Apexium Financial
Latest statistics and disclosures from Apexium Financial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, IVV, SHDG, QQQ, MOAT, and represent 57.56% of Apexium Financial's stock portfolio.
- Added to shares of these 10 stocks: IGM, IJH, SCHD, SMOT, MOAT, DSTL, IJR, COWZ, VTV, IYW.
- Started 10 new stock positions in PANW, C, OKE, MGK, CMG, RNR, AXP, INTU, VST, VBK.
- Reduced shares in these 10 stocks: AAPL (-$26M), AMZN (-$23M), MSFT (-$22M), AVB (-$21M), LLY (-$8.4M), GOOG (-$6.4M), LOW, TSLA, IWF, IBM.
- Sold out of its positions in Adverum Biotechnologies, ADI, APLE, ADM, AVB, BDX, BLK, HYT, ECAT, CSX.
- Apexium Financial was a net seller of stock by $-179M.
- Apexium Financial has $1.3B in assets under management (AUM), dropping by -5.25%.
- Central Index Key (CIK): 0001765285
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Portfolio Holdings for Apexium Financial
Apexium Financial holds 226 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 26.2 | $346M | 661k | 523.07 |
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| Ishares Tr Core S&p500 Etf (IVV) | 11.7 | $154M | 293k | 525.73 |
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| Advisor Managed Portfolios Soundwatch Hedgd (SHDG) | 9.5 | $125M | 4.8M | 26.36 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 6.7 | $89M | 200k | 444.01 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 3.4 | $45M | +2% | 504k | 89.90 |
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| Apple (AAPL) | 2.5 | $33M | -44% | 193k | 171.48 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.4 | $32M | 194k | 164.35 |
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| Ishares Tr U.s. Tech Etf (IYW) | 2.0 | $27M | +3% | 199k | 135.06 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.9 | $25M | +7% | 310k | 80.63 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 1.7 | $22M | 528k | 42.13 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 1.4 | $18M | +5% | 317k | 58.11 |
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| NVIDIA Corporation (NVDA) | 1.4 | $18M | -4% | 20k | 903.57 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.3 | $17M | 36k | 480.70 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.0 | $13M | +2% | 142k | 92.72 |
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| First Tr Value Line Divid In SHS (FVD) | 1.0 | $13M | -3% | 304k | 42.23 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.0 | $13M | +8% | 116k | 110.52 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.9 | $11M | 195k | 58.06 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.9 | $11M | 111k | 101.41 |
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| Microsoft Corporation (MSFT) | 0.8 | $11M | -67% | 25k | 420.71 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.7 | $9.2M | -3% | 70k | 131.24 |
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| Select Sector Spdr Tr Technology (XLK) | 0.7 | $8.9M | +2% | 43k | 208.27 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.6 | $8.2M | 45k | 182.69 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.6 | $7.9M | +9% | 41k | 195.10 |
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| Etf Ser Solutions Distillate Us (DSTL) | 0.6 | $7.9M | +17% | 146k | 53.91 |
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| Proshares Tr Large Cap Cre (CSM) | 0.6 | $7.7M | -4% | 127k | 60.74 |
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| Arch Cap Group Ord (ACGL) | 0.5 | $7.1M | +11% | 77k | 92.44 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $7.1M | 72k | 97.94 |
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| Amazon (AMZN) | 0.5 | $6.3M | -78% | 35k | 180.38 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.5 | $6.2M | 26k | 239.76 |
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| Vaneck Etf Trust Morningstar Smid (SMOT) | 0.5 | $6.2M | +25% | 181k | 34.11 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $5.9M | -18% | 14k | 420.52 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.4 | $5.9M | +13% | 26k | 224.99 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $5.9M | -39% | 17k | 337.06 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.4 | $5.5M | -10% | 59k | 93.19 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $5.3M | -4% | 63k | 83.58 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.4 | $5.0M | +2% | 99k | 50.74 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $4.9M | +4% | 68k | 72.63 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.4 | $4.9M | +478% | 57k | 86.18 |
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| Public Service Enterprise (PEG) | 0.4 | $4.6M | 69k | 66.94 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $4.0M | -44% | 27k | 150.93 |
