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 | $2,055,657,342 | +$47,231,190 | -$19,349,615 | +$27,881,575 | SPY, IVV, SHDG, QQQ, AAPL | 13F-HR | 17 Nov 2025, 17:38 |
| Q2 2025 | 278 | $1,884,677,271 | +$84,179,641 | -$29,454,717 | +$54,724,924 | SPY, IVV, SHDG, QQQ, MOAT | 13F-HR | 22 Jul 2025, 07:34 |
| Q1 2025 | 278 | $1,676,960,651 | +$121,840,945 | -$10,638,584 | +$111,202,361 | SPY, IVV, SHDG, QQQ, AAPL | 13F-HR | 14 May 2025, 16:05 |
| Q4 2024 | 259 | $1,647,709,458 | +$149,584,196 | -$9,205,140 | +$140,379,056 | SPY, IVV, SHDG, QQQ, MOAT | 13F-HR | 22 Jan 2025, 09:15 |
| Q3 2024 | 236 | $1,516,741,651 | +$68,315,671 | -$25,560,249 | +$42,755,422 | SPY, IVV, SHDG, QQQ, MOAT | 13F-HR | 15 Oct 2024, 06:13 |
| Q2 2024 | 227 | $1,399,803,882 | +$59,308,820 | -$11,927,463 | +$47,381,357 | SPY, IVV, SHDG, QQQ, MOAT | 13F-HR | 05 Aug 2024, 17:35 |
| Q1 2024 | 226 | $1,318,722,394 | +$27,615,133 | -$206,081,837 | -$178,466,704 | SPY, IVV, SHDG, QQQ, MOAT | 13F-HR | 19 Apr 2024, 09:40 |
| Q4 2023 | 270 | $1,391,686,997 | +$323,879,647 | -$40,538,527 | +$283,341,120 | SPY, IVV, SHDG, QQQ, AAPL | 13F-HR | 08 Feb 2024, 10:00 |
| Q3 2023 | 212 | $997,546,432 | +$32,924,826 | -$105,191,352 | -$72,266,526 | SPY, IVV, QQQ, MOAT, AAPL | 13F-HR | 24 Oct 2023, 18:01 |
| Q2 2023 | 221 | $1,129,529,932 | +$35,319,081 | -$11,532,548 | +$23,786,533 | SPY, IVV, SHDG, QQQ, AAPL | 13F-HR | 14 Aug 2023, 14:59 |
| Q1 2023 | 211 | $1,019,341,154 | +$14,623,345 | -$40,450,391 | -$25,827,046 | SPY, IVV, SHDG, QQQ, AAPL | 13F-HR | 17 May 2023, 12:47 |
| Q4 2022 | 205 | $963,756,474 | +$137,889,016 | -$27,846,970 | +$110,042,046 | SPY, IVV, SHDG, QQQ, MOAT | 13F-HR | 14 Feb 2023, 13:27 |
| Q3 2022 | 195 | $804,783,000 | +$643,171,387 | -$209,941 | +$642,961,446 | SPY, IVV, QQQ, AAPL, MOAT | 13F-HR | 14 Nov 2022, 06:07 |
| Q2 2022 | 95 | $173,897,000 | +$33,116,793 | -$15,120,285 | +$17,996,508 | SPY, AAPL, IVV, QQQ, QUAL | 13F-HR | 28 Jul 2022, 07:46 |
| Q1 2022 | 97 | $187,388,000 | +$1,558,822 | -$1,775,152 | -$216,330 | SPY, AAPL, QUAL, QQQ, MOAT | Restatement | 22 Apr 2022, 12:00 |
| Q4 2021 | 96 | $193,751,000 | +$8,729,828 | -$4,514,658 | +$4,215,170 | SPY, AAPL, QUAL, QQQ, MOAT | 13F-HR | 19 Jan 2022, 17:14 |
| Q3 2021 | 90 | $173,054,000 | +$19,308,891 | -$6,764,686 | +$12,544,205 | SPY, QUAL, AAPL, MOAT, QQQ | 13F-HR | 12 Oct 2021, 12:31 |
| Q2 2021 | 80 | $160,988,000 | +$18,662,721 | -$4,777,381 | +$13,885,340 | SPY, QUAL, AAPL, QQQ, MOAT | 13F-HR | 15 Jul 2021, 14:42 |
| Q1 2021 | 75 | $136,268,000 | +$5,996,505 | -$776,713 | +$5,219,792 | SPY, AAPL, QUAL, QQQ, MOAT | 13F-HR | 14 May 2021, 17:06 |
| Q4 2020 | 77 | $126,415,000 | +$2,292,097 | -$14,027,345 | -$11,735,248 | SPY, AAPL, QUAL, QQQ, IVV | 13F-HR | 19 Jan 2021, 06:07 |
| Q3 2020 | 75 | $123,311,000 | +$25,648,411 | -$14,827,945 | +$10,820,466 | SPY, AAPL, QUAL, QQQ, IVV | 13F-HR | 27 Oct 2020, 11:11 |
| Q2 2020 | 73 | $110,495,000 | +$31,562,862 | -$9,754,025 | +$21,808,837 | QQQ, IVV, SPY, QUAL, AAPL | 13F-HR | 22 Jul 2020, 15:16 |
| Q1 2020 | 63 | $75,528,000 | +$24,223,192 | -$11,998,564 | +$12,224,628 | IVV, QQQ, FVD, SPY, CABO | 13F-HR | 20 Apr 2020, 12:22 |
| Q4 2019 | 79 | $77,387,000 | $0 | $0 | $0 | FVD, QQQ, SPY, IVV, CSM | 13F-HR | 08 Jan 2020, 14:56 |
| Q4 2018 | 13 | $10,421,000 | $0 | $0 | $0 | FVD, IJR, VOO, SPY, NOBL | 13F-HR | 12 Feb 2019, 10:10 |