Apollon Wealth Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 28, 2025), Apollon Wealth Management, LLC reported 1,192 stock positions worth $4.3 billion. Its top holding was Apple (AAPL) at 4.6% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 4.1%) and Nvidia (NVDA, 3.5%). Compared with Q3 2024, it opened 147 new positions, sold out of 86, added to 658 and reduced 335. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +144%) and the biggest sale iShares S&P Mid-Cap 400 Grow (IJK, shares −90%).
- Most Recent 13F
- Q2 2026
- Location
- MOUNT PLEASANT, SC
- CIK
- 0001764387
- Portfolio Value
- $4.3B (Q4 2024)
- SEC Filing
- 0002011195-25-000002 ↗ filed Jan 28, 2025
Holdings Value
Holdings 1,192 stocks · $4.3B
| AAPL Apple Inc. | 4.65% | 804,697 | $201.5M | Add +21.9% |
| IVV iShares Core S&P 500 ETF | 4.08% | 300,657 | $177.0M | Add +33.4% |
| NVDA Nvidia Corp. | 3.51% | 1,133,148 | $152.2M | Add +13.7% |
| MSFT Microsoft Corp. | 2.77% | 285,295 | $120.3M | Add +19.3% |
| VOO Vanguard S&P 500 ETF | 2.09% | 168,495 | $90.8M | Add +144.1% |
| AMZN Amazon.com Inc. | 1.91% | 377,583 | $82.8M | Add +12.1% |
| VONG Vanguard Russell 1000 Growth | 1.74% | 730,506 | $75.5M | Reduce -0.3% |
| AVLV Avantis US Large Cap Value | 1.54% | 1,002,469 | $66.9M | Add +1.0% |
| QQQ Invesco QQQ Trust Series 1 | 1.51% | 128,116 | $65.5M | Add +16.6% |
| SCHX Schwab US Large-Cap ETF | 1.19% | 2,221,701 | $51.5M | Reduce -0.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 1.19% | 120,971 | $51.5M | Add +63.2% |
| AVGO Broadcom Inc. | 1.12% | 210,026 | $48.7M | Add +2.9% |
| IEFA iShares Core MSCI Eafe ETF | 1.07% | 658,679 | $46.3M | Add +11.8% |
| JEPI JPMorgan Equity Premium Inco | 1.02% | 769,584 | $44.3M | Add +15.4% |
| HCRB Hartford Core Bond ETF | 0.93% | 1,172,201 | $40.4M | Add +4.8% |
| PTRB Pgim Total Return Bond ETF | 0.93% | 984,434 | $40.3M | Add +6.4% |
| VGT Vanguard Info Tech ETF | 0.90% | 62,955 | $39.1M | Add +1843.1% |
| GOOGL Alphabet Inc. Class A | 0.90% | 206,275 | $39.0M | Add +10.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.90% | 66,502 | $39.0M | Add +18.1% |
| QUAL iShares MSCI USA Quality Fac | 0.82% | 199,753 | $35.6M | Add +747.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.81% | 77,291 | $35.0M | Add +23.4% |
| IJH iShares Core S&P Midcap ETF | 0.81% | 562,116 | $35.0M | Add +17.0% |
| UCON First Trust Smith Unconstrai | 0.78% | 1,378,806 | $34.0M | Add +5.9% |
| TSLA Tesla Inc. | 0.78% | 83,803 | $33.8M | Add +7.9% |
| JPM JPMorgan Chase & Co. | 0.78% | 140,817 | $33.8M | Add +14.0% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.76% | 582,871 | $32.9M | Reduce -8.0% |
| GOOG Alphabet Inc. Class C | 0.74% | 168,015 | $32.0M | Add +18.1% |
| DFAI Dimensional International Co. | 0.73% | 1,082,703 | $31.6M | Add +5.6% |
| COST Costco Wholesale Corp. | 0.72% | 34,114 | $31.3M | Add +20.5% |
| IYR iShares US Real Estate ETF | 0.72% | 335,026 | $31.2M | Add +92.8% |
| SCHG Schwab US Large-Cap Growth | 0.69% | 1,079,576 | $30.1M | Add +15.1% |
| META Meta Platforms Inc. Class A | 0.69% | 51,053 | $29.9M | Add +14.4% |
