Apexium Financial, LP Portfolio Holdings
Apexium Financial, LP
- $1.71 Billion
- Q2 2025
Apexium Financial, LP has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.71 Billion distributed in 278 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $427M, Ishares Core S&P 500 ETF with a value of $244M, Invesco Qqq Trust, Series 1 with a value of $106M, Apple Inc. with a value of $50.2M, and Vaneck Morningstar Wide Moat E with a value of $50.2M.
Examining the 13F form we can see an increase of $180M in the current position value, from $1.53B to 1.71B.
Below you can find more details about Apexium Financial, LP portfolio as well as his latest detailed transactions.
Portfolio value
$1.71 Billion
ETFs: $1.44 Billion
Technology: $123 Million
Financial Services: $42.4 Million
Communication Services: $41.8 Million
Consumer Cyclical: $16 Million
Healthcare: $13.7 Million
Utilities: $8.96 Million
Consumer Defensive: $8.88 Million
Other: $13.9 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 278
- Current Value $1.71 Billion
- Prior Value $1.53 Billion
- Filing
- Period Q2 2025
- Filing Date July 22, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 10 stocks
- Additional Purchases 131 stocks
- Sold out of 0 stocks
- Reduced holdings in 104 stocks