Apexium-Financial-Lp

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "IRIX",
  null,
  null,
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "OBDC",
  "MAIN",
  "JEF",
  "GOOGL",
  "AXP",
  null,
  "T",
  null,
  "CAT",
  "AVGO",
  "LOW",
  null,
  null,
  null,
  null,
  null,
  "DUK",
  null,
  "PTY",
  "RGTI",
  null,
  "UEC",
  "UVSP",
  null,
  null,
  null,
  "GD",
  "GIS",
  "AUBN",
  "HON",
  "HD",
  "MCD",
  "INTU",
  null,
  "UNP",
  "QCOM",
  "ISRG",
  "ITW",
  "AMAT",
  null,
  null,
  "MUB",
  "META",
  "MNKD",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  "BBN",
  null,
  null,
  "GAM",
  null,
  "LIN",
  null,
  null,
  "MDT",
  "MSFT",
  null,
  "MDLZ",
  "MS",
  "TMUS",
  "EVRG",
  "GE",
  "HOLX",
  "NVS",
  null,
  "BX",
  "IJR",
  "IWD",
  "ORCL",
  "NOC",
  null,
  null,
  null,
  "VHT",
  null,
  null,
  null,
  "IWF",
  null,
  null,
  "PANW",
  "PEP",
  null,
  "IVV",
  null,
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  null,
  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  null,
  null,
  "AMGN",
  null,
  null,
  null,
  "SHOP",
  "SHEL",
  "RTX",
  "GLD",
  null,
  null,
  null,
  null,
  "IBM",
  "SBUX",
  "TXN",
  "TM",
  "TMO",
  "TFC",
  "TRV",
  "UBER",
  "BIV",
  "VO",
  "SOUN",
  "VV",
  "SCHW",
  "VWO",
  null,
  "IWV",
  "PRF",
  null,
  null,
  "VIG",
  null,
  null,
  "XLB",
  "MTD",
  null,
  null,
  null,
  null,
  "BN.TO",
  null,
  "MGC",
  "TT",
  "ACGL",
  null,
  null,
  "AFL",
  "AMD",
  "SDY",
  "DRI",
  "IP",
  "WM",
  "IWR",
  "AEP",
  "SID",
  null,
  "PEG",
  null,
  "AMZN",
  null,
  null,
  null,
  null,
  null,
  null,
  "VGT",
  "ESGV",
  "VUG",
  "VFH",
  "VEA",
  "VGK",
  "MGK",
  "VXUS",
  "VBK",
  "MGV",
  "VTEB",
  "BND",
  "VBR",
  "BSV",
  "VB",
  "VOO",
  "VUSB",
  null,
  "VTV",
  "V",
  "VST",
  "WBD",
  "WMT",
  "WFC",
  null,
  null,
  null,
  null,
  null,
  "SCHD",
  "SCHG",
  "JCI",
  "SO",
  "STBA",
  "CRM",
  "RNR",
  "RVTY",
  null,
  null,
  "DIA",
  null,
  null,
  null,
  null,
  null,
  "DGRO",
  null,
  null,
  "ESGU",
  "NUE",
  null,
  "STM",
  "KMB",
  "BAC",
  "BRK-B",
  "BA",
  "BMY",
  "CBOE",
  "CBZ",
  "CVX",
  "CB",
  "CMG",
  "CSCO",
  "C",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "CEG",
  "COST",
  "CRWD",
  "DE",
  "RSP",
  "EFA",
  "USMV",
  "IWB",
  "NEE",
  "MAR",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 278
Total Value: 1676960651
Accession Number: 0001214659-25-007612
Form Type: 13F-HR
CIK: apexium-financial-lp
Manager Name: Apexium-Financial-Lp

Data Enrichment

68% identified

190 identified88 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

278 positions • $1,676,960.651K total value

278 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 7 of 14

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VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:21.5K

Value:$974.3K

78464A359

Shares:12.6K

Value:$968.8K

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:15.4K

Value:$952.5K

78464A821

Shares:12.0K

Value:$950.3K

46435G425

ESGU|46435G425

Shares:7.7K

Value:$942.4K

Broadcom Inc.

AVGO|11135F101

Shares:5.6K

Value:$942.1K

MCDONALDS CORP

MCD|580135101

Shares:3.0K

Value:$928.8K

81369Y886

Shares:11.5K

Value:$903.3K

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:8.6K

Value:$880.9K

GENERAL MILLS INC

GIS|370334104

Shares:14.5K

Value:$867.7K

92204A603

Shares:3.5K

Value:$864.7K

69374H857

Shares:23.0K

Value:$864.0K

COCA COLA CO

KO|191216100

Shares:11.8K

Value:$852.0K

ABBOTT LABORATORIES

ABT|002824100

Shares:6.2K

Value:$827.0K

464287523

Shares:4.4K

Value:$821.4K

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:2.3K

Value:$805.3K

GENERAL DYNAMICS CORP

GD|369550108

Shares:2.9K

Value:$800.0K

Chubb Ltd

CB|H1467J104

Shares:2.6K

Value:$792.7K

Tesla, Inc.

