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 52.07% of Apexium Financial's stock portfolio.
- Added to shares of these 10 stocks: SHDG (+$116M), AAPL (+$28M), AVB (+$21M), MSFT (+$20M), AMZN (+$18M), LLY (+$6.3M), GOOG (+$5.8M), TSLA (+$5.5M), SCHD, WMT.
- Started 63 new stock positions in AVB, BLK, UPS, BDX, HYT, ADM, NOC, SHDG, NKE, ZS.
- Reduced shares in these 10 stocks: Trust For Advised Portfolios (-$9.4M), SPY (-$9.1M), CSM, QQQ, QQQJ, MUB, TIP, VOO, FDG, IGM.
- Sold out of its positions in FHLC, FBND, INFL, Trust For Advised Portfolios, Vivos Therapeutics.
- Apexium Financial was a net buyer of stock by $284M.
- Apexium Financial has $1.4B in assets under management (AUM), dropping by 39.52%.
- Central Index Key (CIK): 0001765285
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Apexium Financial holds 270 positions in its portfolio as reported in the December 2023 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) | 22.8 | $317M | -2% | 667k | 475.31 |
|
Ishares Tr Core S&p500 Etf (IVV) | 10.2 | $142M | 297k | 477.63 |
|
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Advisor Managed Portfolios Soundwatch Hedgd (SHDG) | 8.3 | $116M | NEW | 4.7M | 24.48 |
|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 6.0 | $83M | -2% | 203k | 409.52 |
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Apple (AAPL) | 4.8 | $67M | +73% | 347k | 192.53 |
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 3.0 | $42M | +2% | 491k | 84.87 |
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Microsoft Corporation (MSFT) | 2.1 | $29M | +234% | 77k | 376.04 |
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Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.0 | $28M | 193k | 147.14 |
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Amazon (AMZN) | 1.8 | $25M | +259% | 163k | 151.94 |
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Ishares Tr U.s. Tech Etf (IYW) | 1.7 | $24M | -2% | 193k | 122.75 |
|
Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.6 | $22M | +26% | 287k | 76.13 |
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AvalonBay Communities (AVB) | 1.5 | $21M | NEW | 110k | 187.22 |
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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 1.4 | $20M | -2% | 518k | 37.72 |
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Pacer Fds Tr Us Cash Cows 100 (COWZ) | 1.1 | $16M | +9% | 299k | 51.99 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.1 | $16M | -6% | 35k | 436.81 |
|
First Tr Value Line Divid In SHS (FVD) | 0.9 | $13M | -5% | 315k | 40.56 |
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.8 | $12M | +9% | 139k | 82.96 |
|
Ishares Tr Core S&p Scp Etf (IJR) | 0.8 | $12M | -4% | 106k | 108.25 |
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Proshares Tr S&p 500 Dv Arist (NOBL) | 0.8 | $11M | 112k | 95.20 |
|
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NVIDIA Corporation (NVDA) | 0.8 | $11M | +3% | 21k | 495.22 |
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Ishares Tr Core Div Grwth (DGRO) | 0.7 | $10M | +6% | 193k | 53.82 |
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Spdr Ser Tr S&p Divid Etf (SDY) | 0.6 | $9.0M | -5% | 72k | 124.97 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.6 | $8.8M | +56% | 29k | 303.17 |
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Select Sector Spdr Tr Technology (XLK) | 0.6 | $8.0M | 42k | 192.48 |
|
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Alphabet Cap Stk Cl C (GOOG) | 0.5 | $7.6M | +335% | 54k | 140.93 |
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.5 | $7.5M | +18% | 45k | 168.54 |
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Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $7.3M | -10% | 74k | 99.25 |
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Proshares Tr Large Cap Cre (CSM) | 0.5 | $7.3M | -21% | 133k | 54.77 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $6.7M | +77% | 48k | 139.69 |
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Eli Lilly & Co. (LLY) | 0.5 | $6.7M | +1819% | 11k | 582.92 |
