Apollon Wealth Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 2, 2025), Apollon Wealth Management, LLC reported 1,203 stock positions worth $4.5 billion. Its top holding was Apple (AAPL) at 4.2% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 3.7%) and Nvidia (NVDA, 3.0%). Compared with Q4 2024, it opened 92 new positions, sold out of 81, added to 575 and reduced 457. The biggest buy was a new position in PIMCO Multisector Bond Actv (PYLD) and the biggest sale SS SPDR Dow Jones Indus Avg (DIA, shares −90%).
- Most Recent 13F
- Q2 2026
- Location
- MOUNT PLEASANT, SC
- CIK
- 0001764387
- Portfolio Value
- $4.5B (Q1 2025)
- SEC Filing
- 0001764387-25-000003 ↗ filed May 2, 2025
Holdings Value
Holdings 1,203 stocks · $4.5B
| AAPL Apple Inc. | 4.22% | 864,546 | $192.0M | Add +7.4% |
| IVV iShares Core S&P 500 ETF | 3.74% | 302,649 | $170.1M | Add +0.7% |
| NVDA Nvidia Corp. | 3.00% | 1,257,466 | $136.3M | Add +11.0% |
| MSFT Microsoft Corp. | 2.82% | 341,242 | $128.1M | Add +19.6% |
| VOO Vanguard S&P 500 ETF | 1.99% | 175,742 | $90.3M | Add +4.3% |
| AMZN Amazon.com Inc. | 1.93% | 460,774 | $87.7M | Add +22.0% |
| VONG Vanguard Russell 1000 Growth | 1.87% | 915,855 | $85.0M | Add +25.4% |
| AVLV Avantis US Large Cap Value | 1.84% | 1,285,000 | $83.8M | Add +28.2% |
| PTRB Pgim Total Return Bond ETF | 1.28% | 1,391,392 | $58.1M | Add +41.3% |
| JEPI JPMorgan Equity Premium Inco | 1.25% | 996,040 | $56.9M | Add +29.4% |
| HCRB Hartford Core Bond ETF | 1.25% | 1,618,998 | $56.9M | Add +38.1% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 1.15% | 1,013,022 | $52.5M | Add +73.8% |
| META Meta Platforms Inc. Class A | 1.06% | 83,369 | $48.1M | Add +63.3% |
| DFAI Dimensional International Co. | 1.04% | 1,511,540 | $47.2M | Add +39.6% |
| PYLD PIMCO Multisector Bond Actv | 1.01% | 1,748,474 | $46.1M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 1.00% | 85,539 | $45.6M | Add +10.7% |
| QUAL iShares MSCI USA Quality Fac | 0.98% | 259,655 | $44.4M | Add +30.0% |
| AVGO Broadcom Inc. | 0.95% | 259,033 | $43.4M | Add +23.3% |
| JPM JPMorgan Chase & Co. | 0.94% | 175,076 | $42.9M | Add +24.3% |
| COST Costco Wholesale Corp. | 0.94% | 45,285 | $42.8M | Add +32.8% |
| IQLT iShares MSCI International Q | 0.93% | 1,069,693 | $42.5M | Add +1155.5% |
| GOOGL Alphabet Inc. Class A | 0.93% | 272,798 | $42.2M | Add +32.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.91% | 88,262 | $41.4M | Reduce -31.1% |
| IJH iShares Core S&P Midcap ETF | 0.88% | 689,065 | $40.2M | Add +22.6% |
| CMDT PIMCO Commodity Active Strat | 0.86% | 1,466,495 | $39.3M | Add +35.7% |
| VGT Vanguard Info Tech ETF | 0.78% | 65,142 | $35.3M | Add +3.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.76% | 61,667 | $34.5M | Reduce -7.3% |