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| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.3 | $4.0M | 43k | 93.15 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $3.8M | +24% | 11k | 344.21 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.3 | $3.5M | +5% | 46k | 76.36 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $3.0M | +36% | 5.8k | 524.35 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $3.0M | +5% | 20k | 147.73 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $3.0M | -21% | 10k | 288.03 |
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| Wells Fargo & Company (WFC) | 0.2 | $2.9M | -50% | 49k | 57.96 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $2.7M | +397% | 45k | 60.74 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $2.7M | 35k | 76.67 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $2.6M | 15k | 169.37 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $2.5M | +53% | 16k | 162.86 |
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| UnitedHealth (UNH) | 0.2 | $2.5M | 5.1k | 494.75 |
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| Merck & Co (MRK) | 0.2 | $2.4M | -3% | 18k | 132.66 |
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| Select Sector Spdr Tr Indl (XLI) | 0.2 | $2.2M | +8% | 18k | 125.96 |
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| Goldman Sachs (GS) | 0.2 | $2.2M | -7% | 5.2k | 417.69 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $2.2M | 12k | 175.27 |
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| Meta Platforms Cl A (META) | 0.2 | $2.1M | 4.3k | 485.62 |
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| Vanguard World Consum Dis Etf (VCR) | 0.2 | $2.1M | 6.6k | 317.73 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $2.0M | -16% | 5.1k | 397.76 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $2.0M | -4% | 19k | 104.73 |
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| Shopify Cl A (SHOP) | 0.2 | $2.0M | 26k | 77.17 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $2.0M | -32% | 9.7k | 200.30 |
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| American Centy Etf Tr Focused Dynamic (FDG) | 0.1 | $1.9M | -9% | 24k | 82.62 |
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| Ishares Tr Global Tech Etf (IXN) | 0.1 | $1.9M | 25k | 74.81 |
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| Select Sector Spdr Tr Communication (XLC) | 0.1 | $1.9M | +23% | 23k | 81.66 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.8M | -21% | 8.8k | 210.30 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.8M | -77% | 12k | 152.26 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $1.8M | 43k | 42.12 |
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| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.1 | $1.8M | -3% | 31k | 56.17 |
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| Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.1 | $1.6M | -19% | 56k | 28.91 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $1.6M | -6% | 15k | 107.41 |
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| Johnson & Johnson (JNJ) | 0.1 | $1.6M | -33% | 10k | 158.20 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $1.6M | -10% | 17k | 94.41 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.5M | +2% | 8.6k | 180.49 |
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| Vanguard World Financials Etf (VFH) | 0.1 | $1.5M | +40% | 15k | 102.39 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $1.5M | -64% | 25k | 57.86 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.1 | $1.4M | 22k | 64.40 |
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| Home Depot (HD) | 0.1 | $1.3M | -13% | 3.5k | 383.59 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $1.3M | 2.7k | 504.60 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Ex Rat (XRLV) | 0.1 | $1.3M | -18% | 26k | 50.01 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $1.3M | 8.1k | 155.84 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.1 | $1.2M | -8% | 24k | 48.77 |
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| Netflix (NFLX) | 0.1 | $1.2M | +11% | 1.9k | 607.33 |
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| Chevron Corporation (CVX) | 0.1 | $1.1M | -70% | 7.2k | 157.74 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.1M | -4% | 8.5k | 131.37 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $1.1M | 14k | 81.78 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $1.1M | -4% | 9.5k | 116.24 |
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| Toyota Motor Corp Ads (TM) | 0.1 | $1.1M | 4.3k | 251.68 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.1M | -72% | 6.0k | 179.11 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $1.1M | 9.8k | 107.60 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.0M | +3% | 13k | 79.86 |
