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CIK: 0001764387
Total reported value
$8.2B
$8.2B
1131 檔
7.0%
According to the latest 13F quarterly dataset, Apollon Wealth Management, LLC managed an equity portfolio of $8.2B at the end of Q3 2024, spanning 1131 distinct U.S. exchange-listed positions.
In Q3 2024, Apollon Wealth Management, LLC displayed an active expansion posture, initiating 4 new positions and adding to 33 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1131 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.35% | -0.45% | +2.50% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.68% | -0.05% | +4.98% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.42% | -0.37% | +10.12% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.91% | -0.53% | +3.60% | |
| 5 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 2.00% | +0.25% | +1.48% | |
| 6 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.85% | +0.10% | +4.74% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.77% | +0.14% | +1.80% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.52% | -0.06% | -6.53% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.42% | -0.01% | +3.19% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.30% | -0.06% | +2.83% | |
| 11 | HCRB | Hartford Core Bond ETF | ETF-Other | 1.14% | -0.05% | +2.83% | |
| 12 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.12% | -0.11% | +19.81% | |
| 13 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 1.12% | -0.06% | +2.77% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.03% | +0.04% | -3.92% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.00% | -0.10% | +1028.20% | |
| 16 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.98% | -0.06% | +74.43% | |
| 17 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.92% | -0.02% | +3.55% | |
| 18 | DFAI | Dimensional International Co | ETF-Other | 0.92% | +0.22% | +6.03% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.91% | +0.01% | -4.06% | |
| 20 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.89% | -0.01% | +12.16% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.88% | -0.05% | +3.91% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.85% | +0.04% | +214.72% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.82% | -0.08% | -1.37% | |
| 24 | CMDT | Pimco Commodity Active Strat | ETF-Commodities | 0.79% | -0.03% | +11.42% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.74% | -0.17% | +2.46% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.72% | -0.02% | +3.73% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.71% | -0.22% | +3.11% | |
| 28 | SCHH | Schwab US Reit ETF | ETF-Other | 0.70% | — | +2.36% | |
| 29 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.69% | -0.02% | -7.46% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.67% | +0.37% | +1.97% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.65% | -0.10% | -0.50% | |
| 32 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.65% | +0.16% | +3.54% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.60% | -0.02% | +426.66% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.57% | +0.02% | +0.14% | |
| 35 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.55% | -0.01% | +179.08% | |
| 36 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.55% | -0.01% | -0.62% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | -0.20% | -1.25% | |
| 38 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.50% | +0.09% | +7.81% | |
| 39 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.50% | — | — | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.49% | +0.03% | -7.27% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.49% | -0.04% | -3.61% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.49% | -0.01% | -2.67% | |
| 43 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.48% | +0.15% | — | |
| 44 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.46% | +0.19% | -1.20% | |
| 45 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.42% | -0.06% | +45.43% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.42% | -0.20% | +0.07% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.42% | -0.05% | -2.85% | |
