Apollon Wealth Management, LLC
CIK Number: 0001764387
Main Sectors:
Top Industries:
Filing Date: May 2, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 232.81 | -0.22% | 864.55K | +7.44% | 192.04M | 193.56 | 4.22% | Share |
| 2 | IVV | iShares Core S&... | 648.15 | +0.01% | 302.65K | +0.66% | 170.06M | 510.59 | 3.74% | Share |
| 3 | NVDA | NVIDIA Corporat... | 182.02 | +0.24% | 1.26M | +10.97% | 136.28M | 53.84 | 3.00% | Share |
| 4 | MSFT | Microsoft Corpo... | 522.28 | +0.33% | 341.24K | +19.61% | 128.1M | 339.99 | 2.82% | Share |
| 5 | VOO | Vanguard S&P 50... | 592.77 | -0.01% | 175.74K | +4.30% | 90.32M | 489.47 | 1.99% | Share |
| 6 | AMZN | Amazon.com, Inc... | 230.94 | +2.84% | 460.77K | +22.03% | 87.67M | 166.02 | 1.93% | Share |
| 7 | VONG | Vanguard Russel... | 115.87 | +0.12% | 915.86K | +25.37% | 84.98M | 74.15 | 1.87% | Share |
| 8 | AVLV | Avantis U.S. La... | 70.85 | -0.21% | 1.28M | +28.18% | 83.79M | 60.13 | 1.84% | Share |
| 9 | PTRB | PGIM Total Retu... | 41.71 | -0.34% | 1.39M | +41.34% | 58.08M | 41.33 | 1.28% | Share |
| 10 | JEPI | JPMorgan Equity... | 56.62 | -0.11% | 996.04K | +29.43% | 56.91M | 56.99 | 1.25% | Share |
| 11 | HCRB | Hartford Core B... | 35.18 | -0.26% | 1.62M | +38.12% | 56.88M | 34.77 | 1.25% | Share |
| 12 | JEPQ | JPMorgan Nasdaq... | 55.81 | +0.11% | 1.01M | +73.80% | 52.45M | 52.92 | 1.15% | Share |
| 13 | META | Meta Platforms,... | 781.96 | +0.24% | 83.37K | +63.30% | 48.05M | 454.88 | 1.06% | Share |
| 14 | DFAI | Dimensional Int... | 35.58 | -0.15% | 1.51M | +39.61% | 47.21M | 30.21 | 1.04% | Share |
| 15 | PYLD | PIMCO ETF Trust... | 26.57 | -0.02% | 1.75M | +100.00% | 46.07M | 26.35 | 1.01% | Share |
| 16 | BRK-B | Berkshire Hatha... | 479.02 | +0.36% | 85.54K | +10.67% | 45.56M | 353.7 | 1.00% | Share |
| 17 | QUAL | iShares MSCI US... | 188.56 | -0.07% | 259.65K | +29.99% | 44.37M | 173.19 | 0.98% | Share |
| 18 | AVGO | Broadcom Inc. | 311.19 | +0.68% | 259.03K | +23.33% | 43.37M | 99.28 | 0.95% | Share |
| 19 | JPM | JPMorgan Chase ... | 294.09 | +1.23% | 175.08K | +24.33% | 42.95M | 180.23 | 0.94% | Share |
| 20 | COST | Costco Wholesal... | 975.42 | -0.35% | 45.28K | +32.75% | 42.83M | 678.46 | 0.94% | Share |
| 21 | IQLT | iShares MSCI In... | 42.98 | -0.14% | 1.07M | +1.16K% | 42.46M | 39.54 | 0.93% | Share |
| 22 | GOOGL | Alphabet Inc. | 202.88 | +0.46% | 272.8K | +32.25% | 42.19M | 140.89 | 0.93% | Share |
| 23 | QQQ | Invesco QQQ Tru... | 579.86 | -0.08% | 88.26K | -31.11% | 41.39M | 393.62 | 0.91% | Share |
| 24 | IJH | iShares Core S&... | 63.85 | -1.31% | 689.07K | +22.58% | 40.21M | 59.5 | 0.88% | Share |