TSLA|88160R101

Shares:3.0K

Value:$790.4K

AMGEN INC

AMGN|031162100

Shares:2.5K

Value:$777.7K

Instrument	Shares		Other Manager	Value
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	21.5K	QoQ +11.92% (+2.3K) YoY +79.25% (+9.5K)	All Managers (Combined)	$974.3K	QoQ +26.94% (+$206.8K) YoY +93.78% (+$471.5K)
(cusip78464A359)✕	12.6K	QoQ -0.42% (-54) YoY +5.23% (+629)	All Managers (Combined)	$968.8K	QoQ -2.04% (-$20.3K) YoY +10.39% (+$91.2K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	15.4K	QoQ +14.06% (+1.9K) YoY +10.38% (+1.5K)	All Managers (Combined)	$952.5K	QoQ +18.89% (+$151.4K) YoY +36.47% (+$254.6K)
(cusip78464A821)✕	12.0K	QoQ +53.53% (+4.2K) YoY NEW(+12.0K)	All Managers (Combined)	$950.3K	QoQ +40.40% (+$273.5K) YoY NEW(+$950.3K)
(ESGUcusip46435G425)	7.7K	QoQ +0.22% (-17) YoY +0.55% (+43)	All Managers (Combined)	$942.4K	QoQ -5.15% (-$51.2K) YoY +6.63% (+$58.7K)
Broadcom Inc.(AVGOcusip11135F101)	5.6K	QoQ -2.10% (-121) YoY +640.39% (-4.9K)	All Managers (Combined)	$942.1K	QoQ -29.29% (-$390.4K) YoY -6.58% (-$66.5K)
MCDONALDS CORP(MCDcusip580135101)	3.0K	QoQ +10.72% (+288) YoY +56.72% (+1.1K)	All Managers (Combined)	$928.8K	QoQ +19.34% (+$150.5K) YoY +73.61% (+$393.8K)
(cusip81369Y886)✕	11.5K	QoQ -5.19% (-628) YoY -4.23% (-506)	All Managers (Combined)	$903.3K	QoQ -1.24% (-$11.4K) YoY +15.02% (-$118.0K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	8.6K	QoQ -3.60% (-321) YoY +0.25% (-22)	All Managers (Combined)	$880.9K	QoQ -18.01% (-$193.5K) YoY -42.93% (-$662.7K)
GENERAL MILLS INC(GIScusip370334104)	14.5K	QoQ NEW(+14.5K) YoY NEW(+14.5K)	All Managers (Combined)	$867.7K	QoQ NEW(+$867.7K) YoY NEW(+$867.7K)
(cusip92204A603)✕	3.5K	QoQ -1.43% (-51) YoY -4.19% (-153)	All Managers (Combined)	$864.7K	QoQ -4.09% (-$36.9K) YoY -2.84% (-$25.3K)
(cusip69374H857)✕	23.0K	QoQ +72.52% (+9.7K) YoY NEW(+23.0K)	All Managers (Combined)	$864.0K	QoQ +46.61% (+$274.7K) YoY NEW(+$864.0K)
COCA COLA CO(KOcusip191216100)	11.8K	QoQ +9.15% (+993) YoY +47.44% (+3.8K)	All Managers (Combined)	$852.0K	QoQ +26.11% (+$176.5K) YoY +72.76% (+$358.9K)
ABBOTT LABORATORIES(ABTcusip002824100)	6.2K	QoQ +83.13% (+2.8K) YoY +225.02% (+4.3K)	All Managers (Combined)	$827.0K	QoQ +114.77% (+$441.9K) YoY +279.34% (+$609.0K)
(cusip464287523)✕	4.4K	QoQ +23.61% (+834) YoY +118.14% (+2.4K)	All Managers (Combined)	$821.4K	QoQ +7.94% (+$60.5K) YoY +81.69% (+$369.3K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	2.3K	QoQ +1.24% (+28) YoY +0.97% (+22)	All Managers (Combined)	$805.3K	QoQ +4.31% (+$33.3K) YoY +11.04% (+$80.1K)
GENERAL DYNAMICS CORP(GDcusip369550108)	2.9K	QoQ -8.28% (-265) YoY -9.13% (-295)	All Managers (Combined)	$800.0K	QoQ -5.11% (-$43.1K) YoY -12.32% (-$112.4K)
Chubb Ltd(CBcusipH1467J104)	2.6K	QoQ +2.46% (+63) YoY +2.38% (+61)	All Managers (Combined)	$792.7K	QoQ +11.93% (+$84.5K) YoY +19.25% (+$128.0K)
Tesla, Inc.(TSLAcusip88160R101)	3.0K	QoQ +9.43% (-263) YoY +9.63% (+268)	All Managers (Combined)	$790.4K	QoQ -29.76% (-$335.1K) YoY +61.62% (+$301.4K)
AMGEN INC(AMGNcusip031162100)	2.5K	QoQ +4.78% (+114) YoY -6.27% (-167)	All Managers (Combined)	$777.7K	QoQ +25.26% (+$156.9K) YoY +2.72% (-$20.6K)