Apollon Wealth Management, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1764387
MOUNT PLEASANT, SC
Position in LPLA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$209,851
-$102,711 QoQ
Shares Held
745
-28.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#571
of 761 holders
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Apollon Wealth Management, LLC holds $84,890,976 across 20 Capital Markets names. LPLA ranks #15 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
33,571 | $33,952,702 | |
| 2 | MS |
Morgan Stanley
|
119,174 | $24,912,132 | |
| 3 | SNEX |
StoneX Group Inc.
|
159,388 | $12,591,691 | |
| 4 | SCHW |
Schwab Charles Corp
|
41,677 | $3,845,536 | |
| 5 | EVR |
Evercore Inc.
|
10,738 | $3,666,382 | |
| 6 | GLXY |
Galaxy Digital Inc.
|
50,834 | $1,389,801 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
9,814 | $854,210 | |
| 8 | IREN |
IREN Ltd
|
17,798 | $813,902 |
All Filings in LPLA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,851 | 745 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $312,562 | 1,039 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $407,530 | 1,141 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $407,545 | 1,225 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $621,700 | 1,658 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $414,486 | 1,267 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $317,367 | 972 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $211,460 | 909 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $289,075 | 1,035 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $269,219 | 1,019 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $218,970 | 962 | Shares | Sole | 2024-02-06 | |
| 2023-06-30 | $216,995 | 998 | Shares | Sole | 2023-08-04 | |
| 2022-12-31 | $208,171 | 963 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $251,033 | 1,149 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $208,646 | 1,131 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $267,190 | 1,669 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $200,025 | 1,276 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||