| 25 | CMDT | PIMCO ETF Trust... | 26.00 | -0.57% | 1.47M | +35.68% | 39.26M | 26.99 | 0.86% | Share |
| 26 | VGT | Vanguard Inform... | 704.44 | -0.4% | 65.14K | +3.47% | 35.33M | 608.97 | 0.78% | Share |
| 27 | SPY | SPDR S&P 500 ET... | 644.93 | +0.01% | 61.67K | -7.27% | 34.5M | 450.45 | 0.76% | Share |
| 28 | USRT | iShares Core U.... | 56.17 | -0.83% | 578.55K | +376.46% | 33.32M | 57.16 | 0.73% | Share |
| 29 | AVEM | Avantis Emergin... | 71.01 | -1.1% | 519.22K | +39.71% | 31.24M | 58.22 | 0.69% | Share |
| 30 | GOOG | Alphabet Inc. | 203.77 | +0.36% | 190.44K | +13.35% | 29.75M | 138.34 | 0.65% | Share |
| 31 | HD | The Home Depot,... | 400.32 | -1.68% | 81.11K | +24.65% | 29.73M | 343.74 | 0.65% | Share |
| 32 | WMT | Walmart Inc. | 100.84 | -0.15% | 322.05K | +31.49% | 28.27M | 66.89 | 0.62% | Share |
| 33 | LLY | Eli Lilly and C... | 684.46 | +3.63% | 34.12K | +73.61% | 28.18M | 661.75 | 0.62% | Share |
| 34 | V | Visa Inc. | 345.40 | +0.83% | 76.39K | -0.99% | 26.77M | 258.9 | 0.59% | Share |
| 35 | MA | Mastercard Inco... | 583.65 | +0.99% | 44.61K | +37.26% | 24.45M | 452.55 | 0.54% | Share |
| 36 | XSMO | Invesco S&P Sma... | 70.68 | -1.49% | 382.23K | +38.04% | 23.98M | 65.24 | 0.53% | Share |
| 37 | AVUV | Avantis U.S. Sm... | 96.21 | -1.16% | 268.67K | +41.63% | 23.42M | 91.27 | 0.52% | Share |
| 38 | TSLA | Tesla, Inc. | 335.58 | -1.12% | 87.08K | +3.92% | 22.57M | 236.55 | 0.50% | Share |
| 39 | IBDV | iShares iBonds ... | 22.00 | -0.23% | 1.03M | -0.59% | 22.39M | 21.36 | 0.49% | Share |
| 40 | IBTG | iShares iBonds ... | 22.89 | -0.02% | 970.86K | -1.17% | 22.27M | 22.81 | 0.49% | Share |
| 41 | NFLX | Netflix, Inc. | 1230.56 | +2.17% | 23.86K | +40.35% | 22.25M | 623.42 | 0.49% | Share |
| 42 | IVW | iShares S&P 500... | 115.82 | +0.14% | 239.67K | +58.27% | 22.25M | 85.67 | 0.49% | Share |
| 43 | XOM | Exxon Mobil Cor... | 107.38 | -0.21% | 181.01K | +2.74% | 21.53M | 87.34 | 0.47% | Share |
| 44 | PEP | PepsiCo, Inc. | 148.62 | -0.49% | 136.26K | -3.96% | 20.43M | 159.86 | 0.45% | Share |
| 45 | IAGG | iShares Core In... | 51.09 | -0.18% | 407.74K | +33.14% | 20.38M | 50.08 | 0.45% | Share |
| 46 | MUB | iShares Nationa... | 104.03 | -0.18% | 190.95K | +29.28% | 20.13M | 107.36 | 0.44% | Share |
| 47 | IJR | iShares Core S&... | 115.17 | -1.4% | 178.38K | -0.82% | 18.65M | 92.88 | 0.41% | Share |
| 48 | IEFA | iShares Core MS... | 85.61 | -0.04% | 246.35K | -62.6% | 18.64M | 69.63 | 0.41% | Share |
| 49 | JNJ | Johnson & Johns... | 174.72 | +0.17% | 111.07K | +5.28% | 18.42M | 159.59 | 0.41% | Share |
