- New Purchases: DIS, VTEB, MSFT, CVX, IBM, VNQ, T, IEF, HYMB, CRM, ACN, JPM, HON, SCZ, IWF, BBT, JNJ, GOOGL, CARO, BABA, MA, SON, INTC, VZ, MCD, LQD, USMV, AGG, JMIA, BRK.B, AXP, ACM, AMD, PEP, PG, ETSY, GE, PGR, IVW, ABT, IWD, COP, MUX, TSLA, IVE, PFE, IJK,
- Added Positions: SCHX, SCHA, SCHZ, SCHP, SPDW, MUB, SHOP, PCY, SCHH, IAGG, ENPH, NFLX, AAPL, IGOV, JD, SCHE, VEA, SCHF, AMZN, NVDA, FB, VWO, MRK,
- Reduced Positions: SPY, SCHD, QQQ, SCHC, GOOG, SCHB, SHM, TFI, IJR, SCHM, IVV, IOO, DNL,
- Sold Out: LAC,
For the details of Apollon Wealth Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/apollon+wealth+management%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Apollon Wealth Management, LLC- Schwab U.S. Large-Cap ETF (SCHX) - 275,192 shares, 24.36% of the total portfolio. Shares added by 7.28%
- Schwab US Aggregate Bond ETF (SCHZ) - 254,147 shares, 16.99% of the total portfolio. Shares added by 3.26%
- Schwab U.S. Small-Cap ETF (SCHA) - 125,932 shares, 11.35% of the total portfolio. Shares added by 7.50%
- Apple Inc (AAPL) - 14,945 shares, 3.73% of the total portfolio. Shares added by 4.35%
- Schwab International Equity ETF (SCHF) - 62,662 shares, 2.54% of the total portfolio. Shares added by 5.10%
Apollon Wealth Management, LLC initiated holding in The Walt Disney Co. The purchase prices were between $111.96 and $142.02, with an estimated average price of $132.62. The stock is now traded at around $135.20. The impact to a portfolio due to this purchase was 0.3%. The holding were 1,685 shares as of .
New Purchase: Vanguard Tax-Exempt Bond ETF (VTEB)Apollon Wealth Management, LLC initiated holding in Vanguard Tax-Exempt Bond ETF. The purchase prices were between $51.93 and $53.07, with an estimated average price of $52.52. The stock is now traded at around $54.11. The impact to a portfolio due to this purchase was 0.22%. The holding were 3,233 shares as of .
New Purchase: Chevron Corp (CVX)Apollon Wealth Management, LLC initiated holding in Chevron Corp. The purchase prices were between $113.85 and $126.68, with an estimated average price of $120.87. The stock is now traded at around $115.81. The impact to a portfolio due to this purchase was 0.2%. The holding were 1,281 shares as of .
New Purchase: Microsoft Corp (MSFT)Apollon Wealth Management, LLC initiated holding in Microsoft Corp. The purchase prices were between $119.02 and $137.78, with an estimated average price of $126.89. The stock is now traded at around $136.13. The impact to a portfolio due to this purchase was 0.2%. The holding were 1,189 shares as of .
New Purchase: International Business Machines Corp (IBM)Apollon Wealth Management, LLC initiated holding in International Business Machines Corp. The purchase prices were between $126.99 and $145.14, with an estimated average price of $137.38. The stock is now traded at around $133.76. The impact to a portfolio due to this purchase was 0.19%. The holding were 1,065 shares as of .
New Purchase: Vanguard REIT ETF (VNQ)Apollon Wealth Management, LLC initiated holding in Vanguard REIT ETF. The purchase prices were between $84.55 and $91.52, with an estimated average price of $87.51. The stock is now traded at around $91.18. The impact to a portfolio due to this purchase was 0.18%. The holding were 1,651 shares as of .
Added: Shopify Inc (SHOP)Apollon Wealth Management, LLC added to a holding in Shopify Inc by 21.42%. The purchase prices were between $194.75 and $328.01, with an estimated average price of $259.95. The stock is now traded at around $358.74. The impact to a portfolio due to this purchase was 0.26%. The holding were 3,962 shares as of .
Added: Invesco Emerging Markets Sovereign Debt ETF (PCY)Apollon Wealth Management, LLC added to a holding in Invesco Emerging Markets Sovereign Debt ETF by 20.21%. The purchase prices were between $27.63 and $29.26, with an estimated average price of $28.13. The stock is now traded at around $29.48. The impact to a portfolio due to this purchase was 0.22%. The holding were 35,011 shares as of .
Added: Enphase Energy Inc (ENPH)Apollon Wealth Management, LLC added to a holding in Enphase Energy Inc by 30.00%. The purchase prices were between $9.26 and $18.8, with an estimated average price of $13.72. The stock is now traded at around $32.03. The impact to a portfolio due to this purchase was 0.17%. The holding were 32,500 shares as of .
Added: JD.com Inc (JD)Apollon Wealth Management, LLC added to a holding in JD.com Inc by 23.63%. The purchase prices were between $25.76 and $31.26, with an estimated average price of $28.75. The stock is now traded at around $31.29. The impact to a portfolio due to this purchase was 0.14%. The holding were 19,450 shares as of .
Added: Vanguard FTSE Developed Markets ETF (VEA)Apollon Wealth Management, LLC added to a holding in Vanguard FTSE Developed Markets ETF by 20.73%. The purchase prices were between $39.84 and $42.1, with an estimated average price of $41.22. The stock is now traded at around $39.41. The impact to a portfolio due to this purchase was 0.14%. The holding were 15,745 shares as of .
Added: iShares S&P/Citigroup International Treasury Bond (IGOV)Apollon Wealth Management, LLC added to a holding in iShares S&P/Citigroup International Treasury Bond by 21.86%. The purchase prices were between $48.38 and $50.86, with an estimated average price of $49.24. The stock is now traded at around $51.52. The impact to a portfolio due to this purchase was 0.14%. The holding were 11,909 shares as of .
Sold Out: Lithium Americas Corp (LAC)Apollon Wealth Management, LLC sold out a holding in Lithium Americas Corp. The sale prices were between $3.55 and $4.8, with an estimated average price of $3.96.
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