Apexium Financial, LP Reduced Holdings in Q1 2025

Apexium Financial, LP

  • $1.53 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-4.87K
- 2.47%
$468.34 - $539.52 $2.28M - $2.63M
192K $90.2M
NVDA
Nvidia Corp

Technology
-4.84K
- 2.75%
$106.98 - $149.43 $518K - $723K
171K $18.6M
IYW
Ishares Dj Us Tech ETF

ETFs
-5.92K
- 2.86%
$140.44 - $166.79 $831K - $987K
201K $28.2M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-2.79K
- 0.51%
$45.72 - $51.73 $128K - $144K
541K $24.9M
GOOGL
Alphabet Inc.

Communication Services
-760
- 1.25%
$154.33 - $206.19 $117K - $157K
59.8K $9.25M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.43K
- 2.32%
$102.49 - $119.96 $352K - $412K
145K $15.1M
IWY
Ishares Tr Russell 200 Growth

ETFs
-552
- 1.13%
$210.19 - $243.33 $116K - $134K
48.4K $10.2M
IGM
Ishares Expanded Tech Sector E

ETFs
-3.48K
- 6.87%
$90.67 - $108.46 $315K - $377K
47.2K $4.28M
GOOG
Alphabet Inc.

Communication Services
-575
- 2.88%
$156.06 - $207.71 $89.7K - $119K
19.4K $3.03M
WFC
Wells Fargo & Company

Financial Services
-8.98K
- 69.39%
$66.78 - $81.42 $599K - $731K
3.96K $284K
VGT
Vanguard Information Technolog

ETFs
-1
- 0.01%
$542.38 - $646.34 $542 - $646
6.97K $3.78M
AVGO
Broadcom Inc.

Technology
-121
- 2.11%
$167.43 - $244.7 $20.3K - $29.6K
5.63K $942K
VV
Vanguard Large Cap ETF

ETFs
-16
- 0.06%
$253.32 - $282.66 $4.05K - $4.52K
26.1K $6.72M
CSM
Proshares Large Cap Core Plus

ETFs
-1.05K
- 1.08%
$63.0 - $69.13 $66K - $72.4K
95.9K $6.11M
PFE
Pfizer Inc

Healthcare
-8.17K
- 35.87%
$25.01 - $27.13 $204K - $222K
14.6K $370K
AXP
American Express CO

Financial Services
-604
- 26.63%
$255.39 - $325.87 $154K - $197K
1.66K $447K
MGV
Vanguard Mega Cap Value

ETFs
-1.65K
- 50.6%
$123.61 - $133.01 $204K - $220K
1.61K $207K
AMD
Advanced Micro Devices Inc

Technology
-321
- 3.61%
$96.63 - $129.55 $31K - $41.6K
8.57K $880K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-131
- 0.29%
$57.21 - $65.8 $7.49K - $8.62K
44.4K $2.59M
FVD
First Tr Value Line Divid Inde

ETFs
-9.12K
- 3.51%
$42.61 - $45.51 $389K - $415K
251K $11.2M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
-3.17K
- 11.81%
$28.64 - $32.91 $90.7K - $104K
23.7K $686K
PEP
Pepsico Inc

Consumer Defensive
-845
- 18.89%
$142.64 - $156.42 $121K - $132K
3.63K $543K
NFLX
Netflix Inc

Communication Services
-218
- 11.32%
$828.4 - $1058.6 $181K - $231K
1.71K $1.59M
CEG
Constellation Energy Corp

Utilities
-373
- 25.15%
$201.63 - $347.44 $75.2K - $130K
1.11K $223K
PLTR
Palantir Technologies Inc.

Technology
-1.67K
- 27.16%
$64.98 - $124.62 $108K - $207K
4.47K $376K
TIP
Ishares Tr Tips Bd ETF

ETFs
-950
- 14.14%
$106.22 - $111.09 $101K - $106K
5.77K $640K
VST
Vistra Corp.

Utilities
-147
- 6.53%
$108.49 - $191.89 $15.9K - $28.2K
2.1K $246K
HOLX
Hologic Inc

Healthcare
-25
- 0.53%
$60.7 - $73.77 $1.52K - $1.84K
4.72K $291K
MUB
Ishares National Muni Bond ETF

ETFs
-362
- 3.21%
$104.71 - $107.69 $37.9K - $39K
10.9K $1.15M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-305
- 1.37%
$48.02 - $53.02 $14.6K - $16.2K
21.9K $1.09M
RDVY
First Trust Rising Dividend Ac

ETFs
-408
- 1.26%
$57.22 - $63.39 $23.3K - $25.9K
32K $1.87M
GD
General Dynamics Corp

Industrials
-265
- 8.28%
$241.94 - $272.58 $64.1K - $72.2K
2.94K $800K
CAT
Caterpillar Inc

Industrials
-30
- 3.08%
$326.75 - $407.63 $9.8K - $12.2K
945 $311K
BAC
Bank Of America Corp

Financial Services
-164
- 1.16%
$39.61 - $47.74 $6.5K - $7.83K
13.9K $580K
VIS
Vanguard Industrial ETF

ETFs
-51
- 1.44%
$243.63 - $273.99 $12.4K - $14K
3.49K $864K
SUB
Ishares Short Term National Mu

ETFs
-339
- 1.72%
$105.3 - $106.24 $35.7K - $36K
19.4K $2.05M
MS
Morgan Stanley

Financial Services
-71
- 2.77%
$111.68 - $141.08 $7.93K - $10K
2.49K $290K
KRE
Spdr S&P Regional Banking ETF

ETFs
-21
- 0.26%
$55.11 - $65.5 $1.16K - $1.38K
8.01K $455K
VBK
Vanguard Small Cap Growth ETF

ETFs
-15
- 1.73%
$247.97 - $296.33 $3.72K - $4.44K
852 $214K
NEE
Nextera Energy Inc

Utilities
-341
- 7.9%
$66.96 - $76.16 $22.8K - $26K
3.98K $282K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-785
- 10.08%
$58.01 - $64.46 $45.5K - $50.6K
7K $434K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-54
- 0.43%
$75.99 - $81.58 $4.1K - $4.41K
12.6K $968K
XLU
Utilities Sector Spdr

ETFs
-628
- 5.2%
$74.7 - $80.27 $46.9K - $50.4K
11.5K $903K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-820
- 14.07%
$56.12 - $68.15 $46K - $55.9K
5.01K $339K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-160
- 1.62%
$47.33 - $47.92 $7.57K - $7.67K
9.69K $461K
TXN
Texas Instruments Inc

Technology
-18
- 0.46%
N/A
3.92K $762K
FREL
Fidelity Covington Tr Msci Rea

ETFs
-52
- 0.52%
$25.98 - $28.59 $1.35K - $1.49K
9.89K $271K
DE
Deere & CO

Industrials
-40
- 8.03%
$408.57 - $509.27 $16.3K - $20.4K
458 $214K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-30
- 0.35%
$81.83 - $82.73 $2.45K - $2.48K
8.57K $709K
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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