Apollon Wealth Management, LLC Portfolio Holdings

Apollon Wealth Management, LLC

  • $4.22 Billion
  • Q4 2024

Apollon Wealth Management, LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $4.22 Billion distributed in 1198 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $202M, Ishares Core S&P 500 ETF with a value of $177M, Nvidia Corp with a value of $152M, Microsoft Corp with a value of $120M, and Vanguard Index Fds S&P 500 ETF with a value of $90.8M.

Examining the 13F form we can see an increase of $768M in the current position value, from $3.45B to 4.22B.

Apollon Wealth Management, LLC is based out at Mount Pleasant, SC

Below you can find more details about Apollon Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $4.22 Billion
ETFs: $2 Billion
Technology: $728 Million
Financial Services: $339 Million
Consumer Cyclical: $230 Million
Industrials: $188 Million
Healthcare: $172 Million
Communication Services: $147 Million
Consumer Defensive: $138 Million
Other: $180 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$160,000 0.0% of portfolio
10,685
Q4 2024 New
$3.36B
$28,000 0.0% of portfolio
13,000
Q1 2023 New
$0
$77,000 0.0% of portfolio
10,127
Q4 2024 Reduced 24.04%
$2.86B
$45,000 0.0% of portfolio
10,000
Q4 2024 New
$14.5B
$202,000 0.0% of portfolio
2,282
Q4 2024 Reduced 24.01%
$800M
$124,000 0.0% of portfolio
16,231
Q3 2024 Added 0.49%
$0
$72,000 0.0% of portfolio
14,184
Q4 2024 New
$575M
$150,000 0.0% of portfolio
26,612
Q4 2024 Added 20.51%
$666M
$47,000 0.0% of portfolio
35,894
Q4 2024 Added 0.04%
$1.58B
$208,000 0.0% of portfolio
10,719
Q4 2024 Added 26.11%
-
$0 0.0% of portfolio
-
Q4 2024 Added 5.61%
$14.3B
$85,000 0.0% of portfolio
13,157
Q4 2024 Reduced 0.12%
$2.54B
$136,000 0.0% of portfolio
20,445
Q4 2024 Added 5.55%
-
$0 0.0% of portfolio
-
Q4 2024 Added 10.65%
$1.08B
$71,000 0.0% of portfolio
11,243
Q4 2024 New
$23.6B
$145,000 0.0% of portfolio
17,142
Q4 2024 Added 0.41%
$0
$131,000 0.0% of portfolio
19,705
Q4 2024 New
$0
$65,000 0.0% of portfolio
15,645
Q4 2024 New
$0
$166,000 0.0% of portfolio
25,107
Q4 2024 New
$480M
$68,000 0.0% of portfolio
20,160
Q1 2024 Reduced 0.04%
$15.6B
$208,000 0.0% of portfolio
1,590
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 1,198
  • Current Value $4.22 Billion
  • Prior Value $3.45 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 153 stocks
  • Additional Purchases 660 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 329 stocks
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