0001764387-19-000003.txt : 20190814 0001764387-19-000003.hdr.sgml : 20190814 20190814083902 ACCESSION NUMBER: 0001764387-19-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190814 DATE AS OF CHANGE: 20190814 EFFECTIVENESS DATE: 20190814 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: 191023013 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 06-30-2019 06-30-2019 Apollon Wealth Management, LLC
40 CALHOUN STREET SUITE 240 CHARLESTON SC 29401
13F HOLDINGS REPORT 028-19147 N
Robert Gorman CHIEF COMPLIANCE OFFICER (843) 579-0018 Robert Gorman Mt. Pleasant SC 08-14-2019 0 98 87091 false
INFORMATION TABLE 2 13FApollonQ22019.xml ABBOTT LABS COM 002824100 53 627 SH SOLE 0 0 627 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 113 614 SH SOLE 0 0 614 ADVANCED MICRO DEVICES INC COM 007903107 71 2345 SH SOLE 0 0 2345 AECOM COM 00766T100 69 1818 SH SOLE 0 0 1818 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 90 530 SH SOLE 0 0 530 ALPHABET INC CAP STK CL C 02079K107 253 234 SH SOLE 0 0 234 ALPHABET INC CAP STK CL A 02079K305 94 87 SH SOLE 0 0 87 AMAZON COM INC COM 023135106 1301 687 SH SOLE 0 0 687 AMERICAN EXPRESS CO COM 025816109 69 558 SH SOLE 0 0 558 APPLE INC COM 037833100 2958 14945 SH SOLE 0 0 14945 AT&T INC COM 00206R102 136 4045 SH SOLE 0 0 4045 BB&T CORP COM 054937107 100 2042 SH SOLE 0 0 2042 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 72 339 SH SOLE 0 0 339 CAROLINA FINL CORP NEW COM 143873107 86 2454 SH SOLE 0 0 2454 CHEVRON CORP NEW COM 166764100 159 1281 SH SOLE 0 0 1281 CONOCOPHILLIPS COM 20825C104 57 934 SH SOLE 0 0 934 DISNEY WALT CO COM DISNEY 254687106 235 1685 SH SOLE 0 0 1685 DUKE ENERGY CORP NEW COM NEW 26441C204 368 4175 SH SOLE 0 0 4175 ENPHASE ENERGY INC COM 29355A107 592 32500 SH SOLE 0 0 32500 ETSY INC COM 29786A106 61 1000 SH SOLE 0 0 1000 EXXON MOBIL CORP COM 30231G102 316 4127 SH SOLE 0 0 4127 FACEBOOK INC CL A 30303M102 305 1581 SH SOLE 0 0 1581 GENERAL ELECTRIC CO COM 369604103 63 5966 SH SOLE 0 0 5966 GLOBAL X FDS GLB X MLP ENRG I 37950E226 2190 169258 SH SOLE 0 0 169258 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 193 6740 SH SOLE 0 0 6740 GOLDMAN SACHS ETF TR ACTIVEBETA EME 381430206 147 4468 SH SOLE 0 0 4468 GOLDMAN SACHS ETF TR EQUITY ETF 381430503 152 2587 SH SOLE 0 0 2587 HONEYWELL INTL INC COM 438516106 101 580 SH SOLE 0 0 580 INTEL CORP COM 458140100 86 1787 SH SOLE 0 0 1787 INTERNATIONAL BUSINESS MACHS COM 459200101 147 1065 SH SOLE 0 0 1065 INVESCO EXCHNG TRADED FD TR EMRNG MKT SVRG 46138E784 1017 35011 SH SOLE 0 0 35011 INVESCO QQQ TR UNIT SER 1 46090E103 1015 5437 SH SOLE 0 0 5437 ISHARES TR CORE S&P500 ETF 464287200 1020 3462 SH SOLE 0 0 3462 ISHARES TR CORE US AGGBD ET 464287226 71 634 SH SOLE 0 0 634 ISHARES TR IBOXX INV CP ETF 464287242 69 554 SH SOLE 0 0 554 ISHARES TR S&P 500 GRWT ETF 464287309 64 358 SH SOLE 0 0 358 ISHARES TR S&P 500 VAL ETF 464287408 50 431 SH SOLE 0 0 431 ISHARES TR BARCLAYS 7 10 YR 464287440 130 1184 SH SOLE 0 0 1184 ISHARES TR CORE S&P MCP ETF 464287507 540 2781 SH SOLE 0 0 2781 ISHARES TR GLOBAL 100 ETF 464287572 446 9131 SH SOLE 0 0 9131 ISHARES TR RUS 1000 VAL ETF 464287598 59 461 SH SOLE 0 0 461 ISHARES TR S&P MC 400GR ETF 464287606 50 219 SH SOLE 0 0 219 ISHARES TR RUS 1000 GRW ETF 464287614 100 633 SH SOLE 0 0 633 ISHARES TR CORE S&P SCP ETF 464287804 217 2770 SH SOLE 0 0 2770 ISHARES TR INTL TREA BD ETF 464288117 606 11909 SH SOLE 0 0 11909 ISHARES TR EAFE SML CP ETF 464288273 100 1743 SH SOLE 0 0 1743 ISHARES TR