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Apollon Wealth Management, LLC

13F
Apollon Wealth Management, LLC
Last update 2025-07-25 1272 Stocks (133 new)
Value $5.07 Bil Turnover 6 %
Countries:
Apollon Wealth Management, LLC... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA
NVIDIA Corp
1,284,318
202,909.5
+2.14%
4.010
+0.08%
0.010
+63.25%
+29.40%
4,237,094.2
Semiconductors
IVV
iShares Core S&P 500 ETF
304,704
189,190.6
+0.68%
3.740
+0.03%
0.030
+16.45%
+8.98%
642,461.0
 
AAPL
Apple Inc
855,330
175,488.0
-1.07%
3.460
-0.04%
0.010
+2.72%
-14.43%
3,192,682.2
Hardware
MSFT
Microsoft Corp
352,543
175,358.4
+3.31%
3.460
+0.11%
0.000
+32.15%
+21.67%
3,797,138.0
Software
VOO
Vanguard S&P 500 ETF
181,161
102,904.8
+3.08%
2.030
+0.06%
0.020
+16.45%
+8.96%
664,077.8
 
AMZN
Amazon.com Inc
463,740
101,739.9
+0.64%
2.010
+0.01%
0.000
+24.49%
+5.85%
2,465,435.5
Retail - Cyclical
VONG
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
905,297
98,858.5
-1.15%
1.950
-0.02%
0.370
+21.96%
+9.36%
27,706.5
 
AVLV
Avantis U.S. Large Cap Value ETF
1,289,683
87,969.3
+0.36%
1.740
+0.01%
1.150
+12.54%
+5.60%
7,855.9
 
AVGO
Broadcom Inc
262,025
72,227.1
+1.16%
1.430
+0.02%
0.010
+53.81%
+25.20%
1,357,939.1
Semiconductors
PTRB
PGIM Total Return Bond ETF
1,674,521
70,045.2
+20.35%
1.380
+0.23%
14.340
+1.62%
+3.51%
483.6
 

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
MUB
iShares National Muni Bond ETF
2025-06-30
Reduce
Reduce
-0.36%
102.31 ($103.99) 105.8
$103.49
-0.48%
Reduce -82.02%
34,324
-156,629
JNK
SPDR Bloomberg High Yield Bond ETF
2025-06-30
Reduce
Reduce
-0.32%
91.23 ($94.97) 97.27
$96.94
2.07%
Reduce -87.94%
20,839
-152,010
HMOP
Hartford Municipal Opportunities ETF
Hartford Municipal Opportunities ETF
2025-06-30
New Buy
New Buy
+0.31%
37.54 ($38.1) 38.74
$38.06
-0.10%
New holding
413,669
413,669
HYDB
iShares High Yield Systematic Bond ETF
iShares High Yield Systematic Bond ETF
2025-06-30
Add
Add
+0.27%
44.64 ($46.42) 47.47
$47.39
2.09%
Add 868.03%
316,362
283,681
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
2025-06-30
Reduce
Reduce
-0.27%
45.88 ($51.55) 54.4
$55.02
6.73%
Reduce -23.59%
774,032
-238,990
PTRB
PGIM Total Return Bond ETF
2025-06-30
Add
Add
+0.23%
40.66 ($41.23) 41.98
$41.42
0.46%
Add 20.35%
1,674,521
283,129
FI
Fiserv Inc
2025-06-30
Reduce
Reduce
-0.18%
159.13 ($181.98) 226.15
$140.08
-23.02%
Reduce -50.85%
35,824
-37,061
IBM
International Business Machines Corp
International Business Machines Corp
2025-06-30
Add
Add
+0.18%
221.03 ($257.49) 294.78
$260.51
1.17%
Add 53.17%
87,992
30,544
JEPI
JPMorgan Equity Premium Income ETF
2025-06-30
Reduce
Reduce
-0.18%
51.14 ($55.42) 57.14
$57.17
3.16%
Reduce -14.29%
853,671
-142,369
CGDV
Capital Group Dividend Value ETF
2025-06-30
Add
Add
+0.15%
31.93 ($36.24) 39.49
$41.04
13.25%
Add 1993.95%
206,484
196,623

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

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Apollon Wealth Management, LLC's Asset Allocation

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Apollon Wealth Management, LLC Past Portfolios

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

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Apollon Wealth Management, LLC's Hypothetical Growth since 2025-06-30

Apollon Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Apollon Wealth Management, LLC's Holdings Heat Map

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