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Apexium Financial

Latest statistics and disclosures from Apexium Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, IVV, SHDG, QQQ, AAPL, and represent 51.07% of Apexium Financial's stock portfolio.
Added to shares of these 10 stocks: IVV (+$7.2M), Ea Series Trust, SPY, IETC, PEG, SCHD, SMH, BND, SCHG, RUNN.
Started 15 new stock positions in MTUM, SHV, RDDT, ETHA, GM, IGV, PNC, JPEF, SCHI, ADSK. Ea Series Trust, IVW, SLYG, SPMO, GLW.
Reduced shares in these 10 stocks: SHDG, AAPL, QQQ, MINT, NOBL, IGM, USFR, FBND, JAAA, GS.
Sold out of its positions in BSX, FBND, JAAA, RGTI, SBUX.
Apexium Financial was a net buyer of stock by $28M.
Apexium Financial has $2.1B in assets under management (AUM), dropping by 9.07%.
Central Index Key (CIK): 0001765285

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Portfolio Holdings for Apexium Financial

Apexium Financial holds 288 positions in its portfolio as reported in the September 2025 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)	22.5	$463M		695k	666.18	View chart
Ishares Tr Core S&p500 Etf (IVV)	13.2	$270M	+2%	404k	669.30	View chart
Advisor Managed Portfolios Soundwatch Hedgd (SHDG)	6.9	$142M	-2%	4.5M	31.67	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.5	$114M		189k	600.37	View chart
Apple (AAPL)	3.0	$61M	-2%	239k	254.63	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	2.8	$58M		588k	99.11	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.3	$47M		241k	194.50	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.0	$42M	+4%	1.5M	27.30	View chart
Ishares Tr U.s. Tech Etf (IYW)	2.0	$41M	+2%	207k	195.86	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	1.6	$32M		561k	57.52	View chart
NVIDIA Corporation (NVDA)	1.6	$32M		171k	186.59	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.5	$31M	+2%	543k	57.47	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.3	$27M	+5%	846k	31.91	View chart
Microsoft Corporation (MSFT)	1.3	$26M		50k	517.95	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$22M		35k	613.16	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.9	$19M	+6%	78k	247.12	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.9	$18M	+9%	55k	326.36	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.8	$17M	+9%	230k	74.37	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$16M		137k	118.83	View chart
Walt Disney Company (DIS)	0.8	$16M		140k	114.50	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.7	$15M	+10%	264k	57.10	View chart
Ishares Tr Core Div Grwth (DGRO)	0.7	$15M	+2%	220k	68.08	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$15M		60k	243.10	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.7	$14M	+4%	248k	57.96	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.7	$14M	+4%	52k	273.65	View chart
Select Sector Spdr Tr Technology (XLK)	0.6	$13M		46k	281.86	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.6	$13M	-5%	126k	103.07	View chart
JPMorgan Chase & Co. (JPM)	0.6	$12M		38k	315.43	View chart
Vaneck Etf Trust Morningstar Smid (SMOT)	0.6	$12M		330k	36.08	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.6	$12M	-4%	234k	50.27	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.6	$12M	+8%	149k	78.91	View chart
First Tr Exchange-traded SHS (FVD)	0.6	$11M		246k	46.24	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.5	$11M	-8%	109k	100.69	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.5	$11M	+8%	189k	57.52	View chart
Amazon (AMZN)	0.5	$9.3M		42k	219.57	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	0.4	$9.1M	+33%	89k	101.93	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$8.9M		19k	468.41	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.4	$8.4M		60k	140.05	View chart
Strategic Trust Running Gwth Etf (RUNN)	0.4	$8.3M	+21%	242k	34.27	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$7.8M		26k	308.06	View chart
Public Service Enterprise (PEG)	0.4	$7.8M	+28%	93k	83.46	View chart
Arch Cap Group Ord (ACGL)	0.4	$7.7M		84k	90.73	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$7.5M		15k	502.74	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$7.4M		74k	100.25	View chart
