StockDriftsStockDriftsTop 50 Apexium Financial, Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 22.52% | 695.0K | $463.0M | +0.58%(+3.99K) | $399.52(+72.58%) | 2025-09-30 | |
| IVV | ISHARES TR | 13.15% | 403.9K | $270.3M | +2.72%(+10.71K) | $441.65(+56.81%) | 2025-09-30 | |
| SHDG | ADVISOR MANAGED PORTFOLIOS | 6.91% | 4.49M | $142.1M | -2.59%(-119.23K) | $23.97(+36.50%) | 2025-09-30 | |
| QQQ | INVESCO QQQ TR | 5.53% | 189.2K | $113.6M | -1.20%(-2.30K) | $288.56(+115.02%) | 2025-09-30 | |
| AAPL | APPLE INC | 2.96% | 239.1K | $60.9M | -2.22%(-5.43K) | $165.17(+56.83%) | 2025-09-30 | |
| MOAT | VANECK ETF TRUST | 2.83% | 588.0K | $58.3M | +0.50%(+2.90K) | $69.90(+52.87%) | 2025-09-30 | |
| QUAL | ISHARES TR | 2.28% | 240.6K | $46.8M | +1.55%(+3.67K) | $122.73(+64.92%) | 2025-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 2.02% | 1.52M | $41.5M | +4.33%(+63.06K) | $25.51(+11.41%) | 2025-09-30 | |
| IYW | ISHARES TR | 1.97% | 206.7K | $40.5M | +2.12%(+4.29K) | $90.13(+121.65%) | 2025-09-30 | |
| XLG | INVESCO EXCHANGE TRADED FD T | 1.57% | 560.8K | $32.3M | +0.96%(+5.34K) | $30.80(+93.90%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.12% | +86.63% | — | — | +86.63% |
| Top 20 Holdings Unweighted | +22.02% | +81.68% | — | — | +81.68% |
Apexium Financial, Lp reports $2.06B in US-listed equity holdings across 288 positions in its most recent 13F filing. Its largest disclosed positions are SPY (22.5%), IVV (13.2%) and SHDG (6.9%). The top 20 holdings account for 72.67% of reported assets. Its disclosed equity book has returned +86.63% on a three-year cumulative basis. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Apexium Financial, Lp’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1765285). View Apexium Financial, Lp’s 13F filings on SEC