- New Purchases: QLTA, TSLA, BRK.B, MSFT, NFLX,
- Added Positions: VGIT, SCHP, VCIT, MBB, TLT, VB,
- Reduced Positions: VEA, IVV, JNK, PFF, EMB, EFA, SPTM, SCHA, VXUS, AMZN, VWO, SCHE, GBF, IJR, IJH, IEMG, EEM, SCZ, VSS, JNJ, PG, QQQ, AAPL,
- Sold Out: CVX, IDV, RWR, SCHD, IXUS,
For the details of Apex Investment Services, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/apex+investment+services%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Apex Investment Services, Inc.- VANGUARD WORLD FD (MGC) - 498,677 shares, 19.26% of the total portfolio. Shares reduced by 0.86%
- VANGUARD INDEX FDS (VTI) - 181,391 shares, 9.95% of the total portfolio. Shares reduced by 0.44%
- Vanguard Intermediate-Term Government Bond ETF (VGIT) - 402,436 shares, 9.13% of the total portfolio. Shares added by 10.17%
- ISHARES TRUST (ITOT) - 321,855 shares, 7.83% of the total portfolio. Shares reduced by 0.09%
- SCHWAB STRATEGIC T (SCHF) - 757,078 shares, 7.66% of the total portfolio. Shares added by 0.58%
Apex Investment Services, Inc. initiated holding in ISHARES TRUST. The purchase prices were between $57.71 and $59.45, with an estimated average price of $58.44. The stock is now traded at around $58.10. The impact to a portfolio due to this purchase was 1.61%. The holding were 86,550 shares as of .
New Purchase: Tesla Inc (TSLA)Apex Investment Services, Inc. initiated holding in Tesla Inc. The purchase prices were between $223.93 and $498.32, with an estimated average price of $353.47. The stock is now traded at around $420.98. The impact to a portfolio due to this purchase was 0.19%. The holding were 1,375 shares as of .
New Purchase: Berkshire Hathaway Inc (BRK.B)Apex Investment Services, Inc. initiated holding in Berkshire Hathaway Inc. The purchase prices were between $177.99 and $221.68, with an estimated average price of $204.37. The stock is now traded at around $206.17. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,490 shares as of .
New Purchase: Microsoft Corp (MSFT)Apex Investment Services, Inc. initiated holding in Microsoft Corp. The purchase prices were between $200.39 and $231.65, with an estimated average price of $210.04. The stock is now traded at around $216.39. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,001 shares as of .
New Purchase: Netflix Inc (NFLX)Apex Investment Services, Inc. initiated holding in Netflix Inc. The purchase prices were between $466.93 and $556.55, with an estimated average price of $497.66. The stock is now traded at around $496.95. The impact to a portfolio due to this purchase was 0.07%. The holding were 421 shares as of .
Sold Out: Chevron Corp (CVX)Apex Investment Services, Inc. sold out a holding in Chevron Corp. The sale prices were between $71.8 and $91.39, with an estimated average price of $84.13.
Sold Out: SCHWAB STRATEGIC T (SCHD)Apex Investment Services, Inc. sold out a holding in SCHWAB STRATEGIC T. The sale prices were between $50.37 and $58.54, with an estimated average price of $55.18.
Sold Out: ISHARES TRUST (IDV)Apex Investment Services, Inc. sold out a holding in ISHARES TRUST. The sale prices were between $24.68 and $26.63, with an estimated average price of $25.66.
Sold Out: SPDR SERIES TRUST (RWR)Apex Investment Services, Inc. sold out a holding in SPDR SERIES TRUST. The sale prices were between $74.96 and $83.02, with an estimated average price of $79.58.
Sold Out: iShares Core MSCI Total International Stock ETF (IXUS)Apex Investment Services, Inc. sold out a holding in iShares Core MSCI Total International Stock ETF. The sale prices were between $54.89 and $60.22, with an estimated average price of $58.23.
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