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CIK: 0001764387
Total reported value
$8.2B
$8.2B
1206 檔
8.7%
At the close of Q1 2025, Apollon Wealth Management, LLC disclosed equity holdings valued at approximately $8.2B, spread across 1206 reported holdings.
In Q1 2025, Apollon Wealth Management, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1206 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.22% | -0.45% | +7.44% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.74% | -0.05% | +0.66% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.00% | -0.37% | +10.97% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.82% | -0.53% | +19.61% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.99% | +0.04% | +4.30% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.93% | +0.14% | +22.03% | |
| 7 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.87% | +0.25% | +25.37% | |
| 8 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.84% | +0.10% | +28.18% | |
| 9 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 1.28% | -0.06% | +41.34% | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.25% | -0.11% | +29.43% | |
| 11 | HCRB | Hartford Core Bond ETF | ETF-Other | 1.25% | -0.05% | +38.12% | |
| 12 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.15% | -0.06% | +73.80% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.06% | -0.02% | +63.30% | |
| 14 | DFAI | Dimensional International Co | ETF-Other | 1.04% | +0.22% | +39.61% | |
| 15 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.01% | +0.02% | — | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.00% | -0.08% | +10.67% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.98% | -0.19% | +29.99% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 0.95% | -0.10% | +23.33% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.94% | -0.17% | +24.33% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.94% | -0.22% | +32.75% | |
| 21 | IQLT | Ishares Msci International Q | ETF-Other | 0.93% | +0.17% | +1155.48% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.93% | -0.05% | +32.25% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.91% | -0.06% | -31.11% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.88% | +0.04% | +22.58% | |
| 25 | CMDT | Pimco Commodity Active Strat | ETF-Commodities | 0.86% | -0.03% | +35.68% | |
| 26 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.78% | +0.02% | +3.47% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.76% | +0.01% | -7.27% | |
| 28 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.73% | +0.13% | +376.46% | |
| 29 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.69% | +0.16% | +39.71% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.65% | +0.37% | +13.35% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.65% | -0.10% | +24.65% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.62% | -0.20% | +31.49% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.62% | — | +73.61% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.59% | -0.05% | -0.99% | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.54% | +0.02% | +37.26% | |
| 36 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.53% | +0.15% | +38.04% | |
| 37 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.52% | +0.09% | +41.63% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.50% | +0.02% | +3.92% | |
| 39 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.49% | — | -0.59% | |
| 40 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.49% | — | -1.17% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.49% | +0.04% | +40.35% | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.49% | -0.07% | +58.27% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.20% | +2.74% | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.45% | -0.11% | -3.96% | |
| 45 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.45% | -0.06% | +33.14% | |
| 46 | MUB | Ishares National Muni Bond E | ETF-Other | 0.44% | -0.01% | +29.28% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.41% | -0.04% | -0.82% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.41% | -0.06% | -62.60% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | -0.03% | +5.28% | |
| 50 | BX | Blackstone Inc | Stock-Financials | 0.38% | -0.03% | +152.87% |
According to official SEC Form 13F filings, Apollon Wealth Management, LLC reported a total U.S. public equity portfolio value of $8.2B across 1206 disclosed positions in Q1 2025.
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 8.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $192.0M
During Q1 2025, Apollon Wealth Management, LLC's top holdings by market value included AAPL (4.2%)、IVV (3.7%)、NVDA (3.0%). The largest single position, AAPL, represented 4.2% of total portfolio value.
In Q1 2025, Apollon Wealth Management, LLC made 50 total portfolio adjustments, initiating 50 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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