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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 $1,391,824,663
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 667,361 $317,203,344 22.79%
2.
Ishares Trust
 IEF 297,101 $141,904,192 10.19%
3.
Advisor Managed Portfolios
 4,732,624 $115,853,207 8.32%
4.
Invesco Qqq Tr
 202,521 $82,936,509 5.95%
5.
Apple Inc.
 AAPL 346,991 $66,805,914 4.79%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)