NATIONAL MUN ETF 464288414 1937 17128 SH SOLE 0 0 17128 ISHARES TR MIN VOL USA ETF 46429B697 71 1156 SH SOLE 0 0 1156 ISHARES TR CORE INTL AGGR 46435G672 1033 18968 SH SOLE 0 0 18968 JD COM INC SPON ADR CL A 47215P106 589 19450 SH SOLE 0 0 19450 JOHNSON & JOHNSON COM 478160104 93 668 SH SOLE 0 0 668 JPMORGAN CHASE & CO COM 46625H100 110 982 SH SOLE 0 0 982 JUMIA TECHNOLOGIES AG SPONSORED ADS 48138M105 69 2608 SH SOLE 0 0 2608 KINROSS GOLD CORP COM 496902404 129 33209 SH SOLE 0 0 33209 MASTERCARD INC CL A 57636Q104 89 337 SH SOLE 0 0 337 MCDONALDS CORP COM 580135101 77 373 SH SOLE 0 0 373 MCEWEN MNG INC COM 58039P107 55 31250 SH SOLE 0 0 31250 MERCK & CO INC COM 58933Y105 395 4710 SH SOLE 0 0 4710 MICROSOFT CORP COM 594918104 159 1189 SH SOLE 0 0 1189 NETFLIX INC COM 64110L106 854 2326 SH SOLE 0 0 2326 NVIDIA CORP COM 67066G104 863 5252 SH SOLE 0 0 5252 PEPSICO INC COM 713448108 68 521 SH SOLE 0 0 521 PFIZER INC COM 717081103 51 1177 SH SOLE 0 0 1177 PROCTER AND GAMBLE CO COM 742718109 68 622 SH SOLE 0 0 622 PROGRESSIVE CORP OHIO COM 743315103 67 834 SH SOLE 0 0 834 SALESFORCE COM INC COM 79466L302 124 818 SH SOLE 0 0 818 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 160 2275 SH SOLE 0 0 2275 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 19316 275192 SH SOLE 0 0 275192 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 260 4560 SH SOLE 0 0 4560 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 9002 125932 SH SOLE 0 0 125932 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1837 70022 SH SOLE 0 0 70022 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 2041 70702 SH SOLE 0 0 70702 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 298 5609 SH SOLE 0 0 5609 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2011 62662 SH SOLE 0 0 62662 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 13470 254147 SH SOLE 0 0 254147 SCHWAB STRATEGIC TR US REIT ETF 808524847 1950 43887 SH SOLE 0 0 43887 SCHWAB STRATEGIC TR US TIPS ETF 808524870 1641 29149 SH SOLE 0 0 29149 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 247 7555 SH SOLE 0 0 7555 SHOPIFY INC CL A 82509L107 1189 3962 SH SOLE 0 0 3962 SONOCO PRODS CO COM 835495102 91 1400 SH SOLE 0 0 1400 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 1497 50601 SH SOLE 0 0 50601 SPDR S&P 500 ETF TR TR UNIT 78462F103 1180 4029 SH SOLE 0 0 4029 SPDR SERIES TRUST NUV HGHYLD MUN 78464A284 126 2161 SH SOLE 0 0 2161 SPDR SERIES TRUST NUVEEN BRC MUNIC 78468R721 1340 26722 SH SOLE 0 0 26722 SPDR SERIES TRUST NUVEEN BLMBRG SR 78468R739 347 7100 SH SOLE 0 0 7100 SUN LIFE FINL INC COM 866796105 352 8522 SH SOLE 0 0 8522 TESLA INC COM 88160R101 53 238 SH SOLE 0 0 238 VANECK VECTORS ETF TR AMT FREE LONG MU 92189F536 207 9995 SH SOLE 0 0 9995 VANECK VECTORS ETF TR HIGH YLD MUN ETF 92189H409 282 4429 SH SOLE 0 0 4429 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 144 1651 SH SOLE 0 0 1651 VANGUARD INDEX FDS TOTAL STK MKT 922908769 388 2584 SH SOLE 0 0 2584 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 609 14316 SH SOLE 0 0 14316 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 172 3233 SH SOLE 0 0 3233 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 657 15745 SH SOLE 0 0 15745 VERIZON COMMUNICATIONS INC COM 92343V104 80 1397 SH SOLE 0 0 1397 WISDOMTREE TR HEDGED HI YLD BD 97717W430 1215 52118 SH SOLE 0 0 52118 WISDOMTREE TR GLB US QTLY DIV 97717W844 458 7959 SH SOLE 0 0 7959 WISDOMTREE TR YIELD ENHANCD US 97717X511 1379 26916 SH SOLE 0 0 26916