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
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
9.69K
+ 72.53%
$36.64 - $45.76 $355K - $443K
23K $863K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
4.17K
+ 53.53%
$77.91 - $92.26 $325K - $385K
12K $950K
INTU
Intuit Inc

Technology
389
+ 98.48%
$555.63 - $630.23 $216K - $245K
784 $481K
DGRO
Ishares Core Dividend Growth E

ETFs
2.06K
+ 1.05%
$60.46 - $64.42 $124K - $133K
197K $12.2M
VZ
Verizon Communications Inc

Communication Services
2.29K
+ 11.92%
$37.81 - $46.49 $86.5K - $106K
21.5K $974K
ISCB
International Speedway Corp

ETFs
3.98K
+ 75.9%
$53.73 - $61.7 $214K - $245K
9.22K $499K
V
Visa Inc.

Financial Services
192
+ 5.55%
$306.92 - $362.71 $58.9K - $69.6K
3.65K $1.28M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.22K
+ 7.11%
$169.43 - $182.84 $207K - $223K
18.4K $3.18M
KO
Coca Cola CO

Consumer Defensive
993
+ 9.15%
$60.81 - $72.32 $60.4K - $71.8K
11.8K $848K
INTC
Intel Corp

Technology
6.24K
+ 53.48%
$19.1 - $27.39 $119K - $171K
17.9K $406K
UNH
Unitedhealth Group Inc

Healthcare
141
+ 2.88%
$461.52 - $548.18 $65.1K - $77.3K
5.04K $2.64M
AMGN
Amgen Inc

Healthcare
114
+ 4.79%
$258.59 - $327.36 $29.5K - $37.3K
2.5K $777K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
5.74K
+ 10.51%
$192.82 - $222.1 $1.11M - $1.27M
60.3K $11.6M
CSCO
Cisco Systems, Inc.

Technology
1.9K
+ 14.06%
$58.74 - $64.87 $112K - $123K
15.4K $952K
MCD
Mcdonalds Corp

Consumer Cyclical
288
+ 10.73%
$279.74 - $321.29 $80.6K - $92.5K
2.97K $928K
META
Meta Platforms, Inc.

Communication Services
344
+ 7.69%
$576.36 - $736.67 $198K - $253K
4.82K $2.78M
VO
Vanguard Mid Cap ETF

ETFs
549
+ 53.09%
$251.87 - $277.95 $138K - $153K
1.58K $409K
ADBE
Adobe Inc.

Technology
785
+ 28.66%
$377.84 - $464.11 $297K - $364K
3.52K $1.35M
SO
Southern CO

Utilities
853
+ 17.88%
$80.96 - $92.96 $69.1K - $79.3K
5.62K $517K
XLP
Consumer Staples Sector Spdr

ETFs
1.59K
+ 3.66%
N/A
45.2K $3.44M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.39K
+ 0.24%
N/A
578K $49.6M
HD
Home Depot, Inc.

Consumer Cyclical
514
+ 14.86%
$347.25 - $424.87 $178K - $218K
3.97K $1.46M
XLC
Select Sector Spdr Tr Communic

ETFs
1.21K
+ 5.08%
$94.84 - $105.31 $114K - $127K
24.9K $2.41M
SCHW
Schwab Charles Corp

Financial Services
1.12K
+ 26.25%
$71.24 - $83.64 $80K - $93.9K
5.4K $422K
GE
General Electric CO

Industrials
263
+ 20.06%
$168.59 - $212.13 $44.3K - $55.8K
1.57K $315K
CB
Chubb LTD

Financial Services
63
+ 2.47%
$257.71 - $301.99 $16.2K - $19K
2.62K $790K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
1.72K
+ 9.89%
$55.41 - $60.74 $95.3K - $104K
19.1K $1.08M
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
VPU
Vanguard Utilities ETF

ETFs
184
+ 8.31%
$161.24 - $173.33 $29.7K - $31.9K
2.4K $409K
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
TMO
Thermo Fisher Scientific Inc.

Healthcare
91
+ 11.32%
$497.6 - $606.74 $45.3K - $55.2K
895 $445K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3
+ 0.07%
$63.07 - $73.5 $189 - $221
4.04K $283K
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
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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