Apex Wealth Management, LLC Sells in Q4 2025

Apex Wealth Management, LLC

  • $98.5 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-110K
- 78.39%
$50.85 - $51.0 $5.6M - $5.62M
30.4K $1.55B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-142K
- 44.01%
$31.41 - $33.69 $4.47M - $4.79M
181K $5.85B
SUB
Ishares Short Term National Mu

ETFs
-35K
- 89.23%
$106.22 - $106.81 $3.72M - $3.74M
4.23K $453M
TSLA
Tesla, Inc.

Consumer Cyclical
-7.6K
- 59.8%
$401.99 - $468.37 $3.05M - $3.56M
5.11K $2.23B
VTI
Vanguard Total Stock Market Et

ETFs
-7.8K
- 40.48%
$321.8 - $337.95 $2.51M - $2.64M
11.5K $3.92B
SHV
Ishares Tr

ETFs
-18.6K
- 26.72%
$110.15 - $110.49 $2.05M - $2.05M
51K $5.62B
AMZN
Amazon Com Inc

Consumer Cyclical
-9.96K
- 48.55%
$213.04 - $254.0 $2.12M - $2.53M
10.6K $2.52B
VUG
Vanguard Growth ETF

ETFs
-3.52K
- 24.12%
$470.44 - $504.26 $1.66M - $1.78M
11.1K $5.38B
MSFT
Microsoft Corp

Technology
-1.92K
- 33.39%
$496.82 - $542.07 $953K - $1.04M
3.83K $1.76B
AAPL
Apple Inc.

Technology
-3.91K
- 31.23%
$245.27 - $275.25 $959K - $1.08M
8.61K $2.2B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-6.92K
- 70.84%
$70.3 - $73.05 $487K - $506K
2.85K $209M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-5.23K
- 5.36%
$46.2 - $46.85 $241K - $245K
92.3K $4.25B
NVDA
Nvidia Corp

Technology
-1.28K
- 26.83%
$179.83 - $207.04 $231K - $266K
3.5K $652M
META
Meta Platforms, Inc.

Communication Services
-70
- 4.18%
$609.01 - $751.67 $42.6K - $52.6K
1.6K $995M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-1.81K
- 5.72%
$102.72 - $103.6 $185K - $187K
29.7K $3.04B
OEF
Ishares S&P 100 ETF

ETFs
-498
- 15.62%
N/A
2.69K $923M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.73K
- 22.47%
$49.98 - $50.59 $86.6K - $87.7K
5.98K $302M
NEAR
Blackrock Short Maturity Bond

ETFs
-1.29K
- 5.18%
$51.08 - $51.37 $65.7K - $66.1K
23.5K $1.2B
Fidelity Covington Trust
-169
- 3.22%
N/A
5.07K $209M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-5
- 0.07%
$46.57 - $47.16 $233 - $236
6.67K $311M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-109
- 10.58%
$280.66 - $305.09 $30.6K - $33.3K
921 $315M
IVE
Ishares S&P 500 Value ETF

ETFs
-8
- 0.11%
$202.52 - $212.07 $1.62K - $1.7K
7.6K $1.65B
WMT
Walmart Inc.

Consumer Defensive
-303
- 1.86%
$101.18 - $109.03 $30.7K - $33K
16K $1.92B
FDEV
Fidelity International Multifa

ETFs
-722
- 0.54%
$32.65 - $33.9 $23.6K - $24.5K
134K $4.77B
GOOGL
Alphabet Inc.

Communication Services
-74
- 1.79%
$236.57 - $291.31 $17.5K - $21.6K
4.05K $1.34B
Activity Summary
Buys All Purchases 21 New Holdings 3 Increased Positions 18 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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