AF
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Apollon Financial, LLC13F | |
| Apollon Financial, LLC | |
| Last update 2025-05-02 | 200 Stocks (24 new) |
| Value $425.00 Mil | Turnover 14 % |
Apollon Financial, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 203,615 | 22,067.8 | -5.54% | 5.190 | -0.40% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
IVV | iShares Core S&P 500 ETF | 27,789 | 15,614.4 | +6.95% | 3.670 | +0.24% | 0.000 | +19.67% | +7.80% | 634,518.9 | ||
AAPL | Apple Inc | 68,021 | 15,109.4 | +4.63% | 3.550 | +0.16% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
AMZN | Amazon.com Inc | 72,386 | 13,772.2 | +4.74% | 3.240 | +0.15% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
MSFT | Microsoft Corp | 35,616 | 13,370.1 | +1.92% | 3.140 | +0.06% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
VIG | Vanguard Dividend Appreciation FTF | 65,924 | 12,788.6 | +8.15% | 3.010 | +0.23% | 0.010 | +12.58% | +6.21% | 89,349.2 | ||
XLK | Technology Select Sector SPDR ETF | 59,111 | 12,205.3 | -2.47% | 2.870 | -0.09% | 0.020 | +35.50% | +12.58% | 82,351.5 | ||
AVLV | Avantis U.S. Large Cap Value ETF | 169,265 | 11,037.8 | +1.89% | 2.600 | +0.05% | 0.170 | +14.51% | +4.21% | 7,701.5 | ||
GOOG | Alphabet Inc | 66,864 | 10,446.2 | +0.84% | 2.460 | +0.02% | 0.000 | +21.39% | -2.13% | 2,250,461.0 | Interactive Media | |
SPLG | SPDR Portfolio S&P 500 ETF | 144,429 | 9,497.6 | -6.16% | 2.230 | -0.16% | 0.010 | +19.60% | +7.78% | 76,985.6 |
Apollon Financial, LLC's Historical Top Holdings Breakdowns
Apollon Financial, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DFAC | Dimensional U.S. Core Equity 2 ETF | 2025-03-31 | Add Add | +1.95% | 32.42 ($34.71) 36.1 | $36.53 | 5.24% | Add 2305.1% | 261,651 | 250,772 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Add Add | +1.19% | 271.18 ($290.53) 303.12 | $309.09 | 6.39% | Add 786.98% | 20,702 | 18,368 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | Add Add | +0.87% | 57.21 ($62.1) 65.8 | $63.46 | 2.19% | Add 129.71% | 112,280 | 63,402 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +0.76% | 507.05 ($540.58) 563.67 | $576.92 | 6.72% | Add 365.6% | 8,027 | 6,303 | |
VXF | Vanguard Extended Market Index ETF | 2025-03-31 | New Buy New Buy | +0.69% | 170.36 ($189.24) 201.04 | $198.49 | 4.89% | New holding | 16,925 | 16,925 | |
DFUS | Dimensional U.S. Equity Market ETF | 2025-03-31 | New Buy New Buy | +0.59% | 59.61 ($63.9) 66.74 | $68.13 | 6.62% | New holding | 41,362 | 41,362 | |
JAAA | Janus Henderson AAA CLO ETF | 2025-03-31 | Add Add | +0.58% | 50.48 ($50.78) 51.04 | $50.65 | -0.26% | Add 94.29% | 99,575 | 48,325 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-03-31 | Reduce Reduce | -0.47% | 69.57 ($74.78) 78.65 | $82.56 | 10.40% | Reduce -75.97% | 8,546 | -27,021 | |
IQLT |
iShares MSCI Intl Quality Factor ETF
iShares MSCI Intl Quality Factor ETF
| 2025-03-31 | New Buy New Buy | +0.47% | 36.91 ($39.42) 41.03 | $42.57 | 7.99% | New holding | 50,765 | 50,765 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.40% | 106.98 ($126.74) 149.43 | $172.41 | 36.03% | Reduce -5.54% | 203,615 | -11,943 |
Apollon Financial, LLC Total Holding History ($B)
Apollon Financial, LLC's Asset Allocation
Apollon Financial, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Apollon Financial, LLC's Hypothetical Growth since 2025-03-31
Apollon Financial, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Apollon Financial, LLC's Holdings Heat Map
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Apollon Financial, LLC's Holdings Bubble Chart
Apollon Financial, LLC News
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