Apollon Wealth Management, LLC Reduced Holdings in Q1 2025

Apollon Wealth Management, LLC

  • $4.34 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
OMFL
Invesco Exchange Traded Self I

ETFs
-14.1K
- 33.97%
$52.19 - $57.45 $738K - $812K
27.5K $1.46M
A
Agilent Technologies, Inc.

Healthcare
-5.25K
- 53.7%
$116.69 - $152.6 $613K - $802K
4.53K $529K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-225
- 0.96%
$165.25 - $224.62 $37.2K - $50.5K
23.3K $3.86M
IRM
Iron Mountain Inc

Real Estate
-4.64K
- 25.48%
$82.79 - $111.31 $384K - $517K
13.6K $1.17M
GIS
General Mills Inc

Consumer Defensive
-10.8K
- 45.84%
$57.56 - $65.3 $622K - $706K
12.8K $763K
SJNK
Spdr Bloomberg Short Term High

ETFs
-28.6K
- 54.71%
$25.08 - $25.64 $717K - $733K
23.7K $595K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
-10.2K
- 4.08%
$9.59 - $11.83 $97.8K - $121K
240K $2.3M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-669
- 7.37%
$522.96 - $601.18 $350K - $402K
8.41K $4.49M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-15.1K
- 51.88%
$42.38 - $43.28 $640K - $653K
14K $595K
LEN
Lennar Corp

Consumer Cyclical
-3.32K
- 28.39%
$113.93 - $141.54 $378K - $470K
8.37K $960K
ONON
On Holding Ag

Consumer Cyclical
-9.78K
- 61.13%
$43.92 - $63.62 $430K - $622K
6.22K $273K
LBRT
Liberty Energy Inc.

Energy
-3.01K
- 2.34%
$14.13 - $23.12 $42.5K - $69.5K
125K $1.98M
FNDA
Schwab Fundamental U S Small C

ETFs
-11.9K
- 11.62%
$26.87 - $30.99 $318K - $367K
90.2K $2.47M
SLV
I Shares Silver Trust

ETFs
-29.1K
- 39.94%
$26.93 - $31.32 $782K - $910K
43.7K $1.35M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-30.2K
- 35.52%
$16.76 - $17.69 $506K - $534K
54.8K $918K
TGT
Target Corp

Consumer Defensive
-1.61K
- 13.29%
$103.65 - $142.5 $167K - $229K
10.5K $1.1M
PDI
Pimco Dynamic Income Fund

Financial Services
-31K
- 54.54%
$18.51 - $20.05 $573K - $621K
25.8K $510K
FITB
Fifth Third Bancorp

Financial Services
-11K
- 34.39%
$37.48 - $44.96 $410K - $492K
20.9K $819K
LII
Lennox International Inc

Industrials
-805
- 62.07%
$553.05 - $666.93 $445K - $537K
492 $275K
VEA
Vanguard Ftse Developed Market

ETFs
-21.3K
- 11.29%
$47.4 - $52.99 $1.01M - $1.13M
167K $8.51M
PFE
Pfizer Inc

Healthcare
-10.2K
- 5.04%
$25.01 - $27.13 $255K - $276K
192K $4.86M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-6.25K
- 9.14%
$53.6 - $58.97 $335K - $368K
62.1K $3.4M
DAL
Delta Air Lines, Inc.

Industrials
-4.18K
- 25.61%
$43.6 - $69.06 $182K - $289K
12.1K $529K
PFFA
Etfis Ser Tr I

ETFs
-19.1K
- 34.37%
$21.21 - $22.3 $405K - $426K
36.4K $772K
VBR
Vanguard Small Cap Value ETF

ETFs
-675
- 2.58%
$183.02 - $207.75 $124K - $140K
25.5K $4.74M
IFRA
Ishares Tr

ETFs
-8.94K
- 39.5%
$44.8 - $49.25 $400K - $440K
13.7K $616K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-8.98K
- 15.71%
$48.31 - $49.23 $434K - $442K
48.2K $2.37M
HYG
Ishares Tr

ETFs
-5.23K
- 30.89%
$78.51 - $80.11 $411K - $419K
11.7K $923K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-9.64K
- 44.5%
$42.4 - $44.11 $409K - $425K
12K $527K
CSL
Carlisle Companies Inc

Industrials
-1.02K
- 56.58%
$326.43 - $408.24 $334K - $418K
785 $267K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-7.27K
- 12.42%
$87.68 - $94.52 $638K - $688K
51.3K $4.81M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-6.08K
- 16.53%
$71.17 - $73.66 $433K - $448K
30.7K $2.25M
PAYX
Paychex Inc

Industrials
-5.55K
- 16.11%
$136.06 - $154.52 $755K - $858K
28.9K $4.46M
PAVE
Global X Fds Us Infrastructure

ETFs
-5.2K
- 8.01%
$37.31 - $43.82 $194K - $228K
59.7K $2.25M
UL
Unilever PLC

Consumer Defensive
-8.11K
- 20.0%
$54.72 - $60.29 $444K - $489K
32.5K $1.93M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.66K
- 2.12%
$23.16 - $27.04 $61.7K - $72K
123K $2.88M
NAT
Nordic American Tankers LTD

Industrials
-90.9K
- 60.33%
N/A
59.8K $237K
MO
Altria Group, Inc.

Consumer Defensive
-18.5K
- 19.03%
$50.81 - $60.02 $939K - $1.11M
78.7K $4.72M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-3K
- 36.32%
$95.53 - $112.45 $286K - $337K
5.25K $509K
VBK
Vanguard Small Cap Growth ETF

ETFs
-308
- 3.17%
$247.97 - $296.33 $76.4K - $91.3K
9.4K $2.37M
NKE
Nike, Inc.

Consumer Cyclical
-831
- 3.43%
$63.29 - $81.72 $52.6K - $67.9K
23.4K $1.48M
ON
On Semiconductor Corp

Technology
-2.94K
- 28.91%
$40.69 - $64.51 $120K - $190K
7.23K $294K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-781
- 25.81%
$307.43 - $357.48 $240K - $279K
2.25K $693K
IDV
Ishares Tr

ETFs
-13.6K
- 55.1%
$27.0 - $31.7 $366K - $430K
11K $342K
DFAU
Dimensional ETF Tr

ETFs
-3.58K
- 3.82%
$37.84 - $42.29 $136K - $152K
90.2K $3.47M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
-31.6K
- 29.94%
$9.49 - $9.97 $300K - $315K
73.9K $707K
SBUX
Starbucks Corp

Consumer Cyclical
-6.71K
- 13.91%
$91.75 - $115.81 $615K - $777K
41.5K $4.07M
TNDM
Tandem Diabetes Care Inc

Healthcare
-3.74K
- 25.24%
$17.89 - $37.53 $66.9K - $140K
11.1K $212K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-12.1K
- 14.92%
$48.65 - $53.06 $588K - $641K
68.9K $3.58M
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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