Apexium Financial, LP Portfolio Holdings
Apexium Financial, LP
- $1.53 Billion
- Q1 2025
Apexium Financial, LP has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.53 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 $385M, Ishares Core S&P 500 ETF with a value of $206M, Invesco Qqq Trust, Series 1 with a value of $90.2M, Apple Inc. with a value of $54.8M, and Vaneck Morningstar Wide Moat E with a value of $49.6M.
Examining the 13F form we can see an increase of $27.3M in the current position value, from $1.5B to 1.53B.
Below you can find more details about Apexium Financial, LP portfolio as well as his latest detailed transactions.
Portfolio value
$1.53 Billion
ETFs: $1.28 Billion
Technology: $108 Million
Financial Services: $43.4 Million
Communication Services: $33.2 Million
Healthcare: $16.1 Million
Consumer Cyclical: $14.8 Million
Consumer Defensive: $9.35 Million
Utilities: $8.64 Million
Other: $14.2 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 278
- Current Value $1.53 Billion
- Prior Value $1.5 Billion
- Filing
- Period Q1 2025
- Filing Date May 14, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 28 stocks
- Additional Purchases 154 stocks
- Sold out of 0 stocks
- Reduced holdings in 56 stocks