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CIK: 0001764387
Total reported value
$8.2B
$8.2B
1099 檔
6.5%
In Q2 2024, Apollon Wealth Management, LLC's U.S. equity holdings reached a combined market value of $8.2B, distributed across 1099 disclosed stock positions.
During Q2 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 1099 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.13% | -0.45% | -0.80% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.58% | -0.05% | +10.97% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.40% | -0.37% | +907.43% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.14% | -0.53% | +0.48% | |
| 5 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 2.06% | +0.25% | -1.44% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.95% | +0.14% | +1.40% | |
| 7 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.81% | +0.10% | +7.40% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.72% | -0.06% | -5.14% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.41% | -0.01% | -11.46% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.27% | -0.06% | +15.15% | |
| 11 | HCRB | Hartford Core Bond ETF | ETF-Other | 1.14% | -0.05% | +9.69% | |
| 12 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 1.13% | -0.06% | +9.15% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.09% | +0.04% | -11.98% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.00% | -0.05% | -0.84% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.97% | +0.01% | +6.14% | |
| 16 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.96% | -0.11% | +17.10% | |
| 17 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.94% | -0.02% | +10.10% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 0.88% | -0.10% | +2.78% | |
| 19 | DFAI | Dimensional International Co | ETF-Other | 0.87% | +0.22% | +3812.11% | |
| 20 | PGX | Invesco Preferred ETF | ETF-Other | 0.86% | — | +2034.89% | |
| 21 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.86% | — | -0.39% | |
| 22 | PCY | Invesco Emerging Markets Sov | ETF-Emerging Markets | 0.83% | — | +1.27% | |
| 23 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.79% | -0.01% | -43.76% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.79% | -0.08% | -0.33% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.78% | +0.37% | +0.12% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.78% | -0.02% | -10.46% | |
| 27 | CMDT | Pimco Commodity Active Strat | ETF-Commodities | 0.78% | -0.03% | — | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.74% | -0.17% | -1.56% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.71% | -0.22% | +1.44% | |
| 30 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.66% | -0.01% | +4.36% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.66% | -0.02% | +6.51% | |
| 32 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.64% | +0.16% | +6.84% | |
| 33 | SCHH | Schwab US Reit ETF | ETF-Other | 0.64% | — | +10.19% | |
| 34 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.61% | -0.06% | +31.08% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.60% | -0.10% | +1.79% | |
| 36 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.59% | — | +6.23% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.58% | -0.20% | +15.83% | |
| 38 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.57% | -0.01% | +959.19% | |
| 39 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.54% | — | +1245.91% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.51% | -0.01% | +0.51% | |
| 41 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.51% | +0.19% | +117.87% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.50% | -0.04% | -5.81% | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.50% | +0.03% | -1.20% | |
| 44 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.47% | +0.09% | +9.47% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.47% | +0.02% | -6.58% | |
| 46 | MUB | Ishares National Muni Bond E | ETF-Other | 0.45% | -0.01% | +1.33% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | -0.05% | +4.47% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.43% | -0.05% | +5.15% | |
| 49 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.40% | -0.03% | +3.58% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.39% | -0.03% | -3.75% |
According to official SEC Form 13F filings, Apollon Wealth Management, LLC reported a total U.S. public equity portfolio value of $8.2B across 1099 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, IVV, NVDA) accounted for 6.5% of total reported equity market value during Q2 2024.
During Q2 2024, Apollon Wealth Management, LLC's top holdings by market value included AAPL (4.1%)、IVV (3.6%)、NVDA (3.4%). The largest single position, AAPL, represented 4.1% of total portfolio value.
In Q2 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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