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Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.5 | $6.5M | 37k | 175.22 |
|
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Tesla Motors (TSLA) | 0.4 | $6.2M | +736% | 25k | 248.48 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $6.2M | +27% | 17k | 356.66 |
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Etf Ser Solutions Distillate Us (DSTL) | 0.4 | $6.1M | +24% | 124k | 49.37 |
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Vanguard Index Fds Large Cap Etf (VV) | 0.4 | $5.6M | -12% | 26k | 218.15 |
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Vanguard World Esg Us Stk Etf (ESGV) | 0.4 | $5.6M | 66k | 85.06 |
|
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Arch Cap Group Ord (ACGL) | 0.4 | $5.1M | 69k | 74.27 |
|
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Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $5.1M | -3% | 66k | 78.03 |
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J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.4 | $4.9M | +43% | 97k | 50.96 |
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Wells Fargo & Company (WFC) | 0.3 | $4.8M | 99k | 49.22 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $4.8M | +9% | 65k | 73.55 |
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Wal-Mart Stores (WMT) | 0.3 | $4.7M | +1684% | 30k | 157.65 |
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Vaneck Etf Trust Morningstar Smid (SMOT) | 0.3 | $4.5M | +478% | 144k | 31.50 |
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Ishares Tr Expnd Tec Sc Etf (IGM) | 0.3 | $4.4M | -18% | 9.8k | 448.18 |
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Public Service Enterprise (PEG) | 0.3 | $4.3M | 70k | 61.15 |
|
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Vaneck Etf Trust Semiconductr Etf (SMH) | 0.3 | $4.0M | +5% | 23k | 174.87 |
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International Business Machines (IBM) | 0.3 | $4.0M | +404% | 24k | 163.55 |
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J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $3.9M | +126% | 71k | 54.98 |
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Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $3.7M | +237% | 22k | 165.25 |
|
Lowe's Companies (LOW) | 0.3 | $3.7M | NEW | 17k | 222.55 |
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Ishares Tr Glob Hlthcre Etf (IXJ) | 0.3 | $3.7M | 42k | 86.72 |
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Chevron Corporation (CVX) | 0.3 | $3.6M | +311% | 25k | 149.16 |
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Regeneron Pharmaceuticals (REGN) | 0.3 | $3.5M | NEW | 4.0k | 878.29 |
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Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $3.5M | +19% | 13k | 262.26 |
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $3.2M | -7% | 44k | 72.03 |
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Ford Motor Company (F) | 0.2 | $2.8M | +1181% | 233k | 12.19 |
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Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $2.8M | +13% | 36k | 77.02 |
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Vanguard Index Fds Growth Etf (VUG) | 0.2 | $2.7M | -3% | 8.8k | 310.88 |
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UnitedHealth (UNH) | 0.2 | $2.6M | +4% | 5.0k | 526.52 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $2.6M | +4% | 19k | 136.38 |
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Oracle Corporation (ORCL) | 0.2 | $2.6M | +468% | 25k | 105.43 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $2.5M | -3% | 9.1k | 277.14 |
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JPMorgan Chase & Co. (JPM) | 0.2 | $2.4M | +45% | 14k | 170.10 |
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Johnson & Johnson (JNJ) | 0.2 | $2.4M | +42% | 15k | 156.74 |
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $2.4M | +111% | 15k | 157.80 |
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $2.3M | +19% | 6.2k | 376.87 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $2.2M | +93% | 11k | 200.71 |
