Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TR | 20 | Q2 2024 | 32.2% |
APPLE INC | 20 | Q2 2024 | 9.5% |
FIRST TR VALUE LINE DIVID IN | 20 | Q2 2024 | 20.3% |
VANGUARD INDEX FDS | 20 | Q2 2024 | 12.9% |
ISHARES TR | 20 | Q2 2024 | 15.0% |
PROSHARES TR | 20 | Q2 2024 | 7.2% |
SPDR DOW JONES INDL AVRG ETF | 20 | Q2 2024 | 7.1% |
ISHARES TR | 20 | Q2 2024 | 3.0% |
SELECT SECTOR SPDR TR | 20 | Q2 2024 | 4.4% |
ISHARES TR | 20 | Q2 2024 | 3.3% |
View Apexium Financial, LP's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-08-06 |
13F-HR | 2024-04-19 |
13F-HR | 2024-02-08 |
13F-HR | 2023-10-25 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-17 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
13F-HR | 2022-07-28 |
13F-HR/A | 2022-04-22 |
View Apexium Financial, LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.