Apollon Wealth Management, LLC

Q4 2024 13F-HR Holdings

Location
Mount Pleasant, SC
Holdings as of
12/31/2024
Date filed
1/28/2025
Form type
13F-HR
Num holdings
1,196
Total value ($000)
$4,336,815
Net value change ($000)
+800,477 (22.6%)
New positions
151
Sold out positions
89
Turnover %
5.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/5/2024 Next filing: 5/2/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
VOO 54,368 149.3%
AAPL 47,696 31.0%
IVV 47,020 36.2%
VGT 37,245 1960.3%
QUAL 31,347 741.9%
NVDA 31,137 25.7%
FDIS 26,660 NEW
IBDV 22,154 NEW
IBTG 22,051 6194.1%
DIA 20,105 64.1%
Top Reduces (Value $000, Stocks/ETFs)
IJK -17,321 -89.9%
EFA -16,386 -77.0%
IYC -13,040 -98.4%
IYW -12,448 -64.5%
BLK -7,741 -100.0%
AMD -3,686 -32.4%
ANET -2,716 -100.0%
LRCX -2,660 -100.0%
SCHH -1,962 -7.9%
JEPQ -1,950 -5.6%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 11 (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