Apexium Financial as of Dec. 31, 2018
Portfolio Holdings for Apexium Financial
Apexium Financial holds 13 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| First Trust Value Line Dividend Indx Fnd (FVD) | 20.3 | $2.1M | 73k | 29.08 | |
| iShares S&P SmallCap 600 Index (IJR) | 15.0 | $1.6M | 23k | 69.31 | |
| Vanguard S&p 500 Etf idx (VOO) | 12.9 | $1.3M | 5.8k | 229.76 | |
| Spdr S&p 500 Etf (SPY) | 8.0 | $832k | 3.3k | 250.00 | |
| Proshares Tr S&p 500 Aristo (NOBL) | 7.2 | $754k | 13k | 60.55 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 7.1 | $736k | 3.2k | 233.21 | |
| Apple (AAPL) | 6.4 | $670k | 4.3k | 157.65 | |
| Danaher Corporation (DHR) | 5.8 | $602k | 5.8k | 103.15 | |
| WisdomTree MidCap Dividend Fund (DON) | 4.6 | $483k | 15k | 31.60 | |
| Consumer Staples Select Sect. SPDR (XLP) | 4.4 | $461k | 9.1k | 50.80 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 3.3 | $345k | 4.1k | 83.64 | |
| iShares Lehman Aggregate Bond (AGG) | 3.0 | $313k | 2.9k | 106.46 | |
| Coca-Cola Company (KO) | 2.0 | $204k | 4.3k | 47.46 |