| 50 | BX | Blackstone Inc. | 174.53 | -1.17% | 124.74K | +152.87% | 17.44M | 120.45 | 0.38% | Share |
| 51 | UNH | UnitedHealth Gr... | 271.50 | -0.11% | 32.51K | +3.09% | 17.03M | 452.11 | 0.37% | Share |
| 52 | BRK-A | Berkshire Hatha... | 718340.00 | +0.40% | 21 | +50.00% | 16.77M | 613731.29 | 0.37% | Share |
| 53 | ABBV | AbbVie Inc. | 204.72 | +1.61% | 80.01K | +0.98% | 16.76M | 142.8 | 0.37% | Share |
| 54 | PG | The Procter & G... | 153.70 | -1.1% | 97.78K | -1.11% | 16.66M | 152.27 | 0.37% | Share |
| 55 | BSV | Vanguard Short-... | 78.63 | -0.12% | 212.62K | +1.07% | 16.64M | 77.26 | 0.37% | Share |
| 56 | MCD | McDonald's Corp... | 308.84 | +1.24% | 53.2K | +6.89% | 16.62M | 271.37 | 0.37% | Share |
| 57 | JNK | SPDR Bloomberg ... | 96.91 | -0.27% | 172.85K | +78.14% | 16.47M | 94.84 | 0.36% | Share |
| 58 | VTI | Vanguard Total ... | 317.25 | -0.13% | 59.66K | -3.77% | 16.4M | 230.28 | 0.36% | Share |
| 59 | FI | Fiserv, Inc. | 134.58 | +0.22% | 72.89K | +272.34% | 16.1M | 194.49 | 0.35% | Share |
| 60 | BLK | BlackRock, Inc. | 1160.35 | +0.03% | 16.15K | +47.05% | 15.29M | 999.95 | 0.34% | Share |
| 61 | ORCL | Oracle Corporat... | 244.93 | +0.31% | 107.78K | +68.35% | 15.07M | 114.7 | 0.33% | Share |
| 62 | MMC | Marsh & McLenna... | 206.96 | -1.14% | 60.58K | -5.11% | 14.78M | 174.99 | 0.33% | Share |
| 63 | TMUS | T-Mobile US, In... | 250.25 | -0.24% | 55.22K | +274.08% | 14.73M | 237.65 | 0.32% | Share |
| 64 | PANW | Palo Alto Netwo... | 173.55 | -1.87% | 85.74K | +168.88% | 14.63M | 162.52 | 0.32% | Share |
| 65 | IBDT | iShares iBonds ... | 25.42 | -0.16% | 577.66K | -0.91% | 14.59M | 24.9 | 0.32% | Share |
| 66 | VB | Vanguard Small ... | 246.81 | -1.26% | 65.08K | -11.97% | 14.43M | 231.95 | 0.32% | Share |
| 67 | IBM | International B... | 237.04 | -1.26% | 57.45K | +4.23% | 14.28M | 154.27 | 0.31% | Share |
| 68 | JMUB | JPMorgan Munici... | 49.42 | -0.14% | 285.52K | +61.99% | 14.28M | 50.24 | 0.31% | Share |
| 69 | CVX | Chevron Corpora... | 155.20 | -0.43% | 84.99K | +3.39% | 14.22M | 156.6 | 0.31% | Share |
| 70 | SPGI | S&P Global Inc. | 564.10 | +0.27% | 27.43K | +38.82% | 13.94M | 454.08 | 0.31% | Share |
| 71 | WM | Waste Managemen... | 225.97 | -1.71% | 59.23K | +11.99% | 13.71M | 186.79 | 0.30% | Share |
| 72 | VDC | Vanguard Consum... | 221.31 | -0.88% | 61.84K | +7.03% | 13.53M | 211.87 | 0.30% | Share |
| 73 | INTU | Intuit Inc. | 710.55 | -0.16% | 21.02K | +68.85% | 12.91M | 576.19 | 0.28% | Share |
| 74 | JAAA | Janus Henderson... | 50.70 | +0.13% | 249.66K | -14.1% | 12.66M | 50.42 | 0.28% | Share |
