Apexium Financial, LP Purchases in Q4 2024

Apexium Financial, LP

  • $1.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
16.6K
+ 4.9%
$570.51 - $610.59 $9.44M - $10.1M
354K $209M
DIS
Walt Disney CO

Communication Services
116K
+ 1472.04%
$92.39 - $117.6 $10.7M - $13.6M
124K $13.8M
AAPL
Apple Inc.

Technology
20.9K
+ 11.02%
$221.69 - $259.02 $4.64M - $5.42M
211K $52.8M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
57.2K
+ 1610.53%
$100.22 - $100.73 $5.73M - $5.76M
60.8K $6.1M
USFR
Wisdomtree Floating Rate Treas

ETFs
84K
+ 426.25%
$50.23 - $50.46 $4.22M - $4.24M
104K $5.22M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
68.8K
+ 17.59%
$56.06 - $61.35 $3.86M - $4.22M
460K $26M
JEPI
J P Morgan Exchange Traded Fd

ETFs
55K
+ 141.07%
$57.53 - $60.83 $3.17M - $3.35M
94K $5.41M
MSFT
Microsoft Corp

Technology
7.73K
+ 22.46%
$406.35 - $454.46 $3.14M - $3.51M
42.2K $17.8M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
13K
+ 160.69%
$170.03 - $192.78 $2.21M - $2.51M
21.1K $3.9M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
43.3K
+ 330.41%
$53.94 - $58.15 $2.34M - $2.52M
56.5K $3.18M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
914K
+ 229.65%
$26.93 - $84.95 $24.6M - $77.7M
1.31M $35.9M
IYW
Ishares Dj Us Tech ETF

ETFs
2.06K
+ 1.01%
$148.14 - $166.23 $305K - $343K
207K $33M
GOOGL
Alphabet Inc.

Communication Services
2.79K
+ 4.84%
$161.86 - $196.66 $452K - $549K
60.6K $11.5M
JPM
Jpmorgan Chase & CO

Financial Services
5.04K
+ 26.08%
$205.18 - $250.29 $1.03M - $1.26M
24.4K $5.84M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
19.4K
+ 3.48%
N/A
577K $49.5M
AMZN
Amazon Com Inc

Consumer Cyclical
1.57K
+ 4.33%
$180.88 - $232.93 $285K - $366K
37.9K $8.31M
VIG
Vanguard Dividend Appreciation

ETFs
8.01K
+ 327.17%
N/A
10.5K $1.9M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
18K
New
$80.93 - $85.66 $1.46M - $1.54M
18K $1.46M
QUAL
Ishares Msci Usa Quality Facto

ETFs
9.62K
+ 4.57%
$176.42 - $186.91 $1.7M - $1.8M
220K $39.2M
JNJ
Johnson & Johnson

Healthcare
11.3K
+ 108.11%
$143.34 - $165.86 $1.61M - $1.87M
21.7K $3.14M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
17.8K
+ 35.21%
$77.02 - $78.58 $1.37M - $1.4M
68.3K $5.28M
MGC
Vanguard Mega Cap ETF

ETFs
6.04K
New
$204.21 - $220.18 $1.23M - $1.33M
6.04K $1.28M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
5.5K
+ 18.49%
$238.25 - $261.28 $1.31M - $1.44M
35.2K $8.53M
IWY
Ishares Tr Russell 200 Growth

ETFs
2.18K
+ 4.67%
$216.72 - $244.71 $473K - $534K
48.9K $11.5M
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
75K
New
$15.84 - $17.86 $1.19M - $1.34M
75K $1.21M
XLV
Select Sector Spdr Fund Health

ETFs
11.1K
+ 54.54%
$136.28 - $154.74 $1.51M - $1.72M
31.4K $4.32M
PEY
Invesco Exchange Traded Fd Tr

ETFs
54.6K
New
$21.1 - $23.08 $1.15M - $1.26M
54.6K $1.16M
INDA
Ishares Msci India Index Fund

ETFs
21.4K
New
$52.64 - $58.16 $1.13M - $1.25M
21.4K $1.13M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3K
+ 5.81%
$198.04 - $221.51 $594K - $664K
54.6K $11.5M
TOLZ
Dj Brookfield Global

ETFs
22.4K
New
$48.31 - $52.66 $1.08M - $1.18M
22.4K $1.1M
CVX
Chevron Corp

Energy
7.53K
+ 92.56%
$141.15 - $162.53 $1.06M - $1.22M
15.7K $2.27M
VGT
Vanguard Information Technolog

ETFs
1.36K
+ 24.26%
$571.78 - $647.97 $778K - $882K
6.97K $4.34M
VTV
Vanguard Value ETF

ETFs
6.5K
+ 47.92%
$168.32 - $181.87 $1.09M - $1.18M
20.1K $3.4M
IBB
Ishares Biotechnology ETF

ETFs
7.92K
+ 373.36%
$131.21 - $148.85 $1.04M - $1.18M
10K $1.33M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
17.8K
+ 16.74%
$99.2 - $108.47 $1.77M - $1.93M
124K $12.4M
XLE
Energy Sector Spdr

ETFs
11.9K
+ 72.93%
$83.32 - $97.27 $992K - $1.16M
28.2K $2.42M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10.3K
+ 7.5%
$113.92 - $127.38 $1.18M - $1.32M
148K $17.1M
IBM
International Business Machines Corp

Technology
4.29K
+ 95.82%
$204.9 - $238.04 $879K - $1.02M
8.77K $1.93M
BND
Vanguard Bd Index Fd Inc Total

ETFs
16.9K
+ 17.34%
$71.75 - $75.11 $1.21M - $1.27M
114K $8.21M
KMB
Kimberly Clark Corp

Consumer Defensive
6.84K
+ 282.99%
$130.37 - $146.09 $891K - $999K
9.25K $1.21M
GOOG
Alphabet Inc.

Communication Services
1.36K
+ 7.33%
$163.08 - $198.16 $222K - $270K
19.9K $3.8M
SHOP
Shopify Inc.

Technology
5
+ 0.02%
$78.14 - $119.49 $391 - $597
25.8K $2.74M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
7.79K
New
$86.65 - $94.9 $675K - $739K
7.79K $676K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
15K
+ 246.19%
$44.04 - $49.49 $659K - $741K
21.1K $927K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
13.4K
New
$43.84 - $48.76 $585K - $651K
13.4K $587K
EFA
Ishares Tr Msci Eafe ETF

ETFs
9.94K
+ 47.89%
$75.1 - $82.99 $746K - $825K
30.7K $2.32M
MO
Altria Group, Inc.

Consumer Defensive
10.7K
New
$49.06 - $57.74 $527K - $620K
10.7K $561K
SOUN
Soundhound Ai, Inc.

Technology
12.5K
+ 61.25%
$4.51 - $24.23 $56.4K - $303K
32.9K $653K
EVRG
Evergy, Inc.

Utilities
8.66K
New
$59.06 - $65.0 $511K - $563K
8.66K $532K
Activity Summary
Buys All Purchases 161 New Holdings 31 Increased Positions 130 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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