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Home > Institutional Investor > Apex Wealth Management, Llc > Profile

Instuitional Investor - Apex Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Apex Wealth Management, Llc
Portfolio Value $111,173,576
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 111,742 $12,343,055 11.1%
2.
Schwab Strategic Trust
 FNDF 452,846 $11,339,267 10.2%
3.
Ishares U S Etf Tr
 130,793 $6,653,456 5.98%
4.
J P Morgan Exchange Traded F - ULTRA SHT MUNCPL
 130,144 $6,617,844 5.95%
5.
Ishares Trust
 IEF 11,074 $6,222,200 5.6%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)