Apexium Financial, LP Purchases in Q1 2025

Apexium Financial, LP

  • $1.53 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RGTI
Rigetti Computing, Inc.

Technology
10K
New
$6.05 - $19.51 $60.5K - $195K
10K $79K
EPD
Enterprise Products Partners L.P.

Energy
1.64K
+ 21.11%
$31.75 - $34.14 $51.9K - $55.9K
9.39K $320K
RTX
Raytheon Technologies Corp

Industrials
78
+ 2.2%
$114.1 - $135.66 $8.9K - $10.6K
3.63K $480K
EVRG
Evergy, Inc.

Utilities
71
+ 0.82%
$59.9 - $69.52 $4.25K - $4.94K
8.73K $601K
VEA
Vanguard Ftse Developed Market

ETFs
960
+ 15.06%
$47.4 - $52.99 $45.5K - $50.9K
7.33K $372K
BMY
Bristol Myers Squibb CO

Healthcare
425
+ 4.92%
$53.9 - $63.11 $22.9K - $26.8K
9.06K $552K
SOXX
Ishares Semiconductor ETF

ETFs
834
+ 23.62%
$188.17 - $235.81 $157K - $197K
4.37K $821K
COST
Costco Wholesale Corp

Consumer Defensive
38
+ 4.92%
$890.62 - $1076.86 $33.8K - $40.9K
811 $767K
ITM
Vaneck Intermediate Muni ETF

ETFs
1.25K
+ 20.01%
$45.21 - $46.67 $56.5K - $58.3K
7.5K $341K
NOC
Northrop Grumman Corp

Industrials
54
+ 10.19%
$433.45 - $513.82 $23.4K - $27.7K
584 $299K
COP
Conocophillips

Energy
327
+ 15.53%
$88.6 - $105.85 $29K - $34.6K
2.43K $255K
XLB
Select Sector Spdr Fd Material

ETFs
354
+ 5.35%
$83.19 - $90.99 $29.4K - $32.2K
6.98K $599K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
408
+ 10.0%
$73.78 - $76.59 $30.1K - $31.2K
4.49K $343K
AMAT
Applied Materials Inc

Technology
592
+ 21.31%
$145.06 - $195.51 $85.9K - $116K
3.37K $489K
CMCSA
Comcast Corp

Communication Services
1.23K
+ 9.04%
$33.19 - $38.23 $40.9K - $47.1K
14.9K $548K
C
Citigroup Inc

Financial Services
475
+ 13.34%
$67.23 - $84.63 $31.9K - $40.2K
4.04K $286K
AFL
Aflac Inc

Financial Services
103
+ 3.43%
$100.99 - $111.19 $10.4K - $11.5K
3.1K $345K
CRWD
Crowd Strike Holdings, Inc.

Technology
28
+ 1.24%
$308.86 - $455.36 $8.65K - $12.8K
2.28K $805K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3
+ 0.07%
$63.07 - $73.5 $189 - $221
4.04K $283K
TMO
Thermo Fisher Scientific Inc.

Healthcare
91
+ 11.32%
$497.6 - $606.74 $45.3K - $55.2K
895 $445K
QCOM
Qualcomm Inc

Technology
169
+ 7.99%
$151.94 - $175.86 $25.7K - $29.7K
2.29K $350K
VHT
Vanguard Health Care ETF

ETFs
1
+ 0.05%
$254.06 - $273.83 $254 - $274
2.09K $553K
HON
Honeywell International Inc

Industrials
254
+ 11.67%
$202.75 - $226.52 $51.5K - $57.5K
2.43K $514K
IHE
Ishares Tr

ETFs
7
+ 0.2%
$65.36 - $72.85 $458 - $510
3.48K $245K
ISRG
Intuitive Surgical Inc

Healthcare
56
+ 13.46%
$476.63 - $610.45 $26.7K - $34.2K
472 $233K
IP
International Paper CO

Consumer Cyclical
301
+ 7.9%
$49.38 - $60.09 $14.9K - $18.1K
4.11K $219K
WBD
Warner Bros. Discovery, Inc.

Communication Services
488
+ 3.54%
$9.47 - $11.46 $4.62K - $5.59K
14.3K $153K
MAIN
Main Street Capital Corp

Financial Services
285
+ 5.53%
$54.71 - $63.1 $15.6K - $18K
5.44K $307K
JCI
Johnson Controls International PLC

Industrials
1
+ 0.03%
$76.12 - $90.6 $76.1 - $90.6
3.48K $278K
BA
Boeing CO

Industrials
150
+ 4.23%
$148.15 - $186.25 $22.2K - $27.9K
3.69K $629K
Strategic Trust
69.5K
New
N/A
69.5K $0
J P Morgan Exchange Traded F
18.1K
+ 102.62%
N/A
35.7K $0
SMOT
Vaneck ETF Tr Morningstar Smid
12K
+ 3.63%
N/A
343K $0
Advisor Managed Portfolios
109K
+ 2.41%
N/A
4.62M $0
Linde PLC
522
New
N/A
522 $0
Vanguard Malvern Fds
27.4K
New
N/A
27.4K $0
Morgan Stanley ETF Trust
35.4K
New
N/A
35.4K $0
ITW
Illinois Tool Works Inc

Industrials
18
+ 2.13%
$244.9 - $274.48 $4.41K - $4.94K
865 $214K
Ishares Bitcoin Trust ETF
10.2K
New
N/A
10.2K $0
XLI
Industrial Sector Spdr

ETFs
77
+ 0.45%
$128.78 - $141.67 $9.92K - $10.9K
17.1K $2.25M
VB
Vanguard Small Cap ETF

ETFs
249
+ 7.89%
$217.89 - $252.64 $54.3K - $62.9K
3.4K $754K
UVSP
Univest Financial Corp

Financial Services
500
+ 3.37%
$27.52 - $31.63 $13.8K - $15.8K
15.4K $435K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
198
+ 0.75%
$49.25 - $50.66 $9.75K - $10K
26.6K $1.32M
IWR
Ishares Russell Mid Cap ETF

ETFs
7
+ 0.24%
$82.81 - $92.93 $580 - $651
2.93K $249K
MGK
Vanguard Mega Cap Growth ETF

ETFs
49
+ 6.43%
$307.43 - $357.48 $15.1K - $17.5K
811 $250K
WMT
Walmart Inc.

Consumer Defensive
49
+ 0.8%
$84.5 - $105.05 $4.14K - $5.15K
6.17K $541K
TFC
Truist Financial Corp

Financial Services
29
+ 0.54%
$39.48 - $48.15 $1.14K - $1.4K
5.43K $223K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
40
+ 0.78%
$408.78 - $448.82 $16.4K - $18K
5.18K $2.17M
LOW
Lowes Companies Inc

Consumer Cyclical
17
+ 1.47%
$222.66 - $268.42 $3.79K - $4.56K
1.18K $274K
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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