Apexium Financial, LP Sells in Q3 2024

Apexium Financial, LP

  • $1.37 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CSM
Proshares Large Cap Core Plus

ETFs
-20.3K
- 16.47%
$58.62 - $65.37 $1.19M - $1.33M
103K $6.74M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
-20.8K
- 41.19%
$26.74 - $30.37 $557K - $633K
29.8K $903K
NVDA
Nvidia Corp

Technology
-72
- 0.04%
$98.91 - $134.91 $7.12K - $9.71K
177K $21.5M
TIP
Ishares Tr Tips Bd ETF

ETFs
-3.27K
- 24.49%
$105.92 - $110.83 $346K - $362K
10.1K $1.11M
VEA
Vanguard Ftse Developed Market

ETFs
-5.08K
- 45.0%
$47.6 - $53.31 $242K - $271K
6.21K $328K
VUG
Vanguard Growth ETF

ETFs
-778
- 7.03%
$341.08 - $391.94 $265K - $305K
10.3K $3.95M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.46K
- 19.78%
$81.31 - $83.29 $200K - $205K
9.98K $829K
FDG
American Centy ETF Tr Focused

ETFs
-2.57K
- 10.93%
$80.48 - $93.32 $206K - $239K
20.9K $1.94M
IGM
Ishares Expanded Tech Sector E

ETFs
-2.64K
- 4.72%
$84.03 - $98.62 $222K - $260K
53.3K $5.12M
INTC
Intel Corp

Technology
-2.07K
- 16.72%
$18.9 - $34.87 $39.1K - $72.1K
10.3K $241K
XLP
Consumer Staples Sector Spdr

ETFs
-1.33K
- 2.92%
$76.04 - $76.04 $101K - $101K
44K $3.35M
VTV
Vanguard Value ETF

ETFs
-1.96K
- 12.61%
$159.75 - $174.57 $313K - $342K
13.6K $2.37M
AMAT
Applied Materials Inc

Technology
-99
- 3.44%
$174.88 - $254.97 $17.3K - $25.2K
2.78K $560K
BA
Boeing CO

Industrials
-10
- 0.28%
$152.04 - $190.6 $1.52K - $1.91K
3.59K $546K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.13K
- 21.71%
$74.26 - $78.84 $83.9K - $89.1K
4.08K $319K
SCHW
Schwab Charles Corp

Financial Services
-263
- 5.79%
$61.74 - $76.08 $16.2K - $20K
4.28K $277K
SHEL
Shell PLC

Energy
-25
- 0.31%
$65.65 - $73.28 $1.64K - $1.83K
7.99K $526K
PFE
Pfizer Inc

Healthcare
-2.29K
- 14.8%
$27.7 - $31.39 $63.5K - $72K
13.2K $382K
IXN
Ishares Global Information Tec

ETFs
-360
- 1.42%
$73.0 - $87.81 $26.3K - $31.6K
25K $2.06M
AMD
Advanced Micro Devices Inc

Technology
-319
- 3.72%
$128.67 - $183.96 $41K - $58.7K
8.25K $1.35M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.17K
- 16.12%
$41.9 - $48.26 $49K - $56.4K
6.08K $290K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-2
- 0.05%
$49.83 - $62.75 $99.7 - $126
4.2K $242K
OKE
Oneok Inc

Energy
-389
- 14.68%
$78.62 - $95.27 $30.6K - $37.1K
2.26K $205K
PJP
Invesco Exchange Traded Fd Tr

ETFs
-281
- 8.2%
$80.08 - $89.33 $22.5K - $25.1K
3.15K $273K
FREL
Fidelity Covington Tr Msci Rea

ETFs
-1.72K
- 14.86%
$25.07 - $29.94 $43K - $51.4K
9.84K $290K
Advisor Managed Portfolios
-496K
- 10.22%
N/A
4.35M $0
SID
National Steel CO

Basic Materials
-451
- 2.58%
$1.99 - $2.47 $897 - $1.11K
17K $40K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-128
- 1.1%
$47.01 - $48.2 $6.02K - $6.17K
11.6K $556K
TFC
Truist Financial Corp

Financial Services
-268
- 5.14%
$38.22 - $44.94 $10.2K - $12K
4.94K $211K
CRM
Salesforce, Inc.

Technology
-43
- 2.68%
$238.42 - $276.53 $10.3K - $11.9K
1.56K $428K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-368
- 3.95%
$58.03 - $65.37 $21.4K - $24.1K
8.95K $579K
VB
Vanguard Small Cap ETF

ETFs
-151
- 5.11%
$214.77 - $237.72 $32.4K - $35.9K
2.8K $665K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-35
- 0.98%
$64.35 - $75.71 $2.25K - $2.65K
3.53K $259K
HOLX
Hologic Inc

Healthcare
-89
- 1.8%
$73.48 - $83.64 $6.54K - $7.44K
4.85K $394K
SUB
Ishares Short Term National Mu

ETFs
-25
- 0.13%
$104.3 - $106.3 $2.61K - $2.66K
19.2K $2.04M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-70
- 0.32%
$63.74 - $73.47 $4.46K - $5.14K
22K $1.58M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-469
- 2.63%
$51.29 - $56.57 $24.1K - $26.5K
17.4K $984K
KRE
Spdr S&P Regional Banking ETF

ETFs
-425
- 5.05%
$47.94 - $59.23 $20.4K - $25.2K
7.99K $452K
IDU
Ishares Tr U S Utils ETF

ETFs
-100
- 2.88%
$87.2 - $102.21 $8.72K - $10.2K
3.37K $344K
VZ
Verizon Communications Inc

Communication Services
-50
- 0.41%
$38.89 - $45.0 $1.94K - $2.25K
12.1K $542K
NEE
Nextera Energy Inc

Utilities
-172
- 3.56%
$69.9 - $84.97 $12K - $14.6K
4.65K $393K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-145
- 1.52%
$38.04 - $45.36 $5.52K - $6.58K
9.39K $419K
BMY
Bristol Myers Squibb CO

Healthcare
-487
- 5.26%
$39.66 - $51.75 $19.3K - $25.2K
8.77K $454K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-596
- 2.56%
$46.17 - $51.13 $27.5K - $30.5K
22.7K $1.16M
VST
Vistra Corp.

Utilities
-50
- 2.08%
$69.0 - $119.06 $3.45K - $5.95K
2.35K $278K
DUK
Duke Energy Corp

Utilities
-42
- 0.81%
$99.35 - $117.71 $4.17K - $4.94K
5.13K $591K
XRLV
Invesco Etd Tr Ii S&P 500 Ex R

ETFs
-722
- 2.91%
$48.86 - $54.27 $35.3K - $39.2K
24.1K $1.31M
MCD
Mcdonalds Corp

Consumer Cyclical
-12
- 0.64%
$245.82 - $304.51 $2.95K - $3.65K
1.87K $569K
RDVY
First Trust Rising Dividend Ac

ETFs
-644
- 1.83%
$53.68 - $59.24 $34.6K - $38.2K
34.5K $2.04M
Activity Summary
Buys All Purchases 123 New Holdings 17 Increased Positions 106 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Apexium Financial, LP Portfolio

Follow Apexium Financial, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Apexium Financial, LP, based on Form 13F filings with the SEC.

News

Stay updated on Apexium Financial, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email