| CMDT PIMCO Commodity Active Strat | 0.63% | 1,080,841 | $27.3M | Add +3.6% |
| FDIS Fidelity MSCI Cons Discr Ind | 0.61% | 273,544 | $26.7M | New |
| HD Home Depot Inc. | 0.58% | 65,073 | $25.3M | Add +14.2% |
| V Visa Inc. Class A | 0.56% | 77,153 | $24.4M | Add +42.9% |
| SCHH Schwab US REIT ETF | 0.53% | 1,085,766 | $22.9M | Add +1.3% |
| IBTG iShares Ibonds Dec 2026 Term | 0.52% | 982,328 | $22.4M | Add +6258.1% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.51% | 1,037,175 | $22.2M | New |
| WMT Walmart Inc. | 0.51% | 244,913 | $22.1M | Add +32.4% |
| AVEM Avantis Emerging Markets Eq | 0.50% | 371,645 | $21.8M | Add +4.2% |
| PEP Pepsico Inc. | 0.50% | 141,875 | $21.6M | Add +105.8% |
| IJR iShares Core S&P Small-Cap E | 0.48% | 179,860 | $20.7M | Add +21.5% |
| XOM Exxon Mobil Corp. | 0.44% | 176,183 | $19.0M | Add +7.3% |
| AVUV Avantis US Small Cap Value | 0.42% | 189,693 | $18.3M | Add +2.3% |
| XSMO Invesco S&P Smallcap Momentu | 0.42% | 276,895 | $18.3M | Add +7.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.41% | 61,999 | $18.0M | Add +1.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.41% | 73,933 | $17.8M | Add +573.6% |
| MA Mastercard Inc. Class A | 0.39% | 32,504 | $17.1M | Add +24.6% |
| PG The Procter & Gamble Co. | 0.38% | 98,877 | $16.6M | Add +15.8% |
| BSV Vanguard Short-Term Bond ETF | 0.37% | 210,375 | $16.3M | Add +1411.0% |
| QQQM Invesco Nasdaq 100 ETF | 0.37% | 76,129 | $16.0M | Add +793.0% |
| UNH Unitedhealth Group Inc. | 0.37% | 31,534 | $16.0M | Add +6.1% |
| MUB iShares National Muni Bond E | 0.36% | 147,703 | $15.7M | Add +8.3% |
| IVW iShares S&P 500 Growth ETF | 0.35% | 151,432 | $15.4M | Add +22.5% |
| IAGG iShares Intl Aggregate Bond | 0.35% | 306,246 | $15.3M | Add +5.8% |
| JNJ Johnson & Johnson | 0.35% | 105,500 | $15.3M | Add +20.7% |
| LLY Eli Lilly & Co. | 0.35% | 19,651 | $15.2M | Add +38.1% |
| NFLX Netflix Inc. | 0.35% | 17,002 | $15.2M | Add +0.3% |
| JAAA Janus Henderson Aaa Clo ETF | 0.34% | 290,636 | $14.7M | Reduce -10.0% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.33% | 582,958 | $14.5M | New |
| MCD McDonald's Corp. | 0.33% | 49,771 | $14.4M | Add +81.5% |
| ABBV Abbvie Inc. | 0.32% | 79,230 | $14.1M | Add +11.6% |
| MRSH Marsh & McLennan Cos | 0.31% | 63,843 | $13.6M | Add +2.5% |
| IYF iShares US Financials ETF | 0.31% | 121,739 | $13.5M | Reduce -2.0% |
| IYZ iShares US Telecommunication | 0.30% | 482,543 | $12.9M | New |
| SHOP Shopify Inc. Class A | 0.29% | 118,138 | $12.6M | Add +2.9% |
| VDC Vanguard Consumer Staple ETF | 0.28% | 57,780 | $12.2M | New |
| IDU iShares US Utilities ETF | 0.28% | 126,126 | $12.1M | Reduce -4.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.28% | 55,119 | $12.1M | Add +15.7% |
| CVX Chevron Corp. | 0.27% | 82,208 | $11.9M | Add +23.7% |
| HON Honeywell International Inc. | 0.27% | 51,221 | $11.6M | Add +23.5% |
| BLK BlackRock Inc. | 0.26% | 10,985 | $11.3M | Add +34.8% |
| WM Waste Management Inc. | 0.25% | 52,885 | $10.7M | Add +174.3% |
| ORCL Oracle Corp. | 0.25% | 64,020 | $10.7M | Add +3.7% |
