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CIK: 0001764387
Total reported value
$8.2B
$8.2B
1195 檔
9.0%
During the Q4 2024 filing period, Apollon Wealth Management, LLC (CIK: 0001764387) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $8.2B across 1195 reported positions.
In Q4 2024, Apollon Wealth Management, LLC displayed an active expansion posture, initiating 10 new positions and adding to 35 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1195 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.65% | -0.45% | +21.90% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.08% | -0.05% | +33.43% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.51% | -0.37% | +13.70% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.77% | -0.53% | +19.28% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.09% | +0.04% | +144.13% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.91% | +0.14% | +12.14% | |
| 7 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.74% | +0.25% | -0.32% | |
| 8 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.54% | +0.10% | +1.04% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.51% | -0.06% | +16.58% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.19% | -0.01% | +199.41% | |
| 11 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.19% | -0.01% | +63.18% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.12% | -0.10% | +2.88% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.07% | -0.06% | +11.75% | |
| 14 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.02% | -0.11% | +15.37% | |
| 15 | HCRB | Hartford Core Bond ETF | ETF-Other | 0.93% | -0.05% | +4.77% | |
| 16 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 0.93% | -0.06% | +6.41% | |
| 17 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.90% | +0.02% | +1843.06% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.90% | -0.05% | +10.38% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.90% | +0.01% | +18.07% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.82% | -0.19% | +747.67% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.81% | -0.08% | +23.42% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.81% | +0.04% | +16.98% | |
| 23 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.78% | -0.02% | +5.94% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.78% | +0.02% | +7.93% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.78% | -0.17% | +14.01% | |
| 26 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.76% | -0.06% | -8.03% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.74% | +0.37% | +18.09% | |
| 28 | DFAI | Dimensional International Co | ETF-Other | 0.73% | +0.22% | +5.61% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.72% | -0.22% | +20.51% | |
| 30 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.72% | — | +92.81% | |
| 31 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.69% | -0.02% | +360.46% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.69% | -0.02% | +14.41% | |
| 33 | CMDT | Pimco Commodity Active Strat | ETF-Commodities | 0.63% | -0.03% | +3.58% | |
| 34 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 0.61% | — | — | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.58% | -0.10% | +14.20% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | -0.05% | +42.89% | |
| 37 | SCHH | Schwab US Reit ETF | ETF-Other | 0.53% | — | +1.32% | |
| 38 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.52% | — | +6258.11% | |
| 39 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.51% | — | — | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.51% | -0.20% | +32.43% | |
| 41 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.50% | +0.16% | +4.24% | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.50% | -0.11% | +105.83% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.48% | -0.04% | +21.46% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.44% | -0.20% | +7.33% | |
| 45 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.42% | +0.09% | +2.26% | |
