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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.81T
$154 Million 4.46% of portfolio
660,153
Q3 2024 Added 2.5%
$339B
$121 Million 3.51% of portfolio
996,650
Q3 2024 Added 10.12%
$3.12T
$103 Million 2.98% of portfolio
239,184
Q3 2024 Added 3.6%
$2.23T
$62.7 Million 1.82% of portfolio
336,720
Q3 2024 Added 1.8%
$90.8B
$35.2 Million 1.02% of portfolio
204,147
Q3 2024 Added 1,028.2%
$1.15T
$31 Million 0.9% of portfolio
186,885
Q3 2024 Added 3.91%
$576B
$28.8 Million 0.84% of portfolio
62,624
Q3 2024 Reduced 1.37%
$704B
$26 Million 0.75% of portfolio
123,511
Q3 2024 Added 2.46%
$1.38T
$25.5 Million 0.74% of portfolio
44,624
Q3 2024 Added 3.73%
$415B
$25.1 Million 0.73% of portfolio
28,309
Q3 2024 Added 3.11%
$1.18T
$23.8 Million 0.69% of portfolio
142,279
Q3 2024 Added 1.97%
$399B
$23.1 Million 0.67% of portfolio
56,983
Q3 2024 Reduced 0.5%
$1.25T
$20.3 Million 0.59% of portfolio
77,646
Q3 2024 Added 0.14%
$444B
$19.2 Million 0.56% of portfolio
164,149
Q3 2024 Reduced 1.25%
$487B
$17.4 Million 0.5% of portfolio
29,710
Q3 2024 Reduced 7.27%
$376B
$14.8 Million 0.43% of portfolio
85,399
Q3 2024 Added 0.74%
$252B
$14.9 Million 0.43% of portfolio
184,938
Q3 2024 Added 0.07%
$310B
$14 Million 0.41% of portfolio
71,021
Q3 2024 Added 3.78%
$371B
$14.2 Million 0.41% of portfolio
87,418
Q3 2024 Added 0.32%
$104B
$13.9 Million 0.4% of portfolio
62,270
Q3 2024 Added 3.32%
$760B
$12.6 Million 0.37% of portfolio
14,230
Q3 2024 Added 7.04%
$481B
$12.9 Million 0.37% of portfolio
26,082
Q3 2024 Reduced 3.66%
$373B
$12 Million 0.35% of portfolio
16,952
Q3 2024 Added 11.08%
$197B
$11.7 Million 0.34% of portfolio
68,929
Q3 2024 Reduced 2.3%
$187B
$11.4 Million 0.33% of portfolio
69,414
Q3 2024 Added 3.5%
$251B
$11.3 Million 0.33% of portfolio
99,289
Q3 2024 Reduced 5.28%
$197B
$10.5 Million 0.31% of portfolio
47,647
Q3 2024 Reduced 1.33%
$417B
$10.5 Million 0.3% of portfolio
61,715
Q3 2024 Added 1.44%
$220B
$9.97 Million 0.29% of portfolio
28,218
Q3 2024 Reduced 0.41%
$138B
$9.92 Million 0.29% of portfolio
40,268
Q3 2024 Added 1.03%
$300B
$9.78 Million 0.28% of portfolio
66,442
Q3 2024 Reduced 2.21%
$157B
$9.65 Million 0.28% of portfolio
18,673
Q3 2024 Reduced 2.27%
$123B
$9.2 Million 0.27% of portfolio
114,835
Q3 2024 Reduced 0.44%
$185B
$8.93 Million 0.26% of portfolio
22,841
Q3 2024 Added 0.79%
$0
$8.56 Million 0.25% of portfolio
853,015
Q3 2024 Added 2.87%
$147B
$8.57 Million 0.25% of portfolio
41,477
Q3 2024 Reduced 0.95%
$398B
$8.28 Million 0.24% of portfolio
12
Q4 2023 Added 50.0%
$208B
$8.35 Million 0.24% of portfolio
27,417
Q3 2024 Reduced 2.93%
$117B
$7.92 Million 0.23% of portfolio
51,747
Q3 2024 Added 0.47%
$144B
$7.74 Million 0.22% of portfolio
8,152
Q3 2024 Added 2.45%
$241B
$7.62 Million 0.22% of portfolio
143,087
Q3 2024 Reduced 5.41%
$264B
$7.52 Million 0.22% of portfolio
104,683
Q3 2024 Reduced 0.86%
$197B
$7.08 Million 0.21% of portfolio
62,099
Q3 2024 Added 0.36%
$140B
$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%
$19.2B
$7.11 Million 0.21% of portfolio
34,545
Q3 2024 Added 280.62%
$132B
$7.26 Million 0.21% of portfolio
85,901
Q3 2024 Added 1.26%
$176B
$6.75 Million 0.2% of portfolio
10,863
Q3 2024 Added 16.53%
$169B
$6.73 Million 0.2% of portfolio
55,555
Q3 2024 Reduced 1.26%

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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