Apex Wealth Management, LLC
Top Portfolio Positions
15 positions ·
$22,472,794 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
12,393 | $4,607,097 | 20.50% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
20,866 | $4,345,761 | 19.34% | |
| AAPL |
Apple Inc.
Technology
|
12,321 | $3,126,946 | 13.91% | |
| MSFT |
Microsoft Corp
Technology
|
5,689 | $2,105,897 | 9.37% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
16,766 | $2,083,678 | 9.27% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
4,190 | $1,204,876 | 5.36% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,723 | $985,779 | 4.39% | |
| MU |
Micron Technology Inc
Technology
|
2,496 | $843,248 | 3.75% | |
| NVDA |
Nvidia Corp
Technology
|
4,462 | $778,172 | 3.46% | |
| ED |
Consolidated Edison Inc
Utilities
|
6,463 | $731,482 | 3.25% |
Portfolio Trend
Holdings in DEFT
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,214 | 23,896 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $7,750 | 10,266 | Shares | Sole | 2026-01-26 | |
| No 13F history on record for this holder in this stock. | ||||||