| 46 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.42% | +0.15% | +7.93% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.41% | -0.01% | +1.85% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-Other | 0.41% | — | +573.65% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.39% | +0.02% | +24.62% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.38% | -0.05% | +15.78% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1.1% | +144.13% | Add |
| 2 | VGT | Vanguard Info Tech ETF | +0.9% | +1843.06% | Add |
| 3 | QUAL | Ishares Msci USA Quality Fac | +0.7% | +747.67% | Add |
| 4 | FDIS | Fidelity Msci Cons Discr Ind | +0.6% | NEW | New buy |
| 5 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.5% | NEW | New buy |
| 6 | IBTG | Ishares Ibonds Dec 2026 Term | +0.5% | +6258.11% | Add |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.4% | +33.43% | Add |
| 8 | VB | Vanguard Small-cap ETF | +0.3% | +573.65% | Add |
| 9 | BSV | Vanguard Short-term Bond ETF | +0.3% | +1410.99% | Add |
| 10 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.3% | NEW | New buy |
| 11 | QQQM | Invesco Nasdaq 100 ETF | +0.3% | +793.01% | Add |
| 12 | AAPL | Apple Inc | +0.3% | +21.90% | Add |
| 13 | DIA | Ss Spdr Dow Jones Indus Avg | +0.3% | +63.18% | Add |
| 14 | IYZ | Ishares US Telecommunication | +0.3% | NEW | New buy |
| 15 | VDC | Vanguard Consumer Staple ETF | +0.3% | NEW | New buy |
| 16 | BLK | Blackrock Inc | +0.3% | NEW | New buy |
| 17 | OPER | Clearshares Ultra-short Matu | +0.2% | NEW | New buy |
| 18 | IGM | Ishares Expanded Tech Sector | +0.2% | +4166.08% | Add |
| 19 | IYR | Ishares US Real Estate ETF | +0.2% | +92.81% | Add |
| 20 | FHLC | Fidelity Msci Health Care | +0.2% | NEW | New buy |
| 21 | TSLA | Tesla Inc | +0.2% | +7.93% | Add |
| 22 | FLOT | Ishares Floating Rate Bond E | +0.2% | +826.00% | Add |
| 23 | PEP | Pepsico Inc | +0.2% | +105.83% | Add |
| 24 | IBHH | Ishares Ibonds 2028 Tm Hy In | +0.2% | NEW | New buy |
| 25 | VCIT | Vanguard Int-term Corporate | +0.2% | +1380.13% | Add |
| 26 | VGIT | Vanguard Intermediate-term T | +0.2% | NEW | New buy |
| 27 | AMZN | Amazon.com Inc | +0.1% | +12.14% | Add |
| 28 | V | Visa Inc-class A Shares | +0.1% | +42.89% | Add |
| 29 | WM | Waste Management Inc | +0.1% | +174.29% | Add |
| 30 | USRT | Ishares Core US Reit ETF | +0.1% | +707.95% | Add |
| 31 | AVGO | Broadcom Inc | +0.1% | +2.88% | Add |
| 32 | JPST | Jpmorgan Ultra-short Income | +0.1% | +272.20% | Add |
| 33 | NVDA | Nvidia CORP | +0.1% | +13.70% | Add |
| 34 | WMT | Walmart Inc | +0.1% | +32.43% | Add |
| 35 | MCD | Mcdonald's CORP | +0.1% | +81.53% | Add |
| 36 | GOOG | Alphabet Inc-cl C | +0.1% | +18.09% | Add |
| 37 | JPM | Jpmorgan Chase & Co | 0% | +14.01% | Add |
| 38 | GOOGL | Alphabet Inc-cl A | 0% | +10.38% | Add |
| 39 | COST | Costco Wholesale CORP | 0% | +20.51% | Add |
| 40 | SCHG | Schwab US Large-cap Growth | — | +360.46% | Add |
| 41 | QQQ | Invesco Qqq Trust Series 1 | 0% | +16.58% | Add |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +18.07% | Add |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +23.42% | Add |
| 44 | IJH | Ishares Core S&p Midcap ETF | 0% | +16.98% | Add |
| 45 | MSFT | Microsoft CORP | -0.1% | +19.28% | Add |
| 46 | BLKCHF | Blackrock Inc | -0.2% | EXIT | Sold out |
| 47 | IYC | Ishares US Consumer Discreti | -0.4% | -98.52% | Trim |
| 48 | IYW | Ishares Ustechnology ETF | -0.4% | -66.25% | Trim |
| 49 | EFA | Ishares Msci Eafe ETF | -0.5% | -74.58% | Trim |
| 50 | IJK | Ishares S&p Mid-cap 400 Grow | -0.5% | -89.76% | 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 1195 disclosed positions in Q4 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 9.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
FDIS
市值: $26.7M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $7.7M
During Q4 2024, Apollon Wealth Management, LLC's top holdings by market value included AAPL (4.7%)、IVV (4.1%)、NVDA (3.5%). The largest single position, AAPL, represented 4.7% of total portfolio value.
In Q4 2024, Apollon Wealth Management, LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 35 positions, trimming 4 holdings, and fully liquidating 1 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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