| ABT Abbott Laboratories | 0.24% | 93,919 | $10.6M | Add +51.2% |
| IGM iShares Expanded Tech Sector | 0.24% | 103,367 | $10.6M | Add +4166.1% |
| OPER Clearshares Ultra-Short Matu | 0.24% | 103,997 | $10.4M | New |
| ACN Accenture PLC Class A | 0.23% | 28,909 | $10.2M | Add +2.5% |
| CRM Salesforce Inc. | 0.23% | 30,365 | $10.2M | Add +17.7% |
| SPGI S&P Global Inc. | 0.23% | 19,761 | $9.8M | Add +5.8% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.23% | 321,922 | $9.8M | Add +5.8% |
| MRK Merck & Co. Inc. | 0.22% | 97,715 | $9.7M | Reduce -1.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.22% | 14 | $9.5M | Add +16.7% |
| UNP Union Pacific Corp. | 0.22% | 41,472 | $9.5M | Add +3.0% |
| FHLC Fidelity MSCI Health Care | 0.22% | 144,507 | $9.4M | New |
| CAT Caterpillar Inc. | 0.21% | 25,604 | $9.3M | Add +12.1% |
| JNK SS SPDR BB High Yield Bond | 0.21% | 97,028 | $9.3M | Reduce -0.8% |
| IWF iShares Russell 1000 Growth | 0.21% | 22,751 | $9.1M | Add +21.2% |
| CSCO Cisco Systems Inc. | 0.21% | 152,605 | $9.0M | Add +6.7% |
| VEA Vanguard Ftse Developed ETF | 0.21% | 188,693 | $9.0M | Add +40.8% |
| FLOT iShares Floating Rate Bond E | 0.21% | 177,171 | $9.0M | Add +826.0% |
| JMUB JPMorgan Municipal ETF | 0.20% | 176,265 | $8.8M | Add +22.2% |
| LOW Lowe's Cos Inc. | 0.20% | 35,678 | $8.8M | Add +96.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.20% | 51,865 | $8.8M | Add +61.5% |
| BX Blackstone Inc. | 0.20% | 49,332 | $8.5M | Reduce -4.7% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.19% | 185,179 | $8.4M | Add +9.0% |
| KO The Coca-Cola Co. | 0.19% | 133,355 | $8.3M | Add +27.4% |
| INTU Intuit Inc. | 0.18% | 12,452 | $7.8M | Add +14.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.18% | 18,923 | $7.8M | Add +80.4% |
Options reported separately and not counted above: HIMS puts ($10K), APPS calls ($1K).
Other holdings (2): bonds, preferreds, convertibles and warrants · $13K (not counted above)
Total filed on the 13F, all lines: $4.3B.
Portfolio Sells Q3 2024 → Q4 2024
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -89.8% | 0.04% | −0.50 |
| EFA iShares MSCI Eafe ETF | Reduce -74.6% | 0.11% | −0.49 |
| IYW iShares Ustechnology ETF | Reduce -66.3% | 0.16% | −0.39 |
| IYC iShares US Consumer Discreti | Reduce -98.5% | 0.01% | −0.37 |
| VONG Vanguard Russell 1000 Growth | Reduce -0.3% | 1.74% | −0.26 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.2% | 1.19% | −0.24 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -8.0% | 0.76% | −0.23 |
| AMD Advanced Micro Devices | Reduce -8.1% | 0.18% | −0.14 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -10.0% | 0.34% | −0.12 |
| IDU iShares US Utilities ETF | Reduce -4.5% | 0.28% | −0.10 |
| MRK Merck & Co. Inc. | Reduce -1.6% | 0.22% | −0.09 |
| BNL Broadstone Net Lease Inc. | Reduce -33.2% | 0.05% | −0.06 |
| DHR Danaher Corp. | Reduce -2.9% | 0.11% | −0.06 |
| GD General Dynamics Corp. | Reduce -3.4% | 0.13% | −0.06 |
| AMAT Applied Materials Inc. | Reduce -3.1% | 0.10% | −0.06 |
| JNK SS SPDR BB High Yield Bond | Reduce -0.8% | 0.21% | −0.06 |