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Goldman Sachs (GS) | 0.2 | $2.2M | +7% | 5.7k | 385.77 |
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Illumina (ILMN) | 0.2 | $2.2M | NEW | 16k | 139.24 |
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Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $2.1M | +24% | 20k | 105.43 |
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Merck & Co (MRK) | 0.1 | $2.1M | +5% | 19k | 109.02 |
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Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $2.0M | 4.2k | 483.96 |
|
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Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $2.0M | 12k | 164.42 |
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Shopify Cl A (SHOP) | 0.1 | $2.0M | 26k | 77.90 |
|
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Vanguard World Fds Consum Dis Etf (VCR) | 0.1 | $2.0M | -3% | 6.5k | 304.55 |
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Visa Com Cl A (V) | 0.1 | $2.0M | +104% | 7.6k | 260.35 |
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Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.1 | $1.9M | -48% | 69k | 26.99 |
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Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.9M | NEW | 16k | 117.22 |
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Select Sector Spdr Tr Indl (XLI) | 0.1 | $1.9M | -2% | 16k | 113.99 |
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American Centy Etf Tr Focused Dynamic (FDG) | 0.1 | $1.8M | -35% | 26k | 71.19 |
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McDonald's Corporation (MCD) | 0.1 | $1.8M | +209% | 5.9k | 296.52 |
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Ishares Tr Global Tech Etf (IXN) | 0.1 | $1.7M | 26k | 68.18 |
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Ishares Tr Tips Bd Etf (TIP) | 0.1 | $1.7M | -44% | 16k | 107.49 |
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Essex Property Trust (ESS) | 0.1 | $1.7M | NEW | 6.9k | 247.94 |
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First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.1 | $1.7M | -7% | 33k | 51.67 |
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Blackrock Esg Cap Allc Term Shs Ben Int (ECAT) | 0.1 | $1.6M | NEW | 100k | 16.13 |
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Select Sector Spdr Tr Financial (XLF) | 0.1 | $1.6M | -4% | 43k | 37.60 |
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Adobe Systems Incorporated (ADBE) | 0.1 | $1.6M | +2% | 2.7k | 596.60 |
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Select Sector Spdr Tr Energy (XLE) | 0.1 | $1.6M | +23% | 19k | 83.84 |
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Intel Corporation (INTC) | 0.1 | $1.6M | +156% | 31k | 50.25 |
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Invesco Exch Traded Fd Tr Ii S&p 500 Ex Rat (XRLV) | 0.1 | $1.5M | -8% | 32k | 47.40 |
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Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.5M | 10k | 149.50 |
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Meta Platforms Cl A (META) | 0.1 | $1.5M | 4.3k | 353.96 |
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Home Depot (HD) | 0.1 | $1.4M | +20% | 4.0k | 346.56 |
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Vornado Rlty Tr Sh Ben Int (VNO) | 0.1 | $1.4M | NEW | 49k | 28.25 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.4M | +106% | 5.8k | 237.21 |
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Select Sector Spdr Tr Communication (XLC) | 0.1 | $1.4M | -6% | 19k | 72.66 |
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Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.1 | $1.3M | 23k | 59.24 |
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Johnson Ctls Intl SHS (JCI) | 0.1 | $1.3M | NEW | 23k | 57.64 |
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $1.3M | +111% | 22k | 57.96 |
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Advanced Micro Devices (AMD) | 0.1 | $1.2M | 8.3k | 147.41 |
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Boeing Company (BA) | 0.1 | $1.2M | +46% | 4.7k | 260.66 |
