AW

Apex Wealth Management, LLC

13F
Apex Wealth Management, LLC
Last update 2025-04-30 49 Stocks (1 new)
Value $111.00 Mil Turnover 17 %
Countries:
Top Holdings: SHV(11.10%)SCHG(10.20%)NEAR(5.98%)JMST(5.95%)IVV(5.60%)
Summary Stock Picks Current Portfolio
Apex Wealth Management, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SHV
iShares Short Treasury Bond ETF
111,742
12,343.1
+408.29%
11.100
+8.92%
0.060
-0.04%
+0.21%
20,787.5
 
SCHG
Schwab U.S. Large-Cap Growth ETF
452,846
11,339.3
-2.42%
10.200
-0.27%
0.030
+20.67%
+7.86%
45,910.6
 
NEAR
iShares Short Duration Bond Active ETF
iShares Short Duration Bond Active ETF
130,793
6,653.5
+39.82%
5.980
+1.70%
0.200
+0.12%
+0.89%
3,398.2
 
JMST
JPMorgan Ultra-Short Municipal Income ETF
JPMorgan Ultra-Short Municipal Income ETF
130,144
6,617.8
+132.72%
5.950
+3.39%
0.180
+0.45%
+0.45%
4,169.4
 
IVV
iShares Core S&P 500 ETF
11,074
6,222.2
-9.82%
5.600
-0.61%
0.000
+16.09%
+8.31%
642,461.0
 
VUG
Vanguard Growth ETF
16,313
6,049.0
-6.12%
5.440
-0.38%
0.000
+21.93%
+10.19%
166,080.2
 
BINC
iShares Flexible Income Active ETF
101,292
5,305.7
+25.97%
4.770
+0.98%
0.060
+1.25%
+1.29%
10,404.0
 
JKF
BTC iShares Morningstar Large-Cap Value ETF
BTC iShares Morningstar Large-Cap Value ETF
50,261
4,093.8
+0.71%
3.680
+0.03%
-
+11.01%
+5.03%
0
 
SUB
iShares Short-Term National Muni Bond ETF
iShares Short-Term National Muni Bond ETF
35,423
3,740.7
+60.45%
3.360
+1.27%
0.040
+1.21%
+1.04%
10,045.1
 
AMZN
Amazon.com Inc
19,187
3,650.5
+0.80%
3.280
+0.03%
0.000
+24.49%
+5.85%
2,465,435.5
Retail - Cyclical

Apex Wealth Management, LLC's Historical Top Holdings Breakdowns

Apex Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SHV
iShares Short Treasury Bond ETF
2025-03-31
Add
Add
+8.92%
●
110.11 ($110.29) 110.51
$110.34
0.05%
Add 408.29%
111,742
89,758
FBND
Fidelity Total Bond ETF
2025-03-31
Reduce
Reduce
-5.98%
●
44.41 ($45.29) 45.98
$45.51
0.49%
Reduce -76.35%
47,850
-154,477
JMST
JPMorgan Ultra-Short Municipal Income ETF
JPMorgan Ultra-Short Municipal Income ETF
2025-03-31
Add
Add
+3.39%
●
50.72 ($50.82) 50.92
$50.94
0.24%
Add 132.72%
130,144
74,222
IUSB
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
2025-03-31
Reduce
Reduce
-2.76%
●
44.72 ($45.57) 46.25
$45.85
0.61%
Reduce -88.05%
9,626
-70,920
VTEB
Vanguard Tax-Exempt Bond ETF
2025-03-31
Sold Out
Sold Out
-2.74%
●
49.25 ($50.03) 50.66
$48.50
-3.06%
Sold Out
0
-63,427
NEAR
iShares Short Duration Bond Active ETF
iShares Short Duration Bond Active ETF
2025-03-31
Add
Add
+1.70%
●
50.4 ($50.66) 50.89
$50.95
0.57%
Add 39.82%
130,793
37,252
SUB
iShares Short-Term National Muni Bond ETF
iShares Short-Term National Muni Bond ETF
2025-03-31
Add
Add
+1.27%
●
105.3 ($105.71) 106.24
$106.58
0.82%
Add 60.45%
35,423
13,346
BINC
iShares Flexible Income Active ETF
2025-03-31
Add
Add
+0.98%
●
51.89 ($52.37) 52.82
$52.69
0.61%
Add 25.97%
101,292
20,880
MUB
iShares National Muni Bond ETF
2025-03-31
Reduce
Reduce
-0.94%
●
104.71 ($106.35) 107.68
$103.49
-2.69%
Reduce -80.47%
2,491
-10,262
IVV
iShares Core S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.61%
●
554.06 ($590.51) 615.85
$637.58
7.97%
Reduce -9.82%
11,074
-1,206

Apex Wealth Management, LLC Total Holding History ($B)

To

Apex Wealth Management, LLC's Asset Allocation

To

Apex Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Apex Wealth Management, LLC's Hypothetical Growth since 2025-03-31

Apex Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Apex Wealth Management, LLC's Holdings Heat Map

Size field:

Apex Wealth Management, LLC's Holdings Bubble Chart

Apex Wealth Management, LLC News

  • 1

Discussions on Apex Wealth Management, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.