| IYF iShares US Financials ETF | Reduce -2.0% | 0.31% | −0.05 |
| TLT iShares 20+ Year Treasury BD | Reduce -7.3% | 0.11% | −0.05 |
| IDXX Idexx Laboratories Inc. | Reduce -27.6% | 0.05% | −0.05 |
| ZTS Zoetis Inc. | Reduce -33.5% | 0.04% | −0.05 |
| OMFL Invesco Russell 1000 DYN M/F | Reduce -37.2% | 0.05% | −0.05 |
| DE Deere & Co. | Reduce -7.3% | 0.14% | −0.04 |
| QCOM Qualcomm Inc. | Reduce -2.4% | 0.11% | −0.04 |
| SCHR Schwab Intermediate-Term US | Sold out | 0.00% | −0.04 |
| T AT&T Inc. | Reduce -11.4% | 0.11% | −0.04 |
| MRO Marathon Oil Corp. | Sold out | 0.00% | −0.04 |
| LRCX Lam Research Corp. | Reduce -28.9% | 0.04% | −0.04 |
| IWM iShares Russell 2000 ETF | Reduce -19.2% | 0.07% | −0.04 |
| PGX Invesco Preferred ETF | Reduce -7.1% | 0.09% | −0.04 |
| DFIC Dimensional International Co. | Reduce -0.2% | 0.10% | −0.03 |
| LEN Lennar Corp. Class A | Reduce -11.7% | 0.04% | −0.03 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -0.8% | 0.12% | −0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -2.4% | 0.12% | −0.03 |
| UBER Uber Technologies Inc. | Reduce -45.0% | 0.02% | −0.03 |
| IEX Idex Corp. | Reduce -80.9% | 0.01% | −0.03 |
| EME Emcor Group Inc. | Reduce -43.9% | 0.03% | −0.03 |
| HSY The Hershey Co. | Reduce -44.0% | 0.02% | −0.03 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -18.4% | 0.06% | −0.03 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.6% | 0.08% | −0.03 |
| ELV Elevance Health Inc. | Reduce -21.9% | 0.02% | −0.03 |
| BX Blackstone Inc. | Reduce -4.7% | 0.20% | −0.03 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.03 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -23.6% | 0.04% | −0.03 |
| CVS CVS Health Corp. | Reduce -0.8% | 0.03% | −0.03 |
| MCHP Microchip Technology Inc. | Reduce -0.7% | 0.03% | −0.03 |
| RLY SS Multi-Asset Real Ret ETF | Reduce -8.4% | 0.06% | −0.03 |
| PHM Pultegroup Inc. | Reduce -50.5% | 0.01% | −0.02 |
| GDX Vaneck Gold Miners ETF | Reduce -26.7% | 0.03% | −0.02 |
| NOC Northrop Grumman Corp. | Reduce -0.1% | 0.06% | −0.02 |
| CCI Crown Castle Inc. | Reduce -36.3% | 0.02% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| VOO Vanguard S&P 500 ETF | Add +144.1% | 2.09% | +1.06 |
| VGT Vanguard Info Tech ETF | Add +1843.1% | 0.90% | +0.85 |
| QUAL iShares MSCI USA Quality Fac | Add +747.7% | 0.82% | +0.70 |
| FDIS Fidelity MSCI Cons Discr Ind | New | 0.61% | +0.61 |
| IBDV iShares Ibonds Dec 2030 Corp. | New | 0.51% | +0.51 |
| IBTG iShares Ibonds Dec 2026 Term | Add +6258.1% | 0.52% | +0.51 |
| IVV iShares Core S&P 500 ETF | Add +33.4% | 4.08% | +0.41 |
| BSV Vanguard Short-Term Bond ETF | Add +1411.0% | 0.37% | +0.34 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +573.6% | 0.41% | +0.34 |
| IBDT iShares Ibonds Dec 2028 ETF | New | 0.33% | +0.33 |
| QQQM Invesco Nasdaq 100 ETF | Add +793.0% | 0.37% | +0.32 |
| DIA SS SPDR Dow Jones Indus Avg | Add +63.2% | 1.19% | +0.30 |
| IYZ iShares US Telecommunication | New | 0.30% | +0.30 |
| AAPL Apple Inc. | Add +21.9% | 4.65% | +0.30 |
| VDC Vanguard Consumer Staple ETF | New | 0.28% | +0.28 |