Proshares Tr Large Cap Cre (CSM)	0.3	$7.0M	-4%	91k	76.57	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.3	$6.7M		56k	118.44	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.3	$6.4M		127k	50.47	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.3	$5.6M	-4%	25k	222.17	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$5.3M	-2%	56k	95.14	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.3	$5.3M	+4%	67k	78.63	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.3	$5.2M	+2%	81k	65.00	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$5.1M		6.9k	746.61	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$5.1M		11k	479.94	View chart
American Centy Etf Tr Focused Dynamic (FDG)	0.2	$5.1M	+14%	42k	120.44	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$4.8M		20k	243.55	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$4.8M	-5%	34k	139.17	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$4.7M	+3%	20k	241.96	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	0.2	$4.6M	+6%	88k	51.64	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$4.3M		23k	187.32	View chart
Johnson & Johnson (JNJ)	0.2	$4.0M		22k	185.42	View chart
Goldman Sachs (GS)	0.2	$3.9M	-9%	4.9k	796.27	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$3.8M		26k	148.61	View chart
Ea Series Trust Alpha Architect	0.2	$3.7M	NEW	69k	53.99	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.2	$3.7M		42k	88.62	View chart
Meta Platforms Cl A (META)	0.2	$3.6M	-2%	4.9k	734.31	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$3.6M	-3%	9.8k	365.48	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$3.5M		19k	189.70	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$3.5M		45k	78.37	View chart
International Business Machines (IBM)	0.2	$3.2M		12k	282.17	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$3.2M	+2%	35k	93.37	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$3.1M		26k	118.37	View chart
Oracle Corporation (ORCL)	0.1	$3.0M		11k	281.23	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$2.8M	+40%	27k	106.78	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$2.8M	-9%	13k	216.62	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$2.8M		52k	53.87	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$2.7M		6.9k	396.14	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$2.7M		17k	154.23	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$2.6M	-5%	30k	89.34	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$2.6M	-7%	11k	244.67	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$2.6M		25k	103.21	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$2.5M	-8%	38k	65.26	View chart
Chevron Corporation (CVX)	0.1	$2.5M	-2%	16k	155.29	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$2.4M	-20%	19k	125.95	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$2.4M		5.1k	463.74	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$2.3M	-4%	26k	88.96	View chart
At&t (T)	0.1	$2.3M	+9%	83k	28.24	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$2.3M	+157%	35k	65.00	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$2.1M		32k	67.26	View chart
Vanguard World Financials Etf (VFH)	0.1	$2.1M		16k	131.24	View chart
Netflix (NFLX)	0.1	$2.1M		1.7k	1199.02	View chart
Broadcom (AVGO)	0.1	$2.0M		6.1k	329.89	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$2.0M		22k	89.13	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$1.9M	-4%	13k	144.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.8M		5.3k	328.61	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.8M	+6%	16k	112.75	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.1	$1.7M	+25%	36k	46.32	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.6M		29k	54.18	View chart
Merck & Co (MRK)	0.1	$1.6M	-3%	19k	83.93	View chart
Home Depot (HD)	0.1	$1.6M	-6%	3.8k	405.22	View chart
UnitedHealth (UNH)	0.1	$1.5M	-7%	4.4k	345.30	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.1	$1.5M	-8%	70k	21.07	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$1.5M		8.7k	170.86	View chart
Proshares Tr DJ BRKFLD GLB (TOLZ)	0.1	$1.5M	-8%	27k	54.12	View chart
Eli Lilly & Co. (LLY)	0.1	$1.5M		1.9k	762.88	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$1.4M		29k	50.07	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$1.4M	-7%	28k	52.06	View chart
