Apexium Financial, LP Portfolio Holdings
Apexium Financial, LP
- $1.86 Billion
- Q3 2025
Apexium Financial, LP has filed its 13F form on November 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.86 Billion distributed in 288 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 $463M, Ishares Core S&P 500 ETF with a value of $270M, Invesco Qqq Trust, Series 1 with a value of $114M, Apple Inc. with a value of $60.9M, and Vaneck Morningstar Wide Moat E with a value of $50.5M.
Examining the 13F form we can see an increase of $152M in the current position value, from $1.71B to 1.86B.
Below you can find more details about Apexium Financial, LP portfolio as well as his latest detailed transactions.
Portfolio value
$1.86 Billion
ETFs: $1.56 Billion
Technology: $142 Million
Communication Services: $45.2 Million
Financial Services: $44.5 Million
Consumer Cyclical: $16.2 Million
Healthcare: $14.7 Million
Utilities: $10.7 Million
Consumer Defensive: $8.38 Million
Other: $14.4 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 288
- Current Value $1.86 Billion
- Prior Value $1.71 Billion
- Filing
- Period Q3 2025
- Filing Date November 17, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 15 stocks
- Additional Purchases 117 stocks
- Sold out of 0 stocks
- Reduced holdings in 118 stocks