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Thermo Fisher Scientific (TMO) | 0.1 | $1.2M | +203% | 2.3k | 530.79 |
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Wisdomtree Tr Us Midcap Divid (DON) | 0.1 | $1.2M | -13% | 26k | 45.69 |
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Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.2M | +5% | 8.9k | 130.92 |
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Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $1.2M | -16% | 8.0k | 143.64 |
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Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $1.1M | -38% | 14k | 82.04 |
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Darden Restaurants (DRI) | 0.1 | $1.1M | NEW | 6.6k | 164.30 |
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Coca-Cola Company (KO) | 0.1 | $1.1M | +84% | 18k | 58.93 |
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Ishares Tr National Mun Etf (MUB) | 0.1 | $1.1M | -56% | 9.8k | 108.41 |
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Broadcom (AVGO) | 0.1 | $1.0M | +20% | 938.00 | 1116.25 |
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Archer Daniels Midland Company (ADM) | 0.1 | $1.0M | NEW | 15k | 72.22 |
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Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $998k | NEW | 10k | 100.27 |
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Exxon Mobil Corporation (XOM) | 0.1 | $996k | +5% | 10k | 99.98 |
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At&t (T) | 0.1 | $990k | +7% | 59k | 16.78 |
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Vanguard World Fds Financials Etf (VFH) | 0.1 | $971k | 11k | 92.26 |
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Syntax Etf Tr Stratified Us Tt (SHUS) | 0.1 | $953k | 24k | 40.48 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $944k | -13% | 13k | 75.35 |
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Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $934k | NEW | 5.4k | 173.89 |
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Verizon Communications (VZ) | 0.1 | $930k | +99% | 25k | 37.70 |
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General Mills (GIS) | 0.1 | $929k | NEW | 14k | 65.14 |
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Syntax Etf Tr Stratified Smcp (SSLY) | 0.1 | $928k | -9% | 21k | 44.72 |
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Cisco Systems (CSCO) | 0.1 | $924k | +33% | 18k | 50.52 |
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Procter & Gamble Company (PG) | 0.1 | $900k | +59% | 6.1k | 146.55 |
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Chubb (CB) | 0.1 | $888k | +59% | 3.9k | 226.00 |
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Walt Disney Company (DIS) | 0.1 | $886k | +17% | 9.8k | 90.29 |
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.1 | $885k | 19k | 47.86 |
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General Dynamics Corporation (GD) | 0.1 | $885k | +7% | 3.4k | 259.67 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $866k | +39% | 12k | 70.35 |
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Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.1 | $865k | -7% | 12k | 72.15 |
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Mondelez Intl Cl A (MDLZ) | 0.1 | $865k | +310% | 12k | 72.43 |
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Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $862k | 8.2k | 105.23 |
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Stmicroelectronics N V Ny Registry (STM) | 0.1 | $857k | 17k | 50.13 |
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Comcast Corp Cl A (CMCSA) | 0.1 | $856k | +86% | 20k | 43.85 |
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Netflix (NFLX) | 0.1 | $832k | 1.7k | 486.88 |
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Cbiz (CBZ) | 0.1 | $829k | 13k | 62.59 |
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Ishares Tr S&p 100 Etf (OEF) | 0.1 | $823k | 3.7k | 223.41 |
|
