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CIK: 0002011195
Total reported value
$847.6M
$847.6M
186 檔
10.7%
As reported in its official Q4 2024 Form 13F filing, Apollon Financial, LLC's tracked investment portfolio stood at $847.6M with 186 total positions.
In Q4 2024, Apollon Financial, LLC displayed an active expansion posture, initiating 18 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.17% | +0.05% | +2.48% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.03% | -0.04% | +4.02% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.79% | -0.11% | +12.35% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.75% | -0.05% | +2.34% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.65% | -0.33% | +4.67% | |
| 6 | XLK | Ss Technology Select Sector | ETF-Tech | 3.49% | +0.68% | +2.60% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.13% | +0.17% | +3.37% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.96% | -0.02% | +26.77% | |
| 9 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 2.75% | +0.01% | +16.17% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.63% | -0.18% | -1.60% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.37% | +0.14% | +2.88% | |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.30% | -0.09% | +1.21% | |
| 13 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 2.23% | +0.04% | +0.60% | |
| 14 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 2.11% | +0.08% | +21.29% | |
| 15 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.97% | -0.08% | -0.44% | |
| 16 | VHT | Vanguard Health Care ETF | ETF-Other | 1.63% | -0.06% | -1.39% | |
| 17 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.60% | -0.06% | -1.11% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.47% | -0.11% | +3.88% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.40% | -0.16% | +29.91% | |
| 20 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.37% | -0.08% | +0.19% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.13% | +0.12% | +6.12% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.07% | -0.03% | +16.32% | |
| 23 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 0.96% | -0.01% | +0.10% | |
| 24 | SO | Southern Co/the | Stock-Utilities | 0.93% | -0.08% | — | |
| 25 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.91% | +0.02% | +209.86% | |
| 26 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.86% | -0.10% | -0.51% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.83% | +0.28% | +7.14% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-Other | 0.81% | -0.06% | +150.89% | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.79% | +0.12% | +2.92% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.75% | -0.02% | +35.58% | |
| 31 | IAU | Ishares Gold Trust | ETF-Commodities | 0.72% | -0.22% | +10.19% | |
| 32 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.72% | -0.06% | +10.12% | |
| 33 | SSO | Proshares Ultra S&p500 | ETF-Other | 0.71% | +0.05% | — | |
| 34 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.69% | -0.05% | +9.97% | |
| 35 | DUK | Duke Energy CORP | Stock-Utilities | 0.68% | -0.06% | — | |
| 36 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.66% | -0.05% | — | |
| 37 | VPU | Vanguard Utilities ETF | ETF-Other | 0.65% | -0.09% | — | |
| 38 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.65% | -0.05% | +10.12% | |
| 39 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.64% | -0.10% | +329.48% | |
| 40 | GLD | Spdr Gold Shares | ETF-Commodities | 0.63% | -0.29% | +276.10% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.62% | -0.05% | +14.46% | |
| 42 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.61% | -0.05% | +0.06% | |
| 43 | CMDT | Pimco Commodity Active Strat | ETF-Commodities | 0.57% | -0.09% | +50.04% | |
| 44 | HCRB | Hartford Core Bond ETF | ETF-Other | 0.57% | -0.08% | +19.02% | |
| 45 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.55% | — | +9.25% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.55% | -0.01% | +10.23% | |
| 47 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.50% | -0.01% | — | |
| 48 | DFAI | Dimensional International Co | ETF-Other | 0.49% | +0.04% | +22.34% | |