| USRT iShares Core US REIT ETF | 0.73% | 578,548 | $33.3M | Add +376.5% |
| AVEM Avantis Emerging Markets Eq | 0.69% | 519,224 | $31.2M | Add +39.7% |
| GOOG Alphabet Inc. Class C | 0.65% | 190,442 | $29.8M | Add +13.3% |
| HD Home Depot Inc. | 0.65% | 81,112 | $29.7M | Add +24.6% |
| WMT Walmart Inc. | 0.62% | 322,048 | $28.3M | Add +31.5% |
| LLY Eli Lilly & Co. | 0.62% | 34,117 | $28.2M | Add +73.6% |
| V Visa Inc. Class A | 0.59% | 76,387 | $26.8M | Reduce -1.0% |
| MA Mastercard Inc. Class A | 0.54% | 44,614 | $24.5M | Add +37.3% |
| XSMO Invesco S&P Smallcap Momentu | 0.53% | 382,228 | $24.0M | Add +38.0% |
| AVUV Avantis US Small Cap Value | 0.52% | 268,671 | $23.4M | Add +41.6% |
| TSLA Tesla Inc. | 0.50% | 87,084 | $22.6M | Add +3.9% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.49% | 1,031,068 | $22.4M | Reduce -0.6% |
| IBTG iShares Ibonds Dec 2026 Term | 0.49% | 970,857 | $22.3M | Reduce -1.2% |
| NFLX Netflix Inc. | 0.49% | 23,862 | $22.3M | Add +40.4% |
| IVW iShares S&P 500 Growth ETF | 0.49% | 239,673 | $22.2M | Add +58.3% |
| XOM Exxon Mobil Corp. | 0.47% | 181,014 | $21.5M | Add +2.7% |
| PEP Pepsico Inc. | 0.45% | 136,259 | $20.4M | Reduce -4.0% |
| IAGG iShares Intl Aggregate Bond | 0.45% | 407,739 | $20.4M | Add +33.1% |
| MUB iShares National Muni Bond E | 0.44% | 190,953 | $20.1M | Add +29.3% |
| IJR iShares Core S&P Small-Cap E | 0.41% | 178,377 | $18.7M | Reduce -0.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.41% | 246,351 | $18.6M | Reduce -62.6% |
| JNJ Johnson & Johnson | 0.41% | 111,072 | $18.4M | Add +5.3% |
| BX Blackstone Inc. | 0.38% | 124,744 | $17.4M | Add +152.9% |
| UNH Unitedhealth Group Inc. | 0.37% | 32,509 | $17.0M | Add +3.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.37% | 21 | $16.8M | Add +50.0% |
| ABBV Abbvie Inc. | 0.37% | 80,009 | $16.8M | Add +1.0% |
| PG The Procter & Gamble Co. | 0.37% | 97,783 | $16.7M | Reduce -1.1% |
| BSV Vanguard Short-Term Bond ETF | 0.37% | 212,618 | $16.6M | Add +1.1% |
| MCD McDonald's Corp. | 0.37% | 53,199 | $16.6M | Add +6.9% |
| JNK SS SPDR BB High Yield Bond | 0.36% | 172,849 | $16.5M | Add +78.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.36% | 59,659 | $16.4M | Reduce -3.8% |
| FISV Fiserv Inc. | 0.35% | 72,885 | $16.1M | Add +272.3% |
| BLK BlackRock Inc. | 0.34% | 16,153 | $15.3M | Add +47.0% |
| ORCL Oracle Corp. | 0.33% | 107,778 | $15.1M | Add +68.3% |
| MRSH Marsh & McLennan Cos | 0.33% | 60,580 | $14.8M | Reduce -5.1% |
| TMUS T-Mobile US Inc. | 0.32% | 55,222 | $14.7M | Add +274.1% |
| PANW Palo Alto Networks Inc. | 0.32% | 85,737 | $14.6M | Add +168.9% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.32% | 577,658 | $14.6M | Reduce -0.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.32% | 65,083 | $14.4M | Reduce -12.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.31% | 57,448 | $14.3M | Add +4.2% |
