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CIK: 0001764387
Total reported value
$8.2B
$8.2B
1317 檔
11.8%
In Q3 2025, Apollon Wealth Management, LLC's U.S. equity holdings reached a combined market value of $8.2B, distributed across 1317 disclosed stock positions.
In Q3 2025, Apollon Wealth Management, LLC displayed an active expansion posture, initiating 3 new positions and adding to 37 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1317 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.33% | -0.37% | +1.60% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.83% | -0.45% | -1.26% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.74% | -0.05% | +3.22% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.38% | -0.53% | +4.19% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.01% | +0.04% | +1.82% | |
| 6 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.91% | +0.25% | -1.61% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.87% | +0.14% | +3.22% | |
| 8 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.68% | +0.10% | +1.52% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.55% | -0.10% | +1.12% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.28% | -0.05% | +6.54% | |
| 11 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 1.25% | -0.06% | -0.78% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.17% | -0.02% | +5.01% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.10% | -0.17% | +7.42% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.97% | -0.06% | +1.06% | |
| 15 | HCRB | Hartford Core Bond ETF | ETF-Other | 0.95% | -0.05% | +1.11% | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.93% | -0.19% | +1.72% | |
| 17 | DFAI | Dimensional International Co | ETF-Other | 0.93% | +0.22% | +1.29% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.89% | +0.04% | +5.21% | |
| 19 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.89% | +0.02% | +1.04% | |
| 20 | IQLT | Ishares Msci International Q | ETF-Other | 0.86% | +0.17% | +3.80% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.82% | +0.37% | -0.78% | |
| 22 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.81% | +0.02% | +1.66% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.81% | -0.22% | +4.74% | |
| 24 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.80% | -0.11% | -8.27% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.79% | -0.08% | +1.37% | |
| 26 | CMDT | Pimco Commodity Active Strat | ETF-Commodities | 0.74% | -0.03% | +2.68% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.69% | +0.02% | +2.88% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.68% | +0.01% | -1.11% | |
| 29 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.67% | +0.16% | +2.11% | |
| 30 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.63% | -0.06% | -20.92% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.62% | -0.20% | +1.09% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.62% | -0.10% | +1.33% | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 0.59% | -0.04% | +3.91% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.58% | — | +11.20% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.56% | -0.07% | +9.76% | |
| 36 | NFLX | Netflix Inc | Stock-Comm Services | 0.55% | +0.04% | +3.35% | |
| 37 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.54% | +0.13% | +1.51% | |
| 38 | MA | Mastercard Inc - A | Stock-Financials | 0.51% | +0.02% | +4.49% | |
| 39 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.50% | +0.15% | +1.90% | |
| 40 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.47% | +0.09% | +2.24% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.46% | -0.05% | -0.86% | |
| 42 | IBM | Intl Business Machines CORP | Stock-Tech | 0.46% | -0.05% | +4.24% | |
| 43 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.42% | — | +1.51% | |
| 44 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.41% | — | +1.82% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.41% | -0.01% | +0.22% | |
| 46 | BX | Blackstone Inc | Stock-Financials | 0.40% | -0.03% | +2.78% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.39% | -0.06% | +12.75% | |
