Apollon Financial, LLC

Q3 2025 13F-HR Holdings

Location
Mount Pleasant, SC
Holdings as of
9/30/2025
Date filed
10/17/2025
Form type
13F-HR
Num holdings
223
Total value ($000)
$601,478
Net value change ($000)
+122,420 (25.6%)
New positions
15
Sold out positions
3
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/25/2025 Next filing: 1/22/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
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)
IVV 20,937 118.5%
AAPL 7,013 53.7%
IJH 6,951 97.5%
NEAR 6,458 NEW
NVDA 6,180 19.1%
IEFA 5,873 519.3%
GOOGL 4,626 39.0%
GOOGL 3,401 38.4%
IJR 3,104 533.3%
AMZN 2,975 18.5%
Top Reduces (Value $000, Stocks/ETFs)
NOBL -753 -13.8%
BAC -298 -16.0%
VHT -283 -4.4%
COST -282 -3.9%
IHI -272 -8.2%
PFFD -256 -16.9%
ELV -230 -100.0%
CRWV -219 -100.0%
ABT -208 -100.0%
XLP -199 -7.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type