| 75 | ABT | Abbott Laborato... | 129.32 | -0.06% | 95.34K | +1.52% | 12.65M | 114.6 | 0.28% | Share |
| 76 | VRTX | Vertex Pharmace... | 390.30 | -1.42% | 25.13K | +106.43% | 12.18M | 420.41 | 0.27% | Share |
| 77 | SHOP | Shopify Inc. | 144.27 | -3.88% | 125.55K | +6.27% | 11.99M | 77.94 | 0.26% | Share |
| 78 | NEE | NextEra Energy,... | 72.22 | -0.1% | 168.86K | +79.97% | 11.97M | 74.6 | 0.26% | Share |
| 79 | JPST | JPMorgan Ultra-... | 50.62 | 0.00% | 226.54K | +56.90% | 11.47M | 50.44 | 0.25% | Share |
| 80 | HON | Honeywell Inter... | 218.15 | -0.73% | 52.99K | +3.46% | 11.22M | 207.99 | 0.25% | Share |
| 81 | UCON | First Trust TCW... | 24.95 | -0.16% | 447.68K | -67.53% | 11.08M | 24.49 | 0.24% | Share |
| 82 | IVE | iShares S&P 500... | 202.03 | -0.1% | 58.11K | +76.66% | 11.07M | 174.17 | 0.24% | Share |
| 83 | CSCO | Cisco Systems, ... | 69.28 | -1.58% | 172.84K | +13.26% | 10.67M | 54.72 | 0.23% | Share |
| 84 | FHLC | Fidelity MSCI H... | 64.04 | +0.42% | 155.57K | +7.66% | 10.63M | 65.56 | 0.23% | Share |
| 85 | OPER | ClearShares Ult... | 100.29 | -0.01% | 103.03K | -0.93% | 10.32M | 100.07 | 0.23% | Share |
| 86 | LIN | Linde plc | 477.49 | +0.39% | 21.95K | +133.24% | 10.22M | 438.14 | 0.22% | Share |
| 87 | DYNF | BlackRock U.S. ... | 57.23 | +0.22% | 207.83K | +174.30% | 10.13M | 48.19 | 0.22% | Share |
| 88 | BUFR | First Trust Cbo... | 32.73 | +0.02% | 340.77K | +5.85% | 10.12M | 29 | 0.22% | Share |
| 89 | UNP | Union Pacific C... | 221.35 | -0.82% | 41.72K | +0.59% | 9.85M | 229.77 | 0.22% | Share |
| 90 | GLD | SPDR Gold Share... | 307.25 | -0.63% | 33.79K | +10.09% | 9.74M | 209.78 | 0.21% | Share |
| 91 | ACN | Accenture plc | 246.13 | +0.18% | 31.02K | +7.28% | 9.68M | 328.15 | 0.21% | Share |
| 92 | IUSB | iShares Core To... | 46.20 | -0.26% | 207.43K | +12.02% | 9.56M | 47.05 | 0.21% | Share |
| 93 | IAU | iShares Gold Tr... | 62.90 | -0.62% | 159.69K | +53.42% | 9.42M | 43.7 | 0.21% | Share |
| 94 | TMO | Thermo Fisher S... | 485.13 | +0.07% | 18.9K | +46.49% | 9.4M | 510.27 | 0.21% | Share |
| 95 | IEMG | iShares Core MS... | 61.97 | -1.17% | 172.37K | +27.60% | 9.3M | 53.5 | 0.20% | Share |
| 96 | IGM | iShares Expande... | 118.58 | -0.24% | 102.53K | -0.81% | 9.3M | 101.73 | 0.20% | Share |
| 97 | CRM | Salesforce, Inc... | 233.32 | -1.57% | 34.57K | +13.84% | 9.28M | 265.94 | 0.20% | Share |
| 98 | FLOT | iShares Floatin... | 50.98 | +0.01% | 177.59K | +0.23% | 9.07M | 50.85 | 0.20% | Share |
| 99 | KO | The Coca-Cola C... | 69.52 | -1.33% | 123.99K | -7.02% | 8.88M | 59.79 | 0.20% | Share |
