Apexium Financial, LP Purchases in Q1 2025

Apexium Financial, LP

  • $1.53 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VDC
Vanguard Consumer Staples ETF

ETFs
1.55K
+ 77.87%
$206.54 - $226.16 $321K - $351K
3.55K $775K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
7.27K
+ 6.08%
$49.69 - $50.76 $361K - $369K
127K $6.34M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
22.1K
New
$14.22 - $14.83 $314K - $327K
22.1K $318K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
6.57K
+ 18.66%
$211.47 - $267.17 $1.39M - $1.76M
41.8K $8.84M
FDG
American Centy ETF Tr Focused

ETFs
6.25K
+ 30.29%
$89.22 - $109.96 $558K - $687K
26.9K $2.44M
VTI
Vanguard Total Stock Market Et

ETFs
1.29K
+ 31.89%
$271.18 - $303.12 $348K - $390K
5.31K $1.46M
IXJ
Ishares Global Healthcare ETF

ETFs
833
+ 2.0%
$86.01 - $94.19 $71.6K - $78.5K
42.4K $3.87M
PG
Procter & Gamble CO

Consumer Defensive
1.55K
+ 32.08%
$158.56 - $176.26 $245K - $273K
6.37K $1.09M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
9.69K
+ 72.53%
$36.64 - $45.76 $355K - $443K
23K $863K
CL
Colgate Palmolive CO

Consumer Defensive
2.95K
New
$85.68 - $97.5 $252K - $287K
2.95K $276K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.94K
New
$91.45 - $91.75 $268K - $269K
2.94K $269K
UNP
Union Pacific Corp

Industrials
1.12K
New
$225.21 - $254.42 $252K - $284K
1.12K $263K
BOND
Pimco Active Bond Exchange Tra

ETFs
2.8K
New
$89.27 - $92.9 $250K - $260K
2.8K $258K
NVS
Novartis Ag

Healthcare
2.14K
New
$97.14 - $115.57 $208K - $248K
2.14K $239K
ORCC
Owl Rock Capital Corp

Financial Services
17.5K
New
N/A
17.5K $234K
INTU
Intuit Inc

Technology
389
+ 98.48%
$555.63 - $630.23 $216K - $245K
784 $481K
TRV
Travelers Companies, Inc.

Financial Services
840
New
$232.43 - $265.13 $195K - $223K
840 $222K
MDT
Medtronic PLC

Healthcare
2.45K
New
$79.84 - $94.5 $196K - $232K
2.45K $220K
DOW
Dow Inc.

Basic Materials
6.15K
New
$34.36 - $41.92 $211K - $258K
6.15K $214K
UBER
Uber Technologies, Inc

Technology
2.94K
New
$63.17 - $81.49 $186K - $240K
2.94K $214K
DGRO
Ishares Core Dividend Growth E

ETFs
2.06K
+ 1.05%
$60.46 - $64.42 $124K - $133K
197K $12.2M
VZ
Verizon Communications Inc

Communication Services
2.29K
+ 11.92%
$37.81 - $46.49 $86.5K - $106K
21.5K $974K
WM
Waste Management Inc

Industrials
898
New
$200.54 - $233.78 $180K - $210K
898 $207K
AEP
American Electric Power CO Inc

Utilities
1.89K
New
$90.32 - $109.27 $171K - $207K
1.89K $206K
TMUS
T Mobile Us, Inc.

Communication Services
758
New
$211.3 - $272.83 $160K - $207K
758 $202K
ISCB
International Speedway Corp

ETFs
3.98K
+ 75.9%
$53.73 - $61.7 $214K - $245K
9.22K $499K
V
Visa Inc.

Financial Services
192
+ 5.55%
$306.92 - $362.71 $58.9K - $69.6K
3.65K $1.28M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.22K
+ 7.11%
$169.43 - $182.84 $207K - $223K
18.4K $3.18M
KO
Coca Cola CO

Consumer Defensive
993
+ 9.15%
$60.81 - $72.32 $60.4K - $71.8K
11.8K $848K
INTC
Intel Corp

Technology
6.24K
+ 53.48%
$19.1 - $27.39 $119K - $171K
17.9K $406K
GLD
Spdr Gold Trust

ETFs
396
+ 36.5%
$243.19 - $288.14 $96.3K - $114K
1.48K $426K
UNH
Unitedhealth Group Inc

Healthcare
141
+ 2.88%
$461.52 - $548.18 $65.1K - $77.3K
5.04K $2.64M
AMGN
Amgen Inc

Healthcare
114
+ 4.79%
$258.59 - $327.36 $29.5K - $37.3K
2.5K $777K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
5.74K
+ 10.51%
$192.82 - $222.1 $1.11M - $1.27M
60.3K $11.6M
CSCO
Cisco Systems, Inc.

Technology
1.9K
+ 14.06%
$58.74 - $64.87 $112K - $123K
15.4K $952K
MCD
Mcdonalds Corp

Consumer Cyclical
288
+ 10.73%
$279.74 - $321.29 $80.6K - $92.5K
2.97K $928K
META
Meta Platforms, Inc.

Communication Services
344
+ 7.69%
$576.36 - $736.67 $198K - $253K
4.82K $2.78M
VO
Vanguard Mid Cap ETF

ETFs
549
+ 53.09%
$251.87 - $277.95 $138K - $153K
1.58K $409K
ADBE
Adobe Inc.

Technology
785
+ 28.66%
$377.84 - $464.11 $297K - $364K
3.52K $1.35M
SO
Southern CO

Utilities
853
+ 17.88%
$80.96 - $92.96 $69.1K - $79.3K
5.62K $517K
XLP
Consumer Staples Sector Spdr

ETFs
1.59K
+ 3.66%
N/A
45.2K $3.44M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.39K
+ 0.24%
N/A
578K $49.6M
MNKD
Mannkind Corp

Healthcare
23.3K
New
$4.92 - $6.6 $114K - $153K
23.3K $116K
HD
Home Depot, Inc.

Consumer Cyclical
514
+ 14.86%
$347.25 - $424.87 $178K - $218K
3.97K $1.46M
XLC
Select Sector Spdr Tr Communic

ETFs
1.21K
+ 5.08%
$94.84 - $105.31 $114K - $127K
24.9K $2.41M
SCHW
Schwab Charles Corp

Financial Services
1.12K
+ 26.25%
$71.24 - $83.64 $80K - $93.9K
5.4K $422K
GE
General Electric CO

Industrials
263
+ 20.06%
$168.59 - $212.13 $44.3K - $55.8K
1.57K $315K
CB
Chubb LTD

Financial Services
63
+ 2.47%
$257.71 - $301.99 $16.2K - $19K
2.62K $790K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
1.72K
+ 9.89%
$55.41 - $60.74 $95.3K - $104K
19.1K $1.08M
Activity Summary
Buys All Purchases 182 New Holdings 28 Increased Positions 154 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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