Apexium Financial, LP Reduced Holdings in Q3 2025

Apexium Financial, LP

  • $1.86 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DIS
Walt Disney CO

Communication Services
-2.56K
- 1.79%
$112.25 - $124.0 $287K - $317K
140K $16.1M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-9.7K
- 8.19%
$100.16 - $100.7 $972K - $977K
109K $10.9M
USFR
Wisdomtree Floating Rate Treas

ETFs
-11.4K
- 4.65%
$50.23 - $50.48 $573K - $576K
234K $11.7M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-7.25K
- 5.45%
$101.12 - $106.18 $733K - $769K
126K $13M
IGM
Ishares Expanded Tech Sector E

ETFs
-5.08K
- 20.99%
$110.96 - $127.67 $563K - $648K
19.1K $2.41M
CBZ
Cbiz, Inc.

Industrials
-880
- 6.64%
$51.19 - $77.81 $45K - $68.5K
12.4K $654K
NFLX
Netflix Inc

Communication Services
-32
- 1.81%
$1147.87 - $1297.18 $36.7K - $41.5K
1.74K $2.08M
VIG
Vanguard Dividend Appreciation

ETFs
-1.4K
- 9.81%
N/A
12.9K $2.35M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-6.35K
- 33.25%
$42.04 - $45.23 $267K - $287K
12.7K $575K
INDA
Ishares Msci India Index Fund

ETFs
-2.23K
- 7.48%
$51.98 - $55.84 $116K - $124K
27.5K $1.43M
CMCSA
Comcast Corp

Communication Services
-2.83K
- 16.09%
$31.41 - $36.33 $89K - $103K
14.8K $464K
ADBE
Adobe Inc.

Technology
-119
- 3.43%
$333.65 - $392.1 $39.7K - $46.7K
3.36K $1.18M
KMB
Kimberly Clark Corp

Consumer Defensive
-875
- 8.86%
$121.72 - $136.77 $107K - $120K
9K $1.12M
XLV
Select Sector Spdr Fund Health

ETFs
-2.15K
- 5.91%
$129.01 - $139.72 $277K - $300K
34.3K $4.77M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.67K
- 19.72%
$82.38 - $83.0 $138K - $139K
6.81K $564K
TOLZ
Dj Brookfield Global

ETFs
-2.68K
- 8.95%
$52.67 - $54.58 $141K - $146K
27.2K $1.47M
AMZN
Amazon Com Inc

Consumer Cyclical
-654
- 1.52%
$211.65 - $238.24 $138K - $156K
42.3K $9.29M
COST
Costco Wholesale Corp

Consumer Defensive
-79
- 9.59%
$915.95 - $994.57 $72.4K - $78.6K
745 $689K
META
Meta Platforms, Inc.

Communication Services
-142
- 2.82%
$695.21 - $791.73 $98.7K - $112K
4.9K $3.59M
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
-8.98K
- 11.9%
$15.6 - $16.63 $140K - $149K
66.5K $1.1M
CRM
Salesforce, Inc.

Technology
-196
- 10.88%
$231.66 - $273.65 $45.4K - $53.6K
1.61K $380K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.38K
- 8.12%
$62.09 - $66.51 $210K - $225K
38.3K $2.5M
TXN
Texas Instruments Inc

Technology
-439
- 11.18%
N/A
3.49K $678K
PEY
Invesco Exchange Traded Fd Tr

ETFs
-6.34K
- 8.25%
$20.38 - $21.7 $129K - $137K
70.4K $1.48M
PG
Procter & Gamble CO

Consumer Defensive
-223
- 3.51%
$150.47 - $161.22 $33.6K - $36K
6.13K $942K
V
Visa Inc.

Financial Services
-45
- 1.19%
$332.09 - $358.86 $14.9K - $16.1K
3.72K $1.27M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.34K
- 2.35%
$92.18 - $95.14 $124K - $127K
55.7K $5.3M
UNP
Union Pacific Corp

Industrials
-238
- 20.97%
$214.91 - $237.16 $51.1K - $56.4K
897 $212K
ACGL
Arch Capital Group Ltd.

Financial Services
-224
- 0.26%
$85.61 - $93.54 $19.2K - $21K
84.4K $7.65M
CRWD
Crowd Strike Holdings, Inc.

Technology
-1
- 0.04%
$412.46 - $514.1 $412 - $514
2.25K $1.1M
CSCO
Cisco Systems, Inc.

Technology
-407
- 2.63%
$66.2 - $71.79 $26.9K - $29.2K
15.1K $1.03M
XLP
Consumer Staples Sector Spdr

ETFs
-503
- 1.11%
N/A
44.7K $3.4M
PFE
Pfizer Inc

Healthcare
-2.1K
- 17.31%
$23.29 - $25.88 $49K - $54.5K
10.1K $256K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-121
- 2.41%
$60.9 - $70.75 $7.37K - $8.56K
4.9K $305K
VBR
Vanguard Small Cap Value ETF

ETFs
-364
- 11.64%
$195.41 - $212.37 $71.1K - $77.3K
2.76K $576K
CEG
Constellation Energy Corp

Utilities
-103
- 7.06%
$298.82 - $354.89 $30.8K - $36.6K
1.36K $445K
VST
Vistra Corp.

Utilities
-150
- 6.66%
$182.0 - $217.92 $27.3K - $32.7K
2.1K $412K
MAR
Marriott International Inc

Consumer Cyclical
-12
- 0.74%
$255.35 - $282.87 $3.06K - $3.39K
1.62K $421K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-1.69K
- 13.13%
$39.37 - $44.24 $66.5K - $74.8K
11.2K $489K
JEF
Jefferies Financial Group Inc.

Financial Services
-1.55K
- 21.04%
$54.67 - $70.36 $84.7K - $109K
5.81K $380K
XRLV
Invesco Etd Tr Ii S&P 500 Ex R

ETFs
-532
- 2.49%
$54.5 - $56.26 $29K - $29.9K
20.9K $1.16M
XLE
Energy Sector Spdr

ETFs
-1.78K
- 5.67%
$84.25 - $91.99 $150K - $163K
29.6K $2.64M
BMY
Bristol Myers Squibb CO

Healthcare
-149
- 2.1%
$43.31 - $48.98 $6.45K - $7.3K
6.95K $313K
C
Citigroup Inc

Financial Services
-826
- 19.53%
$85.57 - $103.49 $70.7K - $85.5K
3.4K $345K
LOW
Lowes Companies Inc

Consumer Cyclical
-189
- 16.15%
$215.01 - $273.02 $40.6K - $51.6K
981 $246K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-1.14K
- 5.29%
$59.61 - $63.09 $67.7K - $71.6K
20.3K $1.28M
XLB
Select Sector Spdr Fd Material

ETFs
-206
- 3.3%
$86.72 - $92.61 $17.9K - $19.1K
6.03K $540K
PEP
Pepsico Inc

Consumer Defensive
-241
- 6.85%
$133.81 - $152.16 $32.2K - $36.7K
3.28K $459K
BA
Boeing CO

Industrials
-124
- 3.29%
$209.79 - $237.38 $26K - $29.4K
3.64K $785K
Activity Summary
Buys All Purchases 132 New Holdings 15 Increased Positions 117 Sells All Sells 118 Reductions 118 Sold out 0 Options Calls 0 Puts 0
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