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| Cbiz (CBZ) | 0.1 | $1.0M | 13k | 78.50 |
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| At&t (T) | 0.1 | $1.0M | 58k | 17.60 |
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| Broadcom (AVGO) | 0.1 | $1.0M | -18% | 760.00 | 1327.10 |
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| Syntax Etf Tr Stratified Us Tt (SHUS) | 0.1 | $989k | 24k | 42.02 |
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| International Business Machines (IBM) | 0.1 | $958k | -79% | 5.0k | 190.97 |
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| Visa Com Cl A (V) | 0.1 | $958k | -54% | 3.4k | 279.08 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.1 | $945k | -3% | 18k | 52.87 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $944k | 8.2k | 115.30 |
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| Walt Disney Company (DIS) | 0.1 | $931k | -22% | 7.6k | 122.35 |
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| General Dynamics Corporation (GD) | 0.1 | $912k | -5% | 3.2k | 282.49 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $912k | 3.7k | 247.38 |
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| Vanguard World Industrial Etf (VIS) | 0.1 | $890k | 3.6k | 244.12 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $884k | 7.7k | 114.95 |
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| Syntax Etf Tr Stratified Smcp (SSLY) | 0.1 | $883k | -6% | 20k | 45.36 |
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| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.1 | $878k | 12k | 73.04 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $819k | -10% | 11k | 74.22 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $785k | -5% | 12k | 65.65 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $765k | -49% | 2.9k | 259.86 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.1 | $761k | 20k | 38.47 |
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| Amgen (AMGN) | 0.1 | $757k | -2% | 2.7k | 284.30 |
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| Stmicroelectronics N V Ny Registry (STM) | 0.1 | $739k | 17k | 43.24 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $725k | 2.3k | 320.59 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $705k | +397% | 11k | 61.90 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $698k | +5% | 3.1k | 228.59 |
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| Cisco Systems (CSCO) | 0.1 | $698k | -23% | 14k | 49.91 |
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| Boeing Company (BA) | 0.1 | $694k | -23% | 3.6k | 192.99 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $691k | +3% | 14k | 50.60 |
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| Chubb (CB) | 0.1 | $665k | -34% | 2.6k | 259.94 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $599k | +13% | 6.4k | 92.88 |
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| Applied Materials (AMAT) | 0.0 | $594k | 2.9k | 206.27 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $588k | -12% | 3.4k | 174.19 |
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| Legg Mason Etf Invt Franklin Us Low (LVHD) | 0.0 | $579k | -22% | 16k | 36.84 |
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| Intel Corporation (INTC) | 0.0 | $578k | -57% | 13k | 44.17 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $565k | 2.1k | 270.47 |
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| Procter & Gamble Company (PG) | 0.0 | $560k | -43% | 3.4k | 162.24 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $549k | -57% | 9.1k | 60.30 |
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| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.0 | $548k | -23% | 12k | 47.44 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $546k | +147% | 2.8k | 191.86 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $543k | 11k | 50.17 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $543k | +131% | 3.0k | 183.88 |
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| salesforce (CRM) | 0.0 | $541k | +4% | 1.8k | 301.47 |
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| Costco Wholesale Corporation (COST) | 0.0 | $536k | -4% | 731.00 | 732.63 |
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| McDonald's Corporation (MCD) | 0.0 | $535k | -68% | 1.9k | 282.02 |
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| Oracle Corporation (ORCL) | 0.0 | $534k | -82% | 4.3k | 125.62 |
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| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $529k | +200% | 8.0k | 66.30 |
