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CIK: 0001764387
Total reported value
$8.2B
$8.2B
1302 檔
12.0%
At the close of Q4 2025, Apollon Wealth Management, LLC disclosed equity holdings valued at approximately $8.2B, spread across 1302 reported holdings.
In Q4 2025, Apollon Wealth Management, LLC displayed an active expansion posture, initiating 1 new positions and adding to 34 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1302 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.26% | -0.37% | +0.95% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.97% | -0.45% | -0.27% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.80% | -0.05% | +1.70% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.03% | -0.53% | -1.55% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.03% | +0.04% | +1.30% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.92% | +0.14% | +0.20% | |
| 7 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.86% | +0.25% | -1.24% | |
| 8 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.73% | +0.10% | +0.90% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.63% | -0.10% | +2.31% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.62% | -0.05% | +1.13% | |
| 11 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 1.25% | -0.06% | +3.07% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.12% | -0.17% | +1.98% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.04% | -0.02% | +1.75% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.04% | +0.37% | +1.34% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.98% | -0.06% | +1.42% | |
| 16 | DFAI | Dimensional International Co | ETF-Other | 0.95% | +0.22% | -0.06% | |
| 17 | HCRB | Hartford Core Bond ETF | ETF-Other | 0.95% | -0.05% | +2.08% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.92% | +0.02% | +4.43% | |
| 19 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.90% | -0.19% | -3.03% | |
| 20 | IQLT | Ishares Msci International Q | ETF-Other | 0.88% | +0.17% | +2.61% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.88% | +0.04% | -0.27% | |
| 22 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.82% | +0.02% | +3.59% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.81% | — | +1.62% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.77% | -0.08% | -0.48% | |
| 25 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.74% | -0.11% | -5.11% | |
| 26 | CMDT | Pimco Commodity Active Strat | ETF-Commodities | 0.74% | -0.03% | +2.20% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.73% | +0.01% | +7.79% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.71% | +0.02% | +3.71% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.71% | -0.22% | -4.01% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.67% | -0.20% | +1.17% | |
| 31 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.66% | +0.16% | -0.33% | |
| 32 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.62% | -0.06% | -0.02% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.59% | -0.07% | +5.84% | |
| 34 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.53% | +0.13% | +3.69% | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.52% | +0.02% | +4.35% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.50% | -0.10% | -2.21% | |
| 37 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.48% | +0.09% | +2.24% | |
| 38 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.48% | +0.15% | +1.64% | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.47% | -0.05% | -0.44% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.46% | -0.05% | -1.50% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.44% | -0.05% | +36.48% | |
| 42 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.43% | — | +6.57% | |
| 43 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.43% | — | +6.77% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.43% | -0.01% | +5.01% | |
| 45 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.42% | -0.08% | +1.59% | |
