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Apollon Wealth Management, LLC

13F
Apollon Wealth Management, LLC
Last update 2025-05-02 1206 Stocks (92 new)
Value $4.55 Bil Turnover 17 %
Countries:
Top Holdings: AAPL(4.22%)IVV(3.74%)NVDA(3.00%)MSFT(2.82%)VOO(1.99%)
Summary Stock Picks Current Portfolio
Apollon Wealth Management, LLC... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
864,546
192,041.6
+7.44%
4.220
+0.29%
0.010
+7.35%
-15.47%
3,154,147.7
Hardware
IVV
iShares Core S&P 500 ETF
302,649
170,058.4
+0.66%
3.740
+0.02%
0.030
+19.67%
+7.80%
634,518.9
 
NVDA
NVIDIA Corp
1,257,466
136,284.2
+10.97%
3.000
+0.30%
0.010
+69.89%
+28.41%
4,204,658.7
Semiconductors
MSFT
Microsoft Corp
341,242
128,098.9
+19.61%
2.820
+0.46%
0.000
+38.94%
+21.47%
3,790,969.0
Software
VOO
Vanguard S&P 500 ETF
175,742
90,315.8
+4.30%
1.990
+0.08%
0.020
+19.59%
+7.78%
660,834.1
 
AMZN
Amazon.com Inc
460,774
87,666.9
+22.03%
1.930
+0.35%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
VONG
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
915,855
84,982.2
+25.37%
1.870
+0.38%
0.360
+27.30%
+8.47%
27,907.3
 
AVLV
Avantis U.S. Large Cap Value ETF
1,285,000
83,794.8
+28.18%
1.840
+0.40%
1.260
+14.51%
+4.21%
7,701.5
 
PTRB
PGIM Total Return Bond ETF
1,391,392
58,076.4
+41.34%
1.280
+0.37%
13.000
+1.92%
+3.29%
481.5
 
JEPI
JPMorgan Equity Premium Income ETF
996,040
56,913.8
+29.43%
1.250
+0.28%
0.150
+8.71%
+3.46%
41,037.7
 

Apollon Wealth Management, LLC's Historical Top Holdings Breakdowns

Apollon Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DIA
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
2025-03-31
Reduce
Reduce
-1.07%
●
408.78 ($432.49) 448.82
$443.26
2.49%
Reduce -90.22%
11,837
-109,134
PYLD
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
2025-03-31
New Buy
New Buy
+1.01%
●
25.77 ($26.17) 26.48
$26.34
0.65%
New holding
1,748,474
1,748,474
SCHX
Schwab U.S. Large-Cap ETF
2025-03-31
Reduce
Reduce
-1.01%
●
21.75 ($23.28) 24.28
$24.86
6.79%
Reduce -84.87%
336,136
-1,885,565
IQLT
iShares MSCI Intl Quality Factor ETF
iShares MSCI Intl Quality Factor ETF
2025-03-31
Add
Add
+0.86%
●
36.91 ($39.42) 41.03
$42.57
7.99%
Add 1155.48%
1,069,693
984,491
IYR
iShares U.S. Real Estate ETF
2025-03-31
Sold Out
Sold Out
-0.72%
●
89.49 ($95.12) 98.98
$95.80
0.71%
Sold Out
0
-335,026
IEFA
iShares Core MSCI EAFE ETF
2025-03-31
Reduce
Reduce
-0.67%
●
69.57 ($74.78) 78.65
$82.56
10.40%
Reduce -62.6%
246,351
-412,328
USRT
iShares Core U.S. REIT ETF
2025-03-31
Add
Add
+0.58%
●
55.14 ($57.92) 60.29
$56.92
-1.73%
Add 376.46%
578,548
457,121
UCON
First Trust TCW Unconstrained Plus Bond ETF
First Trust TCW Unconstrained Plus Bond ETF
2025-03-31
Reduce
Reduce
-0.53%
●
24.5 ($24.74) 24.95
$24.84
0.40%
Reduce -67.53%
447,681
-931,125
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
2025-03-31
Add
Add
+0.49%
●
51.45 ($55.7) 58.51
$54.69
-1.81%
Add 73.8%
1,013,022
430,151
SCHG
Schwab U.S. Large-Cap Growth ETF
2025-03-31
Reduce
Reduce
-0.48%
●
24.91 ($27.39) 29.02
$29.74
8.58%
Reduce -68.91%
335,654
-743,922

Apollon Wealth Management, LLC Total Holding History ($B)

To

Apollon Wealth Management, LLC's Asset Allocation

To

Apollon Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Apollon Wealth Management, LLC's Hypothetical Growth since 2025-03-31

Apollon Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Apollon Wealth Management, LLC's Holdings Heat Map

Size field:

Apollon Wealth Management, LLC's Holdings Bubble Chart

Apollon Wealth Management, LLC News

  • 1

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