Apex Wealth Management, LLC Portfolio Holdings by Sector

Apex Wealth Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SCHG FBND IVV VUG NEAR ILCV IUSB SCHX 34 stocks	$88.1 Million 79.49% of portfolio	34	-	34	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$5.76 Million 5.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$4.18 Million 3.77% of portfolio	1	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.97 Million 2.68% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$2.76 Million 2.49% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT NLOK 2 stocks	$2.5 Million 2.26% of portfolio	2	-	2	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL GOOG 3 stocks	$1.79 Million 1.62% of portfolio	3	-	3	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$1.36 Million 1.22% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services TROW 1 stocks	$624,029 0.56% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA TSM 2 stocks	$526,637 0.48% of portfolio	2	-	2	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$270,896 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts

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