| 46 | NFLX | Netflix Inc | Stock-Comm Services | 0.42% | +0.04% | +890.34% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | -0.03% | +2.75% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.41% | -0.06% | +3.31% | |
| 49 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.40% | -0.04% | +1.59% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.40% | -0.20% | +2.17% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.3% | +1.13% | Add |
| 2 | LLY | Eli Lilly & Co | +0.2% | +1.62% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.2% | +1.34% | Add |
| 4 | AAPL | Apple Inc | +0.2% | -0.27% | Trim |
| 5 | ROK | Rockwell Automation Inc | +0.1% | +119.31% | Add |
| 6 | ABBV | Abbvie Inc | +0.1% | +36.48% | Add |
| 7 | AVGO | Broadcom Inc | +0.1% | +2.31% | Add |
| 8 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +318.05% | Add |
| 9 | IEMG | Ishares Core Msci Emerging | +0.1% | +29.25% | Add |
| 10 | AMD | Advanced Micro Devices | +0.1% | +3.72% | Add |
| 11 | GE | General Electric | +0.1% | +52.61% | Add |
| 12 | IVE | Ishares S&p 500 Value ETF | +0.1% | +27.90% | Add |
| 13 | MU | Micron Technology Inc | +0.1% | -0.60% | Trim |
| 14 | IVV | Ishares Core S&p 500 ETF | +0.1% | +1.70% | Add |
| 15 | OEF | Ishares S&p 100 ETF | +0.1% | +33.38% | Add |
| 16 | AMZN | Amazon.com Inc | +0.1% | +0.20% | Add |
| 17 | AVLV | Avantis US Large Cap Value | +0.1% | +0.90% | Add |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +7.79% | Add |
| 19 | SPYI | Neos S&p 500 High Income ETF | +0.1% | +135.48% | Add |
| 20 | WMT | Walmart Inc | +0.1% | +1.17% | Add |
| 21 | JNJ | Johnson & Johnson | +0.1% | +2.75% | Add |
| 22 | FHLC | Fidelity Msci Health Care | 0% | +10.10% | Add |
| 23 | VGT | Vanguard Info Tech ETF | 0% | +4.43% | Add |
| 24 | IVW | Ishares S&p 500 Growth ETF | 0% | +5.84% | Add |
| 25 | GS | Goldman Sachs Group Inc | 0% | +1.59% | Add |
| 26 | DYNF | Ishrs US E F R A Etf-usd Inc | 0% | +12.90% | Add |
| 27 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | +101.82% | Add |
| 28 | SHOP | Shopify Inc - Class A | 0% | +1.59% | Add |
| 29 | VOO | Vanguard S&p 500 ETF | 0% | +1.30% | Add |
| 30 | IQLT | Ishares Msci International Q | 0% | +2.61% | Add |
| 31 | JPM | Jpmorgan Chase & Co | 0% | +1.98% | Add |
| 32 | DFAI | Dimensional International Co | 0% | -0.06% | Trim |
| 33 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | -84.73% | Trim |
| 34 | TLT | Ishares 20+ Year Treasury Bd | 0% | -56.58% | Trim |
| 35 | FISV | Fiserv Inc | -0.1% | -69.63% | Trim |
| 36 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.1% | -23.06% | Trim |
| 37 | BX | Blackstone Inc | -0.1% | -0.42% | Trim |
| 38 | JEPI | Jpmorgan Equity Premium Inco | -0.1% | -5.11% | Trim |
| 39 | ISRG | Intuitive Surgical Inc | -0.1% | -51.25% | Trim |
| 40 | NVDA | Nvidia CORP | -0.1% | +0.95% | Add |
| 41 | NOW | Servicenow Inc | -0.1% | +97.64% | Add |
| 42 | COST | Costco Wholesale CORP | -0.1% | -4.01% | Trim |
| 43 | TMUS | T-mobile US Inc | -0.1% | -29.16% | Trim |
| 44 | HD | Home Depot Inc | -0.1% | -2.21% | Trim |
| 45 | NFLX | Netflix Inc | -0.1% | +890.34% | Add |
| 46 | WM | Waste Management Inc | -0.1% | -32.28% | Trim |
| 47 | META | Meta Platforms Inc-class A | -0.1% | +1.75% | Add |
| 48 | ORCL | Oracle CORP | -0.2% | +0.15% | Add |
| 49 | MSFT | Microsoft CORP | -0.4% | -1.55% | Trim |
| 50 | SLDE | Slide Insurance Holdings Inc | — | 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 1302 disclosed positions in Q4 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 12.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
SLDE
市值: $3.3M
Top Position Liquidated / Trimmed
AAPL
前期市值: $215.0M
During Q4 2025, Apollon Wealth Management, LLC's top holdings by market value included NVDA (4.3%)、AAPL (4.0%)、IVV (3.8%). The largest single position, NVDA, represented 4.3% of total portfolio value.
In Q4 2025, Apollon Wealth Management, LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 34 positions, trimming 15 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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