Apollon Wealth Management, LLC

Q2 2025 13F-HR Holdings

Location
Mount Pleasant, SC
Holdings as of
6/30/2025
Date filed
7/25/2025
Form type
13F-HR
Num holdings
1,272
Total value ($000)
$5,064,602
Net value change ($000)
+518,687 (11.4%)
New positions
131
Sold out positions
66
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/2/2025 Next filing: 10/17/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
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)
NVDA 66,625 48.9%
MSFT 47,259 36.9%
AVGO 28,857 66.5%
IVV 19,133 11.3%
HMOP 15,835 NEW
META 14,915 31.0%
AMZN 14,073 16.1%
VONG 13,876 16.3%
HYDB 13,480 875.9%
VOO 12,589 13.9%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -16,554 -8.6%
MUB -16,548 -82.2%
JNK -14,445 -87.7%
JEPQ -10,347 -19.7%
FISV -9,919 -61.6%
UNH -8,435 -49.5%
JEPI -8,383 -14.7%
HCRB -4,552 -8.0%
TMO -4,475 -47.6%
USRT -4,417 -13.3%
Instrument mix + QoQ Δ (ex-options)
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