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%
+0.17%
20,772.7
 
SCHG
Schwab U.S. Large-Cap Growth ETF
452,846
11,339.3
-2.42%
10.200
-0.27%
0.030
+25.54%
+6.71%
45,305.9
 
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
+0.49%
+0.89%
3,357.5
 
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
+0.56%
+0.40%
4,093.6
 
IVV
iShares Core S&P 500 ETF
11,074
6,222.2
-9.82%
5.600
-0.61%
0.000
+19.29%
+7.13%
634,518.9
 
VUG
Vanguard Growth ETF
16,313
6,049.0
-6.12%
5.440
-0.38%
0.000
+27.33%
+9.25%
167,127.0
 
BINC
iShares Flexible Income Active ETF
101,292
5,305.7
+25.97%
4.770
+0.98%
0.060
+1.59%
+1.02%
10,167.6
 
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%
-
+13.24%
+5.66%
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
+1.17%
+0.90%
9,999.2
 
AMZN
Amazon.com Inc
19,187
3,650.5
+0.80%
3.280
+0.03%
0.000
+31.01%
+3.07%
2,400,675.8
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
$110.30
0.01%
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
$45.44
0.33%
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
$50.91
0.19%
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
$45.77
0.44%
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
$48.51
-3.04%
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
$106.43
0.68%
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
$52.55
0.34%
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
$103.24
-2.92%
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
$630.67
6.80%
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

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Apex Wealth Management, LLC's Holdings Bubble Chart

Apex Wealth Management, LLC News

  • 1

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