| 49 | BAC 7.25 PERP LBond | Bank Of America CORP | Bond | 0.49% | -0.02% | — | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.48% | -0.13% | +207.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SO | Southern Co/the | +0.9% | NEW | New buy |
| 2 | DUK | Duke Energy CORP | +0.7% | NEW | New buy |
| 3 | VPU | Vanguard Utilities ETF | +0.7% | NEW | New buy |
| 4 | BAC 7.25 PERP LBond | Bank Of America CORP | +0.5% | NEW | New buy |
| 5 | JAAA | Janus Henderson Aaa Clo ETF | +0.5% | +329.48% | Add |
| 6 | WEC | Wec Energy Group Inc | +0.4% | NEW | New buy |
| 7 | GLD | Spdr Gold Shares | +0.4% | +276.10% | Add |
| 8 | MUB | Ishares National Muni Bond E | +0.4% | +150.89% | Add |
| 9 | PFFD | Global X US Preferred ETF | +0.4% | NEW | New buy |
| 10 | AEP | American Electric Power | +0.4% | NEW | New buy |
| 11 | WFC 7.5 PERP LBond | Wells Fargo & Company | +0.3% | NEW | New buy |
| 12 | WMT | Walmart Inc | +0.3% | +207.01% | Add |
| 13 | VCIT | Vanguard Int-term Corporate | +0.3% | NEW | New buy |
| 14 | VOOV | Vanguard S&p 500 Value ETF | +0.3% | NEW | New buy |
| 15 | VOOG | Vanguard S&p 500 Growth ETF | +0.2% | NEW | New buy |
| 16 | AVGO | Broadcom Inc | +0.2% | +6.12% | Add |
| 17 | VONG | Vanguard Russell 1000 Growth | +0.2% | +21.29% | Add |
| 18 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +26.77% | Add |
| 19 | COST | Costco Wholesale CORP | +0.2% | +29.91% | Add |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | +44.58% | Add |
| 21 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | NEW | New buy |
| 22 | VNQ | Vanguard Real Estate ETF | +0.1% | NEW | New buy |
| 23 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +35.58% | Add |
| 24 | CMDT | Pimco Commodity Active Strat | +0.1% | +50.04% | Add |
| 25 | XLY | Ss Consumer Disc Select Sect | +0.1% | +128.65% | Add |
| 26 | HD | Home Depot Inc | +0.1% | NEW | New buy |
| 27 | AXP | American Express Co | +0.1% | NEW | New buy |
| 28 | HON | Honeywell International Inc | +0.1% | NEW | New buy |
| 29 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 30 | IUSV | Ishares Core S&p U.s. Value | +0.1% | NEW | New buy |
| 31 | AMZN | Amazon.com Inc | +0.1% | +2.34% | Add |
| 32 | XLI | Ss Industrial Select Sector | +0.1% | +43.36% | Add |
| 33 | XLF | Ss Financial Select Sector | 0% | +24.93% | Add |
| 34 | XOM | Exxon Mobil CORP | 0% | +44.35% | Add |
| 35 | GOOG | Alphabet Inc-cl C | 0% | +3.37% | Add |
| 36 | AVLV | Avantis US Large Cap Value | 0% | +16.17% | Add |
| 37 | GOOGL | Alphabet Inc-cl A | 0% | +2.88% | Add |
| 38 | QUAL | Ishares Msci USA Quality Fac | 0% | +16.32% | Add |
| 39 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | +7.14% | Add |
| 40 | IVV | Ishares Core S&p 500 ETF | -0.1% | +12.35% | Add |
| 41 | VCR | Vanguard Consumer Discre ETF | -0.1% | -1.11% | Trim |
| 42 | XLV | Ss Health Care Select Sector | -0.2% | -8.12% | Trim |
| 43 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.2% | +1.21% | Add |
| 44 | MGK | Vanguard Mega Cap Growth ETF | -0.2% | +0.60% | Add |
| 45 | AAPL | Apple Inc | -0.3% | +4.02% | Add |
| 46 | NVDA | Nvidia CORP | -0.3% | +2.48% | Add |
| 47 | XLK | Ss Technology Select Sector | -0.4% | +2.60% | Add |
| 48 | VHT | Vanguard Health Care ETF | -0.6% | -1.39% | Trim |
| 49 | NOBL | Proshares S&p 500 Dividend A | -0.6% | -0.44% | Trim |
| 50 | MSFT | Microsoft CORP | -0.6% | +4.67% | Add |
According to official SEC Form 13F filings, Apollon Financial, LLC reported a total U.S. public equity portfolio value of $847.6M across 186 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, IVV) accounted for 10.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
SO
市值: $3.8M
Top Position Liquidated / Trimmed
NOBL
前期市值: $8.6M
During Q4 2024, Apollon Financial, LLC's top holdings by market value included NVDA (7.2%)、AAPL (4.0%)、IVV (3.8%). The largest single position, NVDA, represented 7.2% of total portfolio value.
In Q4 2024, Apollon Financial, LLC made 50 total portfolio adjustments, initiating 18 new buys, adding to 28 positions, trimming 4 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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