| 100 | FDIS | Fidelity MSCI C... | 99.15 | -0.09% | 104.64K | -61.75% | 8.84M | 97.46 | 0.19% | Share |
| 101 | VTV | Vanguard Value ... | 180.44 | -0.2% | 50.57K | -2.5% | 8.74M | 148 | 0.19% | Share |
| 102 | SYK | Stryker Corpora... | 378.47 | -0.13% | 23.45K | +181.44% | 8.73M | 337.69 | 0.19% | Share |
| 103 | PM | Philip Morris I... | 165.25 | -0.38% | 54.38K | +2.74% | 8.63M | 100.98 | 0.19% | Share |
| 104 | CAT | Caterpillar Inc... | 417.50 | +0.92% | 25.81K | +0.79% | 8.51M | 268.27 | 0.19% | Share |
| 105 | VEA | Vanguard Develo... | 58.60 | -0.18% | 167.39K | -11.29% | 8.51M | 46.38 | 0.19% | Share |
| 106 | MS | Morgan Stanley | 148.51 | +0.51% | 72.68K | +111.73% | 8.48M | 104.89 | 0.19% | Share |
| 107 | ETN | Eaton Corporati... | 355.05 | -0.68% | 31.06K | +80.14% | 8.44M | 229.11 | 0.19% | Share |
| 108 | BR | Broadridge Fina... | 259.14 | -0.97% | 34.79K | +335.36% | 8.44M | 232.16 | 0.19% | Share |
| 109 | SCHG | Schwab U.S. Lar... | 30.76 | +0.13% | 335.65K | -68.91% | 8.4M | 19.98 | 0.18% | Share |
| 110 | ISRG | Intuitive Surgi... | 477.00 | -1.11% | 16.85K | +62.37% | 8.35M | 378.93 | 0.18% | Share |
| 111 | RTX | RTX Corporation | 155.06 | -0.42% | 62.91K | -0.48% | 8.33M | 88.81 | 0.18% | Share |
| 112 | MRK | Merck & Co., In... | 82.74 | +0.04% | 92.65K | -5.19% | 8.32M | 90.58 | 0.18% | Share |
| 113 | PH | Parker-Hannifin... | 745.38 | -2.19% | 13.66K | +161.98% | 8.3M | 515.43 | 0.18% | Share |
| 114 | VCIT | Vanguard Interm... | 83.12 | -0.25% | 99.59K | +7.04% | 8.14M | 80.41 | 0.18% | Share |
| 115 | LOW | Lowe's Companie... | 253.05 | -1.24% | 34.05K | -4.58% | 7.94M | 231.93 | 0.17% | Share |
| 116 | MSI | Motorola Soluti... | 461.76 | -1.79% | 18.1K | +391.23% | 7.92M | 408.98 | 0.17% | Share |
| 117 | GEV | GE Vernova Inc. | 625.14 | -1.45% | 25.85K | +225.87% | 7.89M | 270.09 | 0.17% | Share |
| 118 | CTAS | Cintas Corporat... | 221.28 | -1.7% | 37.52K | +7.74% | 7.71M | 128.06 | 0.17% | Share |
| 119 | GS | The Goldman Sac... | 746.99 | +0.31% | 14.01K | +7.30% | 7.66M | 352.94 | 0.17% | Share |
| 120 | BAC | Bank of America... | 47.70 | +0.97% | 182.96K | +13.38% | 7.63M | 37.9 | 0.17% | Share |
| 121 | GLW | Corning Incorpo... | 65.75 | +0.02% | 166.54K | +255.76% | 7.62M | 42.75 | 0.17% | Share |
| 122 | IBHH | iShares iBonds ... | 23.68 | -0.23% | 322.59K | +2.13% | 7.54M | 23.37 | 0.17% | Share |
| 123 | SMH | VanEck Semicond... | 301.92 | +0.21% | 35.61K | +111.18% | 7.53M | 203.39 | 0.17% | Share |
| 124 | VIG | Vanguard Divide... | 210.08 | +0.06% | 38.53K | +1.42% | 7.47M | 165.18 | 0.16% | Share |
| 125 | SCHX | Schwab U.S. Lar... | 25.52 | -0.06% | 336.14K | -84.87% | 7.42M | 17.53 | 0.16% | Share |
