Apexium Financial, LP Sells in Q2 2025

Apexium Financial, LP

  • $1.71 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.7K
- 11.39%
$39.89 - $49.46 $147K - $183K
28.8K $1.42M
COP
Conocophillips

Energy
-67
- 2.75%
$82.66 - $106.1 $5.54K - $7.11K
2.37K $212K
SUB
Ishares Short Term National Mu

ETFs
-488
- 2.52%
$104.77 - $106.34 $51.1K - $51.9K
18.9K $2.01M
CL
Colgate Palmolive CO

Consumer Defensive
-250
- 8.49%
$87.57 - $96.0 $21.9K - $24K
2.7K $245K
INTC
Intel Corp

Technology
-570
- 3.19%
$18.13 - $22.69 $10.3K - $12.9K
17.3K $388K
ISCB
International Speedway Corp

ETFs
-905
- 9.82%
$47.12 - $58.28 $42.6K - $52.7K
8.31K $484K
LOW
Lowes Companies Inc

Consumer Cyclical
-6
- 0.51%
$210.83 - $235.28 $1.26K - $1.41K
1.17K $259K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-6.34K
- 4.38%
$90.56 - $109.49 $574K - $694K
138K $15.1M
FREL
Fidelity Covington Tr Msci Rea

ETFs
-137
- 1.38%
$24.18 - $27.61 $3.31K - $3.78K
9.76K $263K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-94
- 1.1%
$82.21 - $83.12 $7.73K - $7.81K
8.48K $702K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.73K
- 6.15%
$51.16 - $62.02 $140K - $169K
41.7K $2.58M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-148
- 1.23%
$44.68 - $45.96 $6.61K - $6.8K
11.9K $544K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-70
- 0.72%
$47.02 - $47.83 $3.29K - $3.35K
9.62K $460K
SMOT
Vaneck ETF Tr Morningstar Smid
-18.7K
- 5.46%
N/A
325K $0
Empire St Rlty Op L P
-3.37K
- 15.24%
N/A
18.8K $0
MMM
3 M CO

Industrials
-54
- 3.37%
$126.09 - $154.15 $6.81K - $8.32K
1.55K $235K
Advisor Managed Portfolios
-10.7K
- 0.23%
N/A
4.61M $0
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-247
- 1.13%
$43.28 - $50.37 $10.7K - $12.4K
21.7K $1.09M
KRE
Spdr S&P Regional Banking ETF

ETFs
-298
- 3.72%
$48.81 - $59.48 $14.5K - $17.7K
7.71K $458K
T
At&T Inc.

Communication Services
-1.65K
- 2.15%
$26.33 - $28.94 $43.5K - $47.8K
75.2K $2.18M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-489
- 3.43%
$7.69 - $11.46 $3.76K - $5.6K
13.8K $157K
UVSP
Univest Financial Corp

Financial Services
-379
- 2.47%
$25.3 - $31.35 $9.59K - $11.9K
15K $449K
VBK
Vanguard Small Cap Growth ETF

ETFs
-22
- 2.58%
$219.76 - $276.94 $4.83K - $6.09K
830 $229K
UBER
Uber Technologies, Inc

Technology
-474
- 16.11%
$64.62 - $93.3 $30.6K - $44.2K
2.47K $230K
VEA
Vanguard Ftse Developed Market

ETFs
-504
- 6.87%
$45.65 - $57.01 $23K - $28.7K
6.83K $389K
SOXX
Ishares Semiconductor ETF

ETFs
-843
- 19.31%
$154.86 - $239.07 $131K - $202K
3.52K $840K
RTX
Raytheon Technologies Corp

Industrials
-160
- 4.41%
$113.75 - $148.48 $18.2K - $23.8K
3.47K $506K
MAR
Marriott International Inc

Consumer Cyclical
-103
- 5.94%
$211.12 - $274.14 $21.7K - $28.2K
1.63K $445K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
-1.17K
- 4.92%
$25.48 - $31.98 $29.7K - $37.3K
22.5K $719K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-13
- 0.07%
$35.77 - $42.27 $465 - $550
19.1K $806K
VB
Vanguard Small Cap ETF

ETFs
-63
- 1.85%
$193.73 - $237.37 $12.2K - $15K
3.34K $791K
JCI
Johnson Controls International PLC

Industrials
-429
- 12.33%
$71.14 - $105.62 $30.5K - $45.3K
3.05K $322K
HON
Honeywell International Inc

Industrials
-22
- 0.91%
$182.86 - $232.88 $4.02K - $5.12K
2.41K $560K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-215
- 1.7%
$71.86 - $82.66 $15.4K - $17.8K
12.4K $1.03M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-5.37K
- 16.95%
$139.8 - $197.22 $750K - $1.06M
26.3K $5.19M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-10
- 0.19%
$376.48 - $440.65 $3.76K - $4.41K
5.17K $2.28M
RDVY
First Trust Rising Dividend Ac

ETFs
-225
- 0.7%
$51.6 - $62.74 $11.6K - $14.1K
31.7K $1.99M
TSLA
Tesla, Inc.

Consumer Cyclical
-109
- 3.57%
$221.86 - $362.89 $24.2K - $39.6K
2.94K $934K
VTI
Vanguard Total Stock Market Et

ETFs
-8
- 0.15%
$243.75 - $303.93 $1.95K - $2.43K
5.31K $1.61M
PM
Philip Morris International Inc.

Consumer Defensive
-42
- 0.5%
$149.23 - $184.95 $6.27K - $7.77K
8.35K $1.52M
PLTR
Palantir Technologies Inc.

Technology
-224
- 5.02%
$74.01 - $144.25 $16.6K - $32.3K
4.24K $578K
XLI
Industrial Sector Spdr

ETFs
-11
- 0.06%
$116.42 - $147.52 $1.28K - $1.62K
17.1K $2.53M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3.17K
- 8.15%
$456.74 - $568.03 $1.45M - $1.8M
35.8K $20.3M
AMD
Advanced Micro Devices Inc

Technology
-175
- 2.04%
$78.21 - $143.81 $13.7K - $25.2K
8.4K $1.19M
IXN
Ishares Global Information Tec

ETFs
-1.38K
- 5.21%
$65.81 - $92.34 $91.1K - $128K
25.2K $2.32M
CRWD
Crowd Strike Holdings, Inc.

Technology
-34
- 1.49%
$321.63 - $509.31 $10.9K - $17.3K
2.25K $1.15M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-2.31K
- 3.9%
$86.93 - $109.64 $201K - $253K
56.9K $6.24M
CSM
Proshares Large Cap Core Plus

ETFs
-880
- 0.92%
$56.33 - $70.47 $49.6K - $62K
95.1K $6.66M
VV
Vanguard Large Cap ETF

ETFs
-510
- 1.95%
$228.25 - $285.3 $116K - $146K
25.6K $7.31M
Activity Summary
Buys All Purchases 141 New Holdings 10 Increased Positions 131 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
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