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Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $817k | +69% | 20k | 40.12 |
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Washington Trust Ban (WASH) | 0.1 | $810k | NEW | 25k | 32.38 |
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Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $807k | -15% | 7.7k | 104.91 |
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Vanguard World Fds Industrial Etf (VIS) | 0.1 | $801k | 3.6k | 220.42 |
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Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $800k | 13k | 63.33 |
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Toyota Motor Corp Ads (TM) | 0.1 | $793k | 4.3k | 183.38 |
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Amgen (AMGN) | 0.1 | $789k | +2% | 2.7k | 288.00 |
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Ishares Tr U.s. Finls Etf (IYF) | 0.1 | $771k | NEW | 9.0k | 85.41 |
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Pfizer (PFE) | 0.1 | $759k | +116% | 26k | 28.79 |
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Legg Mason Etf Invt Franklin Us Low (LVHD) | 0.1 | $734k | 20k | 36.35 |
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Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.1 | $718k | +34% | 15k | 47.79 |
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Novartis Sponsored Adr (NVS) | 0.1 | $702k | +237% | 7.0k | 100.97 |
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.1 | $699k | -8% | 20k | 35.20 |
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $675k | 13k | 51.05 |
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Ishares Gold Tr Ishares New (IAU) | 0.0 | $673k | NEW | 17k | 39.03 |
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Wisdomtree Tr Floatng Rat Trea (USFR) | 0.0 | $664k | +22% | 13k | 50.24 |
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Cable One (CABO) | 0.0 | $660k | 1.2k | 556.59 |
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Bristol Myers Squibb (BMY) | 0.0 | $659k | +60% | 13k | 51.31 |
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Texas Instruments Incorporated (TXN) | 0.0 | $658k | +33% | 3.9k | 170.44 |
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Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $655k | 2.3k | 286.24 |
|
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Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $638k | NEW | 5.6k | 114.03 |
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Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $629k | +179% | 8.1k | 77.73 |
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Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $623k | NEW | 7.9k | 79.22 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $616k | +5% | 2.9k | 213.33 |
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $604k | NEW | 17k | 35.41 |
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Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $588k | 2.3k | 255.32 |
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Motorola Solutions Com New (MSI) | 0.0 | $556k | NEW | 1.8k | 313.09 |
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Vanguard World Fds Health Car Etf (VHT) | 0.0 | $524k | -8% | 2.1k | 250.69 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $517k | +10% | 11k | 47.90 |
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Spdr Ser Tr S&p Regl Bkg (KRE) | 0.0 | $510k | 9.7k | 52.43 |
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Costco Wholesale Corporation (COST) | 0.0 | $503k | +10% | 762.00 | 660.08 |
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Duke Energy Corp Com New (DUK) | 0.0 | $498k | 5.1k | 97.04 |
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Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $494k | NEW | 3.2k | 155.35 |
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Raytheon Technologies Corp (RTX) | 0.0 | $488k | NEW | 5.8k | 84.14 |
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Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $486k | -4% | 5.7k | 85.54 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $482k | 2.8k | 170.42 |
