13F-HR filed by Apexium Financial, LP
Apexium Financial, LP filed this 13F-HR for the quarter ended 2018-12-31, filed 2019-02-12, with 13 holding rows worth $10,421,000.
- Accession
- 0001214659-19-001010
- Filer
- CIK 1765285
- Filed
- 2019-02-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2018
A holdings report, 20 entries on the cover page, a total value of $10,421,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $10,421,000 with VALUE read as thousands by filing date, 13F file number 028-19109. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| FIRST TR VALUE LINE DIVID IN | 33734H106 | SHS | 72,811 | $2,117,000 | thousands by filing date | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 22,561 | $1,564,000 | thousands by filing date | |
| Vanguard S&P 500 ETF | 922908363 | COM | 5,832 | $1,340,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 3,328 | $832,000 | thousands by filing date | |
| PROSHARES TR | 74348A467 | S&P 500 DV ARIST | 12,453 | $754,000 | thousands by filing date | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 3,156 | $736,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 4,250 | $670,000 | thousands by filing date | |
| Danaher Corporation | 235851102 | COM | 5,836 | $602,000 | thousands by filing date | |
| WISDOMTREE TR | 97717W505 | US MIDCAP DIVID | 15,279 | $483,000 | thousands by filing date | |
| SELECT SECTOR SPDR TR | 81369Y308 | STATE STREET CON | 9,075 | $461,000 | thousands by filing date | |
| ISHARES TR | 464287457 | COM | 4,125 | $345,000 | thousands by filing date | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 2,940 | $313,000 | thousands by filing date | |
| Coca-Cola Company | 191216100 | COM | 4,298 | $204,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214659-19-001010 | this filing | 2019-02-12 | acceptance time not in the bulk data set |