| JMUB JPMorgan Municipal ETF | 0.31% | 285,524 | $14.3M | Add +62.0% |
| CVX Chevron Corp. | 0.31% | 84,993 | $14.2M | Add +3.4% |
| SPGI S&P Global Inc. | 0.31% | 27,433 | $13.9M | Add +38.8% |
| WM Waste Management Inc. | 0.30% | 59,228 | $13.7M | Add +12.0% |
| VDC Vanguard Consumer Staple ETF | 0.30% | 61,844 | $13.5M | Add +7.0% |
| INTU Intuit Inc. | 0.28% | 21,025 | $12.9M | Add +68.8% |
| JAAA Janus Henderson Aaa Clo ETF | 0.28% | 249,655 | $12.7M | Reduce -14.1% |
| ABT Abbott Laboratories | 0.28% | 95,343 | $12.6M | Add +1.5% |
| VRTX Vertex Pharmaceuticals Inc. | 0.27% | 25,127 | $12.2M | Add +106.4% |
| SHOP Shopify Inc. Class A | 0.26% | 125,549 | $12.0M | Add +6.3% |
| NEE Nextera Energy Inc. | 0.26% | 168,859 | $12.0M | Add +80.0% |
| JPST JPMorgan Ultra-Short Income | 0.25% | 226,543 | $11.5M | Add +56.9% |
| HON Honeywell International Inc. | 0.25% | 52,995 | $11.2M | Add +3.5% |
| UCON First Trust Smith Unconstrai | 0.24% | 447,681 | $11.1M | Reduce -67.5% |
| IVE iShares S&P 500 Value ETF | 0.24% | 58,106 | $11.1M | Add +76.7% |
| CSCO Cisco Systems Inc. | 0.23% | 172,844 | $10.7M | Add +13.3% |
| FHLC Fidelity MSCI Health Care | 0.23% | 155,574 | $10.6M | Add +7.7% |
| OPER Clearshares Ultra-Short Matu | 0.23% | 103,026 | $10.3M | Reduce -0.9% |
| LIN Linde PLC | 0.22% | 21,955 | $10.2M | Add +133.2% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.22% | 207,826 | $10.1M | Add +174.3% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.22% | 340,767 | $10.1M | Add +5.8% |
| UNP Union Pacific Corp. | 0.22% | 41,715 | $9.9M | Add +0.6% |
| GLD SPDR Gold Shares | 0.21% | 33,787 | $9.7M | Add +10.1% |
| ACN Accenture PLC Class A | 0.21% | 31,015 | $9.7M | Add +7.3% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.21% | 207,431 | $9.6M | Add +12.0% |
| IAU iShares Gold Trust | 0.21% | 159,695 | $9.4M | Add +53.4% |
| TMO Thermo Fisher Scientific Inc. | 0.21% | 18,896 | $9.4M | Add +46.5% |
| IEMG iShares Core MSCI Emerging | 0.20% | 172,369 | $9.3M | Add +27.6% |
| IGM iShares Expanded Tech Sector | 0.20% | 102,525 | $9.3M | Reduce -0.8% |
| CRM Salesforce Inc. | 0.20% | 34,567 | $9.3M | Add +13.8% |
| FLOT iShares Floating Rate Bond E | 0.20% | 177,585 | $9.1M | Add +0.2% |
| KO The Coca-Cola Co. | 0.20% | 123,989 | $8.9M | Reduce -7.0% |
| FDIS Fidelity MSCI Cons Discr Ind | 0.19% | 104,640 | $8.8M | Reduce -61.8% |
Options reported separately and not counted above: HIMS puts ($4K).
Other holdings (2): bonds, preferreds, convertibles and warrants · $30K (not counted above)
Total filed on the 13F, all lines: $4.5B.
