0001764387-20-000002.txt : 20200508 0001764387-20-000002.hdr.sgml : 20200508 20200508154308 ACCESSION NUMBER: 0001764387-20-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200508 DATE AS OF CHANGE: 20200508 EFFECTIVENESS DATE: 20200508 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Apollon Wealth Management, LLC CENTRAL INDEX KEY: 0001764387 IRS NUMBER: 823706323 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19147 FILM NUMBER: 20860335 BUSINESS ADDRESS: STREET 1: 40 CALHOUN STREET STREET 2: SUITE 240 CITY: CHARLESTON STATE: SC ZIP: 29401 BUSINESS PHONE: 8435790018 MAIL ADDRESS: STREET 1: 40 CALHOUN STREET STREET 2: SUITE 240 CITY: CHARLESTON STATE: SC ZIP: 29401 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001764387 XXXXXXXX 03-31-2020 03-31-2020 Apollon Wealth Management, LLC
40 CALHOUN STREET SUITE 240 CHARLESTON SC 29401
13F HOLDINGS REPORT 028-19147 N
STEVEN MILLS CHIEF COMPLIANCE OFFICER (843) 277-3287 STEVEN MILLS MT. PLEASANT SC 05-08-2020 0 60 97436 false
INFORMATION TABLE 2 13FApollonQ12020.xml ALPHABET INC CAP STK CL A 02079K305 201 173 SH SOLE 0 0 173 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 206 1125 SH SOLE 0 0 1125 VISA INC COM CL A 92826C839 207 1286 SH SOLE 0 0 1286 VANECK VECTORS ETF TR HIGH YLD MUN ETF 92189H409 216 4124 SH SOLE 0 0 4124 JANUS DETROIT STR TR HENDERSON MTG 47103U852 217 4166 SH SOLE 0 0 4166 NEXTERA ENERGY INC COM 65339F101 220 915 SH SOLE 0 0 915 ADVANCED MICRO DEVICES INC COM 007903107 224 4934 SH SOLE 0 0 4934 INVESCO EXCHANGE-TRADED FD T EMRNG MKT SVRG 46138E784 225 9392 SH SOLE 0 0 9392 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 230 8914 SH SOLE 0 0 8914 INVESCO EXCHANGE-TRADED FD T NATL AMT MUNI 46138E537 234 9088 SH SOLE 0 0 9088 ALPHABET INC CAP STK CL C 02079K107 243 209 SH SOLE 0 0 209 ISHARES TR CORE S&P MCP ETF 464287507 268 1860 SH SOLE 0 0 1860 JOHNSON & JOHNSON COM 478160104 285 2171 SH SOLE 0 0 2171 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 286 2768 SH SOLE 0 0 2768 ISHARES TR 20 YR TR BD ETF 464287432 295 1790 SH SOLE 0 0 1790 SPDR SER TR NUVEEN BBG BRCLY 78464A284 302 5514 SH SOLE 0 0 5514 VANGUARD INDEX FDS SMALL CP ETF 922908751 317 2745 SH SOLE 0 0 2745 MERCK & CO. INC COM 58933Y105 318 4133 SH SOLE 0 0 4133 FACEBOOK INC CL A 30303M102 326 1956 SH SOLE 0 0 1956 DUKE ENERGY CORP NEW COM NEW 26441C204 338 4178 SH SOLE 0 0 4178 ISHARES TR GLOBAL 100 ETF 464287572 357 7992 SH SOLE 0 0 7992 VANGUARD INDEX FDS VALUE ETF 922908744 362 4061 SH SOLE 0 0 4061 MCDONALDS CORP COM 580135101 421 2548 SH SOLE 0 0 2548 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 436 8462 SH SOLE 0 0 8462 ISHARES TR MSCI EAFE ETF 464287465 517 9668 SH SOLE 0 0 9668 DISNEY WALT CO COM DISNEY 254687106 549 5685 SH SOLE 0 0 5685 ISHARES TR JPMORGAN USD EMG 464288281 589 6097 SH SOLE 0 0 6097 HOME DEPOT INC COM 437076102 639 3424 SH SOLE 0 0 3424 ISHARES TR CORE S&P500 ETF 464287200 651 2520 SH SOLE 0 0 2520 ISHARES TR RUSSELL 2000 ETF 464287655 670 5857 SH SOLE 0 0 5857 MICROSOFT CORP COM 594918104 705 4467 SH SOLE 0 0 4467 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 895 37372 SH SOLE 0 0 37372 GLOBAL X FDS GLBL X MLP ETF 37950E473 971 308407 SH SOLE 0 0 308407 JD COM INC SPON ADR CL A 47215P106 1140 28139 SH SOLE 0 0 28139 NETFLIX INC COM 64110L106 1167 3109 SH SOLE 0 0 3109 ISHARES TR CRE U S REIT ETF 464288521 1214 30984 SH SOLE 0 0 30984 SPDR SER TR BLOOMBERG BRCLYS 78468R622 1214 12814 SH SOLE 0 0 12814 ALPS ETF TR ALERIAN MLP 00162Q866 1239 360314 SH SOLE 0 0 360314 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 1258 23775 SH SOLE 0 0 23775 AMAZON COM INC COM 023135106 1281 657 SH SOLE 0 0 657 SPDR SER TR NUVEEN BRC MUNIC 78468R721 1312 26243 SH SOLE 0 0 26243 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1413 26031 SH SOLE 0 0 26031 ISHARES INC CORE MSCI EMKT 46434G103 1508 37263 SH SOLE 0 0 37263 INVESCO QQQ TR UNIT SER 1 46090E103 1530 8034 SH SOLE 0 0 8034 ISHARES TR CORE MSCI EAFE 46432F842 1610 32264 SH SOLE 0 0 32264 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1644 79474 SH SOLE 0 0 79474 ISHARES TR CORE US AGGBD ET 464287226 1762 15273 SH SOLE 0 0 15273 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1856 30300 SH SOLE 0 0 30300 NVIDIA CORP COM 67066G104 1879 7127 SH SOLE 0 0 7127 SCHWAB STRATEGIC TR US REIT ETF 808524847 1958 59791 SH SOLE 0 0 59791 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2000 15517 SH SOLE 0 0 15517 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 2281 68416 SH SOLE 0 0 68416 SHOPIFY INC CL A 82509L107 2344 5621 SH SOLE 0 0 5621 ISHARES TR CORE INTL AGGR 46435G672 2455 44891 SH SOLE 0 0 44891 SCHWAB STRATEGIC TR US TIPS ETF 808524870 2915 50685 SH SOLE 0 0 50685 ISHARES TR NATIONAL MUN ETF 464288414 3541 31337 SH SOLE 0 0 31337 APPLE INC COM 037833100 4083 16056 SH SOLE 0 0 16056 ISHARES TR CORE S&P SCP ETF 464287804 7716 137507 SH SOLE 0 0 137507 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 14771 173068 SH SOLE 0 0 173068 SPDR S&P 500 ETF TR TR UNIT 78462F103 17425 67606 SH SOLE 0 0 67606