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Size ($ in 1000's)
At 12/31/2023: $2,894,725
At 09/30/2023: $2,004,866
Apollon Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Apollon Wealth Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Apollon Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Apollon Wealth Management LLC.
In the Apollon Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Apollon Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Apollon Wealth Management LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| APPLE INC |
637,705 |
+112,687 |
$122,777 | | AAPL | 637,705 | +112,687 | $122,777 | | MICROSOFT CORP |
226,624 |
+55,084 |
$85,220 | | MSFT | 226,624 | +55,084 | $85,220 | | ISHARES TR (AGG) |
601,340 |
+400,877 |
$59,683 | | AGG | 601,340 | +400,877 | $59,683 | | INVESCO QQQ TR |
130,919 |
+34,478 |
$53,614 | | QQQ | 130,919 | +34,478 | $53,614 | | VANGUARD SCOTTSDALE FDS (VONG) |
660,856 |
+159,403 |
$51,560 | | VONG | 660,856 | +159,403 | $51,560 | | NVIDIA CORPORATION |
100,480 |
+19,158 |
$49,760 | | NVDA | 100,480 | +19,158 | $49,760 | | VANGUARD SPECIALIZED FUNDS (VIG) |
288,154 |
+53,852 |
$49,101 | | VIG | 288,154 | +53,852 | $49,101 | | SCHWAB STRATEGIC TR |
855,183 |
+136,000 |
$48,232 | | SCHX | 855,183 | +136,000 | $48,232 | | SPDR DOW JONES INDL AVERAGE (DIA) |
124,342 |
+44,894 |
$46,861 | | DIA | 124,342 | +44,894 | $46,861 | | AMAZON COM INC |
301,291 |
+77,610 |
$45,778 | | AMZN | 301,291 | +77,610 | $45,778 | | ISHARES TR (IVV) |
92,727 |
+12,771 |
$44,289 | | IVV | 92,727 | +12,771 | $44,289 | | VANGUARD INDEX FDS (VOO) |
100,322 |
+62,818 |
$43,820 | | VOO | 100,322 | +62,818 | $43,820 | | INVESCO EXCH TRD SLF IDX FD |
787,857 |
+231,677 |
$40,504 | | OMFL | 787,857 | +231,677 | $40,504 | | VANGUARD BD INDEX FDS (BND) |
540,190 |
+149,535 |
$39,731 | | BND | 540,190 | +149,535 | $39,731 | | ISHARES TR (IEFA) |
451,385 |
+174,106 |
$31,755 | | IEFA | 451,385 | +174,106 | $31,755 | | AMERICAN CENTY ETF TR (AVLV) |
546,981 |
+159,107 |
$31,594 | | AVLV | 546,981 | +159,107 | $31,594 |  BERKSHIRE HATHAWAY INC DEL |
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$29,434 | | BRK.B | 64,267 | +14,268 | $22,922 | | BRK.A | 12 | +4 | $6,512 | | ISHARES TR (HYG) |
376,066 |
+368,716 |
$29,104 | | HYG | 376,066 | +368,716 | $29,104 | | ISHARES TR (FLOT) |
566,559 |
+549,276 |
$28,679 | | FLOT | 566,559 | +549,276 | $28,679 | | ALPHABET INC |
187,856 |
+75,548 |
$26,242 | | GOOGL | 187,856 | +75,548 | $26,242 | | SCHWAB STRATEGIC TR |
291,849 |
+98,011 |
$24,212 | | SCHG | 291,849 | +98,011 | $24,212 | | SPDR S&P 500 ETF TR (SPY) |
50,879 |
+4,779 |
$24,183 | | SPY | 50,879 | +4,779 | $24,183 | | VANGUARD TAX MANAGED FDS (VEA) |
493,983 |