| 48 | MUB | Ishares National Muni Bond E | ETF-Other | 0.42% | -0.01% | -0.96% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.42% | -0.05% | +0.74% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | -0.03% | +0.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | +0.6% | +214.72% | Add |
| 2 | IYR | Ishares US Real Estate ETF | +0.5% | NEW | New buy |
| 3 | EFA | Ishares Msci Eafe ETF | +0.5% | +426.66% | Add |
| 4 | XSMO | Invesco S&p Smallcap Momentu | +0.5% | NEW | New buy |
| 5 | JEPQ | JPM Nasdaq Equity Premium | +0.4% | +74.43% | Add |
| 6 | IYC | Ishares US Consumer Discreti | +0.4% | NEW | New buy |
| 7 | IDU | Ishares US Utilities ETF | +0.4% | +1289.01% | Add |
| 8 | IYW | Ishares Ustechnology ETF | +0.3% | +179.08% | Add |
| 9 | IYF | Ishares US Financials ETF | +0.3% | +1161.01% | Add |
| 10 | AAPL | Apple Inc | +0.2% | +2.50% | Add |
| 11 | JEPI | Jpmorgan Equity Premium Inco | +0.2% | +19.81% | Add |
| 12 | AVGO | Broadcom Inc | +0.1% | +1028.20% | Add |
| 13 | IAGG | Ishares Intl Aggregate Bond | +0.1% | +45.43% | Add |
| 14 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +250.43% | Add |
| 15 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.1% | +77.97% | Add |
| 16 | IVV | Ishares Core S&p 500 ETF | +0.1% | +4.98% | Add |
| 17 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | +12.16% | Add |
| 18 | TSLA | Tesla Inc | +0.1% | +0.14% | Add |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | +0.1% | +998.21% | Add |
| 20 | MBSF | Regan Floating Rate Mbs ETF | +0.1% | NEW | New buy |
| 21 | SCHH | Schwab US Reit ETF | +0.1% | +2.36% | Add |
| 22 | META | Meta Platforms Inc-class A | +0.1% | +3.73% | Add |
| 23 | DFAI | Dimensional International Co | +0.1% | +6.03% | Add |
| 24 | HD | Home Depot Inc | +0.1% | -0.50% | Trim |
| 25 | IBM | Intl Business Machines CORP | +0.1% | -1.33% | Trim |
| 26 | JSI | Jh Securitized Income ETF | +0.1% | +71.31% | Add |
| 27 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | +27.41% | Add |
| 28 | AVLV | Avantis US Large Cap Value | 0% | +4.74% | Add |
| 29 | WMT | Walmart Inc | 0% | +0.07% | Add |
| 30 | ABBV | Abbvie Inc | 0% | +3.78% | Add |
| 31 | IEFA | Ishares Core Msci Eafe ETF | 0% | +2.83% | Add |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -1.37% | Trim |
| 33 | AVUV | Avantis US Small Cap Value | 0% | +7.81% | Add |
| 34 | NVDA | Nvidia CORP | 0% | +10.12% | Add |
| 35 | SCHX | Schwab US Large-cap ETF | 0% | +3.19% | Add |
| 36 | CMDT | Pimco Commodity Active Strat | 0% | +11.42% | Add |
| 37 | AVEM | Avantis Emerging Markets Eq | 0% | +3.54% | Add |
| 38 | HCRB | Hartford Core Bond ETF | — | +2.83% | Add |
| 39 | PTRB | Pgim Total Return Bond ETF | 0% | +2.77% | Add |
| 40 | VONG | Vanguard Russell 1000 Growth | -0.1% | +1.48% | Add |
| 41 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -30.82% | Trim |
| 42 | VTV | Vanguard Value ETF | -0.1% | -36.56% | Trim |
| 43 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | -6.53% | Trim |
| 44 | VTIP | Vanguard Short-term Tips | -0.2% | -85.88% | Trim |
| 45 | SCHM | Schwab US Mid Cap ETF | -0.5% | -92.65% | Trim |
| 46 | VBK | Vanguard Small-cap Grwth ETF | -0.5% | -89.01% | Trim |
| 47 | OMFL | Invesco Russell 1000 Dyn M/f | -0.6% | -84.05% | Trim |
| 48 | PGX | Invesco Preferred ETF | -0.7% | -85.64% | Trim |
| 49 | PCY | Invesco Emerging Markets Sov | -0.8% | -99.22% | Trim |
| 50 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.8% | -95.40% | Trim |
According to official SEC Form 13F filings, Apollon Wealth Management, LLC reported a total U.S. public equity portfolio value of $8.2B across 1131 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, IVV, NVDA) accounted for 7.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
IYR
市值: $17.7M
Top Position Liquidated / Trimmed
QQQ
前期市值: $56.3M
During Q3 2024, Apollon Wealth Management, LLC's top holdings by market value included AAPL (4.3%)、IVV (3.7%)、NVDA (3.4%). The largest single position, AAPL, represented 4.3% of total portfolio value.
In Q3 2024, Apollon Wealth Management, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 33 positions, trimming 13 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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