Apexium Financial, LP New Holdings in Q4 2024

Apexium Financial, LP

  • $1.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
18K
New
$80.93 - $85.66 $1.46M - $1.54M
18K $1.46M
MGC
Vanguard Mega Cap ETF

ETFs
6.04K
New
$204.21 - $220.18 $1.23M - $1.33M
6.04K $1.28M
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
75K
New
$15.84 - $17.86 $1.19M - $1.34M
75K $1.21M
PEY
Invesco Exchange Traded Fd Tr

ETFs
54.6K
New
$21.1 - $23.08 $1.15M - $1.26M
54.6K $1.16M
INDA
Ishares Msci India Index Fund

ETFs
21.4K
New
$52.64 - $58.16 $1.13M - $1.25M
21.4K $1.13M
TOLZ
Dj Brookfield Global

ETFs
22.4K
New
$48.31 - $52.66 $1.08M - $1.18M
22.4K $1.1M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
7.79K
New
$86.65 - $94.9 $675K - $739K
7.79K $676K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
13.4K
New
$43.84 - $48.76 $585K - $651K
13.4K $587K
MO
Altria Group, Inc.

Consumer Defensive
10.7K
New
$49.06 - $57.74 $527K - $620K
10.7K $561K
EVRG
Evergy, Inc.

Utilities
8.66K
New
$59.06 - $65.0 $511K - $563K
8.66K $532K
MGV
Vanguard Mega Cap Value

ETFs
3.27K
New
$124.06 - $133.48 $405K - $436K
3.27K $407K
TT
Trane Technologies PLC

Industrials
1.01K
New
$369.35 - $419.14 $372K - $422K
1.01K $372K
VPU
Vanguard Utilities ETF

ETFs
2.21K
New
$160.52 - $179.11 $355K - $396K
2.21K $361K
CEG
Constellation Energy Corp

Utilities
1.48K
New
$224.28 - $285.52 $333K - $423K
1.48K $333K
ISCB
International Speedway Corp

ETFs
5.24K
New
$57.44 - $64.3 $301K - $337K
5.24K $307K
MAIN
Main Street Capital Corp

Financial Services
5.15K
New
$49.95 - $58.58 $257K - $302K
5.15K $301K
IQLT
Ishares Msci Intl Quality Fact

ETFs
8.08K
New
$37.12 - $41.23 $300K - $333K
8.08K $299K
VO
Vanguard Mid Cap ETF

ETFs
1.03K
New
$261.5 - $284.63 $270K - $294K
1.03K $273K
GLD
Spdr Gold Trust

ETFs
1.09K
New
$236.59 - $257.5 $257K - $279K
1.09K $262K
INTU
Intuit Inc

Technology
395
New
$602.01 - $706.25 $238K - $279K
395 $248K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
10.7K
New
$19.51 - $23.42 $208K - $250K
10.7K $234K
MMM
3 M CO

Industrials
1.79K
New
$124.74 - $137.12 $223K - $245K
1.79K $230K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.85K
New
$119.61 - $136.3 $221K - $252K
1.85K $228K
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.08K
New
$152.04 - $211.12 $164K - $228K
1.08K $219K
FSTA
Fidelity Covington Tr Msci Con

ETFs
4.43K
New
$49.28 - $52.29 $218K - $231K
4.43K $218K
ITW
Illinois Tool Works Inc

Industrials
847
New
$253.56 - $278.5 $215K - $236K
847 $214K
COP
Conocophillips

Energy
2.11K
New
$95.12 - $114.72 $200K - $242K
2.11K $208K
IP
International Paper CO

Consumer Cyclical
3.81K
New
$46.64 - $59.57 $178K - $227K
3.81K $205K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
11.8K
New
$11.1 - $12.03 $131K - $142K
11.8K $133K
Reddit Inc
1.3K
New
N/A
1.3K $0
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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