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Home > Institutional Investor > Apollon Wealth Management, Llc > Profile

Instuitional Investor - Apollon Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Apollon Wealth Management, Llc
Portfolio Value $5,064,601,778
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 1,284,318 $202,909,448 4.01%
2.
Ishares Trust
 IEF 304,704 $189,190,561 3.74%
3.
Apple Inc.
 AAPL 855,330 $175,488,053 3.46%
4.
Microsoft Corp
 MSFT 352,543 $175,358,442 3.46%
5.
Vanguard Index Fds - S&P 500 ETF SHS
 181,161 $102,904,835 2.03%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)