Philip Morris International (PM)	0.1	$1.4M		8.4k	162.19	View chart
Advanced Micro Devices (AMD)	0.1	$1.3M		8.3k	161.79	View chart
Abbvie (ABBV)	0.1	$1.3M	+2%	5.7k	231.54	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.3M	-10%	3.7k	355.47	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$1.3M	-5%	20k	62.91	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.3M		3.8k	332.81	View chart
Visa Com Cl A (V)	0.1	$1.3M		3.7k	341.34	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.3M		12k	106.49	View chart
Ishares Ethereum Tr SHS (ETHA)	0.1	$1.2M	NEW	39k	31.51	View chart
Darden Restaurants (DRI)	0.1	$1.2M		6.3k	190.35	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.2M	-2%	8.2k	145.65	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.2M		5.9k	203.58	View chart
Adobe Systems Incorporated (ADBE)	0.1	$1.2M	-3%	3.4k	352.75	View chart
Shell Spon Ads (SHEL)	0.1	$1.2M		16k	71.53	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Ex Rat (XRLV)	0.1	$1.2M	-2%	21k	55.60	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$1.1M		22k	52.30	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$1.1M		7.8k	145.59	View chart
Kimberly-Clark Corporation (KMB)	0.1	$1.1M	-8%	9.0k	125.67	View chart
Blackrock Tax Municpal Bd Tr SHS (BBN)	0.1	$1.1M	-11%	67k	16.60	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.1M		2.2k	490.38	View chart
Spdr Series Trust Bbg Conv Sec Etf (CWB)	0.1	$1.1M	-2%	12k	90.50	View chart
Altria (MO)	0.1	$1.1M	-3%	16k	66.06	View chart
Tesla Motors (TSLA)	0.1	$1.0M	-20%	2.3k	444.71	View chart
Vanguard World Industrial Etf (VIS)	0.1	$1.0M		3.5k	296.26	View chart
Cisco Systems (CSCO)	0.1	$1.0M	-2%	15k	68.42	View chart
General Dynamics Corporation (GD)	0.0	$998k		2.9k	341.00	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$996k		11k	87.21	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$966k	-2%	19k	49.99	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$955k		3.5k	271.12	View chart
Verizon Communications (VZ)	0.0	$955k		22k	43.95	View chart
Procter & Gamble Company (PG)	0.0	$943k	-3%	6.1k	153.66	View chart
Bank of America Corporation (BAC)	0.0	$906k	+16%	18k	51.59	View chart
McDonald's Corporation (MCD)	0.0	$896k		2.9k	303.87	View chart
Coreweave Com Cl A (CRWV)	0.0	$888k		6.5k	136.85	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$886k		15k	58.72	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$875k	NEW	3.4k	256.45	View chart
Applied Materials (AMAT)	0.0	$864k		4.2k	204.76	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$855k		3.4k	254.57	View chart
Toyota Motor Corp Ads (TM)	0.0	$842k		4.4k	191.09	View chart
Abbott Laboratories (ABT)	0.0	$842k		6.3k	133.93	View chart
Spdr Series Trust S&P 400 MDCP GRW (MDYG)	0.0	$842k	-4%	9.2k	91.56	View chart
Coca-Cola Company (KO)	0.0	$810k		12k	66.63	View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)	0.0	$794k		22k	35.79	View chart
Boeing Company (BA)	0.0	$786k	-3%	3.6k	215.83	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.0	$765k		11k	68.58	View chart
Palantir Technologies Cl A (PLTR)	0.0	$759k		4.2k	182.42	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$758k		3.5k	213.72	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.0	$751k	NEW	10k	74.09	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$750k	-3%	3.1k	239.63	View chart
General Mills (GIS)	0.0	$732k		15k	50.42	View chart
Amgen (AMGN)	0.0	$729k		2.6k	282.22	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.0	$715k		8.0k	89.64	View chart
Chubb (CB)	0.0	$697k		2.5k	283.20	View chart
Costco Wholesale Corporation (COST)	0.0	$689k	-9%	745.00	925.05	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$683k	+4%	9.3k	73.46	View chart
Wal-Mart Stores (WMT)	0.0	$676k	+2%	6.6k	103.06	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$675k	+34%	8.9k	76.01	View chart
Duke Energy Corp Com New (DUK)	0.0	$672k		5.4k	123.75	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$670k	NEW	5.5k	121.07	View chart
Evergy (EVRG)	0.0	$664k		8.7k	76.02	View chart
Cbiz (CBZ)	0.0	$655k	-6%	12k	52.96	View chart
