0001764387-20-000001.txt : 20200130 0001764387-20-000001.hdr.sgml : 20200130 20200130114021 ACCESSION NUMBER: 0001764387-20-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200130 DATE AS OF CHANGE: 20200130 EFFECTIVENESS DATE: 20200130 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: 20560276 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 12-31-2019 12-31-2019 Apollon Wealth Management, LLC

40 CALHOUN STREET SUITE 240 CHARLESTON SC 29401

13F HOLDINGS REPORT 028-19147 N STEVEN MILLS (843) 277-3287 STEVEN MILLS MT. PLEASANT SC 01-30-2020 0 74 113285 false INFORMATION TABLE 2 13FApollonQ42019.xml ISHARES TR MSCI EMG MKT ETF 464287234 340 7352 SH SOLE 0 0 7352 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 514 11599 SH SOLE 0 0 11599 ISHARES TR S&P 500 VAL ETF 464287408 315 2415 SH SOLE 0 0 2415 WISDOMTREE TR GLB US QTLY DIV 97717W844 522 7793 SH SOLE 0 0 7793 INTEL CORP COM 458140100 214 3594 SH SOLE 0 0 3594 MCDONALDS CORP COM 580135101 477 2308 SH SOLE 0 0 2308 ISHARES TR TIPS BD ETF 464287176 284 2426 SH SOLE 0 0 2426 SHOPIFY INC CL A 82509L107 2113 4799 SH SOLE 0 0 4799 MICROSOFT CORP COM 594918104 543 3324 SH SOLE 0 0 3324 GLOBAL X FDS GLB X MLP ENRG I 37950E226 3532 285493 SH SOLE 0 0 285493 EXXON MOBIL CORP COM 30231G102 213 3050 SH SOLE 0 0 3050 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 315 5398 SH SOLE 0 0 5398 ALPHABET INC CAP STK CL C 02079K107 305 212 SH SOLE 0 0 212 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 587 12784 SH SOLE 0 0 12784 VANGUARD INDEX FDS TOTAL STK MKT 922908769 522 3136 SH SOLE 0 0 3136 HOME DEPOT INC COM 437076102 688 3081 SH SOLE 0 0 3081 SPDR SERIES TRUST NUVEEN BRC MUNIC 78468R721 1445 28314 SH SOLE 0 0 28314 INVESCO EXCHNG TRADED FD TR EMRNG MKT SVRG 46138E784 1292 43571 SH SOLE 0 0 43571 ISHARES TR CORE S&P500 ETF 464287200 1424 4323 SH SOLE 0 0 4323 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 3185 100991 SH SOLE 0 0 100991 WISDOMTREE TR YIELD ENHANCD US 97717X511 1797 34235 SH SOLE 0 0 34235 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 290 1270 SH SOLE 0 0 1270 ALPS ETF TR ALERIAN MLP 00162Q866 1072 122184 SH SOLE 0 0 122184 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 220 3619 SH SOLE 0 0 3619 ISHARES TR CORE INTL AGGR 46435G672 1605 29236 SH SOLE 0 0 29236 DISNEY WALT CO COM DISNEY 254687106 794 5517 SH SOLE 0 0 5517 KINROSS GOLD CORP COM 496902404 144 33209 SH SOLE 0 0 33209 JD COM INC SPON ADR CL A 47215P106 976 24221 SH SOLE 0 0 24221 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 2449 86784 SH SOLE 0 0 86784 CSX CORP COM 126408103 231 3087 SH SOLE 0 0 3087 ISHARES TR CORE US AGGBD ET 464287226 336 2973 SH SOLE 0 0 2973 MERCK & CO INC COM 58933Y105 383 4282 SH SOLE 0 0 4282 DUKE ENERGY CORP NEW COM NEW 26441C204 304 3332 SH SOLE 0 0 3332 INVESCO EXCHNG TRADED FD TR NATL AMT MUNI 46138E537 246 9230 SH SOLE 0 0 9230 ISHARES TR CORE S&P SCP ETF 464287804 211 2516 SH SOLE 0 0 2516 ISHARES TR CORE MSCI INTL 46435G326 363 6207 SH SOLE 0 0 6207 AMAZON COM INC COM 023135106 1227 649 SH SOLE 0 0 649 ZION OIL & GAS INC COM 989696109 3 10000 SH SOLE 0 0 10000 JPMORGAN CHASE & CO COM 46625H100 283 2060 SH SOLE 0 0 2060 SPDR SERIES TRUST NUVEEN BBG BRCLY 78464A284 293 4911 SH SOLE 0 0 4911 NETFLIX INC COM 64110L106 938 2768 SH SOLE 0 0 2768 SCHWAB STRATEGIC TR US TIPS ETF 808524870 2065 36263 SH SOLE 0 0 36263 UNITEDHEALTH GROUP INC COM 91324P102 223 782 SH SOLE 0 0 782 TESLA INC COM 88160R101 210 401 SH SOLE 0 0 401 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 251 1199 SH SOLE 0 0 1199 WISDOMTREE TR HEDGED HI YLD BD 97717W430 1452 62196 SH SOLE 0 0 62196 AMYRIS INC COM NEW 03236M200 86 30000 SH SOLE 0 0 30000 SUN LIFE FINL INC COM 866796105 351 7328 SH SOLE 0 0 7328 INVESCO QQQ TR UNIT SER 1 46090E103 1017 4602 SH SOLE 0 0 4602 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 14784 275514 SH SOLE 0 0 275514 VISA INC COM CL A 92826C839 236 1207 SH SOLE 0 0 1207 GAP INC COM 364760108 183 10200 SH SOLE 0 0 10200 BANK SOUTH CAROLINA CORP COM 065066102 206 10800 SH SOLE 0 0 10800 ISHARES TR INTL TREA BD ETF 464288117 712 14292 SH SOLE 0 0 14292 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 2688 83538 SH SOLE 0 0 83538 ISHARES TR GLOBAL 100 ETF 464287572 439 7992 SH SOLE 0 0 7992 ENPHASE ENERGY INC COM 29355A107 471 15300 SH SOLE 0 0 15300 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 10583 139580 SH SOLE 0 0 139580 PFIZER INC COM 717081103 211 5359 SH SOLE 0 0 5359 SCHWAB STRATEGIC TR US REIT ETF 808524847 2448 53146 SH SOLE 0 0 53146 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 1186 21990 SH SOLE 0 0 21990 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2586 76406 SH SOLE 0 0 76406 ISHARES TR RUSSELL 2000 ETF 464287655 1295 7802 SH SOLE 0 0 7802 FACEBOOK INC CL A 30303M102 472 2126 SH SOLE 0 0 2126 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 22924 292659 SH SOLE 0 0 292659 MASTERCARD INC CL A 57636Q104 290 919 SH SOLE 0 0 919 ISHARES TR NATIONAL MUN ETF 464288414 3481 30343 SH SOLE 0 0 30343 NVIDIA CORP COM 67066G104 1618 6421 SH SOLE 0 0 6421 ALPHABET INC CAP STK CL A 02079K305 237 165 SH SOLE 0 0 165 SPDR S&P 500 ETF TR TR UNIT 78462F103 1532 4672 SH SOLE 0 0 4672 VANECK VECTORS ETF TR HIGH YLD MUN ETF 92189H409 271 4191 SH SOLE 0 0 4191 APPLE INC COM 037833100 4867 15355 SH SOLE 0 0 15355 ISHARES TR CORE S&P MCP ETF 464287507 552 2673 SH SOLE 0 0 2673 ISHARES TR MSCI EAFE ETF 464287465 363 5195 SH SOLE 0 0 5195