Apexium Financial, LP
CIK Number: 0001765285
1.65B
Market Value
254
# of Holdings
10 months
Avg. Holding Period
38.17%
Win Rate
263.55%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ET... | 559.85 | +0.75% | 674.02K | -0.04% | 395.03M | 362.86 | 23.97% |
| 2 | IVV | iShares Core S&... | 562.36 | +0.76% | 354.35K | +4.90% | 208.6M | 398.23 | 12.66% |
| 3 | VWI | Advisor Managed... | 27.36 | -0.05% | 4.51M | +3.53% | 131.25M | 24.7 | 7.97% |
| 4 | QQQ | Invesco QQQ Tru... | 469.76 | +0.17% | 197.16K | -0.66% | 100.79M | 265.13 | 6.12% |
| 5 | MOAT | VanEck Mornings... | 88.04 | +0.40% | 576.74K | +3.48% | 53.48M | 67.16 | 3.25% |
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