Apexium Financial, LP - Portfolio overview

Apexium Financial, LP has 288 reported holdings in this dataset, with the latest filing dated 2025-11-18.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. SPY - SPDR S&P 500 ETF TR, 22.52%
2. IVV - ISHARES TR, 13.15%
3. SHDG - ADVISOR MANAGED PORTFOLIOS, 6.91%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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