| 126 | MDLZ | Mondelez Intern... | 61.42 | -1.24% | 108.21K | -10.62% | 7.34M | 61.21 | 0.16% | Share |
| 127 | AMD | Advanced Micro ... | 180.97 | -1.87% | 70.79K | +11.00% | 7.27M | 121.97 | 0.16% | Share |
| 128 | VGIT | Vanguard Interm... | 59.64 | -0.22% | 121.35K | +3.83% | 7.21M | 58.05 | 0.16% | Share |
| 129 | IWF | iShares Russell... | 450.40 | +0.11% | 19.9K | -12.53% | 7.19M | 307.57 | 0.16% | Share |
| 130 | SO | The Southern Co... | 94.18 | -0.64% | 73.38K | +0.66% | 6.75M | 74.69 | 0.15% | Share |
| 131 | VUG | Vanguard Growth... | 463.54 | +0.15% | 17.91K | -5.37% | 6.64M | 353.05 | 0.15% | Share |
| 132 | QCOM | QUALCOMM Incorp... | 158.09 | +0.96% | 42.93K | +44.63% | 6.59M | 152.7 | 0.15% | Share |
| 133 | AMGN | Amgen Inc. | 290.28 | +0.33% | 21.04K | -4.72% | 6.55M | 257.78 | 0.14% | Share |
| 134 | ORLY | O'Reilly Automo... | 101.50 | -1.11% | 4.55K | +2.57% | 6.52M | 810.39 | 0.14% | Share |
| 135 | TXN | Texas Instrumen... | 193.71 | +0.22% | 36.26K | +2.35% | 6.52M | 183.06 | 0.14% | Share |
| 136 | CB | Chubb Limited | 275.69 | +0.24% | 21.24K | +4.92% | 6.42M | 207.27 | 0.14% | Share |
| 137 | RSP | Invesco S&P 500... | 186.31 | -0.66% | 36.88K | +10.10% | 6.39M | 159.66 | 0.14% | Share |
| 138 | T | AT&T Inc. | 28.75 | +1.27% | 224.18K | +4.66% | 6.34M | 19.22 | 0.14% | Share |
| 139 | PLTR | Palantir Techno... | 181.00 | -1.83% | 74.49K | +100.85% | 6.29M | 60.27 | 0.14% | Share |
| 140 | JSI | Janus Detroit S... | 52.57 | -0.13% | 119.54K | +21.97% | 6.26M | 52.07 | 0.14% | Share |
| 141 | DE | Deere & Company | 478.62 | -6.8% | 13.13K | -5.13% | 6.16M | 373.92 | 0.14% | Share |
| 142 | DIS | The Walt Disney... | 116.33 | -0.27% | 62.32K | +11.74% | 6.15M | 124.94 | 0.14% | Share |
| 143 | AGG | iShares Core U.... | 99.10 | -0.27% | 60.7K | -3.54% | 6M | 100 | 0.13% | Share |
| 144 | VZ | Verizon Communi... | 43.49 | -0.49% | 131.78K | -14.68% | 5.98M | 47.79 | 0.13% | Share |
| 145 | NOW | ServiceNow, Inc... | 850.65 | -1.42% | 7.4K | +136.92% | 5.89M | 747.59 | 0.13% | Share |
| 146 | SCHD | Schwab U.S. Div... | 27.34 | -0.46% | 208.94K | -4.3% | 5.84M | 26.35 | 0.13% | Share |
| 147 | ET | Energy Transfer... | 17.38 | -0.66% | 313.05K | +1.55% | 5.82M | 13.22 | 0.13% | Share |
| 148 | EFV | iShares MSCI EA... | 66.96 | +0.13% | 98.71K | +42.74% | 5.82M | 54.09 | 0.13% | Share |
| 149 | ROL | Rollins, Inc. | 57.44 | -1.17% | 107.41K | +283.96% | 5.8M | 50.13 | 0.13% | Share |
| 150 | WFC | Wells Fargo & C... | 79.38 | +1.91% | 80.44K | +2.64% | 5.77M | 47.83 | 0.13% | Share |