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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.12T
$5.76 Billion 4.97% of portfolio
14,262
Q4 2024 New
$2.33T
$4.18 Billion 3.6% of portfolio
19,034
Q4 2024 New
$3.93T
$2.97 Billion 2.56% of portfolio
11,868
Q4 2024 New
$3.04T
$2.3 Billion 1.98% of portfolio
5,450
Q4 2024 New
$282B
$1.36 Billion 1.17% of portfolio
15,028
Q4 2024 New
$1.64T
$880 Million 0.76% of portfolio
1,503
Q4 2024 New
$1.11T
$691 Million 0.6% of portfolio
3,651
Q4 2024 New
$24.2B
$624 Million 0.54% of portfolio
5,518
Q4 2024 New
$578B
$271 Million 0.23% of portfolio
857
Q4 2024 New
$346B
$272 Million 0.23% of portfolio
2,026
Q4 2024 New
$1.06T
$255 Million 0.22% of portfolio
1,289
Q4 2024 New
$1.14T
$220 Million 0.19% of portfolio
1,156
Q4 2024 New
$14.3B
$204 Million 0.18% of portfolio
7,439
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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