Long-term investor
Apex Wealth Management, LLC @apexwealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002056695).
Record
- Tracked since 2025-06-30 (484 days), 136 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +1.8% · 1 year +1.5% · all +1.5%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 808524300 · 6.8% · long · since 2025-09-30
- 464287200 · 6.4% · long · since 2025-09-30
- 922908769 · 6.3% · long · since 2025-09-30
- 922908736 · 5.9% · long · since 2025-09-30
- 46641Q654 · 5.9% · long · since 2025-09-30
- 92206C102 · 4.6% · long · since 2026-09-30
- 46436E718 · 3.9% · long · since 2026-09-30
- 808524409 · 3.8% · long · since 2025-09-30
- 46435U515 · 3.3% · long · since 2026-09-30
- 808524805 · 3.3% · long · since 2026-03-31
- 464288158 · 3.2% · long · since 2025-09-30
- 464288109 · 3.2% · long · since 2025-09-30