Apollon Wealth Management, LLC

Q3 2024 13F-HR Holdings

Location
Mount Pleasant, SC
Holdings as of
9/30/2024
Date filed
11/5/2024
Form type
13F-HR
Num holdings
1,131
Total value ($000)
$3,536,338
Net value change ($000)
+252,057 (7.7%)
New positions
84
Sold out positions
53
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/19/2024 Next filing: 1/28/2025 SEC filing

Snapshot: Change Analysis

Compared to Q2 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IJH 21,012 235.2%
AAPL 18,164 13.4%
IYR 17,701 NEW
EFA 17,491 462.2%
XSMO 16,982 NEW
JEPQ 14,647 72.6%
IYC 13,255 NEW
IDU 12,643 1512.3%
IVV 12,516 10.7%
IYW 12,437 181.2%
Top Reduces (Value $000, Stocks/ETFs)
PCY -26,884 -99.2%
HYG -26,808 -95.2%
PGX -23,856 -84.6%
OMFL -18,311 -83.9%
VBK -17,060 -88.3%
SCHM -16,493 -92.1%
VTIP -6,783 -85.7%
QQQ -2,694 -4.8%
VTV -2,515 -31.0%
VIG -2,117 -24.9%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 13 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type