Apexium Financial, LP Incresed Positions in Q1 2025

Apexium Financial, LP

  • $1.53 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
197K
+ 189.81%
$50.29 - $50.5 $9.9M - $9.94M
301K $15.1M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
69.3K
+ 114.1%
$100.32 - $100.76 $6.96M - $6.99M
130K $13.1M
JPM
Jpmorgan Chase & CO

Financial Services
22.4K
+ 92.13%
$225.19 - $279.95 $5.05M - $6.28M
46.8K $11.5M
JEPI
J P Morgan Exchange Traded Fd

ETFs
85.4K
+ 90.78%
$56.17 - $59.71 $4.79M - $5.1M
179K $10.2M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
63K
+ 111.61%
$51.45 - $58.51 $3.24M - $3.69M
119K $6.19M
BND
Vanguard Bd Index Fd Inc Total

ETFs
33.5K
+ 29.34%
$71.17 - $73.66 $2.38M - $2.47M
148K $10.8M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
44.4K
+ 3.38%
$27.01 - $28.54 $1.2M - $1.27M
1.36M $37.9M
XLV
Select Sector Spdr Fund Health

ETFs
11.7K
+ 37.19%
$137.61 - $149.68 $1.61M - $1.75M
43.1K $6.29M
AAPL
Apple Inc.

Technology
35.7K
+ 16.93%
$209.68 - $247.1 $7.49M - $8.82M
247K $54.8M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
47.6K
+ 10.35%
$53.6 - $58.97 $2.55M - $2.81M
508K $27.8M
MGC
Vanguard Mega Cap ETF

ETFs
8.04K
+ 133.14%
$199.2 - $222.69 $1.6M - $1.79M
14.1K $2.84M
MSFT
Microsoft Corp

Technology
8.44K
+ 20.02%
$375.39 - $447.2 $3.17M - $3.77M
50.6K $19M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
10.5K
+ 49.96%
$161.27 - $192.3 $1.7M - $2.03M
31.7K $5.11M
VIG
Vanguard Dividend Appreciation

ETFs
6.5K
+ 62.15%
N/A
17K $3.09M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
13.8K
+ 20.18%
$76.94 - $78.28 $1.06M - $1.08M
82.1K $6.43M
VTV
Vanguard Value ETF

ETFs
5.98K
+ 29.8%
$167.73 - $179.21 $1M - $1.07M
26K $4.5M
XLE
Energy Sector Spdr

ETFs
8.57K
+ 30.35%
$85.7 - $93.96 $734K - $805K
36.8K $3.44M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
12.9K
+ 71.65%
$78.0 - $84.37 $1.01M - $1.09M
30.9K $2.47M
ACGL
Arch Capital Group Ltd.

Financial Services
7.37K
+ 9.55%
$88.13 - $96.94 $650K - $715K
84.6K $8.13M
TOLZ
Dj Brookfield Global

ETFs
17.1K
+ 76.47%
$48.2 - $52.75 $824K - $901K
39.4K $2.08M
PEY
Invesco Exchange Traded Fd Tr

ETFs
45K
+ 82.44%
$20.82 - $22.08 $937K - $994K
99.6K $2.14M
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
53.3K
+ 71.05%
$16.06 - $16.99 $856K - $905K
128K $2.14M
CVX
Chevron Corp

Energy
3.14K
+ 20.07%
$146.71 - $167.97 $461K - $528K
18.8K $3.15M
JNJ
Johnson & Johnson

Healthcare
2.31K
+ 10.66%
$142.06 - $167.7 $328K - $387K
24K $3.98M
INDA
Ishares Msci India Index Fund

ETFs
16.8K
+ 78.55%
$47.8 - $53.4 $804K - $898K
38.2K $1.97M
LLY
Eli Lilly & CO

Healthcare
956
+ 103.91%
$725.72 - $929.72 $694K - $889K
1.88K $1.55M
IBB
Ishares Biotechnology ETF

ETFs
6.67K
+ 66.4%
$127.9 - $140.56 $853K - $937K
16.7K $2.14M
PM
Philip Morris International Inc.

Consumer Defensive
3.99K
+ 90.41%
$117.15 - $158.79 $467K - $633K
8.4K $1.33M
SHEL
Shell PLC

Energy
7.9K
+ 97.17%
$62.84 - $73.29 $496K - $579K
16K $1.17M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.99K
+ 8.32%
$507.05 - $563.67 $1.52M - $1.69M
38.9K $20M
T
At&T Inc.

Communication Services
8.61K
+ 12.62%
$21.56 - $28.28 $186K - $243K
76.8K $2.17M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.9K
+ 4.67%
$128.74 - $138.67 $373K - $402K
65K $8.82M
KMB
Kimberly Clark Corp

Consumer Defensive
3.08K
+ 33.3%
$124.46 - $147.4 $383K - $454K
12.3K $1.75M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11.4K
+ 54.13%
$42.5 - $46.71 $484K - $532K
32.4K $1.47M
ABBV
Abb Vie Inc.

Healthcare
1.68K
+ 42.34%
$169.2 - $216.66 $284K - $364K
5.65K $1.18M
ABT
Abbott Laboratories

Healthcare
2.83K
+ 83.14%
$111.1 - $140.22 $314K - $397K
6.23K $826K
MO
Altria Group, Inc.

Consumer Defensive
5.95K
+ 55.44%
$50.81 - $60.02 $302K - $357K
16.7K $1M
XOM
Exxon Mobil Corp

Energy
2.6K
+ 22.64%
$105.44 - $118.93 $274K - $309K
14.1K $1.67M
IBM
International Business Machines Corp

Technology
672
+ 7.66%
$217.4 - $264.74 $146K - $178K
9.44K $2.35M
DSTL
ETF Ser Solution Distillate Us

ETFs
9.98K
+ 4.89%
$53.28 - $57.28 $532K - $572K
214K $11.6M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.32K
+ 7.57%
$74.85 - $84.89 $174K - $197K
33K $2.7M
XLF
Financial Sector Spdr

ETFs
5.75K
+ 12.73%
$47.32 - $52.19 $272K - $300K
50.9K $2.54M
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
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
IXJ
Ishares Global Healthcare ETF

ETFs
833
+ 2.0%
$86.01 - $94.19 $71.6K - $78.5K
42.4K $3.87M
VTI
Vanguard Total Stock Market Et

ETFs
1.29K
+ 31.89%
$271.18 - $303.12 $348K - $390K
5.31K $1.46M
PG
Procter & Gamble CO

Consumer Defensive
1.55K
+ 32.08%
$158.56 - $176.26 $245K - $273K
6.37K $1.09M
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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