Texas Instruments Incorporated (TXN)	0.0	$640k	-11%	3.5k	183.71	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$638k	+34%	6.8k	93.35	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.0	$637k		22k	29.62	View chart
Nucor Corporation (NUE)	0.0	$634k		4.7k	135.43	View chart
Ishares Tr Short Treas Bd (SHV)	0.0	$625k	NEW	5.7k	110.49	View chart
Soundhound Ai Class A Com (SOUN)	0.0	$590k		37k	16.08	View chart
Intel Corporation (INTC)	0.0	$585k		17k	33.55	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$579k	-11%	2.8k	209.49	View chart
Raytheon Technologies Corp (RTX)	0.0	$579k		3.5k	167.35	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$576k	-33%	13k	45.21	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$565k	-19%	6.8k	82.96	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.0	$565k	+125%	4.2k	135.23	View chart
American Express Company (AXP)	0.0	$564k		1.7k	332.19	View chart
Southern Company (SO)	0.0	$564k		5.9k	94.78	View chart
Intuit (INTU)	0.0	$561k		821.00	682.93	View chart
Legg Mason Etf Invt Franklin Us Low (LVHD)	0.0	$557k	-3%	14k	41.34	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.0	$540k	-3%	6.0k	89.63	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.0	$528k		4.5k	117.04	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.0	$527k		8.3k	63.43	View chart
CBOE Holdings (CBOE)	0.0	$525k		2.1k	245.25	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$525k		4.7k	111.22	View chart
Charles Schwab Corporation (SCHW)	0.0	$523k		5.5k	95.47	View chart
General American Investors (GAM)	0.0	$519k		8.3k	62.21	View chart
Lockheed Martin Corporation (LMT)	0.0	$514k	+7%	1.0k	499.14	View chart
Honeywell International (HON)	0.0	$508k		2.4k	210.47	View chart
Ge Aerospace Com New (GE)	0.0	$503k	-13%	1.7k	300.74	View chart
Palo Alto Networks (PANW)	0.0	$499k	+9%	2.5k	203.61	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.0	$490k	-13%	11k	43.78	View chart
Spdr Series Trust S&p Regl Bkg (KRE)	0.0	$489k		7.7k	63.30	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$480k	+17%	8.0k	59.92	View chart
Caterpillar (CAT)	0.0	$467k		979.00	477.25	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$467k		1.6k	294.76	View chart
Comcast Corp Cl A (CMCSA)	0.0	$464k	-16%	15k	31.42	View chart
Spdr Series Trust Nuveen Ice Short (SHM)	0.0	$464k		9.6k	48.22	View chart
Pepsi (PEP)	0.0	$460k	-6%	3.3k	140.42	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$460k		1.2k	378.94	View chart
Vanguard World Utilities Etf (VPU)	0.0	$456k		2.4k	189.45	View chart
Univest Corp. of PA (UVSP)	0.0	$450k		15k	30.02	View chart
Vanguard World Health Car Etf (VHT)	0.0	$448k		1.7k	259.59	View chart
Oklo Com Cl A (OKLO)	0.0	$447k	+5%	4.0k	111.63	View chart
Constellation Energy (CEG)	0.0	$446k	-7%	1.4k	329.10	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$433k	NEW	3.8k	115.01	View chart
Trane Technologies SHS (TT)	0.0	$432k		1.0k	421.96	View chart
Qualcomm (QCOM)	0.0	$429k	+2%	2.6k	166.37	View chart
Auburn National Bancorporation (AUBN)	0.0	$426k		16k	27.11	View chart
Marriott Intl Cl A (MAR)	0.0	$422k		1.6k	260.44	View chart
Thermo Fisher Scientific (TMO)	0.0	$421k	+4%	868.00	485.02	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$413k		1.0k	402.80	View chart
Vistra Energy (VST)	0.0	$412k	-6%	2.1k	195.93	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.0	$399k		9.5k	42.13	View chart
Wells Fargo & Company (WFC)	0.0	$389k		4.6k	83.81	View chart
Morgan Stanley Com New (MS)	0.0	$386k	-3%	2.4k	158.96	View chart
salesforce (CRM)	0.0	$381k	-10%	1.6k	237.04	View chart
Jefferies Finl Group (JEF)	0.0	$380k	-21%	5.8k	65.42	View chart
General Motors Company (GM)	0.0	$375k	NEW	6.2k	60.97	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.0	$374k		3.4k	110.91	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.0	$370k		25k	14.56	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$370k	+14%	1.3k	279.35	View chart
Eaton Corp SHS (ETN)	0.0	$370k		988.00	374.25	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$352k		4.5k	78.09	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.0	$349k		7.5k	46.60	View chart
Mettler-Toledo International (MTD)	0.0	$346k		282.00	1227.61	View chart
Main Street Capital Corporation (MAIN)	0.0	$346k		5.4k	63.59	View chart
Citigroup Com New (C)	0.0	$345k	-19%	3.4k	101.50	View chart
