Apexium Financial, LP Purchases in Q2 2025

Apexium Financial, LP

  • $1.71 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
11
+ 0.27%
$62.73 - $78.42 $690 - $863
4.05K $314K
SO
Southern CO

Utilities
334
+ 5.94%
$84.91 - $92.56 $28.4K - $30.9K
5.96K $547K
LMT
Lockheed Martin Corp

Industrials
30
+ 3.24%
$430.82 - $486.45 $12.9K - $14.6K
957 $443K
ABT
Abbott Laboratories

Healthcare
37
+ 0.59%
$123.95 - $138.08 $4.59K - $5.11K
6.27K $852K
IWR
Ishares Russell Mid Cap ETF

ETFs
7
+ 0.24%
$74.88 - $91.97 $524 - $644
2.94K $270K
HOLX
Hologic Inc

Healthcare
75
+ 1.59%
$52.73 - $65.22 $3.95K - $4.89K
4.8K $312K
DE
Deere & CO

Industrials
2
+ 0.44%
$412.99 - $531.48 $826 - $1.06K
460 $233K
VPU
Vanguard Utilities ETF

ETFs
9
+ 0.38%
$158.36 - $178.82 $1.43K - $1.61K
2.41K $424K
JEF
Jefferies Financial Group Inc.

Financial Services
100
+ 1.38%
$41.06 - $56.09 $4.11K - $5.61K
7.36K $402K
TRV
Travelers Companies, Inc.

Financial Services
32
+ 3.81%
$233.83 - $276.34 $7.48K - $8.84K
872 $233K
WM
Waste Management Inc

Industrials
53
+ 5.9%
$216.47 - $242.1 $11.5K - $12.8K
951 $217K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
9
+ 0.2%
$75.05 - $77.34 $675 - $696
4.5K $347K
TXN
Texas Instruments Inc

Technology
7
+ 0.18%
N/A
3.93K $763K
XLP
Consumer Staples Sector Spdr

ETFs
16
+ 0.04%
N/A
45.2K $3.44M
PKI
Perkinelmer Inc

Healthcare
6
+ 0.17%
N/A
3.63K $439K
ORCC
Owl Rock Capital Corp

Financial Services
81
+ 0.46%
N/A
17.6K $235K
KO
Coca Cola CO

Consumer Defensive
168
+ 1.42%
$68.37 - $73.9 $11.5K - $12.4K
12K $849K
J P Morgan Exchange Traded F
42.8K
+ 120.14%
N/A
78.5K $0
Coreweave Inc
6.4K
New
N/A
6.4K $0
ALCC
Alt C Acquisition Corp.

Financial Services
3.78K
New
N/A
3.78K $0
Ishares Bitcoin Trust ETF
3.46K
+ 33.82%
N/A
13.7K $0
Morgan Stanley ETF Trust
47.4K
+ 134.05%
N/A
82.8K $0
Vanguard Malvern Fds
36.8K
+ 134.04%
N/A
64.2K $0
Linde PLC
91
+ 17.43%
N/A
613 $0
VUSB
Vanguard Bd Index Fds
10.5K
+ 113.73%
N/A
19.8K $0
ITW
Illinois Tool Works Inc

Industrials
3
+ 0.35%
$218.41 - $252.43 $655 - $757
868 $214K
Strategic Trust
131K
+ 187.85%
N/A
200K $0
MDLZ
Mondelez International, Inc.

Consumer Defensive
10
+ 0.2%
$63.54 - $68.5 $635 - $685
5.02K $338K
UNP
Union Pacific Corp

Industrials
18
+ 1.61%
$208.27 - $238.46 $3.75K - $4.29K
1.14K $261K
TM
Toyota Motor Corp

Consumer Cyclical
89
+ 2.06%
$158.63 - $195.39 $14.1K - $17.4K
4.41K $760K
XLRE
Select Sector Spdr Tr Real Est

ETFs
2
+ 0.02%
$37.08 - $42.26 $74.2 - $84.5
9.42K $390K
MDT
Medtronic PLC

Healthcare
19
+ 0.77%
$80.68 - $88.86 $1.53K - $1.69K
2.47K $215K
DUK
Duke Energy Corp

Utilities
130
+ 2.48%
$112.46 - $124.05 $14.6K - $16.1K
5.37K $633K
MO
Altria Group, Inc.

Consumer Defensive
187
+ 1.12%
$55.56 - $60.91 $10.4K - $11.4K
16.9K $989K
IHE
Ishares Tr

ETFs
7
+ 0.2%
$61.0 - $68.22 $427 - $478
3.48K $228K
SHEL
Shell PLC

Energy
348
+ 2.17%
$59.75 - $73.05 $20.8K - $25.4K
16.4K $1.15M
AMGN
Amgen Inc

Healthcare
46
+ 1.84%
$262.28 - $309.85 $12.1K - $14.3K
2.54K $709K
XOM
Exxon Mobil Corp

Energy
517
+ 3.67%
$99.93 - $119.04 $51.7K - $61.5K
14.6K $1.57M
GIS
General Mills Inc

Consumer Defensive
3
+ 0.02%
$50.37 - $60.97 $151 - $183
14.5K $752K
ACGL
Arch Capital Group Ltd.

Financial Services
1
+ 0.0%
$84.99 - $96.82 $85 - $96.8
84.6K $7.7M
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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