Portfolio Sells Q4 2024 → Q1 2025
| DIA SS SPDR Dow Jones Indus Avg | Reduce -90.2% | 0.11% | −1.08 |
| SCHX Schwab US Large-Cap ETF | Reduce -84.9% | 0.16% | −1.02 |
| IYR iShares US Real Estate ETF | Sold out | 0.00% | −0.72 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -62.6% | 0.41% | −0.66 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -31.1% | 0.91% | −0.60 |
| UCON First Trust Smith Unconstrai | Reduce -67.5% | 0.24% | −0.54 |
| SCHG Schwab US Large-Cap Growth | Reduce -68.9% | 0.18% | −0.51 |
| SCHH Schwab US REIT ETF | Reduce -86.7% | 0.07% | −0.46 |
| FDIS Fidelity MSCI Cons Discr Ind | Reduce -61.8% | 0.19% | −0.42 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -85.8% | 0.05% | −0.32 |
| IYF iShares US Financials ETF | Sold out | 0.00% | −0.31 |
| IYZ iShares US Telecommunication | Sold out | 0.00% | −0.30 |
| IDU iShares US Utilities ETF | Sold out | 0.00% | −0.28 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -7.3% | 0.76% | −0.14 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -59.8% | 0.06% | −0.10 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -12.0% | 0.32% | −0.09 |
| PGX Invesco Preferred ETF | Reduce -91.0% | 0.01% | −0.08 |
| PPA Invesco Aerospace & Defense | Sold out | 0.00% | −0.07 |
| SOXX iShares Semiconductor ETF | Reduce -54.8% | 0.04% | −0.07 |
| TLT iShares 20+ Year Treasury BD | Reduce -64.2% | 0.04% | −0.07 |
| PKB Invesco Building & Construct | Sold out | 0.00% | −0.07 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.8% | 0.41% | −0.07 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -76.4% | 0.02% | −0.07 |
| PPH Vaneck Pharmaceutical ETF | Sold out | 0.00% | −0.07 |
| VDE Vanguard Energy ETF | Reduce -87.5% | 0.01% | −0.06 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -79.6% | 0.02% | −0.06 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -14.1% | 0.28% | −0.06 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.8% | 0.36% | −0.05 |
| IWF iShares Russell 1000 Growth | Reduce -12.5% | 0.16% | −0.05 |
| PEP Pepsico Inc. | Reduce -4.0% | 0.45% | −0.05 |
| MRVL Marvell Technology Inc. | Reduce -5.2% | 0.05% | −0.05 |
| IEF iShares 7-10 Year Treasury B | Reduce -47.8% | 0.04% | −0.04 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -24.4% | 0.12% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -5.2% | 0.18% | −0.04 |
| IGM iShares Expanded Tech Sector | Reduce -0.8% | 0.20% | −0.04 |
| PFF iShares Preferred & Income S | Reduce -25.1% | 0.09% | −0.04 |
| EFA iShares MSCI Eafe ETF | Reduce -34.5% | 0.08% | −0.04 |
| IYW iShares Ustechnology ETF | Reduce -6.1% | 0.12% | −0.03 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Reduce -45.3% | 0.04% | −0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -5.4% | 0.15% | −0.03 |
| UPS United Parcel Service Class B | Reduce -7.6% | 0.11% | −0.03 |
| BKLN Invesco Senior Loan ETF | Reduce -36.7% | 0.05% | −0.03 |
| PHK PIMCO High Income Fund | Reduce -40.4% | 0.04% | −0.03 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -69.2% | 0.01% | −0.03 |
| EMHY iShares J.P. Morgan Em High | Reduce -52.8% | 0.02% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -4.6% | 0.17% | −0.03 |
| MARM Ftvestus Max Buff ETF March | Reduce -64.4% | 0.01% | −0.03 |
| JBBB Janus Henderson B-BBB Clo Et | Reduce -44.5% | 0.03% | −0.03 |
| IBTG iShares Ibonds Dec 2026 Term | Reduce -1.2% | 0.49% | −0.03 |
| CSQ Calamos Strat TTL RTRN FND | Reduce -2.5% | 0.15% | −0.03 |
Portfolio Buys Q4 2024 → Q1 2025
