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Home > Institutional Investor > Apexium Financial, Lp > Profile

Instuitional Investor - Apexium Financial, Lp

Fund Profile
Filing Period:
Fund Name: Apexium Financial, Lp
Portfolio Value $1,884,677,271
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 690,976 $426,919,286 22.65%
2.
Ishares Trust
 IEF 393,209 $244,143,189 12.95%
3.
Advisor Managed Portfolios
 4,605,476 $136,907,911 7.26%
4.
Invesco Qqq Tr
 191,507 $105,643,045 5.61%
5.
Vaneck Etf Trust
 585,101 $54,876,592 2.91%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)