Apollon Wealth Management, LLC Purchases in Q1 2025

Apollon Wealth Management, LLC

  • $4.34 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
684
+ 23.5%
$73.71 - $87.55 $50.4K - $59.9K
3.6K $312K
IGV
Ishares Expanded Tech Software

ETFs
1.4K
+ 44.08%
$88.3 - $107.83 $123K - $150K
4.56K $405K
CWEN
Clearway Energy, Inc.

Utilities
1.62K
+ 19.03%
$24.63 - $30.42 $39.9K - $49.2K
10.1K $306K
RC
Ready Capital Corp

Real Estate
16.6K
New
$4.9 - $7.05 $81.3K - $117K
16.6K $84K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
896
+ 6.73%
$69.87 - $75.62 $62.6K - $67.8K
14.2K $1.03M
RGLD
Royal Gold Inc

Basic Materials
13
+ 0.5%
$132.55 - $163.51 $1.72K - $2.13K
2.62K $427K
CLSK
Cleanspark, Inc.

Technology
12.6K
New
$6.72 - $12.03 $84.8K - $152K
12.6K $84K
PFG
Principal Financial Group Inc

Financial Services
577
+ 11.21%
$76.34 - $89.04 $44K - $51.4K
5.72K $482K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
19
+ 0.6%
$132.75 - $177.12 $2.52K - $3.37K
3.21K $489K
ALC
Alcon Inc

Healthcare
119
+ 1.66%
$82.73 - $96.8 $9.84K - $11.5K
7.29K $692K
WES
Western Midstream Partners, LP

Energy
422
+ 1.64%
$37.87 - $42.89 $16K - $18.1K
26.1K $1.07M
NSC
Norfolk Southern Corp

Industrials
262
+ 2.87%
$227.69 - $259.76 $59.7K - $68.1K
9.39K $2.22M
NUE
Nucor Corp

Basic Materials
480
+ 7.37%
$114.48 - $142.52 $55K - $68.4K
6.99K $841K
VRSK
Verisk Analytics, Inc.

Industrials
60
+ 2.18%
$268.63 - $301.33 $16.1K - $18.1K
2.81K $835K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
250
+ 2.43%
$47.66 - $57.45 $11.9K - $14.4K
10.6K $574K
BXSL
Blackstone Secured Lending Fund

Financial Services
2.43K
+ 15.09%
$31.3 - $34.5 $76.1K - $83.8K
18.5K $599K
LTC
Ltc Properties Inc

Real Estate
1.67K
+ 8.0%
$33.46 - $36.14 $55.7K - $60.2K
22.5K $797K
IWN
Ishares Russell2000 Val ETF

ETFs
672
+ 34.73%
$149.27 - $169.4 $100K - $114K
2.61K $393K
HIG
Hartford Financial Services Group, Inc.

Financial Services
167
+ 4.31%
$106.31 - $123.73 $17.8K - $20.7K
4.04K $500K
HYDB
Ishares Tr Edge High Yield Def

ETFs
1.55K
+ 4.99%
$46.82 - $47.8 $72.7K - $74.2K
32.7K $1.54M
STE
Steris PLC

Healthcare
96
+ 3.85%
$202.46 - $232.74 $19.4K - $22.3K
2.59K $586K
DFS
Discover Financial Services

Financial Services
492
+ 13.68%
$152.99 - $203.25 $75.3K - $100K
4.09K $697K
CTVA
Corteva, Inc.

Basic Materials
503
+ 7.3%
$55.94 - $66.15 $28.1K - $33.3K
7.39K $465K
DTE
Dte Energy CO

Utilities
254
+ 11.75%
$117.6 - $138.27 $29.9K - $35.1K
2.42K $333K
CMS
Cms Energy Corp

Utilities
496
+ 12.07%
$64.99 - $75.11 $32.2K - $37.3K
4.61K $345K
HTGC
Hercules Capital, Inc.

Financial Services
4.45K
+ 28.49%
$18.01 - $22.0 $80.2K - $97.9K
20.1K $385K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.98K
+ 7.13%
$22.25 - $23.0 $66.4K - $68.6K
44.8K $1.03M
K
Kellogg CO

Consumer Defensive
728
+ 11.4%
$81.06 - $82.9 $59K - $60.4K
7.12K $586K
HE
Hawaiian Electric Industries Inc

Utilities
4.87K
+ 48.46%
$8.18 - $11.46 $39.8K - $55.8K
14.9K $163K
CHD
Church & Dwight CO Inc

Consumer Defensive
428
+ 12.66%
$101.42 - $113.2 $43.4K - $48.4K
3.81K $419K
TWLO
Twilio Inc

Communication Services
944
+ 35.16%
$94.9 - $148.35 $89.6K - $140K
3.63K $355K
ANSS
Ansys Inc

Technology
288
+ 22.52%
$316.56 - $360.36 $91.2K - $104K
1.57K $496K
ES
Eversource Energy

Utilities
330
+ 3.54%
$55.63 - $63.8 $18.4K - $21.1K
9.64K $598K
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
4K
+ 19.84%
$3.2 - $5.95 $12.8K - $23.8K
24.2K $132K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
1.35K
+ 17.28%
$38.89 - $41.6 $52.5K - $56.2K
9.16K $370K
BRO
Brown & Brown, Inc.

Financial Services
2
+ 0.07%
$100.54 - $124.4 $201 - $249
2.77K $344K
DVYE
Ishares Emerging Markets Divid

ETFs
1.84K
+ 22.72%
$25.08 - $27.99 $46.1K - $51.4K
9.92K $270K
RELX
Relx PLC

Communication Services
606
+ 9.87%
$45.34 - $51.91 $27.5K - $31.5K
6.74K $339K
RUN
Sunrun Inc.

Technology
10.2K
New
$5.86 - $11.37 $59.8K - $116K
10.2K $59K
VEEV
Veeva Systems Inc

Healthcare
21
+ 0.82%
$210.58 - $246.8 $4.42K - $5.18K
2.57K $595K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
111
+ 0.93%
$24.11 - $28.41 $2.68K - $3.15K
12K $340K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
1.5K
+ 14.01%
$50.25 - $55.9 $75.4K - $83.9K
12.2K $628K
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
1.23K
+ 27.86%
$55.52 - $69.21 $68.3K - $85.1K
5.65K $335K
QS
Quantum Scape Corp

Consumer Cyclical
12.5K
New
$4.15 - $6.58 $52K - $82.5K
12.5K $52K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
414
+ 0.23%
$50.87 - $51.09 $21.1K - $21.2K
178K $9.07M
FHN
First Horizon Corp

Financial Services
4.65K
+ 8.49%
$17.7 - $22.43 $82.3K - $104K
59.4K $1.15M
CARR
Carrier Global Corp

Industrials
2.77K
+ 10.68%
$62.07 - $70.55 $172K - $196K
28.8K $1.82M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
775
+ 8.57%
$41.61 - $44.72 $32.2K - $34.7K
9.81K $424K
CYH
Community Health Systems Inc

Healthcare
20K
+ 100.0%
$2.54 - $3.92 $50.8K - $78.4K
40K $108K
Activity Summary
Buys All Purchases 670 New Holdings 94 Increased Positions 576 Sells All Sells 455 Reductions 455 Sold out 0 Options Calls 0 Puts 1
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