| 48 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.39% | -0.08% | +17.20% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.38% | -0.04% | +1.59% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.20% | +5.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | +1.60% | Add |
| 2 | AVGO | Broadcom Inc | +0.6% | +1.12% | Add |
| 3 | MSFT | Microsoft CORP | +0.6% | +4.19% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | +6.54% | Add |
| 5 | CGDV | Cap Group Dividend Value | +0.3% | +84.70% | Add |
| 6 | ORCL | Oracle CORP | +0.3% | +3.91% | Add |
| 7 | HYDB | Ishares High Yield Systemati | +0.2% | +0.93% | Add |
| 8 | GS | Goldman Sachs Group Inc | +0.2% | +7.61% | Add |
| 9 | TSLA | Tesla Inc | +0.2% | +2.88% | Add |
| 10 | PLTR | Palantir Technologies Inc-a | +0.2% | +21.55% | Add |
| 11 | GEV | GE Vernova Inc | +0.2% | +6.22% | Add |
| 12 | CGGO | Cap Group Global Growth | +0.2% | +81.15% | Add |
| 13 | GOOG | Alphabet Inc-cl C | +0.2% | -0.78% | Trim |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | +7.42% | Add |
| 15 | CGGR | Cap Group Growth Equity | +0.2% | +157.46% | Add |
| 16 | IBM | Intl Business Machines CORP | +0.2% | +4.24% | Add |
| 17 | QQQI | Neos Nasdaq-100 High Inc ETF | +0.2% | +245.07% | Add |
| 18 | SHOP | Shopify Inc - Class A | +0.1% | +17.20% | Add |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +5.01% | Add |
| 20 | VGT | Vanguard Info Tech ETF | +0.1% | +1.04% | Add |
| 21 | GLW | Corning Inc | +0.1% | +5.89% | Add |
| 22 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +52.89% | Add |
| 23 | SMH | Vaneck Semiconductor ETF | +0.1% | +2.23% | Add |
| 24 | VUG | Vanguard Growth ETF | +0.1% | +60.34% | Add |
| 25 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +86.94% | Add |
| 26 | WM | Waste Management Inc | +0.1% | +8.06% | Add |
| 27 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +9.76% | Add |
| 28 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +1.06% | Add |
| 29 | NFLX | Netflix Inc | +0.1% | +3.35% | Add |
| 30 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +0.22% | Add |
| 31 | VONG | Vanguard Russell 1000 Growth | 0% | -1.61% | Trim |
| 32 | VOO | Vanguard S&p 500 ETF | 0% | +1.82% | Add |
| 33 | IJH | Ishares Core S&p Midcap ETF | 0% | +5.21% | Add |
| 34 | IVV | Ishares Core S&p 500 ETF | — | +3.22% | Add |
| 35 | WMT | Walmart Inc | — | +1.09% | Add |
| 36 | AVEM | Avantis Emerging Markets Eq | 0% | +2.11% | Trim |
| 37 | PTRB | Pgim Total Return Bond ETF | 0% | -0.78% | Add |
| 38 | QUAL | Ishares Msci USA Quality Fac | -0.1% | +1.72% | Add |
| 39 | AMZN | Amazon.com Inc | -0.1% | +3.22% | Add |
| 40 | AVLV | Avantis US Large Cap Value | -0.2% | +1.52% | Add |
| 41 | FDIS | Fidelity Msci Cons Discr Ind | -0.2% | -96.33% | Trim |
| 42 | FISV | Fiserv Inc | -0.3% | -25.84% | Trim |
| 43 | JNK | Ss Spdr Bb High Yield Bond | -0.3% | -7.86% | Trim |
| 44 | MUB | Ishares National Muni Bond E | -0.4% | -10.40% | Trim |
| 45 | AAPL | Apple Inc | -0.4% | -1.26% | Trim |
| 46 | JEPI | Jpmorgan Equity Premium Inco | -0.5% | -8.27% | Trim |
| 47 | JEPQ | JPM Nasdaq Equity Premium | -0.5% | -20.92% | Trim |
| 48 | HMOP | Hartford Municipal Opp ETF | — | NEW | New buy |
| 49 | CGUS | Cap Group Core Equity | — | NEW | New buy |
| 50 | CGBL | Cap Group Core Balanced | — | NEW | New buy |
According to official SEC Form 13F filings, Apollon Wealth Management, LLC reported a total U.S. public equity portfolio value of $8.2B across 1317 disclosed positions in Q3 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 NVDA, AAPL, IVV) accounted for 11.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
HMOP
市值: $16.7M
Top Position Liquidated / Trimmed
AAPL
前期市值: $192.0M
During Q3 2025, Apollon Wealth Management, LLC's top holdings by market value included NVDA (4.3%)、AAPL (3.8%)、IVV (3.7%). The largest single position, NVDA, represented 4.3% of total portfolio value.
In Q3 2025, Apollon Wealth Management, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 37 positions, trimming 10 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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