Apexium Financial, LP Incresed Positions 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
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
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
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
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
BX
Blackstone Inc.

Financial Services
147
+ 1.72%
$152.77 - $188.68 $22.5K - $27.7K
8.68K $1.48M
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
BOND
Pimco Active Bond Exchange Tra

ETFs
1.74K
+ 34.26%
$90.83 - $93.81 $158K - $164K
6.83K $637K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
543
+ 1.89%
$49.43 - $54.52 $26.8K - $29.6K
29.3K $1.59M
T
At&T Inc.

Communication Services
7.51K
+ 9.99%
$26.94 - $29.62 $202K - $222K
82.7K $2.33M
WBD
Warner Bros. Discovery, Inc.

Communication Services
2.36K
+ 17.09%
$10.78 - $19.82 $25.4K - $46.7K
16.1K $315K
RSP
Invesco S&P 500 Equal Weight E

ETFs
10
+ 0.05%
$181.56 - $190.33 $1.82K - $1.9K
18.6K $3.53M
RDVY
First Trust Rising Dividend Ac

ETFs
9
+ 0.03%
$62.38 - $67.29 $561 - $606
31.8K $2.14M
VTI
Vanguard Total Stock Market Et

ETFs
36
+ 0.68%
$303.93 - $329.86 $10.9K - $11.9K
5.34K $1.75M
XLI
Industrial Sector Spdr

ETFs
83
+ 0.48%
$147.94 - $154.99 $12.3K - $12.9K
17.2K $2.66M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
400
+ 0.54%
$97.75 - $100.75 $39.1K - $40.3K
73.9K $7.41M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
117
+ 0.09%
$49.09 - $50.58 $5.74K - $5.92K
127K $6.39M
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
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