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| Bank of America Corporation (BAC) | 0.0 | $516k | +2% | 14k | 38.09 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $505k | -40% | 12k | 41.90 |
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| Verizon Communications (VZ) | 0.0 | $503k | -51% | 12k | 41.96 |
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| Cable One (CABO) | 0.0 | $501k | 1.2k | 423.13 |
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| Mettler-Toledo International (MTD) | 0.0 | $497k | 373.00 | 1331.29 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $496k | 5.1k | 96.71 |
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| Coca-Cola Company (KO) | 0.0 | $493k | -55% | 8.0k | 61.39 |
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| Tesla Motors (TSLA) | 0.0 | $489k | -88% | 2.8k | 175.79 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $469k | -64% | 806.00 | 581.58 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.0 | $460k | -2% | 9.3k | 49.55 |
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| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.0 | $456k | -6% | 9.1k | 50.28 |
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| Abbvie (ABBV) | 0.0 | $456k | -6% | 2.5k | 182.07 |
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| Eli Lilly & Co. (LLY) | 0.0 | $453k | -94% | 582.00 | 778.00 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.0 | $452k | -31% | 9.0k | 50.29 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $452k | +200% | 2.0k | 225.92 |
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| Shell Spon Ads (SHEL) | 0.0 | $452k | 6.7k | 67.04 |
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| Pfizer (PFE) | 0.0 | $450k | -38% | 16k | 27.75 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $441k | -14% | 2.4k | 182.60 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $439k | -2% | 7.8k | 56.39 |
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| Marriott Intl Cl A (MAR) | 0.0 | $422k | 1.7k | 252.37 |
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| Bristol Myers Squibb (BMY) | 0.0 | $418k | -39% | 7.7k | 54.23 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $411k | -51% | 9.5k | 43.35 |
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| CNA Financial Corporation (CNA) | 0.0 | $407k | 9.0k | 45.42 |
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| General American Investors (GAM) | 0.0 | $397k | 8.5k | 46.51 |
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| Caterpillar (CAT) | 0.0 | $394k | -23% | 1.1k | 366.38 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $384k | +4% | 9.7k | 39.53 |
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| Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $372k | 22k | 17.30 |
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| Starbucks Corporation (SBUX) | 0.0 | $362k | +7% | 4.0k | 91.38 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.0 | $356k | 6.2k | 57.85 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $356k | 1.2k | 300.08 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $346k | -38% | 3.5k | 97.53 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $337k | -34% | 606.00 | 556.27 |
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| CVS Caremark Corporation (CVS) | 0.0 | $335k | -31% | 4.2k | 79.75 |
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| Qualcomm (QCOM) | 0.0 | $322k | -19% | 1.9k | 169.32 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $322k | -26% | 4.4k | 72.34 |
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| Lauder Estee Cos Cl A (EL) | 0.0 | $321k | -20% | 2.1k | 154.15 |
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| Invesco Exchange Traded Fd T Pharmaceuticals (PJP) | 0.0 | $320k | -20% | 4.0k | 80.16 |
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| Jefferies Finl Group (JEF) | 0.0 | $316k | 7.2k | 44.10 |
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| Univest Corp. of PA (UVSP) | 0.0 | $309k | 15k | 20.82 |
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| Morgan Stanley Com New (MS) | 0.0 | $306k | -20% | 3.3k | 94.16 |
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| Nextera Energy (NEE) | 0.0 | $306k | -34% | 4.8k | 63.91 |
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| Auburn National Bancorporation (AUBN) | 0.0 | $303k | 16k | 19.25 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $303k | -25% | 7.2k | 41.77 |
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| Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.0 | $301k | 6.5k | 46.51 |
