Apexium Financial, LP Incresed Positions in Q4 2024

Apexium Financial, LP

  • $1.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HON
Honeywell International Inc

Industrials
1.19K
+ 120.91%
$202.84 - $236.0 $242K - $281K
2.18K $491K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
641
+ 1.1%
$100.18 - $109.1 $64.2K - $69.9K
59.1K $6.19M
VV
Vanguard Large Cap ETF

ETFs
286
+ 1.11%
$260.27 - $280.65 $74.4K - $80.3K
26.1K $7.05M
VZ
Verizon Communications Inc

Communication Services
7.12K
+ 58.99%
$39.6 - $45.21 $282K - $322K
19.2K $767K
PFE
Pfizer Inc

Healthcare
9.57K
+ 72.49%
$24.8 - $30.19 $237K - $289K
22.8K $604K
MCD
Mcdonalds Corp

Consumer Cyclical
815
+ 43.58%
$288.47 - $316.54 $235K - $258K
2.69K $778K
XLC
Select Sector Spdr Tr Communic

ETFs
393
+ 1.68%
$89.66 - $102.16 $35.2K - $40.1K
23.7K $2.3M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.86K
+ 17.18%
$49.79 - $51.14 $192K - $198K
26.4K $1.32M
XLF
Financial Sector Spdr

ETFs
655
+ 1.47%
$44.89 - $51.34 $29.4K - $33.6K
45.1K $2.18M
BX
Blackstone Inc.

Financial Services
1
+ 0.01%
$148.45 - $199.05 $148 - $199
8.51K $1.47M
META
Meta Platforms, Inc.

Communication Services
129
+ 2.97%
$554.08 - $632.68 $71.5K - $81.6K
4.47K $2.64M
LMT
Lockheed Martin Corp

Industrials
389
+ 73.53%
$479.66 - $614.62 $187K - $239K
918 $446K
LLY
Eli Lilly & CO

Healthcare
272
+ 41.98%
$727.2 - $932.06 $198K - $254K
920 $710K
PG
Procter & Gamble CO

Consumer Defensive
931
+ 23.93%
$161.05 - $179.7 $150K - $167K
4.82K $808K
WMT
Walmart Inc.

Consumer Defensive
895
+ 17.14%
$79.1 - $95.7 $70.8K - $85.7K
6.12K $552K
JEF
Jefferies Financial Group Inc.

Financial Services
100
+ 1.4%
$61.95 - $81.75 $6.2K - $8.18K
7.26K $569K
CMCSA
Comcast Corp

Communication Services
4.37K
+ 47.22%
$37.39 - $45.14 $163K - $197K
13.6K $511K
CRM
Salesforce, Inc.

Technology
83
+ 5.31%
$270.87 - $367.87 $22.5K - $30.5K
1.65K $550K
TXN
Texas Instruments Inc

Technology
600
+ 17.99%
N/A
3.94K $765K
T
At&T Inc.

Communication Services
2.63K
+ 4.01%
$21.22 - $23.88 $55.8K - $62.8K
68.2K $1.55M
XOM
Exxon Mobil Corp

Energy
1.84K
+ 19.11%
$105.51 - $125.37 $194K - $231K
11.5K $1.24M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
54
+ 0.25%
$70.54 - $79.61 $3.81K - $4.3K
22.1K $1.68M
AFL
Aflac Inc

Financial Services
1.08K
+ 56.01%
$100.37 - $115.27 $108K - $124K
3K $310K
VB
Vanguard Small Cap ETF

ETFs
350
+ 12.48%
$233.76 - $261.58 $81.8K - $91.6K
3.15K $757K
IWM
Ishares Russell 2000 ETF

ETFs
414
+ 3.54%
$216.13 - $242.4 $89.5K - $100K
12.1K $2.67M
ORCL
Oracle Corp

Technology
742
+ 8.17%
$165.41 - $192.43 $123K - $143K
9.83K $1.64M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.3K
+ 65.23%
$59.25 - $72.99 $136K - $168K
5.83K $347K
ABT
Abbott Laboratories

Healthcare
793
+ 30.37%
$111.93 - $119.39 $88.8K - $94.7K
3.4K $385K
KO
Coca Cola CO

Consumer Defensive
2.65K
+ 32.35%
$61.74 - $71.71 $164K - $190K
10.9K $675K
IXN
Ishares Global Information Tec

ETFs
276
+ 1.11%
$80.67 - $87.84 $22.3K - $24.2K
25.2K $2.14M
LOW
Lowes Companies Inc

Consumer Cyclical
351
+ 43.44%
$244.52 - $284.07 $85.8K - $99.7K
1.16K $286K
ABBV
Abb Vie Inc.

Healthcare
728
+ 22.47%
$164.99 - $203.87 $120K - $148K
3.97K $705K
VDC
Vanguard Consumer Staples ETF

ETFs
342
+ 20.71%
$210.96 - $223.62 $72.1K - $76.5K
1.99K $421K
BAC
Bank Of America Corp

Financial Services
36
+ 0.26%
$39.22 - $47.77 $1.41K - $1.72K
14.1K $618K
ITOT
Ishares Core S&P Total U.S. St

ETFs
153
+ 1.86%
$124.26 - $134.12 $19K - $20.5K
8.4K $1.08M
C
Citigroup Inc

Financial Services
278
+ 8.47%
$61.31 - $72.5 $17K - $20.2K
3.56K $250K
CWB
Spdr Bloomberg Convertible Sec

ETFs
335
+ 2.71%
$76.21 - $82.24 $25.5K - $27.6K
12.7K $989K
VTI
Vanguard Total Stock Market Et

ETFs
56
+ 1.41%
$280.04 - $302.45 $15.7K - $16.9K
4.03K $1.17M
SUB
Ishares Short Term National Mu

ETFs
509
+ 2.65%
$104.94 - $106.2 $53.4K - $54.1K
19.7K $2.08M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
322
+ 2.13%
$442.29 - $483.08 $142K - $156K
15.5K $7.01M
COST
Costco Wholesale Corp

Consumer Defensive
15
+ 1.98%
$873.59 - $994.69 $13.1K - $14.9K
773 $708K
PANW
Palo Alto Networks Inc

Technology
1.11K
+ 105.94%
$181.96 - $405.9 $201K - $449K
2.15K $390K
KRE
Spdr S&P Regional Banking ETF

ETFs
40
+ 0.5%
$54.6 - $68.9 $2.18K - $2.76K
8.03K $484K
TFC
Truist Financial Corp

Financial Services
460
+ 9.31%
$41.51 - $48.1 $19.1K - $22.1K
5.4K $234K
EPD
Enterprise Products Partners L.P.

Energy
37
+ 0.48%
$28.66 - $34.43 $1.06K - $1.27K
7.75K $243K
IWV
Ishares Russell 3000 ETF

ETFs
28
+ 2.36%
$323.08 - $349.08 $9.05K - $9.77K
1.21K $405K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
63
+ 1.93%
$100.38 - $107.86 $6.32K - $6.8K
3.33K $343K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3
+ 0.02%
$55.86 - $60.21 $168 - $181
17.4K $996K
GE
General Electric CO

Industrials
190
+ 16.95%
$159.95 - $194.23 $30.4K - $36.9K
1.31K $218K
Activity Summary
Buys All Purchases 161 New Holdings 31 Increased Positions 130 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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