+144,542 |
$23,662 | | VEA | 493,983 | +144,542 | $23,662 | | FIRST TR EXCHNG TRADED FD VI (UCON) |
884,037 |
+309,635 |
$21,871 | | UCON | 884,037 | +309,635 | $21,871 | | JPMORGAN CHASE & CO |
122,103 |
+39,794 |
$20,770 | | JPM | 122,103 | +39,794 | $20,770 | | ISHARES TR (IJR) |
187,465 |
+31,719 |
$20,293 | | IJR | 187,465 | +31,719 | $20,293 | | HOME DEPOT INC |
58,094 |
+15,231 |
$20,132 | | HD | 58,094 | +15,231 | $20,132 | | SCHWAB STRATEGIC TR |
283,735 |
+124,764 |
$19,890 | | SCHV | 283,735 | +124,764 | $19,890 | | BROADCOM INC |
17,543 |
+3,880 |
$19,583 | | AVGO | 17,543 | +3,880 | $19,583 | | TESLA INC |
78,534 |
+13,942 |
$19,514 | | TSLA | 78,534 | +13,942 | $19,514 | | ALPHABET INC |
133,799 |
+24,367 |
$18,856 | | GOOG | 133,799 | +24,367 | $18,856 | | SSGA ACTIVE ETF TR (RLY) |
638,685 |
+206,545 |
$17,385 | | RLY | 638,685 | +206,545 | $17,385 | | COSTCO WHSL CORP NEW |
26,179 |
+6,058 |
$17,280 | | COST | 26,179 | +6,058 | $17,280 | | UNITEDHEALTH GROUP INC |
32,756 |
+10,828 |
$17,245 | | UNH | 32,756 | +10,828 | $17,245 | | VANGUARD INDEX FDS (VBR) |
92,393 |
+30,104 |
$16,628 | | VBR | 92,393 | +30,104 | $16,628 | | SCHWAB STRATEGIC TR |
778,138 |
+242,344 |
$16,115 | | SCHH | 778,138 | +242,344 | $16,115 | | JOHNSON & JOHNSON |
99,023 |
+24,129 |
$15,521 | | JNJ | 99,023 | +24,129 | $15,521 | | VANGUARD MALVERN FDS (VTIP) |
325,882 |
+48,900 |
$15,476 | | VTIP | 325,882 | +48,900 | $15,476 | | VANGUARD INDEX FDS (VBK) |
62,283 |
+19,122 |
$15,058 | | VBK | 62,283 | +19,122 | $15,058 | | VANGUARD INTL EQUITY INDEX F (VEU) |
267,398 |
+56,805 |
$15,012 | | VEU | 267,398 | +56,805 | $15,012 | | VISA INC |
56,775 |
+20,008 |
$14,781 | | V | 56,775 | +20,008 | $14,781 | | VANGUARD INDEX FDS (VTI) |
59,358 |
+14,396 |
$14,081 | | VTI | 59,358 | +14,396 | $14,081 | | ISHARES TR (MUB) |
128,151 |
+33,871 |
$13,893 | | MUB | 128,151 | +33,871 | $13,893 | | AMERICAN CENTY ETF TR (AVEM) |
238,063 |
+238,063 |
$13,424 | | AVEM | 238,063 | +238,063 | $13,424 | | META PLATFORMS INC |
37,782 |
+11,346 |
$13,373 | | META | 37,782 | +11,346 | $13,373 | | EXXON MOBIL CORP |
131,620 |
+22,405 |
$13,159 | | XOM | 131,620 | +22,405 | $13,159 | | VANGUARD BD INDEX FDS (BSV) |
168,298 |
+141,945 |
$12,962 | | BSV | 168,298 | +141,945 | $12,962 | | PROCTER AND GAMBLE CO |
83,152 |
+20,449 |
$12,185 | | PG | 83,152 | +20,449 | $12,185 | | MASTERCARD INCORPORATED |
27,735 |
+8,513 |
$11,829 | | MA | 27,735 | +8,513 | $11,829 | | MARSH & MCLENNAN COS INC |
58,787 |
+1,923 |
$11,138 | | MMC | 58,787 | +1,923 | $11,138 |
See Full List: All Stocks Held By Apollon Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Apollon Wealth Management LLC
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