News + Filings Holdings
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Apexium Financial, LP
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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SYNTAX ETF TRUST
| SSLY | Common | 23,021 | 23,021 | 994,132,000 | 994,132,000 | 0.09 | |
Hist
| 06/30/2023 |
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INVESCO EXCHANGE TRADED FD T
| RSP | Common | 5,153 | 5,153 | 771,095,000 | 771,095,000 | 0.07 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IEFA | Common | 8,833 | 8,833 | 596,228,000 | 596,228,000 | 0.05 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VB | ETF | 2,737 | 2,737 | 544,362,000 | 544,362,000 | 0.05 | |
Hist
| 06/30/2023 |
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CNA FINANCIAL CORP
| CNA | Common | 8,960 | 8,960 | 346,035,000 | 346,035,000 | 0.03 | 0.00 |
Hist
| 06/30/2023 |
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LOCKHEED MARTIN CORP
| LMT | Common | 578 | 578 | 266,100,000 | 266,100,000 | 0.02 | 0.00 |
Hist
| 06/30/2023 |
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MORGAN STANLEY
| MS | Common | 2,904 | 2,904 | 248,002,000 | 248,002,000 | 0.02 | |
Hist
| 06/30/2023 |
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QUALCOMM INC/DE
| QCOM | Common | 2,080 | 2,080 | 247,629,000 | 247,629,000 | 0.02 | |
Hist
| 06/30/2023 |
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Philip Morris International Inc.
| PM | Common | 2,351 | 2,351 | 230,344,000 | 230,344,000 | 0.02 | |
Hist
| 06/30/2023 |
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SELECT SECTOR SPDR TRUST
| XLY | Common | 1,293 | 1,293 | 219,543,000 | 219,543,000 | 0.02 | |
Hist
| 06/30/2023 |
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Mondelez International, Inc.
| MDLZ | COM | 2,899 | 2,899 | 212,373,000 | 212,373,000 | 0.02 | |
Hist
| 06/30/2023 |
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SCHWAB CHARLES CORP
| SCHW | Common | 3,711 | 3,711 | 210,339,000 | 210,339,000 | 0.02 | 0.00 |
Hist
| 06/30/2023 |
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DOW CHEMICAL CO /DE/
| DOW | COM | 3,912 | 3,912 | 208,334,000 | 208,334,000 | 0.02 | |
Hist
| 06/30/2023 |
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NOVARTIS AG
| NVS | ADR | 2,061 | 2,061 | 207,976,000 | 207,976,000 | 0.02 | |
Hist
| 06/30/2023 |
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VANGUARD SCOTTSDALE FUNDS
| VCSH | Common | 2,696 | 2,696 | 203,979,000 | 203,979,000 | 0.02 | |
Hist
| 06/30/2023 |
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