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CVS Caremark Corporation (CVS) | 0.0 | $481k | +50% | 6.1k | 78.96 |
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Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $477k | 2.7k | 179.21 |
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Applied Materials (AMAT) | 0.0 | $475k | -3% | 2.9k | 162.05 |
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $472k | +50% | 930.00 | 507.20 |
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.0 | $469k | 9.5k | 49.44 |
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Apple Hospitality Reit Com New (APLE) | 0.0 | $465k | NEW | 28k | 16.61 |
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Mettler-Toledo International (MTD) | 0.0 | $452k | 373.00 | 1212.96 |
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salesforce (CRM) | 0.0 | $452k | +3% | 1.7k | 263.21 |
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Bank of America Corporation (BAC) | 0.0 | $447k | +11% | 13k | 33.67 |
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Nextera Energy (NEE) | 0.0 | $445k | +44% | 7.3k | 60.74 |
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Shell Spon Ads (SHEL) | 0.0 | $443k | 6.7k | 65.80 |
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CSX Corporation (CSX) | 0.0 | $435k | NEW | 13k | 34.67 |
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $430k | +2% | 8.0k | 53.84 |
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Charles Schwab Corporation (SCHW) | 0.0 | $419k | +54% | 6.1k | 68.80 |
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Caterpillar (CAT) | 0.0 | $418k | +20% | 1.4k | 295.60 |
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Abbvie (ABBV) | 0.0 | $416k | +32% | 2.7k | 154.99 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $401k | +13% | 9.7k | 41.10 |
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Intercontinental Exchange (ICE) | 0.0 | $391k | NEW | 3.0k | 128.43 |
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Lauder Estee Cos Cl A (EL) | 0.0 | $385k | +23% | 2.6k | 146.25 |
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Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $384k | 667.00 | 576.10 |
|
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Invesco Exchange Traded Fd T Pharmaceuticals (PJP) | 0.0 | $381k | -2% | 5.0k | 76.10 |
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Morgan Stanley Com New (MS) | 0.0 | $381k | +43% | 4.1k | 93.25 |
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CNA Financial Corporation (CNA) | 0.0 | $379k | 9.0k | 42.31 |
|
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Marriott Intl Cl A (MAR) | 0.0 | $377k | 1.7k | 225.51 |
|
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $373k | -17% | 9.3k | 40.06 |
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Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.0 | $369k | -48% | 14k | 26.65 |
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General American Investors (GAM) | 0.0 | $367k | 8.5k | 42.95 |
|
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Hca Holdings (HCA) | 0.0 | $361k | NEW | 1.3k | 270.68 |
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Starbucks Corporation (SBUX) | 0.0 | $355k | +14% | 3.7k | 96.01 |
|
Lockheed Martin Corporation (LMT) | 0.0 | $352k | +32% | 777.00 | 453.24 |
|
Qualcomm (QCOM) | 0.0 | $343k | +19% | 2.4k | 144.64 |
|
Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $343k | 22k | 15.93 |
|
|
Ishares Tr Core Msci Euro (IEUR) | 0.0 | $339k | -3% | 6.2k | 55.02 |
|
BlackRock (BLK) | 0.0 | $339k | NEW | 418.00 | 810.84 |
|
Auburn National Bancorporation (AUBN) | 0.0 | $335k | 16k | 21.28 |
|
|
Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $333k | NEW | 3.2k | 103.07 |
|
Univest Corp. of PA (UVSP) | 0.0 | $327k | 15k | 22.03 |
|
|
Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $324k | 1.2k | 273.74 |
|
|
Abbott Laboratories (ABT) | 0.0 | $317k | +38% | 2.9k | 110.07 |
|
Pepsi (PEP) | 0.0 | $316k | +6% | 1.9k | 169.82 |
|
Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $308k | NEW | 11k | 29.23 |
