG SCHV FDEV FBND 31 stocks	$69 Million 75.0% of portfolio	14	15	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$3.92 Million 4.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$3.52 Million 3.82% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG SPOT 4 stocks	$2.99 Million 3.25% of portfolio	1	2	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$2.52 Million 2.74% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$2.23 Million 2.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.2 Million 2.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$1.92 Million 2.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.76 Million 1.91% of portfolio	-	1	-	-	0 Calls 0 Puts

Semiconductors \| Technology NVDA TSM 2 stocks	$967,029 1.05% of portfolio	-	2	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities ED 1 stocks	$665,801 0.72% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$305,866 0.33% of portfolio	1	-	-	-	0 Calls 0 Puts

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