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CIK: 0001765285
Total reported value
$2.1B
$2.1B
278 檔
42.1%
In Q1 2025, Apexium Financial, LP's U.S. equity holdings reached a combined market value of $2.1B, distributed across 278 disclosed stock positions.
In Q1 2025, Apexium Financial, LP displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 278 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 22.94% | -0.42% | +2.05% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.30% | +0.85% | +3.60% | |
| 3 | SHDG | Soundwatch Hedged Equity ETF | ETF-Other | 7.66% | -0.75% | +2.41% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.38% | +0.15% | -2.47% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.27% | -0.31% | +16.93% | |
| 6 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 3.03% | -0.19% | +0.24% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.26% | -0.24% | +3.38% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.25% | +0.03% | +0.39% | |
| 9 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.68% | +0.29% | -2.86% | |
| 10 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.66% | -0.14% | +10.35% | |
| 11 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.48% | +0.09% | -0.51% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.19% | -0.13% | +8.32% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.13% | +0.13% | +20.02% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.11% | +0.45% | -2.75% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.05% | +0.26% | +5.14% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.90% | -0.11% | -2.32% | |
| 17 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.90% | -0.33% | +189.81% | |
| 18 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.84% | — | +11.36% | |
| 19 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.78% | -0.25% | +114.10% | |
| 20 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.75% | +0.03% | +2.61% | |
| 21 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.73% | — | +1.05% | |
| 22 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.69% | +0.25% | +10.51% | |
| 23 | DSTL | Distillate US Fundamental St | ETF-Other | 0.69% | +0.01% | +4.89% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | — | +92.13% | |
| 25 | SMOT | Vaneck Morningstar Smid Moat | ETF-Other | 0.67% | — | +3.63% | |
| 26 | FVD | First Trust Value Line Dvd | ETF-Other | 0.67% | — | -3.51% | |
| 27 | BND | Vanguard Total Bond Market | ETF-Other | 0.65% | +0.18% | +29.34% | |
| 28 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.61% | +0.12% | +90.78% | |
| 29 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.61% | +0.08% | -1.13% | |
| 30 | XLK | Ss Technology Select Sector | ETF-Tech | 0.58% | +0.06% | +4.22% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | +0.16% | -1.25% | |
| 32 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.53% | +0.35% | +18.66% | |
| 33 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.53% | — | +4.67% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.49% | — | -0.09% | |
| 35 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 0.49% | — | +9.55% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.48% | -0.03% | +11.70% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.43% | — | -9.16% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.40% | +0.03% | +2.21% | |
| 39 | VV | Vanguard Large-cap ETF | ETF-Other | 0.40% | — | -0.06% | |
| 40 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.38% | +0.19% | +20.18% | |
| 41 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.38% | — | +6.08% | |
| 42 | XLV | Ss Health Care Select Sector | ETF-Other | 0.38% | -0.15% | +37.19% | |
| 43 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.37% | +0.16% | +111.61% | |
| 44 | CSM | Proshares Large Cap Core Plu | ETF-Large Cap & Growth | 0.36% | — | -1.08% | |
| 45 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.35% | +0.03% | — | |
| 46 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.35% | — | +0.20% | |
| 47 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.32% | — | -1.52% | |
| 48 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.30% | — | +49.96% | |
| 49 | VTV | Vanguard Value ETF | ETF-Other | 0.27% | — | +29.80% | |
| 50 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.26% | -0.14% | -6.87% |
According to official SEC Form 13F filings, Apexium Financial, LP reported a total U.S. public equity portfolio value of $2.1B across 278 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, IVV, SHDG) accounted for 42.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPY
市值: $384.8M
During Q1 2025, Apexium Financial, LP's top holdings by market value included SPY (22.9%)、IVV (12.3%)、SHDG (7.7%). The largest single position, SPY, represented 22.9% of total portfolio value.
In Q1 2025, Apexium Financial, LP made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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