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| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.0 | $299k | -17% | 12k | 26.09 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $297k | -3% | 2.7k | 108.33 |
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| Ishares Tr U.s. Utilits Etf (IDU) | 0.0 | $294k | 3.5k | 84.52 |
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| Pepsi (PEP) | 0.0 | $294k | -10% | 1.7k | 176.09 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $292k | -65% | 4.1k | 70.37 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $285k | 2.2k | 129.35 |
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| Eaton Corp SHS (ETN) | 0.0 | $279k | -8% | 890.00 | 313.59 |
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| Trimas Corp Com New (TRS) | 0.0 | $274k | 10k | 26.73 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $271k | 4.0k | 67.34 |
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| Ishares Tr Ishares Biotech (IBB) | 0.0 | $270k | -11% | 2.0k | 137.22 |
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| Target Corporation (TGT) | 0.0 | $260k | -21% | 1.5k | 177.16 |
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| Ishares Tr Esg Msci Leadr (SUSL) | 0.0 | $260k | 2.8k | 93.85 |
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| Hologic (HOLX) | 0.0 | $254k | 3.3k | 77.96 |
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| Southern Company (SO) | 0.0 | $249k | +6% | 3.5k | 71.74 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $246k | -63% | 2.9k | 84.10 |
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| Vanguard World Consum Stp Etf (VDC) | 0.0 | $245k | -7% | 1.2k | 204.06 |
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| Wal-Mart Stores (WMT) | 0.0 | $244k | -86% | 4.1k | 60.17 |
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| Empire St Rlty Op Unit Ltd Prt 60 (OGCP) | 0.0 | $242k | 24k | 10.15 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $241k | NEW | 926.00 | 260.72 |
|
| Palo Alto Networks (PANW) | 0.0 | $241k | NEW | 849.00 | 284.13 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $237k | -33% | 519.00 | 456.95 |
|
| Zscaler Incorporated (ZS) | 0.0 | $236k | +22% | 1.2k | 192.63 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $236k | 493.00 | 478.45 |
|
|
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $235k | NEW | 1.0k | 235.42 |
|
| American Express Company (AXP) | 0.0 | $235k | NEW | 1.0k | 227.69 |
|
| Ishares Tr U.s. Pharma Etf (IHE) | 0.0 | $234k | +200% | 3.4k | 67.90 |
|
| Dow (DOW) | 0.0 | $231k | -2% | 4.0k | 57.94 |
|
| Intuit (INTU) | 0.0 | $230k | NEW | 354.00 | 650.00 |
|
| Lowe's Companies (LOW) | 0.0 | $230k | -94% | 902.00 | 254.87 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $230k | -7% | 2.1k | 108.90 |
|
| Philip Morris International (PM) | 0.0 | $227k | -9% | 2.5k | 92.03 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $218k | NEW | 75.00 | 2906.77 |
|
| Abbott Laboratories (ABT) | 0.0 | $218k | -33% | 1.9k | 113.66 |
|
| Oneok (OKE) | 0.0 | $213k | NEW | 2.7k | 80.17 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $212k | NEW | 741.00 | 286.61 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $210k | -11% | 2.3k | 90.03 |
|
| Citigroup Com New (C) | 0.0 | $204k | NEW | 3.2k | 63.24 |
|
| Vistra Energy (VST) | 0.0 | $203k | NEW | 2.9k | 69.83 |
|
| Honeywell International (HON) | 0.0 | $200k | -28% | 975.00 | 205.25 |
|
| IRIDEX Corporation (IRIX) | 0.0 | $196k | 66k | 2.98 |
|
|
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.0 | $166k | 20k | 8.29 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $113k | 13k | 8.73 |
|
|
| Advisorshares Tr Pure Us Cannabis (MSOS) | 0.0 | $109k | -31% | 11k | 10.01 |
|
| Uranium Energy (UEC) | 0.0 | $68k | 10k | 6.75 |
|
|
| Companhia Siderurgica Nacion Sponsored Adr (SID) | 0.0 | $52k | +6% | 17k | 3.13 |
|
| Matterport Com Cl A (MTTR) | 0.0 | $23k | 10k | 2.26 |
|
Past Filings by Apexium Financial
SEC 13F filings are viewable for Apexium Financial going back to 2018
- Apexium Financial 2024 Q1 filed April 19, 2024
- Apexium Financial 2023 Q4 filed Feb. 8, 2024
- Apexium Financial 2023 Q3 filed Oct. 25, 2023
- Apexium Financial 2023 Q2 filed Aug. 14, 2023
- Apexium Financial 2023 Q1 filed May 17, 2023
- Apexium Financial 2022 Q4 filed Feb. 14, 2023
- Apexium Financial 2022 Q3 filed Nov. 14, 2022
- Apexium Financial 2022 Q2 filed July 28, 2022
- Apexium Financial 2022 Q1 restated filed April 22, 2022
- Apexium Financial 2022 Q1 filed April 19, 2022
- Apexium Financial 2021 Q4 filed Jan. 19, 2022
- Apexium Financial 2021 Q3 filed Oct. 12, 2021
- Apexium Financial 2021 Q2 filed July 15, 2021
- Apexium Financial 2021 Q1 filed May 14, 2021
- Apexium Financial 2020 Q4 filed Jan. 19, 2021
- Apexium Financial 2020 Q3 filed Oct. 27, 2020