Apexium Financial, LP Purchases in Q2 2025

Apexium Financial, LP

  • $1.71 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BSX
Boston Scientific Corp

Healthcare
1.9K
New
$89.7 - $107.41 $170K - $204K
1.9K $203K
RSP
Invesco S&P 500 Equal Weight E

ETFs
219
+ 1.19%
$152.93 - $181.74 $33.5K - $39.8K
18.6K $3.38M
VST
Vistra Corp.

Utilities
150
+ 7.13%
$98.07 - $195.04 $14.7K - $29.3K
2.25K $436K
GE
General Electric CO

Industrials
359
+ 22.81%
$166.81 - $257.39 $59.9K - $92.4K
1.93K $497K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.86K
+ 26.54%
$55.54 - $69.09 $103K - $128K
8.86K $612K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
1.16K
+ 34.76%
$86.12 - $108.35 $100K - $126K
4.51K $488K
XLF
Financial Sector Spdr

ETFs
624
+ 1.23%
$43.92 - $52.37 $27.4K - $32.7K
51.5K $2.7M
BA
Boeing CO

Industrials
71
+ 1.92%
$136.59 - $217.51 $9.7K - $15.4K
3.76K $788K
INTU
Intuit Inc

Technology
25
+ 3.19%
$544.07 - $787.63 $13.6K - $19.7K
809 $637K
IYH
Ishares Tr

ETFs
3.52K
+ 30.91%
$53.97 - $60.17 $190K - $212K
14.9K $842K
BAC
Bank Of America Corp

Financial Services
1.22K
+ 8.75%
$34.39 - $47.46 $41.9K - $57.8K
15.1K $716K
MGK
Vanguard Mega Cap Growth ETF

ETFs
214
+ 26.39%
$273.67 - $366.17 $58.6K - $78.4K
1.03K $375K
CSCO
Cisco Systems, Inc.

Technology
68
+ 0.44%
$53.19 - $69.38 $3.62K - $4.72K
15.5K $1.08M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.72K
+ 10.22%
$48.13 - $49.85 $131K - $135K
29.3K $1.44M
VIS
Vanguard Industrial ETF

ETFs
1
+ 0.03%
$220.04 - $280.07 $220 - $280
3.49K $978K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
52
+ 0.67%
$108.06 - $135.3 $5.62K - $7.04K
7.78K $1.05M
SOUN
Soundhound Ai, Inc.

Technology
1K
+ 2.8%
$7.18 - $11.76 $7.18K - $11.8K
36.7K $393K
TT
Trane Technologies PLC

Industrials
1
+ 0.1%
$315.21 - $437.41 $315 - $437
1.01K $441K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
763
+ 1.05%
$96.84 - $99.46 $73.9K - $75.9K
73.5K $7.29M
ETN
Eaton Corp PLC

Industrials
42
+ 4.46%
$246.52 - $356.99 $10.4K - $15K
984 $351K
MUB
Ishares National Muni Bond ETF

ETFs
984
+ 9.01%
$102.31 - $105.8 $101K - $104K
11.9K $1.24M
AXP
American Express CO

Financial Services
25
+ 1.5%
$231.39 - $318.98 $5.78K - $7.97K
1.69K $538K
BX
Blackstone Inc.

Financial Services
20
+ 0.23%
$120.07 - $151.11 $2.4K - $3.02K
8.53K $1.28M
PANW
Palo Alto Networks Inc

Technology
65
+ 3.01%
$152.44 - $204.64 $9.91K - $13.3K
2.23K $455K
WFC
Wells Fargo & Company

Financial Services
668
+ 16.87%
$60.98 - $80.12 $40.7K - $53.5K
4.63K $370K
WMT
Walmart Inc.

Consumer Defensive
235
+ 3.81%
$81.79 - $99.98 $19.2K - $23.5K
6.4K $625K
CMCSA
Comcast Corp

Communication Services
2.75K
+ 18.52%
$32.84 - $36.72 $90.4K - $101K
17.6K $628K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
15.7K
New
$3.97 - $5.84 $62.4K - $91.8K
15.7K $79K
SCHW
Schwab Charles Corp

Financial Services
72
+ 1.33%
$69.06 - $91.24 $4.97K - $6.57K
5.47K $499K
NVS
Novartis Ag

Healthcare
469
+ 21.88%
$101.96 - $121.01 $47.8K - $56.8K
2.61K $316K
C
Citigroup Inc

Financial Services
193
+ 4.78%
$58.13 - $85.12 $11.2K - $16.4K
4.23K $359K
XLY
Select Sector Spdr Consumer Di

ETFs
31
+ 0.97%
$176.34 - $218.59 $5.47K - $6.78K
3.24K $703K
DRI
Darden Restaurants Inc

Consumer Cyclical
2
+ 0.03%
$186.58 - $225.78 $373 - $452
6.39K $1.39M
CAT
Caterpillar Inc

Industrials
22
+ 2.33%
$273.94 - $388.21 $6.03K - $8.54K
967 $375K
MS
Morgan Stanley

Financial Services
15
+ 0.6%
$99.83 - $140.86 $1.5K - $2.11K
2.51K $352K
V
Visa Inc.

Financial Services
118
+ 3.23%
$308.27 - $373.31 $36.4K - $44.1K
3.77K $1.34M
GD
General Dynamics Corp

Industrials
3
+ 0.1%
$247.68 - $291.66 $743 - $875
2.94K $856K
QCOM
Qualcomm Inc

Technology
228
+ 9.98%
$124.66 - $159.48 $28.4K - $36.4K
2.51K $400K
XLU
Utilities Sector Spdr

ETFs
197
+ 1.72%
$73.09 - $82.77 $14.4K - $16.3K
11.7K $951K
COST
Costco Wholesale Corp

Consumer Defensive
13
+ 1.6%
$908.13 - $1056.85 $11.8K - $13.7K
824 $815K
HD
Home Depot, Inc.

Consumer Cyclical
124
+ 3.12%
$335.24 - $380.78 $41.6K - $47.2K
4.1K $1.5M
NUE
Nucor Corp

Basic Materials
13
+ 0.28%
$103.22 - $131.43 $1.34K - $1.71K
4.68K $606K
IWD
Ishares Russell 1000 Val ETF

ETFs
46
+ 0.78%
$166.82 - $194.23 $7.67K - $8.93K
5.91K $1.15M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
445
+ 15.16%
$91.43 - $91.74 $40.7K - $40.8K
3.38K $310K
VBR
Vanguard Small Cap Value ETF

ETFs
70
+ 2.29%
$162.76 - $195.77 $11.4K - $13.7K
3.13K $609K
ISRG
Intuitive Surgical Inc

Healthcare
32
+ 6.78%
$451.58 - $565.94 $14.5K - $18.1K
504 $273K
OEF
Ishares S&P 100 ETF

ETFs
134
+ 3.64%
N/A
3.82K $1.02M
TFC
Truist Financial Corp

Financial Services
587
+ 10.81%
$34.79 - $42.99 $20.4K - $25.2K
6.02K $258K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
3.16K
+ 14.31%
$12.71 - $14.52 $40.1K - $45.8K
25.2K $350K
Activity Summary
Buys All Purchases 141 New Holdings 10 Increased Positions 131 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
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