Apexium Financial, LP Purchases in Q4 2024

Apexium Financial, LP

  • $1.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
T
At&T Inc.

Communication Services
2.63K
+ 4.01%
$21.22 - $23.88 $55.8K - $62.8K
68.2K $1.55M
XOM
Exxon Mobil Corp

Energy
1.84K
+ 19.11%
$105.51 - $125.37 $194K - $231K
11.5K $1.24M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
54
+ 0.25%
$70.54 - $79.61 $3.81K - $4.3K
22.1K $1.68M
AFL
Aflac Inc

Financial Services
1.08K
+ 56.01%
$100.37 - $115.27 $108K - $124K
3K $310K
IWM
Ishares Russell 2000 ETF

ETFs
414
+ 3.54%
$216.13 - $242.4 $89.5K - $100K
12.1K $2.67M
VB
Vanguard Small Cap ETF

ETFs
350
+ 12.48%
$233.76 - $261.58 $81.8K - $91.6K
3.15K $757K
ORCL
Oracle Corp

Technology
742
+ 8.17%
$165.41 - $192.43 $123K - $143K
9.83K $1.64M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.3K
+ 65.23%
$59.25 - $72.99 $136K - $168K
5.83K $347K
ABT
Abbott Laboratories

Healthcare
793
+ 30.37%
$111.93 - $119.39 $88.8K - $94.7K
3.4K $385K
KO
Coca Cola CO

Consumer Defensive
2.65K
+ 32.35%
$61.74 - $71.71 $164K - $190K
10.9K $675K
LOW
Lowes Companies Inc

Consumer Cyclical
351
+ 43.44%
$244.52 - $284.07 $85.8K - $99.7K
1.16K $286K
ABBV
Abb Vie Inc.

Healthcare
728
+ 22.47%
$164.99 - $203.87 $120K - $148K
3.97K $705K
VDC
Vanguard Consumer Staples ETF

ETFs
342
+ 20.71%
$210.96 - $223.62 $72.1K - $76.5K
1.99K $421K
BAC
Bank Of America Corp

Financial Services
36
+ 0.26%
$39.22 - $47.77 $1.41K - $1.72K
14.1K $618K
C
Citigroup Inc

Financial Services
278
+ 8.47%
$61.31 - $72.5 $17K - $20.2K
3.56K $250K
ITOT
Ishares Core S&P Total U.S. St

ETFs
153
+ 1.86%
$124.26 - $134.12 $19K - $20.5K
8.4K $1.08M
VTI
Vanguard Total Stock Market Et

ETFs
56
+ 1.41%
$280.04 - $302.45 $15.7K - $16.9K
4.03K $1.17M
CWB
Spdr Bloomberg Convertible Sec

ETFs
335
+ 2.71%
$76.21 - $82.24 $25.5K - $27.6K
12.7K $989K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
322
+ 2.13%
$442.29 - $483.08 $142K - $156K
15.5K $7.01M
SUB
Ishares Short Term National Mu

ETFs
509
+ 2.65%
$104.94 - $106.2 $53.4K - $54.1K
19.7K $2.08M
COST
Costco Wholesale Corp

Consumer Defensive
15
+ 1.98%
$873.59 - $994.69 $13.1K - $14.9K
773 $708K
PANW
Palo Alto Networks Inc

Technology
1.11K
+ 105.94%
$181.96 - $405.9 $201K - $449K
2.15K $390K
KRE
Spdr S&P Regional Banking ETF

ETFs
40
+ 0.5%
$54.6 - $68.9 $2.18K - $2.76K
8.03K $484K
TFC
Truist Financial Corp

Financial Services
460
+ 9.31%
$41.51 - $48.1 $19.1K - $22.1K
5.4K $234K
EPD
Enterprise Products Partners L.P.

Energy
37
+ 0.48%
$28.66 - $34.43 $1.06K - $1.27K
7.75K $243K
IWV
Ishares Russell 3000 ETF

ETFs
28
+ 2.36%
$323.08 - $349.08 $9.05K - $9.77K
1.21K $405K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3
+ 0.02%
$55.86 - $60.21 $168 - $181
17.4K $996K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
63
+ 1.93%
$100.38 - $107.86 $6.32K - $6.8K
3.33K $343K
GE
General Electric CO

Industrials
190
+ 16.95%
$159.95 - $194.23 $30.4K - $36.9K
1.31K $218K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
29
+ 0.07%
$61.68 - $67.87 $1.79K - $1.97K
44.5K $2.77M
Advisor Managed Portfolios
154K
+ 3.53%
N/A
4.51M $0
Reddit Inc
1.3K
New
N/A
1.3K $0
J P Morgan Exchange Traded F
8.77K
+ 99.44%
N/A
17.6K $0
SMOT
Vaneck ETF Tr Morningstar Smid
35.3K
+ 11.9%
N/A
331K $0
MUB
Ishares National Muni Bond ETF

ETFs
195
+ 1.76%
$105.78 - $108.7 $20.6K - $21.2K
11.3K $1.2M
INTC
Intel Corp

Technology
1.35K
+ 13.13%
$19.07 - $26.23 $25.8K - $35.5K
11.7K $233K
SO
Southern CO

Utilities
300
+ 6.71%
$81.5 - $94.15 $24.5K - $28.2K
4.77K $392K
STBA
S&T Bancorp Inc

Financial Services
250
+ 4.35%
$37.59 - $44.12 $9.4K - $11K
6K $229K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
5
+ 0.12%
$74.5 - $78.37 $373 - $392
4.08K $304K
SID
National Steel CO

Basic Materials
755
+ 4.43%
$1.44 - $2.47 $1.09K - $1.86K
17.8K $25K
IHE
Ishares Tr

ETFs
5
+ 0.14%
$65.15 - $71.86 $326 - $359
3.47K $228K
DUK
Duke Energy Corp

Utilities
210
+ 4.09%
$105.76 - $120.76 $22.2K - $25.4K
5.34K $575K
SHEL
Shell PLC

Energy
144
+ 1.8%
$60.63 - $70.23 $8.73K - $10.1K
8.13K $509K
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.03%
$114.45 - $127.21 $114 - $127
3.55K $410K
FREL
Fidelity Covington Tr Msci Rea

ETFs
105
+ 1.07%
$26.61 - $29.85 $2.79K - $3.13K
9.95K $268K
VEA
Vanguard Ftse Developed Market

ETFs
160
+ 2.58%
$47.57 - $52.44 $7.61K - $8.39K
6.37K $304K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
8
+ 0.2%
$63.27 - $70.31 $506 - $562
4.04K $256K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
827
+ 7.58%
$3.53 - $7.8 $2.92K - $6.45K
11.7K $44K
XLRE
Select Sector Spdr Tr Real Est

ETFs
78
+ 0.83%
$40.06 - $45.21 $3.12K - $3.53K
9.47K $385K
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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