$223 Million is the total value of Apollon Wealth Management, LLC's 159 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TIP | ISHARES TRtips bd etf | $408,000 | +2.8% | 3,226 | 0.0% | 0.18% | -16.4% | |
| KGC | KINROSS GOLD CORP | $293,000 | +22.1% | 33,209 | 0.0% | 0.13% | -0.8% | |
| PZA | INVESCO EXCH TRADED FD TR IInatl amt muni | $246,000 | +0.4% | 9,220 | 0.0% | 0.11% | -18.5% | |
| IWM | ISHARES TRrussell 2000 etf | $235,000 | +4.9% | 1,567 | 0.0% | 0.10% | -15.3% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $231,000 | +7.4% | 1,075 | 0.0% | 0.10% | -12.6% | |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $219,000 | +9.0% | 1,216 | 0.0% | 0.10% | -11.7% | |
| BKSC | BANK SOUTH CAROLINA CORP | $173,000 | -4.4% | 10,800 | 0.0% | 0.08% | -22.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 20 | Q3 2023 | 8.0% |
| INVESCO QQQ TR | 20 | Q3 2023 | 12.2% |
| SPDR S&P 500 ETF TR | 20 | Q3 2023 | 17.9% |
| AMAZON COM INCORPORATED | 20 | Q3 2023 | 3.8% |
| ISHARES TR | 20 | Q3 2023 | 4.8% |
| NVIDIA CORPORATION | 20 | Q3 2023 | 2.6% |
| SHOPIFY INCORPORATED CLASS A | 20 | Q3 2023 | 4.0% |
| ISHARES TR | 20 | Q3 2023 | 3.6% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 5.3% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 3.3% |
View Apollon Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-16 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
View Apollon Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.