AF

Apexium Financial, LP

13F
Apexium Financial, LP
Last update 2025-05-15 278 Stocks (28 new)
Value $1.68 Bil Turnover 7 %
Countries:
Top Holdings: SPY(22.94%)IVV(12.30%)SHDG(7.66%)QQQ(5.38%)AAPL(3.27%)
Summary Stock Picks Current Portfolio
Apexium Financial, LP Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY
SPDR S&P 500 ETF Trust
687,822
384,760.5
+2.05%
22.940
+0.46%
0.070
+16.24%
+7.25%
642,607.9
 
IVV
iShares Core S&P 500 ETF
367,103
206,275.1
+3.60%
12.300
+0.43%
0.040
+16.28%
+7.30%
623,345.3
 
SHDG
Soundwatch Hedged Equity ETF
4,616,130
128,444.7
+2.41%
7.660
+0.18%
88.430
+10.96%
+3.22%
157.0
 
QQQ
INVESCO QQQ Trust
192,289
90,168.0
-2.47%
5.380
-0.15%
0.030
+21.72%
+9.08%
357,225.9
 
AAPL
Apple Inc
246,608
54,779.1
+16.93%
3.270
+0.47%
0.000
+3.15%
-16.49%
3,115,912.0
Hardware
MOAT
VanEck Morningstar Wide Moat ETF
578,126
50,875.1
+0.24%
3.030
+0.01%
0.400
+16.33%
+3.63%
12,997.8
 
SCHD
Schwab US Dividend Equity ETF
1,356,970
37,940.9
+3.38%
2.260
+0.07%
0.050
+7.73%
+1.86%
71,146.6
 
QUAL
iShares MSCI USA Quality Factor ETF
220,986
37,764.3
+0.39%
2.250
+0.01%
0.080
+11.80%
+3.73%
53,275.9
 
IYW
iShares U.S. Technology ETF
200,929
28,218.4
-2.86%
1.680
-0.06%
0.160
+28.31%
+9.97%
21,678.6
 
COWZ
Pacer US Cash Cows 100 ETF
507,700
27,801.7
+10.35%
1.660
+0.16%
0.130
+12.37%
+0.65%
21,167.8
 

Apexium Financial, LP's Historical Top Holdings Breakdowns

Apexium Financial, LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
USFR
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
2025-03-31
Add
Add
+0.59%
●
50.29 ($50.4) 50.5
$50.40
0%
Add 189.81%
300,569
196,855
AAPL
Apple Inc
2025-03-31
Add
Add
+0.47%
●
209.68 ($231.67) 247.1
$208.62
-9.95%
Add 16.93%
246,608
35,709
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+0.46%
●
551.42 ($587.78) 612.93
$624.81
6.30%
Add 2.05%
687,822
13,801
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+0.43%
●
554.06 ($590.51) 615.85
$627.74
6.30%
Add 3.6%
367,103
12,756
MINT
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
2025-03-31
Add
Add
+0.42%
●
100.32 ($100.52) 100.76
$100.33
-0.18%
Add 114.1%
130,118
69,343
JPM
JPMorgan Chase & Co
2025-03-31
Add
Add
+0.33%
●
225.19 ($254.94) 279.95
$288.70
13.24%
Add 92.13%
46,792
22,438
JEPI
JPMorgan Equity Premium Income ETF
2025-03-31
Add
Add
+0.29%
●
56.17 ($58.26) 59.71
$56.83
-2.45%
Add 90.78%
179,372
85,353
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
2025-03-31
Add
Add
+0.20%
●
51.45 ($55.7) 58.51
$54.41
-2.32%
Add 111.61%
119,466
63,009
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.19%
●
375.39 ($407.71) 447.2
$503.02
23.38%
Add 20.02%
50,606
8,440
SHDG
Soundwatch Hedged Equity ETF
2025-03-31
Add
Add
+0.18%
●
27.83 ($29.23) 30.24
$30.06
2.84%
Add 2.41%
4,616,130
108,525

Apexium Financial, LP Total Holding History ($B)

To

Apexium Financial, LP's Asset Allocation

To

Apexium Financial, LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Apexium Financial, LP's Hypothetical Growth since 2025-03-31

Apexium Financial, LP's Yearly Returns

Year Portfolio % % Excess Gain %

Apexium Financial, LP's Holdings Heat Map

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Apexium Financial, LP's Holdings Bubble Chart

Apexium Financial, LP News

  • 1

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