Apollon Wealth Management, LLC Incresed Positions in Q4 2024

Apollon Wealth Management, LLC

  • $4.22 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
6.26K
+ 23.83%
$20.56 - $21.33 $129K - $133K
32.5K $668K
PSX
Phillips 66

Energy
2.7K
+ 24.15%
$110.35 - $138.93 $298K - $375K
13.9K $1.58M
NAT
Nordic American Tankers LTD

Industrials
27.7K
+ 22.5%
N/A
151K $599K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
8.37K
+ 48.25%
$14.43 - $15.02 $121K - $126K
25.7K $372K
STT
State Street Corp

Financial Services
138
+ 1.39%
$85.96 - $100.78 $11.9K - $13.9K
10.1K $986K
HYDB
Ishares Tr Edge High Yield Def

ETFs
2.92K
+ 10.33%
$46.68 - $47.95 $136K - $140K
31.1K $1.46M
ROP
Roper Technologies Inc

Industrials
604
+ 10.58%
$519.85 - $575.95 $314K - $348K
6.31K $3.28M
LPLA
Lpl Financial Holdings Inc.

Financial Services
63
+ 6.93%
$229.85 - $335.91 $14.5K - $21.2K
972 $317K
FXL
First Tr Exchange Traded Fd Fi

ETFs
243
+ 3.41%
$136.18 - $158.26 $33.1K - $38.5K
7.36K $1.09M
SRE
Sempra Energy

Utilities
699
+ 6.42%
$80.81 - $94.77 $56.5K - $66.2K
11.6K $1.02M
NTRA
Natera, Inc.

Healthcare
222
+ 10.46%
$117.67 - $174.0 $26.1K - $38.6K
2.35K $371K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
4.08K
+ 14.24%
$86.03 - $94.92 $351K - $387K
32.7K $2.82M
MAS
Masco Corp

Industrials
2.18K
+ 42.69%
$72.52 - $85.73 $158K - $187K
7.29K $528K
CTRA
Coterra Energy Inc.

Energy
2.76K
+ 15.15%
$22.71 - $27.63 $62.7K - $76.3K
21K $535K
PCEF
Invesco Cef Income Composite E

ETFs
6.15K
+ 16.39%
$19.05 - $19.86 $117K - $122K
43.6K $836K
HCRB
Hartford Fds Exchange Traded T

ETFs
53.4K
+ 4.77%
$34.5 - $36.14 $1.84M - $1.93M
1.17M $40.4M
FISV
Fiserv Inc

Technology
769
+ 4.09%
N/A
19.6K $2.45M
CBSH
Commerce Bancshares Inc

Financial Services
871
+ 6.05%
$57.04 - $74.36 $49.7K - $64.8K
15.3K $951K
RLI
Rli Corp

Financial Services
447
+ 20.97%
$151.91 - $180.89 $67.9K - $80.9K
2.58K $425K
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.44K
+ 16.04%
$63.58 - $71.15 $91.2K - $102K
10.4K $675K
SHW
Sherwin Williams CO

Basic Materials
732
+ 19.55%
$338.75 - $399.71 $248K - $293K
4.48K $1.52M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
20.1K
+ 242.25%
$22.01 - $66.82 $442K - $1.34M
28.4K $644K
JPUS
Jpmorgan Diversified Return Us

ETFs
2.63K
+ 7.05%
$114.05 - $123.77 $300K - $326K
39.9K $4.56M
SAP
Sap Se

Technology
130
+ 3.85%
$218.13 - $255.54 $28.4K - $33.2K
3.51K $862K
XT
Ishares Tr Exponential Technol

ETFs
1.67K
+ 18.7%
$58.7 - $62.72 $97.9K - $105K
10.6K $631K
TRP
Tc Energy Corp

Energy
2.11K
+ 19.96%
$44.03 - $50.23 $92.9K - $106K
12.7K $589K
KMB
Kimberly Clark Corp

Consumer Defensive
1.83K
+ 13.35%
$130.37 - $146.09 $238K - $267K
15.5K $2.03M
AB
Alliancebernstein Holding L.P.

Financial Services
1.41K
+ 9.07%
$34.59 - $38.68 $48.8K - $54.6K
17K $629K
ANSS
Ansys Inc

Technology
191
+ 17.56%
$313.05 - $361.45 $59.8K - $69K
1.28K $431K
OTIS
Otis Worldwide Corp

Industrials
1.71K
+ 25.97%
$92.57 - $106.01 $158K - $181K
8.28K $766K
DCI
Donaldson CO Inc

Industrials
2.64K
+ 17.76%
$67.28 - $78.27 $177K - $206K
17.5K $1.18M
FANG
Diamondback Energy, Inc.

Energy
644
+ 23.9%
$153.06 - $199.5 $98.6K - $128K
3.34K $547K
WELL
Welltower Inc.

Real Estate
724
+ 17.56%
$123.11 - $139.3 $89.1K - $101K
4.85K $610K
PFL
Pimco Income Strategy Fund

Financial Services
11.2K
+ 19.24%
$8.27 - $8.77 $92.6K - $98.2K
69.4K $581K
AWK
American Water Works Company, Inc.

Utilities
1.65K
+ 29.23%
$123.83 - $146.07 $204K - $240K
7.27K $905K
AJG
Arthur J. Gallagher & Co.

Financial Services
245
+ 4.43%
$278.49 - $315.16 $68.2K - $77.2K
5.77K $1.64M
UAN
Cvr Partners, LP

Basic Materials
667
+ 18.38%
$65.06 - $81.6 $43.4K - $54.4K
4.3K $326K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.01K
+ 0.66%
$33.92 - $36.6 $34.4K - $37.1K
155K $5.37M
AIG
American International Group, Inc.

Financial Services
1.2K
+ 7.58%
$70.0 - $79.22 $83.9K - $95K
17K $1.24M
VEEV
Veeva Systems Inc

Healthcare
380
+ 17.5%
$201.81 - $250.45 $76.7K - $95.2K
2.55K $536K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
5.73K
+ 29.88%
$31.24 - $37.15 $179K - $213K
24.9K $799K
KIM
Kimco Realty Corp

Real Estate
3.29K
+ 22.09%
$22.75 - $25.78 $74.8K - $84.8K
18.2K $425K
VMC
Vulcan Materials CO

Basic Materials
284
+ 32.46%
$237.95 - $292.31 $67.6K - $83K
1.16K $298K
MCO
Moodys Corp

Financial Services
176
+ 3.97%
$454.04 - $500.88 $79.9K - $88.2K
4.61K $2.18M
EOG
Eog Resources Inc

Energy
711
+ 2.8%
$118.22 - $136.54 $84.1K - $97.1K
26.1K $3.2M
AON
Aon PLC

Financial Services
147
+ 7.62%
$344.14 - $393.31 $50.6K - $57.8K
2.08K $745K
XEL
Xcel Energy Inc

Utilities
182
+ 0.63%
$62.16 - $72.92 $11.3K - $13.3K
29K $1.95M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
9.65K
+ 78.95%
$7.83 - $8.16 $75.6K - $78.8K
21.9K $171K
FV
First Trust Dorsey Wright Focu

ETFs
210
+ 0.27%
$57.47 - $62.82 $12.1K - $13.2K
77.7K $4.59M
Activity Summary
Buys All Purchases 813 New Holdings 153 Increased Positions 660 Sells All Sells 329 Reductions 329 Sold out 0 Options Calls 1 Puts 1
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