Apollon Financial, LLC

Q2 2025 13F-HR Holdings

Location
Mount Pleasant, SC
Holdings as of
6/30/2025
Date filed
7/25/2025
Form type
13F-HR
Num holdings
211
Total value ($000)
$479,058
Net value change ($000)
—
New positions
211
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 32,272 —
MSFT 17,675 —
IVV 17,672 —
AMZN 16,063 —
XLK 14,993 —
VIG 13,969 —
AAPL 13,055 —
AVLV 11,872 —
GOOGL 11,857 —
VONG 9,781 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type