Apollon Wealth Management as of Sept. 30, 2019
Portfolio Holdings for Apollon Wealth Management
Apollon Wealth Management holds 65 positions in its portfolio as reported in the September 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Schwab Strategic Tr us lrg cap etf (SCHX) | 21.4 | $21M | 289k | 70.93 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 14.8 | $14M | 262k | 53.85 | |
Schwab U S Small Cap ETF (SCHA) | 9.8 | $9.3M | 134k | 69.73 | |
Apple (AAPL) | 3.5 | $3.3M | 15k | 223.58 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 3.1 | $3.0M | 26k | 114.09 | |
SPDR S&P World ex-US (SPDW) | 2.9 | $2.8M | 94k | 29.36 | |
Global X Fds glb x mlp enr | 2.5 | $2.4M | 193k | 12.30 | |
Schwab International Equity ETF (SCHF) | 2.4 | $2.3M | 71k | 31.86 | |
Schwab Strategic Tr us reit etf (SCHH) | 2.4 | $2.3M | 48k | 47.16 | |
Schwab 1000 Index Etf etf (SCHK) | 2.3 | $2.2M | 77k | 29.16 | |
Schwab Emerging Markets Equity ETF (SCHE) | 2.0 | $1.9M | 76k | 25.13 | |
Schwab Strategic Tr 0 (SCHP) | 2.0 | $1.9M | 33k | 56.77 | |
Shopify Inc cl a (SHOP) | 1.6 | $1.5M | 4.9k | 311.60 | |
Wisdomtree Tr brclys us aggr (AGGY) | 1.6 | $1.5M | 28k | 52.27 | |
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) | 1.4 | $1.4M | 27k | 50.70 | |
iShares S&P 500 Index (IVV) | 1.4 | $1.3M | 4.4k | 298.43 | |
Wisdomtree Tr bofa merlyn ze (HYZD) | 1.4 | $1.3M | 57k | 23.01 | |
Ishares Tr core intl aggr (IAGG) | 1.3 | $1.2M | 22k | 55.81 | |
Invesco Emerging Markets S etf (PCY) | 1.2 | $1.2M | 41k | 29.14 | |
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) | 1.2 | $1.1M | 21k | 53.62 | |
Spdr S&p 500 Etf (SPY) | 1.2 | $1.1M | 3.8k | 296.70 | |
Amazon (AMZN) | 1.1 | $1.1M | 621.00 | 1735.91 | |
iShares Russell 2000 Index (IWM) | 1.0 | $973k | 6.4k | 151.37 | |
NVIDIA Corporation (NVDA) | 1.0 | $950k | 5.5k | 173.99 | |
Invesco Qqq Trust Series 1 (QQQ) | 1.0 | $937k | 5.0k | 188.76 | |
Home Depot (HD) | 0.8 | $725k | 3.1k | 232.00 | |
iShares S&P/Citi Intl Treasury Bond (IGOV) | 0.7 | $682k | 14k | 50.47 | |
Walt Disney Company (DIS) | 0.7 | $671k | 5.1k | 130.39 | |
Netflix (NFLX) | 0.7 | $653k | 2.4k | 267.40 | |
Jd (JD) | 0.6 | $609k | 22k | 28.20 | |
McDonald's Corporation (MCD) | 0.6 | $526k | 2.5k | 214.61 | |
iShares S&P MidCap 400 Index (IJH) | 0.6 | $525k | 2.7k | 193.30 | |
Vanguard Emerging Markets ETF (VWO) | 0.5 | $513k | 13k | 40.25 | |
Microsoft Corporation (MSFT) | 0.5 | $458k | 3.3k | 139.13 | |
Vanguard Total Stock Market ETF (VTI) | 0.5 | $457k | 3.0k | 150.92 | |
Wisdomtree Trust wrld ex-us grwth (DNL) | 0.5 | $462k | 7.9k | 58.17 | |
Vanguard Europe Pacific ETF (VEA) | 0.5 | $443k | 11k | 41.10 | |
iShares S&P 500 Value Index (IVE) | 0.4 | $416k | 3.5k | 119.10 | |
iShares S&P Global 100 Index (IOO) | 0.4 | $395k | 8.0k | 49.42 | |
Sun Life Financial (SLF) | 0.4 | $382k | 8.5k | 44.83 | |
Exxon Mobil Corporation (XOM) | 0.4 | $362k | 5.1k | 70.63 | |
Merck & Co (MRK) | 0.4 | $366k | 4.3k | 84.16 | |
Facebook Inc cl a (META) | 0.4 | $364k | 2.0k | 178.08 | |
Duke Energy (DUK) | 0.4 | $350k | 3.7k | 95.84 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.3 | $306k | 2.6k | 116.31 | |
Schwab Strategic Tr us dividend eq (SCHD) | 0.3 | $294k | 5.4k | 54.74 | |
iShares MSCI EAFE Index Fund (EFA) | 0.3 | $264k | 4.1k | 65.12 | |
Ishares Tr core msci intl (IDEV) | 0.3 | $264k | 4.8k | 54.58 | |
Market Vectors Etf High Yield Muni Index etf (HYD) | 0.3 | $271k | 4.2k | 64.42 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.2 | $234k | 5.7k | 40.89 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $242k | 2.1k | 117.53 | |
Chevron Corporation (CVX) | 0.2 | $240k | 2.0k | 118.81 | |
Spdr Series Trust cmn (HYMB) | 0.2 | $238k | 4.0k | 59.49 | |
Alphabet Inc Class C cs (GOOG) | 0.2 | $240k | 197.00 | 1218.27 | |
Pza etf (PZA) | 0.2 | $241k | 9.1k | 26.52 | |
MasterCard Incorporated (MA) | 0.2 | $228k | 839.00 | 271.75 | |
Accenture (ACN) | 0.2 | $227k | 1.2k | 192.37 | |
4068594 Enphase Energy (ENPH) | 0.2 | $222k | 10k | 22.20 | |
iShares Lehman Aggregate Bond (AGG) | 0.2 | $212k | 1.9k | 113.13 | |
Bank of SC Corporation (BKSC) | 0.2 | $201k | 11k | 18.61 | |
Sch Us Mid-cap Etf etf (SCHM) | 0.2 | $204k | 3.6k | 56.40 | |
Gap (GAP) | 0.2 | $177k | 10k | 17.35 | |
Kinross Gold Corp (KGC) | 0.2 | $153k | 33k | 4.61 | |
Amyris | 0.1 | $143k | 30k | 4.77 | |
Zion Oil & Gas (ZNOG) | 0.0 | $3.0k | 10k | 0.30 |