Apollon Wealth Management, LLC has about 52% of it's holdings in Others sector.
Sector | % |
---|---|
Others | 52 |
Technology | 16.7 |
Financial Services | 5.7 |
Consumer Cyclical | 4.9 |
Industrials | 4.8 |
Healthcare | 4.7 |
Communication Services | 3.3 |
Consumer Defensive | 2.9 |
Energy | 2.2 |
Utilities | 1.2 |
Apollon Wealth Management, LLC has about 46% of it's portfolio invested in the large-cap and mega-cap stocks.
Category | % |
---|---|
UNALLOCATED | 52 |
MEGA-CAP | 25.6 |
LARGE-CAP | 20.4 |
MID-CAP | 1.4 |
About 45.8% of the stocks held by Apollon Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.
Index | % |
---|---|
Others | 54.2 |
S&P 500 | 44.6 |
RUSSELL 2000 | 1.2 |
This heatmap illustrates the top 50 positions within the fund's portfolio.
Apollon Wealth Management, LLC has 1124 stocks in it's portfolio. About 24.2% of the portfolio is in top 10 stocks. CTAS proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Apollon Wealth Management, LLC last quarter.
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
---|---|---|---|---|---|---|---|---|
AAPL | apple inc | 4.35 | 660,153 | 153,816,000 | added | 2.5 | ||
AAXJ | ishares tr | 0.42 | 136,388 | 14,815,800 | reduced | -0.96 | ||
AAXJ | ishares tr | 0.17 | 116,983 | 6,160,330 | added | 30.1 | ||
AAXJ | ishares tr | 0.16 | 53,728 | 5,783,850 | added | 7.27 | ||
AAXJ | ishares tr | 0.14 | 151,139 | 5,022,330 | added | 10.51 | ||
AAXJ | ishares tr | 0.09 | 52,840 | 3,039,900 | added | 73.91 | ||
AAXJ | ishares tr | 0.07 | 27,651 | 2,649,260 | added | 9.04 | ||
AAXJ | ishares tr | 0.04 | 13,067 | 1,562,130 | reduced | -1.54 | ||
AAXJ | ishares tr | 0.04 | 16,799 | 1,348,960 | reduced | -95.4 | ||
AAXJ | ishares tr | 0.03 | 14,299 | 1,121,780 | reduced | -1.67 | ||
AAXJ | ishares tr | 0.03 | 7,490 | 1,120,740 | reduced | -0.29 | ||
AAXJ | ishares tr | 0.03 | 9,719 | 1,057,320 | added | 0.39 | ||
ABBV | abbvie inc | 0.40 | 71,021 | 14,025,200 | added | 3.78 | ||
ABC | cencora inc | 0.03 | 4,693 | 1,056,340 | reduced | -0.64 | ||
ABNB | airbnb inc | 0.03 | 8,705 | 1,103,850 | added | 3.92 | ||
ABT | abbott labs | 0.20 | 62,099 | 7,079,880 | added | 0.36 | ||
ACES | alps etf tr | 0.10 | 77,898 | 3,671,350 | added | 4.99 | ||
ACES | alps etf tr | 0.05 | 31,328 | 1,847,410 | added | 1.04 | ||
ACN | accenture plc ireland | 0.28 | 28,218 | 9,974,340 | reduced | -0.41 | ||
ACWF | ishares tr | 0.23 | 169,871 | 8,004,310 | added | 27.42 | ||