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
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
Advisor Managed Portfolios
109K
+ 2.41%
N/A
4.62M $0
SMOT
Vaneck ETF Tr Morningstar Smid
12K
+ 3.63%
N/A
343K $0
ITW
Illinois Tool Works Inc

Industrials
18
+ 2.13%
$244.9 - $274.48 $4.41K - $4.94K
865 $214K
XLI
Industrial Sector Spdr

ETFs
77
+ 0.45%
$128.78 - $141.67 $9.92K - $10.9K
17.1K $2.25M
UVSP
Univest Financial Corp

Financial Services
500
+ 3.37%
$27.52 - $31.63 $13.8K - $15.8K
15.4K $435K
VB
Vanguard Small Cap ETF

ETFs
249
+ 7.89%
$217.89 - $252.64 $54.3K - $62.9K
3.4K $754K
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
WMT
Walmart Inc.

Consumer Defensive
49
+ 0.8%
$84.5 - $105.05 $4.14K - $5.15K
6.17K $541K
MGK
Vanguard Mega Cap Growth ETF

ETFs
49
+ 6.43%
$307.43 - $357.48 $15.1K - $17.5K
811 $250K
TFC
Truist Financial Corp

Financial Services
29
+ 0.54%
$39.48 - $48.15 $1.14K - $1.4K
5.43K $223K
LOW
Lowes Companies Inc

Consumer Cyclical
17
+ 1.47%
$222.66 - $268.42 $3.79K - $4.56K
1.18K $274K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
40
+ 0.78%
$408.78 - $448.82 $16.4K - $18K
5.18K $2.17M
XLY
Select Sector Spdr Consumer Di

ETFs
302
+ 10.4%
$192.6 - $233.2 $58.2K - $70.4K
3.21K $633K
PANW
Palo Alto Networks Inc

Technology
15
+ 0.7%
$167.82 - $208.28 $2.52K - $3.12K
2.16K $369K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
15
+ 0.45%
$95.35 - $107.82 $1.43K - $1.62K
3.35K $320K
ETN
Eaton Corp PLC

Industrials
84
+ 9.79%
$271.83 - $371.23 $22.8K - $31.2K
942 $256K
VBR
Vanguard Small Cap Value ETF

ETFs
34
+ 1.12%
$183.02 - $207.75 $6.22K - $7.06K
3.06K $569K
LMT
Lockheed Martin Corp

Industrials
9
+ 0.98%
$423.19 - $506.29 $3.81K - $4.56K
927 $414K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
22
+ 0.52%
$47.79 - $59.89 $1.05K - $1.32K
4.22K $211K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
17
+ 0.22%
$120.24 - $134.3 $2.04K - $2.28K
7.73K $942K
MAR
Marriott International Inc

Consumer Cyclical
64
+ 3.83%
$237.01 - $304.45 $15.2K - $19.5K
1.73K $413K
GS
Goldman Sachs Group Inc

Financial Services
154
+ 2.93%
$524.81 - $672.19 $80.8K - $104K
5.4K $2.95M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 0.01%
$120.29 - $134.6 $120 - $135
8.4K $1.02M
CRM
Salesforce, Inc.

Technology
146
+ 8.86%
$268.36 - $359.95 $39.2K - $52.6K
1.79K $481K
TM
Toyota Motor Corp

Consumer Cyclical
1
+ 0.02%
$176.53 - $195.35 $177 - $195
4.32K $763K
IWM
Ishares Russell 2000 ETF

ETFs
859
+ 7.1%
$198.1 - $229.79 $170K - $197K
13K $2.59M
MRK
Merck & Co., Inc.

Healthcare
1.02K
+ 5.24%
$83.01 - $101.02 $84.7K - $103K
20.5K $1.84M
IXN
Ishares Global Information Tec

ETFs
1.33K
+ 5.25%
$75.73 - $88.4 $100K - $117K
26.6K $2.01M
ORCL
Oracle Corp

Technology
832
+ 8.47%
$139.81 - $186.47 $116K - $155K
10.7K $1.49M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
26
+ 0.12%
$68.07 - $78.99 $1.77K - $2.05K
22.1K $1.5M
VCR
Vanguard Consumer Discretionar

ETFs
313
+ 4.74%
$318.51 - $391.75 $99.7K - $123K
6.92K $2.25M
AMZN
Amazon Com Inc

Consumer Cyclical
4.44K
+ 11.7%
$190.26 - $242.06 $844K - $1.07M
42.3K $8.05M
BX
Blackstone Inc.

Financial Services
3
+ 0.04%
$136.53 - $186.74 $410 - $560
8.51K $1.19M
TSLA
Tesla, Inc.

Consumer Cyclical
263
+ 9.44%
$222.15 - $428.22 $58.4K - $113K
3.05K $790K
VUG
Vanguard Growth ETF

ETFs
140
+ 1.35%
$369.1 - $427.61 $51.7K - $59.9K
10.5K $3.91M
SOUN
Soundhound Ai, Inc.

Technology
2.79K
+ 8.48%
$8.12 - $20.62 $22.7K - $57.5K
35.7K $289K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
120
+ 0.2%
$96.93 - $109.51 $11.6K - $13.1K
59.2K $5.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
405
+ 2.21%
$360.07 - $417.26 $146K - $169K
18.7K $6.77M
XLK
Technology Sector Spdr

ETFs
1.92K
+ 4.22%
$206.38 - $242.18 $396K - $464K
47.4K $9.78M
SCHG
Schwab Strategic Tr Us Large C

ETFs
34.2K
+ 5.14%
$24.91 - $29.02 $853K - $993K
700K $17.5M
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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