Novartis Sponsored Adr (NVS)	0.0	$338k		2.6k	128.24	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.0	$330k	+6%	3.6k	91.75	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$329k		4.1k	79.81	View chart
Trimas Corp Com New (TRS)	0.0	$328k		8.5k	38.64	View chart
Johnson Ctls Intl SHS (JCI)	0.0	$324k	-3%	2.9k	109.95	View chart
PerkinElmer (RVTY)	0.0	$318k		3.6k	87.65	View chart
Hologic (HOLX)	0.0	$317k	-2%	4.7k	67.49	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$315k	+17%	16k	19.53	View chart
Bristol Myers Squibb (BMY)	0.0	$313k	-2%	7.0k	45.10	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$306k	-2%	4.9k	62.47	View chart
Zscaler Incorporated (ZS)	0.0	$300k		1.0k	299.66	View chart
Sprott Asset Management Physical Silver (PSLV)	0.0	$298k		19k	15.70	View chart
Corning Incorporated (GLW)	0.0	$298k	NEW	3.6k	82.02	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$296k		496.00	596.03	View chart
Invesco Exchange Traded Fd T Pharmaceuticals (PJP)	0.0	$291k		3.1k	92.49	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$284k		2.9k	96.53	View chart
AFLAC Incorporated (AFL)	0.0	$282k		2.5k	111.70	View chart
Truist Financial Corp equities (TFC)	0.0	$279k		6.1k	45.72	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$274k		5.1k	53.40	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.0	$268k		9.6k	27.81	View chart
Linde SHS (LIN)	0.0	$268k	-7%	564.00	475.37	View chart
Northrop Grumman Corporation (NOC)	0.0	$266k	-12%	437.00	609.32	View chart
Ishares Tr Core Msci Euro (IEUR)	0.0	$258k		3.8k	68.12	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$258k	+4%	866.00	297.81	View chart
Pfizer (PFE)	0.0	$256k	-17%	10k	25.48	View chart
Renaissance Re Holdings Ltd Cmn (RNR)	0.0	$254k		1.0k	254.33	View chart
Ishares Tr U.s. Pharma Etf (IHE)	0.0	$253k		3.5k	72.55	View chart
Lowe's Companies (LOW)	0.0	$247k	-16%	981.00	251.31	View chart
Travelers Companies (TRV)	0.0	$244k		872.00	279.22	View chart
Enterprise Products Partners (EPD)	0.0	$242k		7.7k	31.27	View chart
Uber Technologies (UBER)	0.0	$241k		2.5k	97.97	View chart
3M Company (MMM)	0.0	$241k		1.6k	155.16	View chart
Illinois Tool Works (ITW)	0.0	$237k	+4%	908.00	260.76	View chart
Reddit Cl A (RDDT)	0.0	$235k	NEW	1.0k	229.99	View chart
Medtronic SHS (MDT)	0.0	$234k		2.5k	95.24	View chart
Intuitive Surgical Com New (ISRG)	0.0	$233k	+3%	521.00	447.23	View chart
S&T Ban (STBA)	0.0	$226k		6.0k	37.59	View chart
Owl Rock Capital Corporation (OBDC)	0.0	$226k		18k	12.77	View chart
Nextera Energy (NEE)	0.0	$223k		3.0k	75.48	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.0	$223k		1.6k	138.44	View chart
ConocoPhillips (COP)	0.0	$221k		2.3k	94.60	View chart
Emerson Electric (EMR)	0.0	$218k		1.7k	131.17	View chart
Colgate-Palmolive Company (CL)	0.0	$218k		2.7k	79.95	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$216k	NEW	1.8k	120.72	View chart
Waste Management (WM)	0.0	$216k	+2%	977.00	220.77	View chart
Deere & Company (DE)	0.0	$213k		465.00	457.42	View chart
Union Pacific Corporation (UNP)	0.0	$212k	-20%	897.00	236.35	View chart
PNC Financial Services (PNC)	0.0	$212k	NEW	1.1k	200.91	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.0	$207k	NEW	2.2k	94.30	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.0	$206k	NEW	8.9k	23.08	View chart
Autodesk (ADSK)	0.0	$201k	NEW	634.00	317.67	View chart
Uranium Energy (UEC)	0.0	$133k		10k	13.34	View chart
Empire St Rlty Op Unit Ltd Prt 60 (OGCP)	0.0	$129k	-8%	17k	7.51	View chart
Mannkind Corp Com New (MNKD)	0.0	$125k		23k	5.37	View chart
IRIDEX Corporation (IRIX)	0.0	$116k	+53%	101k	1.15	View chart
Recursion Pharmaceuticals In Cl A (RXRX)	0.0	$82k	+6%	17k	4.88	View chart
Advisorshares Tr Pure Us Cannabis (MSOS)	0.0	$56k		12k	4.79	View chart

Past Filings by Apexium Financial

SEC 13F filings are viewable for Apexium Financial going back to 2018

Apexium Financial 2025 Q3 filed Nov. 18, 2025
Apexium Financial 2025 Q2 filed July 22, 2025
Apexium Financial 2024 Q4 filed Jan. 22, 2025
Apexium Financial 2024 Q3 filed Oct. 15, 2024
Apexium Financial 2024 Q2 filed Aug. 6, 2024
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

View all past filings

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