Apexium Financial, LP Purchases in Q3 2025

Apexium Financial, LP

  • $1.86 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
3.99K
+ 0.58%
$617.65 - $666.84 $2.46M - $2.66M
695K $463M
IVV
Ishares Core S&P 500 ETF

ETFs
10.7K
+ 2.72%
$620.67 - $670.08 $6.65M - $7.18M
404K $270M
IYW
Ishares Dj Us Tech ETF

ETFs
4.29K
+ 2.12%
$171.38 - $197.01 $735K - $845K
207K $40.5M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
4.81K
+ 9.5%
$275.84 - $326.36 $1.33M - $1.57M
55.4K $18.1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
45.8K
+ 5.72%
$28.92 - $32.19 $1.32M - $1.47M
846K $27M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.67K
+ 1.55%
$182.33 - $194.5 $670K - $714K
241K $46.8M
XLG
Invesco Exchange Traded Fd Tr

ETFs
5.35K
+ 0.96%
$51.78 - $57.89 $277K - $309K
561K $32.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
63.1K
+ 4.33%
$26.38 - $27.95 $1.66M - $1.76M
1.52M $41.5M
IETC
Ishares U S ETF Tr

ETFs
22.2K
+ 33.22%
$92.7 - $103.65 $2.06M - $2.3M
89.2K $9.09M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.5K
+ 6.11%
$225.11 - $247.9 $1.01M - $1.11M
78K $19.3M
IWY
Ishares Tr Russell 200 Growth

ETFs
2.29K
+ 4.61%
$243.93 - $275.62 $560K - $632K
52K $14.2M
PEG
Public Service Enterprise Group Inc

Utilities
20.8K
+ 28.85%
$79.99 - $90.14 $1.66M - $1.87M
92.9K $7.75M
BND
Vanguard Bd Index Fd Inc Total

ETFs
20.5K
+ 9.78%
$72.57 - $74.72 $1.49M - $1.53M
230K $17.1M
JEPI
J P Morgan Exchange Traded Fd

ETFs
24.5K
+ 10.22%
$55.61 - $57.37 $1.36M - $1.4M
264K $15.1M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
15.1K
+ 8.68%
$53.81 - $57.52 $814K - $870K
189K $10.9M
XLK
Technology Sector Spdr

ETFs
185
+ 0.4%
$250.97 - $282.66 $46.4K - $52.3K
46.3K $13.1M
GOOG
Alphabet Inc.

Communication Services
40
+ 0.2%
$175.16 - $255.24 $7.01K - $10.2K
19.7K $4.79M
DGRO
Ishares Core Dividend Growth E

ETFs
6.08K
+ 2.84%
$64.12 - $68.08 $390K - $414K
220K $15M
DSTL
ETF Ser Solution Distillate Us

ETFs
11.4K
+ 4.82%
$54.44 - $58.24 $620K - $664K
248K $14.3M
JPM
Jpmorgan Chase & CO

Financial Services
385
+ 1.02%
$282.78 - $316.06 $109K - $122K
38.2K $12.1M
FDG
American Centy ETF Tr Focused

ETFs
5.36K
+ 14.63%
$108.35 - $122.35 $580K - $655K
42K $5.05M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
11.3K
+ 8.21%
$78.11 - $79.07 $881K - $891K
149K $11.7M
IWF
Ishares Russell 1000 Gr ETF

ETFs
40
+ 0.21%
$420.11 - $472.68 $16.8K - $18.9K
19.1K $8.93M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3.41K
New
$236.25 - $257.69 $806K - $879K
3.41K $874K
SUB
Ishares Short Term National Mu

ETFs
7.69K
+ 40.66%
$106.17 - $107.3 $817K - $825K
26.6K $2.84M
ORCL
Oracle Corp

Technology
194
+ 1.83%
$218.96 - $328.33 $42.5K - $63.7K
10.8K $3.04M
IWM
Ishares Russell 2000 ETF

ETFs
747
+ 3.98%
$214.92 - $244.84 $161K - $183K
19.5K $4.73M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
5.53K
New
$110.74 - $122.12 $612K - $675K
5.53K $669K
SHV
Ishares Tr

ETFs
5.66K
New
$110.06 - $110.49 $622K - $625K
5.66K $624K
VUG
Vanguard Growth ETF

ETFs
127
+ 1.2%
$433.97 - $484.08 $55.1K - $61.5K
10.7K $5.12M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
7.28K
+ 25.13%
$42.26 - $47.16 $308K - $343K
36.2K $1.68M
IGV
Ishares Expanded Tech Software

ETFs
3.77K
New
$105.96 - $117.79 $399K - $444K
3.77K $433K
GM
General Motors CO

Consumer Cyclical
6.15K
New
$48.89 - $61.24 $301K - $377K
6.15K $374K
AVGO
Broadcom Inc.

Technology
36
+ 0.59%
$264.74 - $369.57 $9.53K - $13.3K
6.12K $2.02M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.32K
+ 125.62%
$128.6 - $136.01 $299K - $316K
4.17K $564K
GLW
Corning Inc

Technology
3.63K
New
$51.6 - $82.03 $187K - $298K
3.63K $297K
ABBV
Abb Vie Inc.

Healthcare
141
+ 2.52%
$184.85 - $231.54 $26.1K - $32.6K
5.74K $1.33M
IXN
Ishares Global Information Tec

ETFs
25
+ 0.1%
$91.28 - $103.32 $2.28K - $2.58K
25.2K $2.6M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.9K
+ 0.5%
N/A
588K $50.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
900
+ 2.68%
$87.29 - $93.61 $78.6K - $84.2K
34.5K $3.22M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.79K
New
$108.97 - $121.65 $195K - $218K
1.79K $215K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.06K
New
$185.88 - $207.44 $196K - $219K
1.06K $211K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2.2K
New
$87.69 - $96.0 $193K - $211K
2.2K $207K
BX
Blackstone Inc.

Financial Services
147
+ 1.72%
$152.77 - $188.68 $22.5K - $27.7K
8.68K $1.48M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
8.93K
New
$22.45 - $23.2 $200K - $207K
8.93K $205K
INTC
Intel Corp

Technology
122
+ 0.7%
$19.31 - $35.5 $2.36K - $4.33K
17.4K $585K
BAC
Bank Of America Corp

Financial Services
2.43K
+ 16.03%
$44.92 - $52.42 $109K - $127K
17.6K $905K
XOM
Exxon Mobil Corp

Energy
933
+ 6.39%
$105.83 - $117.22 $98.7K - $109K
15.5K $1.75M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.28K
+ 34.47%
$70.85 - $76.96 $161K - $175K
8.88K $675K
Activity Summary
Buys All Purchases 132 New Holdings 15 Increased Positions 117 Sells All Sells 118 Reductions 118 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