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Latest Apollon Wealth Management, LLC Stock Portfolio

$6.15Billion– No. of Holdings #1399

Apollon Wealth Management, LLC Performance:
2026 Q1: -2.39%YTD: -2.39%2025: 13.8%
Performance for 2026 Q1 is -2.39%, and YTD is -2.39%, and 2025 is 13.8%.

About Apollon Wealth Management, LLC and 13F Hedge Fund Stock Holdings

Apollon Wealth Management, LLC is a hedge fund based in Mount Pleasant, SC. On 2026-04-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, Apollon Wealth Management, LLC reported an equity portfolio of $6.2 Billions as of 31 Mar, 2026.

The top stock holdings of Apollon Wealth Management, LLC are NVDA, AAPL, IJR. The fund has invested 4% of it's portfolio in NVIDIA CORPORATION and 3.8% of portfolio in APPLE INC.

The fund managers got completely rid off ISHARES TR (BGRN), ISHARES TR (DMXF) and ASTRAZENECA PLC (AZN) stocks. They significantly reduced their stock positions in ISHARES TR (DMXF), ISHARES TR (AMPS) and INVESCO EXCHANGE TRADED FD T (CSD). Apollon Wealth Management, LLC opened new stock positions in ASTRAZENECA PLC, UNITED THERAPEUTICS CORP DEL (UTHR) and VANECK ETF TRUST (BUZZ). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), ISHARES TR (DMXF) and ANNALY CAPITAL MANAGEMENT IN (NLY).
Apollon Wealth Management, LLC Equity Portfolio Value
Last Reported on: 22 Apr, 2026

Apollon Wealth Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Apollon Wealth Management, LLC made a return of -2.39% in the last quarter. In trailing 12 months, it's portfolio return was 14.66%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
astrazeneca plc18,575,800
united therapeutics corp del7,879,520
vaneck etf trust2,656,930
cohen & steers etf trust2,603,260
ishares tr2,326,200
ishares tr2,171,380
blackrock etf trust2,006,650
innovator etfs trust1,970,960
New stocks bought by Apollon Wealth Management, LLC

Additions

Ticker% Inc.
j p morgan exchange traded f5,513
ishares tr2,893
annaly capital management in1,887
blue owl capital corporation1,602
broadstone net lease inc781
dell technologies inc775
hercules capital inc680
vanguard scottsdale fds469
Additions to existing portfolio by Apollon Wealth Management, LLC

Reductions

Ticker% Reduced
broadridge finl solutions in-73.75
stryker corporation-62.19
t-mobile us inc-51.21
vanguard index fds-49.37
spdr series trust-48.41
dimensional etf trust-45.8
apollo global mgmt inc-44.54
blackstone inc-37.55
Apollon Wealth Management, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Apollon Wealth Management, LLC

Sector Distribution

Apollon Wealth Management, LLC has about 50.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Industrials
  • Consumer Cyclical
  • Communication Services
  • Healthcare
  • Consumer Defensive
  • Energy
  • Utilities
Sector%
Others50.8
Technology17.3
Financial Services5.4
Industrials4.8
Consumer Cyclical4.6
Communication Services4.6
Healthcare4.3
Consumer Defensive3.1
Energy2.2
Utilities1.3

Market Cap. Distribution

Apollon Wealth Management, LLC has about 47.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED50.8
MEGA-CAP31.3
LARGE-CAP16.3
MID-CAP1.2

Stocks belong to which Index?

About 46.5% of the stocks held by Apollon Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others53.5
S&P 50045.3
RUSSELL 20001.2
Top 5 Winners (%)%
sandisk corp
124.6 %
tuhura biosciences inc
114.6 %
STKL
sunopta inc
70.5 %
DOW
dow hldgs inc
62.1 %
TPL
texas pacific land corporati
61.1 %
Top 5 Winners ($)$
GLW
corning inc
11.4 M
XOM
exxon mobil corp
9.5 M
ge vernova inc
8.3 M
BOND
pimco etf tr
7.6 M
COST
costco wholesale corporation
6.9 M
Top 5 Losers (%)%
venu hldg corp
-60.7 %
OMEX
odyssey marine expl inc
-57.5 %
GNLX
genelux corporation
-44.5 %
INSP
inspire med sys inc
-43.4 %
GPMT
granite pt mtg tr inc
-39.6 %
Top 5 Losers ($)$
MSFT
microsoft corp
-43.1 M
NVDA
nvidia corporation
-16.4 M
AAPL
apple inc
-15.8 M
AMZN
amazon com inc
-11.5 M
BNDW
vanguard scottsdale fds
-10.4 M

Apollon Wealth Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Apollon Wealth Management, LLC

Apollon Wealth Management, LLC has 1399 stocks in it's portfolio. About 23.6% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. GLW was the most profitable stock for Apollon Wealth Management, LLC last quarter.

Last Reported on: 22 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions