Apex Wealth Management, LLC
13F Portfolio Filings
Most recent 13F
Q1 2025
Location
Bedford, NH
CIK
0002056695
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2025
49
111,173
SHV, SCHG, NEAR, JMST
13F-HR
4/29/2025
000195175725000478
Q4 2024
50
115,877
SCHG, FBND, IVV, VUG
13F-HR
2/14/2025
000195175725000265