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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 $2,894,842,156
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 637,705 $122,777,352 4.24%
2.
Microsoft Corp
 MSFT 226,624 $85,219,671 2.94%
3.
Ishares Trust
 IEF 601,340 $59,682,989 2.06%
4.
Invesco Qqq Tr
 130,919 $53,614,075 1.85%
5.
Vanguard Scottsdale Funds
 660,856 $51,559,947 1.78%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)