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
XLV
Select Sector Spdr Fund Health

ETFs
-1.16K
- 6.95%
$137.61 - $149.68 $159K - $173K
15.5K $2.27M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-1.03K
- 6.5%
$29.82 - $30.1 $30.6K - $30.9K
14.8K $444K
PHM
Pultegroup Inc

Consumer Cyclical
-5
- 0.12%
$101.09 - $118.51 $505 - $593
4.32K $443K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-497
- 8.45%
$49.78 - $53.19 $24.7K - $26.4K
5.38K $274K
TLRY
Tilray Brands, Inc.

Healthcare
-1.53K
- 4.25%
$0.59 - $1.46 $900 - $2.23K
34.4K $22K
MYPS
Playstudios, Inc.

Communication Services
-925
- 2.44%
$1.15 - $1.95 $1.06K - $1.8K
37K $46K
FHB
First Hawaiian, Inc.

Financial Services
-54
- 0.35%
$24.13 - $28.18 $1.3K - $1.52K
15.2K $371K
EXR
Extra Space Storage Inc.

Real Estate
-115
- 2.42%
$143.8 - $161.28 $16.5K - $18.5K
4.63K $687K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
-44
- 0.55%
$63.83 - $75.78 $2.81K - $3.33K
8.03K $550K
STWD
Starwood Property Trust, Inc.

Real Estate
-3.87K
- 5.72%
$18.41 - $20.53 $71.3K - $79.5K
63.8K $1.26M
KMX
Carmax Inc

Consumer Cyclical
-106
- 3.57%
$69.25 - $89.19 $7.34K - $9.45K
2.86K $222K
TD
Toronto Dominion Bank

Financial Services
-1.34K
- 14.79%
$53.12 - $61.15 $71.4K - $82.2K
7.74K $464K
BANF
Bancfirst Corp

Financial Services
-10
- 0.4%
$108.28 - $123.19 $1.08K - $1.23K
2.48K $272K
HDV
Ishares Core High Dividend ETF

ETFs
-341
- 13.26%
$110.86 - $121.12 $37.8K - $41.3K
2.23K $270K
VMEO
Vimeo, Inc.

Technology
-862
- 7.67%
$5.26 - $6.93 $4.53K - $5.97K
10.4K $54K
IVT
Inven Trust Properties Corp.

Real Estate
-215
- 1.46%
$28.36 - $30.77 $6.1K - $6.62K
14.6K $427K
GGG
Graco Inc

Industrials
-91
- 0.74%
$80.53 - $87.54 $7.33K - $7.97K
12.2K $1.02M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-1.35K
- 6.83%
$25.69 - $26.89 $34.6K - $36.2K
18.4K $493K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
-385
- 3.36%
N/A
11.1K $449K
AMCR
Amcor PLC

Consumer Cyclical
-1.97K
- 14.85%
$9.33 - $10.39 $18.4K - $20.5K
11.3K $109K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-637
- 11.78%
$67.08 - $76.14 $42.7K - $48.5K
4.77K $351K
OPEN
Opendoor Technologies Inc.

Real Estate
-7
- 0.03%
$1.02 - $1.72 $7.14 - $12
24K $24K
USA
Liberty All Star Equity Fund

Financial Services
-1.44K
- 12.12%
$6.41 - $7.32 $9.22K - $10.5K
10.4K $68K
RACE
Ferrari N.V.

Consumer Cyclical
-34
- 5.53%
$413.73 - $508.15 $14.1K - $17.3K
581 $248K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-132
- 5.35%
$100.34 - $100.68 $13.2K - $13.3K
2.34K $235K
RIO
Rio Tinto PLC

Basic Materials
-480
- 3.45%
$58.19 - $64.29 $27.9K - $30.9K
13.4K $808K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-352
- 3.57%
$50.82 - $52.7 $17.9K - $18.6K
9.51K $499K
TSN
Tyson Foods, Inc.

Consumer Defensive
-531
- 13.37%
$54.27 - $63.81 $28.8K - $33.9K
3.44K $219K
CPT
Camden Property Trust

Real Estate
-262
- 7.16%
$109.16 - $125.53 $28.6K - $32.9K
3.4K $415K
DSL
Double Line Income Solutions Fund

Financial Services
-1K
- 1.48%
$12.53 - $12.88 $12.5K - $12.9K
66.5K $839K
ICLN
Ishares

ETFs
-762
- 5.31%
$10.94 - $11.86 $8.34K - $9.04K
13.6K $155K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-191
- 3.52%
$114.57 - $118.14 $21.9K - $22.6K
5.24K $619K
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
-411
- 10.64%
$59.67 - $68.53 $24.5K - $28.2K
3.45K $228K
EINC
Vaneck ETF Tr Vaneck Energy In

ETFs
-230
- 8.33%
$93.33 - $103.96 $21.5K - $23.9K
2.53K $253K
DFAE
Dimensional ETF Tr

ETFs
-541
- 3.27%
$24.64 - $26.86 $13.3K - $14.5K
16K $414K
SHEL
Shell PLC

Energy
-2.58K
- 14.79%
$62.84 - $73.29 $162K - $189K
14.8K $1.09M
VOE
Vanguard Mid Cap Value Index F

ETFs
-9
- 0.3%
$156.61 - $168.02 $1.41K - $1.51K
2.98K $477K
TTE
Total Energies Se

Energy
-74
- 1.66%
N/A
4.37K $300K
CBSH
Commerce Bancshares Inc

Financial Services
-43
- 0.28%
$58.85 - $68.59 $2.53K - $2.95K
15.2K $947K
EHI
Western Asset Global High Income Fund Inc.

Financial Services
-270
- 1.37%
$6.57 - $6.89 $1.77K - $1.86K
19.4K $128K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
-118
- 0.47%
N/A
25.3K $511K
VPU
Vanguard Utilities ETF

ETFs
-80
- 5.74%
$161.24 - $173.33 $12.9K - $13.9K
1.31K $224K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-236
- 2.56%
$38.22 - $41.19 $9.02K - $9.72K
8.97K $362K
PPT
Putnam Premier Income Trust

Financial Services
-1.91K
- 1.98%
$3.54 - $3.65 $6.75K - $6.96K
94.4K $340K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-433
- 4.89%
$32.74 - $36.2 $14.2K - $15.7K
8.41K $294K
ROLL
Rbc Bearings Inc

Industrials
-4
- 0.22%
N/A
1.82K $448K
WTS
Watts Water Technologies Inc

Industrials
-10
- 0.36%
$195.28 - $224.67 $1.95K - $2.25K
2.74K $557K
IGTR
Innovator Etfs Tr Gradient Tac
-8.74K
- 27.26%
N/A
23.3K $0
Knife River Corp
-62
- 1.3%
N/A
4.72K $0
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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