Notify me when Apexium Financial, LP files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 288 | $2.06B | +$47.2M | -$19.3M | +$27.9M | SPY, IVV, SHDG, QQQ, AAPL | 13F-HR | 17 Nov 2025, 17:38 |
| Q2 2025 | 278 | $1.88B | +$84.2M | -$29.5M | +$54.7M | SPY, IVV, SHDG, QQQ, MOAT | 13F-HR | 22 Jul 2025, 07:34 |
| Q1 2025 | 278 | $1.68B | +$122M | -$10.6M | +$111M | SPY, IVV, SHDG, QQQ, AAPL | 13F-HR | 14 May 2025, 16:05 |
| Q4 2024 | 259 | $1.65B | +$150M | -$9.21M | +$140M | SPY, IVV, SHDG, QQQ, MOAT | 13F-HR | 22 Jan 2025, 09:15 |
| Q3 2024 | 236 | $1.52B | +$68.3M | -$25.6M | +$42.8M | SPY, IVV, SHDG, QQQ, MOAT | 13F-HR | 15 Oct 2024, 06:13 |
| Q2 2024 | 227 | $1.4B | +$59.3M | -$11.9M | +$47.4M | SPY, IVV, SHDG, QQQ, MOAT | 13F-HR | 05 Aug 2024, 17:35 |
| Q1 2024 | 226 | $1.32B | +$27.6M | -$206M | -$178M | SPY, IVV, SHDG, QQQ, MOAT | 13F-HR | 19 Apr 2024, 09:40 |
| Q4 2023 | 269 | $1.39B | +$324M | -$40.5M | +$283M | SPY, IVV, SHDG, QQQ, AAPL | 13F-HR | 08 Feb 2024, 10:00 |
| Q3 2023 | 222 | $998M | +$32.9M | -$105M | -$72.3M | SPY, IVV, QQQ, MOAT, AAPL | 13F-HR | 24 Oct 2023, 18:01 |
| Q2 2023 | 226 | $1.13B | +$35.3M | -$11.5M | +$23.8M | SPY, IVV, SHDG, QQQ, AAPL | 13F-HR | 14 Aug 2023, 15:59 |
| Q1 2023 | 211 | $1.02B | +$14.6M | -$38.3M | -$23.7M | SPY, IVV, SHDG, QQQ, AAPL | 13F-HR | 17 May 2023, 12:47 |
| Q4 2022 | 205 | $964M | +$138M | -$25.9M | +$112M | SPY, IVV, SHDG, QQQ, MOAT | 13F-HR | 14 Feb 2023, 12:27 |
| Q3 2022 | 195 | $805M | +$643M | -$3.94K | +$643M | SPY, IVV, QQQ, AAPL, MOAT | 13F-HR | 14 Nov 2022, 05:07 |
| Q2 2022 | 95 | $174M | +$37M | -$11.7M | +$25.3M | SPY, AAPL, IVV, QQQ, QUAL | 13F-HR | 28 Jul 2022, 07:46 |
| Q1 2022 | 91 | $187M | +$1.56M | -$1.57M | -$10.3K | SPY, AAPL, QUAL, QQQ, MOAT | Restatement | 22 Apr 2022, 12:00 |
| Q4 2021 | 96 | $194M | +$8.73M | -$3.59M | +$5.14M | SPY, AAPL, QUAL, QQQ, MOAT | 13F-HR | 19 Jan 2022, 16:14 |
| Q3 2021 | 90 | $173M | +$19.3M | -$6.76M | +$12.5M | SPY, QUAL, AAPL, MOAT, QQQ | 13F-HR | 12 Oct 2021, 12:31 |
| Q2 2021 | 80 | $161M | +$18.7M | -$4.78M | +$13.9M | SPY, QUAL, AAPL, QQQ, MOAT | 13F-HR | 15 Jul 2021, 14:42 |
| Q1 2021 | 75 | $136M | +$6M | -$704K | +$5.29M | SPY, AAPL, QUAL, QQQ, MOAT | 13F-HR | 14 May 2021, 17:06 |
| Q4 2020 | 77 | $126M | +$2.29M | -$13.8M | -$11.5M | SPY, AAPL, QUAL, QQQ, IVV | 13F-HR | 19 Jan 2021, 05:07 |
| Q3 2020 | 75 | $123M | +$25.6M | -$14.2M | +$11.5M | SPY, AAPL, QUAL, QQQ, IVV | 13F-HR | 27 Oct 2020, 11:11 |
| Q2 2020 | 73 | $110M | +$31.6M | -$5.63M | +$25.9M | QQQ, IVV, SPY, QUAL, AAPL | 13F-HR | 22 Jul 2020, 15:16 |
| Q1 2020 | 61 | $75.4M | +$24.2M | -$4.67M | +$19.6M | IVV, QQQ, FVD, SPY, CABO | 13F-HR | 20 Apr 2020, 12:22 |
| Q4 2019 | 79 | $77.3M | FVD, QQQ, SPY, IVV, CSM | 13F-HR | 08 Jan 2020, 13:56 | |||
| Q4 2018 | 13 | $10.4M | FVD, IJR, VOO, SPY, NOBL | 13F-HR | 12 Feb 2019, 09:10 |