Apexium Financial, LP Portfolio Holdings
Apexium Financial, LP
- $1.5 Billion
- Q4 2024
Apexium Financial, LP has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.5 Billion distributed in 259 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $395M, Ishares Core S&P 500 ETF with a value of $209M, Invesco Qqq Trust, Series 1 with a value of $101M, Apple Inc. with a value of $52.8M, and Vaneck Morningstar Wide Moat E with a value of $49.5M.
Examining the 13F form we can see an increase of $126M in the current position value, from $1.37B to 1.5B.
Below you can find more details about Apexium Financial, LP portfolio as well as his latest detailed transactions.
Portfolio value
$1.5 Billion
ETFs: $1.26 Billion
Technology: $110 Million
Communication Services: $36.7 Million
Financial Services: $34.8 Million
Consumer Cyclical: $14.4 Million
Healthcare: $12.9 Million
Utilities: $8.53 Million
Industrials: $6.3 Million
Other: $10.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 259
- Current Value $1.5 Billion
- Prior Value $1.37 Billion
- Filing
- Period Q4 2024
- Filing Date January 22, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 31 stocks
- Additional Purchases 130 stocks
- Sold out of 0 stocks
- Reduced holdings in 62 stocks