| PYLD PIMCO Multisector Bond Actv | New | 1.01% | +1.01 |
| IQLT iShares MSCI International Q | Add +1155.5% | 0.93% | +0.86 |
| USRT iShares Core US REIT ETF | Add +376.5% | 0.73% | +0.57 |
| JEPQ JPM Nasdaq Equity Premium | Add +73.8% | 1.15% | +0.40 |
| META Meta Platforms Inc. Class A | Add +63.3% | 1.06% | +0.37 |
| PTRB Pgim Total Return Bond ETF | Add +41.3% | 1.28% | +0.35 |
| HCRB Hartford Core Bond ETF | Add +38.1% | 1.25% | +0.32 |
| DFAI Dimensional International Co. | Add +39.6% | 1.04% | +0.31 |
| AVLV Avantis US Large Cap Value | Add +28.2% | 1.84% | +0.30 |
| LLY Eli Lilly & Co. | Add +73.6% | 0.62% | +0.27 |
| FISV Fiserv Inc. | Add +272.3% | 0.35% | +0.26 |
| TMUS T-Mobile US Inc. | Add +274.1% | 0.32% | +0.25 |
| CMDT PIMCO Commodity Active Strat | Add +35.7% | 0.86% | +0.23 |
| JEPI JPMorgan Equity Premium Inco | Add +29.4% | 1.25% | +0.23 |
| COST Costco Wholesale Corp. | Add +32.8% | 0.94% | +0.22 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +10.7% | 1.00% | +0.19 |
| PANW Palo Alto Networks Inc. | Add +168.9% | 0.32% | +0.19 |
| BX Blackstone Inc. | Add +152.9% | 0.38% | +0.19 |
| AVEM Avantis Emerging Markets Eq | Add +39.7% | 0.69% | +0.18 |
| JPM JPMorgan Chase & Co. | Add +24.3% | 0.94% | +0.17 |
| QUAL iShares MSCI USA Quality Fac | Add +30.0% | 0.98% | +0.16 |
| VRTX Vertex Pharmaceuticals Inc. | Add +106.4% | 0.27% | +0.15 |
| BRK.A Berkshire Hathaway Inc. Class A | Add +50.0% | 0.37% | +0.15 |
| JNK SS SPDR BB High Yield Bond | Add +78.1% | 0.36% | +0.15 |
| BR Broadridge Financial Solutio | Add +335.4% | 0.19% | +0.14 |
| MA Mastercard Inc. Class A | Add +37.3% | 0.54% | +0.14 |
| NFLX Netflix Inc. | Add +40.4% | 0.49% | +0.14 |
| MSI Motorola Solutions Inc. | Add +391.2% | 0.17% | +0.14 |
| IVW iShares S&P 500 Growth ETF | Add +58.3% | 0.49% | +0.13 |
| LIN Linde PLC | Add +133.2% | 0.22% | +0.13 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +174.3% | 0.22% | +0.13 |
| VONG Vanguard Russell 1000 Growth | Add +25.4% | 1.87% | +0.13 |
| SYK Stryker Corp. | Add +181.4% | 0.19% | +0.12 |
| GLW Corning Inc. | Add +255.8% | 0.17% | +0.12 |
| GEV GE Vernova Inc. | Add +225.9% | 0.17% | +0.11 |
| WMT Walmart Inc. | Add +31.5% | 0.62% | +0.11 |
| JMUB JPMorgan Municipal ETF | Add +62.0% | 0.31% | +0.11 |
| NEE Nextera Energy Inc. | Add +80.0% | 0.26% | +0.11 |
| PH Parker Hannifin Corp. | Add +162.0% | 0.18% | +0.11 |
| XSMO Invesco S&P Smallcap Momentu | Add +38.0% | 0.53% | +0.11 |
| INTU Intuit Inc. | Add +68.8% | 0.28% | +0.10 |
| IVE iShares S&P 500 Value ETF | Add +76.7% | 0.24% | +0.10 |
| ROL Rollins Inc. | Add +284.0% | 0.13% | +0.10 |
| IAGG iShares Intl Aggregate Bond | Add +33.1% | 0.45% | +0.10 |
| AVUV Avantis US Small Cap Value | Add +41.6% | 0.52% | +0.09 |
| IAU iShares Gold Trust | Add +53.4% | 0.21% | +0.09 |
| MS Morgan Stanley | Add +111.7% | 0.19% | +0.09 |
| ORCL Oracle Corp. | Add +68.3% | 0.33% | +0.09 |
| JPST JPMorgan Ultra-Short Income | Add +56.9% | 0.25% | +0.08 |
| MUB iShares National Muni Bond E | Add +29.3% | 0.44% | +0.08 |
Options Activity Q4 2024 → Q1 2025
| HIMS Hims & Hers Health Inc. | put | Reduce -10.3% | 13,000 | $4K |
| APPS Digital Turbine Inc. | call | Sold out | 16,800 | $1Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2024 → Q1 2025
| BZAIW Burtech Acquisition -CW23 | *W EXP 01/13/203 | New | 133,500 | $25K |
| RZLVW Rezolve AI PLC -CW27 | *W EXP 08/15/202 | Sold out | 10,000 | $7Kbefore exit |
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 |