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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 $1,647,709,458
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 674,021 $395,030,161 23.97%
2.
Ishares Trust
 IEF 354,347 $208,596,700 12.65%
3.
Advisor Managed Portfolios
 4,507,605 $131,252,451 7.96%
4.
Invesco Qqq Tr
 197,156 $100,791,888 6.11%
5.
Vaneck Etf Trust
 576,735 $53,477,739 3.24%
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)