Apexium Financial, LP Reduced Holdings in Q4 2024

Apexium Financial, LP

  • $1.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WFC
Wells Fargo & Company

Financial Services
-36.7K
- 73.95%
$54.98 - $77.35 $2.02M - $2.84M
12.9K $908K
FVD
First Tr Value Line Divid Inde

ETFs
-11.1K
- 4.08%
$43.4 - $46.7 $480K - $517K
260K $11.3M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-171
- 0.27%
$131.66 - $144.0 $22.5K - $24.6K
62.1K $8.2M
UNH
Unitedhealth Group Inc

Healthcare
-127
- 2.53%
$485.52 - $625.25 $61.7K - $79.4K
4.89K $2.48M
TIP
Ishares Tr Tips Bd ETF

ETFs
-3.35K
- 33.3%
$106.33 - $110.69 $357K - $371K
6.72K $715K
CSM
Proshares Large Cap Core Plus

ETFs
-6.19K
- 6.0%
$64.59 - $69.02 $400K - $427K
97K $6.42M
DGRO
Ishares Core Dividend Growth E

ETFs
-813
- 0.41%
$60.73 - $64.94 $49.4K - $52.8K
195K $12M
AMGN
Amgen Inc

Healthcare
-405
- 14.53%
$258.78 - $328.31 $105K - $133K
2.38K $620K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-784
- 1.32%
$88.59 - $94.57 $69.5K - $74.1K
58.8K $5.22M
XLI
Industrial Sector Spdr

ETFs
-667
- 3.76%
$131.76 - $143.99 $87.9K - $96K
17.1K $2.25M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.38K
- 13.81%
$81.68 - $82.93 $113K - $114K
8.6K $705K
XRLV
Invesco Etd Tr Ii S&P 500 Ex R

ETFs
-1.72K
- 7.14%
$52.86 - $56.75 $90.9K - $97.6K
22.4K $1.18M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.16K
- 12.95%
$58.88 - $64.8 $68.2K - $75.1K
7.79K $459K
HD
Home Depot, Inc.

Consumer Cyclical
-88
- 2.48%
$385.02 - $431.37 $33.9K - $38K
3.46K $1.35M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-1.71K
- 14.75%
$47.26 - $48.18 $80.6K - $82.1K
9.85K $466K
STM
St Microelectronics N.V.

Technology
-250
- 1.45%
$24.48 - $28.92 $6.12K - $7.23K
17.1K $425K
MTD
Mettler Toledo International Inc

Healthcare
-6
- 2.08%
$1160.67 - $1498.12 $6.96K - $8.99K
282 $345K
XLU
Utilities Sector Spdr

ETFs
-298
- 2.41%
$74.89 - $82.93 $22.3K - $24.7K
12.1K $914K
NEE
Nextera Energy Inc

Utilities
-335
- 7.2%
$69.77 - $85.43 $23.4K - $28.6K
4.32K $309K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
-2.93K
- 9.85%
$29.46 - $32.64 $86.3K - $95.6K
26.8K $828K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-478
- 16.84%
$106.56 - $113.11 $50.9K - $54.1K
2.36K $252K
VHT
Vanguard Health Care ETF

ETFs
-27
- 1.28%
$250.81 - $283.3 $6.77K - $7.65K
2.09K $529K
CAT
Caterpillar Inc

Industrials
-96
- 8.96%
$360.37 - $416.88 $34.6K - $40K
975 $353K
JCI
Johnson Controls International PLC

Industrials
-818
- 19.05%
$74.23 - $86.6 $60.7K - $70.8K
3.48K $274K
HOLX
Hologic Inc

Healthcare
-100
- 2.06%
$70.76 - $83.72 $7.08K - $8.37K
4.75K $342K
TRS
Trimas Corp

Consumer Cyclical
-1.75K
- 17.07%
$24.47 - $28.33 $42.8K - $49.6K
8.5K $209K
VIS
Vanguard Industrial ETF

ETFs
-115
- 3.14%
$254.39 - $279.7 $29.3K - $32.2K
3.54K $901K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-1.05K
- 5.2%
$40.15 - $42.9 $42K - $44.9K
19.1K $770K
IWD
Ishares Russell 1000 Val ETF

ETFs
-104
- 1.74%
$183.23 - $199.79 $19.1K - $20.8K
5.86K $1.08M
DE
Deere & CO

Industrials
-105
- 17.41%
$389.45 - $466.0 $40.9K - $48.9K
498 $211K
QCOM
Qualcomm Inc

Technology
-17
- 0.8%
$150.4 - $178.04 $2.56K - $3.03K
2.12K $325K
GAM
General American Investors CO Inc

Financial Services
-200
- 2.34%
$49.57 - $55.15 $9.91K - $11K
8.35K $425K
XLP
Consumer Staples Sector Spdr

ETFs
-408
- 0.93%
N/A
43.6K $3.32M
SBUX
Starbucks Corp

Consumer Cyclical
-19
- 0.47%
$87.44 - $102.5 $1.66K - $1.95K
4.05K $368K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-432
- 1.91%
$50.53 - $55.55 $21.8K - $24K
22.2K $1.13M
VBR
Vanguard Small Cap Value ETF

ETFs
-25
- 0.82%
$197.36 - $217.3 $4.93K - $5.43K
3.02K $599K
MS
Morgan Stanley

Financial Services
-636
- 19.89%
$104.42 - $134.99 $66.4K - $85.9K
2.56K $321K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-5
- 1.0%
$563.99 - $620.12 $2.82K - $3.1K
496 $282K
IWR
Ishares Russell Mid Cap ETF

ETFs
-16
- 0.54%
$87.25 - $95.52 $1.4K - $1.53K
2.92K $258K
Brookfield Corp
-882
- 7.32%
N/A
11.2K $0
VBK
Vanguard Small Cap Growth ETF

ETFs
-37
- 4.09%
$264.18 - $304.19 $9.77K - $11.3K
867 $242K
ISRG
Intuitive Surgical Inc

Healthcare
-23
- 5.24%
$471.27 - $550.62 $10.8K - $12.7K
416 $217K
CSCO
Cisco Systems, Inc.

Technology
-999
- 6.87%
$52.45 - $60.02 $52.4K - $60K
13.5K $801K
VST
Vistra Corp.

Utilities
-100
- 4.26%
$115.74 - $166.61 $11.6K - $16.7K
2.25K $310K
AVGO
Broadcom Inc.

Technology
-1.79K
- 23.77%
$159.67 - $250.0 $286K - $448K
5.75K $1.33M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-46
- 0.33%
$7.33 - $12.37 $337 - $569
13.8K $146K
BMY
Bristol Myers Squibb CO

Healthcare
-140
- 1.6%
$51.92 - $59.94 $7.27K - $8.39K
8.63K $488K
IGM
Ishares Expanded Tech Sector E

ETFs
-2.67K
- 5.01%
$94.19 - $106.95 $252K - $286K
50.7K $5.17M
XLY
Select Sector Spdr Consumer Di

ETFs
-45
- 1.53%
$194.8 - $239.43 $8.77K - $10.8K
2.9K $651K
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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