|
Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.0 | $304k | -13% | 6.5k | 47.03 |
|
Metropcs Communications (TMUS) | 0.0 | $303k | NEW | 1.9k | 160.35 |
|
Ishares Tr Ishares Biotech (IBB) | 0.0 | $302k | +3% | 2.2k | 135.84 |
|
Jefferies Finl Group (JEF) | 0.0 | $290k | 7.2k | 40.41 |
|
|
Honeywell International (HON) | 0.0 | $287k | NEW | 1.4k | 209.71 |
|
Ishares Tr Msci Usa Value (VLUE) | 0.0 | $286k | -28% | 2.8k | 101.17 |
|
Ishares Tr U.s. Utilits Etf (IDU) | 0.0 | $279k | -3% | 3.5k | 79.93 |
|
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $278k | NEW | 1.1k | 252.15 |
|
Paypal Holdings (PYPL) | 0.0 | $276k | NEW | 4.5k | 61.41 |
|
Kimberly-Clark Corporation (KMB) | 0.0 | $267k | +4% | 2.2k | 121.51 |
|
Target Corporation (TGT) | 0.0 | $266k | NEW | 1.9k | 142.46 |
|
United Parcel Service CL B (UPS) | 0.0 | $264k | NEW | 1.7k | 157.24 |
|
Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $261k | NEW | 743.00 | 350.87 |
|
Trimas Corp Com New (TRS) | 0.0 | $260k | 10k | 25.33 |
|
|
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $259k | -6% | 4.0k | 64.48 |
|
Nike CL B (NKE) | 0.0 | $259k | NEW | 2.4k | 108.57 |
|
Philip Morris International (PM) | 0.0 | $256k | +10% | 2.7k | 94.08 |
|
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $253k | -14% | 2.3k | 110.64 |
|
Analog Devices (ADI) | 0.0 | $248k | NEW | 1.2k | 198.63 |
|
Vanguard World Fds Consum Stp Etf (VDC) | 0.0 | $248k | 1.3k | 190.95 |
|
|
Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $238k | NEW | 1.9k | 125.14 |
|
Global X Fds Glbl X Mlp Etf (MLPA) | 0.0 | $238k | NEW | 5.4k | 44.30 |
|
Graphic Packaging Holding Company (GPK) | 0.0 | $238k | NEW | 9.6k | 24.65 |
|
Eaton Corp SHS (ETN) | 0.0 | $235k | NEW | 977.00 | 240.82 |
|
Ishares Tr Esg Msci Leadr (SUSL) | 0.0 | $234k | NEW | 2.8k | 84.38 |
|
Hologic (HOLX) | 0.0 | $233k | 3.3k | 71.45 |
|
|
Northrop Grumman Corporation (NOC) | 0.0 | $232k | NEW | 496.00 | 467.84 |
|
Rockwell Automation (ROK) | 0.0 | $230k | NEW | 740.00 | 310.48 |
|
Southern Company (SO) | 0.0 | $229k | 3.3k | 70.12 |
|
|
Kenvue (KVUE) | 0.0 | $229k | NEW | 11k | 21.53 |
|
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $228k | 1.3k | 178.79 |
|
|
Ishares Tr Global 100 Etf (IOO) | 0.0 | $227k | NEW | 2.8k | 80.52 |
|
Dow (DOW) | 0.0 | $224k | +2% | 4.1k | 54.84 |
|
Zscaler Incorporated (ZS) | 0.0 | $222k | NEW | 1.0k | 221.56 |
|
Empire St Rlty Op Unit Ltd Prt 60 (OGCP) | 0.0 | $221k | 24k | 9.27 |
|
|
EOG Resources (EOG) | 0.0 | $218k | NEW | 1.8k | 120.95 |
|
Union Pacific Corporation (UNP) | 0.0 | $217k | NEW | 883.00 | 245.50 |
|
Deere & Company (DE) | 0.0 | $215k | NEW | 538.00 | 400.11 |
|
Becton, Dickinson and (BDX) | 0.0 | $215k | NEW | 881.00 | 243.83 |
|
Ishares Tr U.s. Pharma Etf (IHE) | 0.0 | $213k | 1.1k | 185.37 |
|
|
Colgate-Palmolive Company (CL) | 0.0 | $210k | NEW | 2.6k | 79.70 |
|
Intuitive Surgical Com New (ISRG) | 0.0 | $208k | NEW | 616.00 | 337.36 |
|
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $207k | NEW | 1.2k | 180.03 |
|
Wabtec Corporation (WAB) | 0.0 | $207k | NEW | 1.6k | 126.90 |
|
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $207k | NEW | 2.3k | 91.39 |
|
Gilead Sciences (GILD) | 0.0 | $202k | NEW | 2.5k | 81.01 |
|
BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $192k | NEW | 20k | 9.43 |
|
IRIDEX Corporation (IRIX) | 0.0 | $185k | 66k | 2.81 |
|
|
Sprott Physical Silver Tr Tr Unit (PSLV) | 0.0 | $162k | 20k | 8.08 |
|
|
Warner Bros Discovery Com Ser A (WBD) | 0.0 | $148k | 13k | 11.38 |
|
|
Norfolk Southern (NSC) | 0.0 | $138k | NEW | 100k | 1.38 |
|
Advisorshares Tr Pure Us Cannabis (MSOS) | 0.0 | $111k | -55% | 16k | 7.01 |
|
Uranium Energy (UEC) | 0.0 | $64k | 10k | 6.40 |
|
|
Companhia Siderurgica Nacion Sponsored Adr (SID) | 0.0 | $62k | +3% | 16k | 3.93 |
|
Adverum Biotechnologies (ADVM) | 0.0 | $45k | NEW | 60k | 0.75 |
|
Matterport Com Cl A (MTTR) | 0.0 | $27k | -2% | 10k | 2.69 |
|
Past Filings by Apexium Financial
SEC 13F filings are viewable for Apexium Financial going back to 2018
- 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
- Apexium Financial 2020 Q2 filed July 22, 2020