Apollon Wealth Management, LLC Portfolio Holdings

Apollon Wealth Management, LLC

  • $3.45 Billion
  • Q3 2024

Apollon Wealth Management, LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.45 Billion distributed in 1132 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $154M, Ishares Core S&P 500 ETF with a value of $130M, Nvidia Corp with a value of $121M, Microsoft Corp with a value of $103M, and Vanguard Russell 1000 Growth E with a value of $70.7M.

Examining the 13F form we can see an increase of $231M in the current position value, from $3.22B to 3.45B.

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 $3.45 Billion
ETFs: $1.56 Billion
Technology: $604 Million
Financial Services: $286 Million
Consumer Cyclical: $181 Million
Healthcare: $176 Million
Industrials: $170 Million
Communication Services: $122 Million
Consumer Defensive: $106 Million
Other: $174 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$114B
$13.9 Million 0.4% of portfolio
62,270
Q3 2024 Added 3.32%
$0
$13.5 Million 0.39% of portfolio
132,123
Q3 2024 Added 1,289.01%
$0
$13.3 Million 0.38% of portfolio
150,731
Q3 2024 New
$773B
$12.6 Million 0.37% of portfolio
14,230
Q3 2024 Added 7.04%
$0
$12.9 Million 0.37% of portfolio
124,235
Q3 2024 Added 1,161.01%
$502B
$12.9 Million 0.37% of portfolio
26,082
Q3 2024 Reduced 3.66%
$401B
$12 Million 0.35% of portfolio
16,952
Q3 2024 Added 11.08%
$0
$11.8 Million 0.34% of portfolio
123,603
Q3 2024 Added 7.82%
$223B
$11.7 Million 0.34% of portfolio
68,929
Q3 2024 Reduced 2.3%
$229B
$11.4 Million 0.33% of portfolio
69,414
Q3 2024 Added 3.5%
$258B
$11.3 Million 0.33% of portfolio
99,289
Q3 2024 Reduced 5.28%
$205B
$10.5 Million 0.31% of portfolio
47,647
Q3 2024 Reduced 1.33%
$493B
$10.5 Million 0.3% of portfolio
61,715
Q3 2024 Added 1.44%
$222B
$9.97 Million 0.29% of portfolio
28,218
Q3 2024 Reduced 0.41%
$146B
$9.92 Million 0.29% of portfolio
40,268
Q3 2024 Added 1.03%
$317B
$9.78 Million 0.28% of portfolio
66,442
Q3 2024 Reduced 2.21%
$0
$9.57 Million 0.28% of portfolio
97,864
Q3 2024 Added 0.14%
$133B
$9.2 Million 0.27% of portfolio
114,835
Q3 2024 Reduced 0.44%
$211B
$8.93 Million 0.26% of portfolio
22,841
Q3 2024 Added 0.79%
$0
$9.1 Million 0.26% of portfolio
304,369
Q3 2024 Added 77.97%
$0
$8.56 Million 0.25% of portfolio
853,015
Q3 2024 Added 2.87%
$153B
$8.57 Million 0.25% of portfolio
41,477
Q3 2024 Reduced 0.95%
$423B
$8.28 Million 0.24% of portfolio
12
Q4 2023 Added 50.0%
$217B
$8.35 Million 0.24% of portfolio
27,417
Q3 2024 Reduced 2.93%
$132B
$7.92 Million 0.23% of portfolio
51,747
Q3 2024 Added 0.47%
$0
$8 Million 0.23% of portfolio
169,871
Q3 2024 Added 27.42%
$157B
$7.74 Million 0.22% of portfolio
8,152
Q3 2024 Added 2.45%
$244B
$7.62 Million 0.22% of portfolio
143,087
Q3 2024 Reduced 5.41%
$275B
$7.52 Million 0.22% of portfolio
104,683
Q3 2024 Reduced 0.86%
$204B
$7.08 Million 0.21% of portfolio
62,099
Q3 2024 Added 0.36%
$149B
$7.09 Million 0.21% of portfolio
22,010
Q3 2024 Added 3.08%
$0
$7.3 Million 0.21% of portfolio
420,835
Q3 2024 Added 8.24%
$22.6B
$7.11 Million 0.21% of portfolio
34,545
Q3 2024 Added 280.62%
$0
$7.4 Million 0.21% of portfolio
144,293
Q3 2024 Added 8.19%
$150B
$7.26 Million 0.21% of portfolio
85,901
Q3 2024 Added 1.26%
$0
$7.08 Million 0.21% of portfolio
134,024
Q3 2024 Reduced 6.55%
$179B
$6.75 Million 0.2% of portfolio
10,863
Q3 2024 Added 16.53%
$0
$6.73 Million 0.2% of portfolio
125,459
Q3 2024 Reduced 6.79%
$0
$7.04 Million 0.2% of portfolio
18,767
Q3 2024 Reduced 1.88%
$174B
$6.73 Million 0.2% of portfolio
55,555
Q3 2024 Reduced 1.26%
$331B
$7.06 Million 0.2% of portfolio
25,801
Q3 2024 Added 5.89%
$209B
$6.83 Million 0.2% of portfolio
11,042
Q3 2024 Added 3.98%
$76.2B
$6.46 Million 0.19% of portfolio
21,391
Q3 2024 Reduced 1.36%
$206B
$6.54 Million 0.19% of portfolio
13,204
Q3 2024 Reduced 0.05%
$177B
$6.65 Million 0.19% of portfolio
34,185
Q3 2024 Added 0.93%
$184B
$6.7 Million 0.19% of portfolio
149,181
Q3 2024 Reduced 2.19%
$175B
$6.09 Million 0.18% of portfolio
21,915
Q3 2024 Added 1.26%
$139B
$6.24 Million 0.18% of portfolio
14,943
Q3 2024 Added 2.57%
$0
$6.16 Million 0.18% of portfolio
116,983
Q3 2024 Added 30.1%

Summary

  • Portfolio
  • No. of Stocks 1,132
  • Current Value $3.45 Billion
  • Prior Value $3.22 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 84 stocks
  • Additional Purchases 461 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 512 stocks
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