| OPER Clearshares Ultra-Short Matu | New | 0.24% | +0.24 |
| IGM iShares Expanded Tech Sector | Add +4166.1% | 0.24% | +0.24 |
| IYR iShares US Real Estate ETF | Add +92.8% | 0.72% | +0.22 |
| FHLC Fidelity MSCI Health Care | New | 0.22% | +0.22 |
| TSLA Tesla Inc. | Add +7.9% | 0.78% | +0.21 |
| FLOT iShares Floating Rate Bond E | Add +826.0% | 0.21% | +0.18 |
| IBHH iShares Ibonds 2028 TM HY Inc. | New | 0.17% | +0.17 |
| PEP Pepsico Inc. | Add +105.8% | 0.50% | +0.17 |
| VCIT Vanguard Int-Term Corporate | Add +1380.1% | 0.17% | +0.16 |
| VGIT Vanguard Intermediate-Term T | New | 0.16% | +0.16 |
| V Visa Inc. Class A | Add +42.9% | 0.56% | +0.14 |
| AMZN Amazon.com Inc. | Add +12.1% | 1.91% | +0.14 |
| USRT iShares Core US REIT ETF | Add +708.0% | 0.16% | +0.13 |
| WM Waste Management Inc. | Add +174.3% | 0.25% | +0.13 |
| AVGO Broadcom Inc. | Add +2.9% | 1.12% | +0.13 |
| FUTY Fidelity MSCI US Utilities | New | 0.12% | +0.12 |
| JPST JPMorgan Ultra-Short Income | Add +272.2% | 0.17% | +0.11 |
| MDLZ Mondelez International Inc. Class A | Add +313.1% | 0.17% | +0.11 |
| SPRX Spear Alpha ETF | New | 0.10% | +0.10 |
| MCD McDonald's Corp. | Add +81.5% | 0.33% | +0.10 |
| WMT Walmart Inc. | Add +32.4% | 0.51% | +0.09 |
| NVDA Nvidia Corp. | Add +13.7% | 3.51% | +0.09 |
| KHPI Kensington Hedged PRM in ETF | New | 0.09% | +0.09 |
| UPS United Parcel Service Class B | Add +160.6% | 0.14% | +0.07 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +80.4% | 0.18% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +18.1% | 0.74% | +0.07 |
| LOW Lowe's Cos Inc. | Add +96.7% | 0.20% | +0.06 |
| PANW Palo Alto Networks Inc. | Add +81.0% | 0.13% | +0.05 |
| HELO JPMorgan Hedged Equity ETF | Add +187.4% | 0.08% | +0.05 |
| APO Apollo Global Management Inc. | Add +65.0% | 0.11% | +0.05 |
| XYL Xylem Inc. | Add +938.9% | 0.05% | +0.04 |
| ABT Abbott Laboratories | Add +51.2% | 0.24% | +0.04 |
| FSK FS KKR Capital Corp. | Add +136.1% | 0.08% | +0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +61.5% | 0.20% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +14.0% | 0.78% | +0.04 |
Options Activity Q3 2024 → Q4 2024
| HIMS Hims & Hers Health Inc. | put | New | 14,500 | $10K |
| APPS Digital Turbine Inc. | call | Add +42.4% | 16,800 | $1K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q3 2024 → Q4 2024
| RZLVW Rezolve AI PLC -CW27 | *W EXP 08/15/202 | New | 10,000 | $7K |
| FUFUW Bitfufu Inc.-28 | *W EXP 03/01/202 | New | 10,000 | $6K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,569 | $8.2B | NVDA, IVV, AAPL, AMZN, MSFT |
| Q1 2026 | 1,396 | $6.2B | NVDA, AAPL, IVV, MSFT, AMZN |
| Q4 2025 | 1,298 | $5.8B | NVDA, AAPL, IVV, MSFT, VOO |
| Q3 2025 | 1,312 | $5.6B | NVDA, AAPL, IVV, MSFT, VOO |
| Q2 2025 | 1,268 | $5.1B | NVDA, IVV, AAPL, MSFT, VOO |
| Q1 2025 | 1,203 | $4.5B | AAPL, IVV, NVDA, MSFT, VOO |
| Q4 2024 | 1,192 | $4.3B | AAPL, IVV, NVDA, MSFT, VOO |
| Q3 2024 | 1,130 | $3.5B | AAPL, IVV, NVDA, MSFT, VONG |
| Q2 2024 | 1,099 | $3.3B | AAPL, IVV, NVDA, MSFT, VONG |
| Q1 2024 | 1,115 | $3.2B | AAPL, IVV, MSFT, NVDA, VONG |