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CIK: 0001764387
Total reported value
$8.2B
$8.2B
1115 檔
5.5%
As reported in its official Q1 2024 Form 13F filing, Apollon Wealth Management, LLC's tracked investment portfolio stood at $8.2B with 1115 total positions.
During Q1 2024, Apollon Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1115 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.51% | -0.45% | +1.81% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.20% | -0.05% | +108.59% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.04% | -0.53% | +1.39% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.56% | -0.37% | -10.59% | |
| 5 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 2.00% | +0.25% | +10.88% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.85% | +0.14% | +8.27% | |
| 7 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.78% | +0.10% | +61.23% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.73% | -0.06% | -5.33% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.59% | -0.01% | -5.03% | |
| 10 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.47% | -0.01% | -5.49% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.24% | +0.04% | -18.65% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.16% | -0.06% | +10.28% | |
| 13 | HCRB | Hartford Core Bond ETF | ETF-Other | 1.09% | -0.05% | — | |
| 14 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 1.08% | -0.06% | — | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.06% | -0.03% | -42.81% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.93% | +0.02% | +19.30% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.91% | +0.01% | +8.71% | |
| 18 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.90% | — | -2.56% | |
| 19 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.88% | -0.02% | +29.13% | |
| 20 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.87% | -0.11% | +207.35% | |
| 21 | PCY | Invesco Emerging Markets Sov | ETF-Emerging Markets | 0.86% | — | — | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.86% | -0.05% | -3.45% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.84% | -0.08% | -0.88% | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.83% | -0.02% | -3.05% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.77% | -0.17% | +0.29% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.73% | -0.10% | +0.35% | |
| 27 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 0.71% | -0.01% | +26.46% | |
| 28 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.69% | -0.01% | -49.43% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.68% | -0.10% | -3.16% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.67% | +0.37% | +4.15% | |
| 31 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.65% | — | -4.96% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.62% | -0.22% | +3.38% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | -0.02% | +6.90% | |
| 34 | SCHH | Schwab US Reit ETF | ETF-Other | 0.61% | — | +22.10% | |
| 35 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.60% | — | +16.79% | |
| 36 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.59% | +0.16% | +35.39% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.57% | -0.04% | -13.00% | |
| 38 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.55% | — | +11.69% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | -0.20% | +9.03% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.51% | -0.01% | +4.83% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.51% | +0.03% | -1.00% | |
| 42 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.47% | -0.06% | +265.19% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.47% | -0.05% | -6.30% | |
| 44 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.46% | +0.09% | — | |
| 45 | MUB | Ishares National Muni Bond E | ETF-Other | 0.46% | -0.01% | +6.05% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.46% | +0.02% | +5.68% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | -0.03% | -8.57% | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.42% | -0.03% | +2.83% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.41% | -0.05% | -3.04% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.40% | +0.02% | -5.31% |
According to official SEC Form 13F filings, Apollon Wealth Management, LLC reported a total U.S. public equity portfolio value of $8.2B across 1115 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, IVV, MSFT) accounted for 5.5% of total reported equity market value during Q1 2024.
During Q1 2024, Apollon Wealth Management, LLC's top holdings by market value included AAPL (3.5%)、IVV (3.2%)、MSFT (3.0%). The largest single position, AAPL, represented 3.5% of total portfolio value.
In Q1 2024, Apollon Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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