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CIK: 0002011195
Total reported value
$847.6M
$847.6M
200 檔
9.4%
At the close of Q1 2025, Apollon Financial, LLC disclosed equity holdings valued at approximately $847.6M, spread across 200 reported holdings.
In Q1 2025, Apollon Financial, LLC displayed an active expansion posture, initiating 11 new positions and adding to 26 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.19% | +0.05% | -5.54% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.67% | -0.11% | +6.95% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.55% | -0.04% | +4.63% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.24% | -0.05% | +4.74% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.14% | -0.33% | +1.92% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.01% | -0.02% | +8.15% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 2.87% | +0.68% | -2.47% | |
| 8 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 2.60% | +0.01% | +1.89% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.46% | +0.17% | +0.84% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.23% | -0.18% | -6.17% | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.05% | -0.09% | +2.76% | |
| 12 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.03% | +0.09% | +2305.10% | |
| 13 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.91% | +0.08% | +6.03% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.85% | +0.14% | +0.66% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.75% | -0.11% | +6.68% | |
| 16 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.74% | +0.04% | -8.77% | |
| 17 | VHT | Vanguard Health Care ETF | ETF-Other | 1.66% | -0.06% | +3.00% | |
| 18 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.63% | -0.08% | -14.88% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.54% | -0.02% | +129.71% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.51% | -0.16% | +10.02% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.34% | -0.01% | +786.98% | |
| 22 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.27% | -0.06% | -3.52% | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.26% | -0.08% | -8.00% | |
| 24 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.19% | -0.10% | +94.29% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.02% | -0.03% | +4.82% | |
| 26 | SO | Southern Co/the | Stock-Utilities | 0.98% | -0.08% | -1.10% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | -0.01% | +365.60% | |
| 28 | IAU | Ishares Gold Trust | ETF-Commodities | 0.90% | -0.22% | +10.51% | |
| 29 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 0.83% | -0.01% | -1.66% | |
| 30 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.81% | +0.02% | -0.21% | |
| 31 | GLD | Spdr Gold Shares | ETF-Commodities | 0.78% | -0.29% | +9.43% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.78% | +0.12% | +0.66% | |
| 33 | DFAI | Dimensional International Co | ETF-Other | 0.77% | +0.04% | +53.83% | |
| 34 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.76% | -0.10% | -9.94% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-Other | 0.75% | -0.06% | -1.70% | |
| 36 | VPU | Vanguard Utilities ETF | ETF-Other | 0.73% | -0.09% | +12.62% | |
| 37 | DUK | Duke Energy CORP | Stock-Utilities | 0.71% | -0.06% | -1.96% | |
| 38 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.69% | — | — | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.69% | +0.28% | -4.84% | |
| 40 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.66% | -0.06% | -6.77% | |
| 41 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.66% | -0.05% | -5.06% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.65% | +0.12% | -1.09% | |
| 43 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.64% | -0.05% | +3.90% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.64% | -0.13% | +45.18% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.63% | -0.01% | +28.23% | |
| 46 | SSO | Proshares Ultra S&p500 | ETF-Other | 0.61% | +0.05% | +0.97% | |
| 47 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.60% | -0.05% | +0.33% | |
| 48 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.59% | — | — | |
| 49 | CMDT | Pimco Commodity Active Strat | ETF-Commodities | 0.59% | -0.09% | +2.13% | |
| 50 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.57% | -0.05% | -5.83% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | +1.9% | +2305.10% | Add |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +1.2% | +786.98% | Add |
| 3 | IJH | Ishares Core S&p Midcap ETF | +0.8% | +129.71% | Add |
| 4 | VOO | Vanguard S&p 500 ETF | +0.7% | +365.60% | Add |
| 5 | VXF | Vanguard Extended Market ETF | +0.7% | NEW | New buy |
| 6 | DFUS | Dimensional US Eq Mkt ETF | +0.6% | NEW | New buy |
| 7 | JAAA | Janus Henderson Aaa Clo ETF | +0.6% | +94.29% | Add |
| 8 | IQLT | Ishares Msci International Q | +0.5% | NEW | New buy |
| 9 | PYLD | Pimco Multisector Bond Actv | +0.4% | NEW | New buy |
| 10 | VXUS | Vanguard Total Intl Stock | +0.3% | NEW | New buy |
| 11 | USRT | Ishares Core US Reit ETF | +0.3% | NEW | New buy |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +6.68% | Add |
| 13 | DFAI | Dimensional International Co | +0.3% | +53.83% | Add |
| 14 | DFAS | Dimensional US Small Cap ETF | +0.3% | NEW | New buy |
| 15 | DFIC | Dimensional International Co | +0.3% | NEW | New buy |
| 16 | DFAX | Dimensional World Ex US Core | +0.2% | NEW | New buy |
| 17 | IAU | Ishares Gold Trust | +0.2% | +10.51% | Add |
| 18 | WMT | Walmart Inc | +0.2% | +45.18% | Add |
| 19 | GLD | Spdr Gold Shares | +0.2% | +9.43% | Add |
| 20 | VV | Vanguard Large-cap ETF | +0.2% | NEW | New buy |
| 21 | COST | Costco Wholesale CORP | +0.1% | +10.02% | Add |
| 22 | LGLV | Spdr US Lc Low Vol Idx | +0.1% | NEW | New buy |
| 23 | XLF | Ss Financial Select Sector | +0.1% | +24.23% | Add |
| 24 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.1% | +82.05% | Add |
| 25 | META | Meta Platforms Inc-class A | +0.1% | +48.95% | Add |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +28.23% | Add |
| 27 | VPU | Vanguard Utilities ETF | +0.1% | +12.62% | Add |
| 28 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +8.15% | Add |
| 29 | VHT | Vanguard Health Care ETF | 0% | +3.00% | Add |
| 30 | IYY | Ishares Dow Jones U.s. ETF | -0.1% | EXIT | Sold out |
| 31 | FXL | First Trust Technology Alpha | -0.1% | EXIT | Sold out |
| 32 | VGT | Vanguard Info Tech ETF | -0.1% | -1.09% | Trim |
| 33 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -4.84% | Trim |
| 34 | VONG | Vanguard Russell 1000 Growth | -0.2% | +6.03% | Add |
| 35 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.3% | +2.76% | Add |
| 36 | SCHH | Schwab US Reit ETF | -0.3% | EXIT | Sold out |
| 37 | VCR | Vanguard Consumer Discre ETF | -0.3% | -3.52% | Trim |
| 38 | NOBL | Proshares S&p 500 Dividend A | -0.3% | -14.88% | Trim |
| 39 | UCON | First Trust Smith Unconstrai | -0.4% | -61.91% | Trim |
| 40 | AVGO | Broadcom Inc | -0.4% | +0.66% | Add |
| 41 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.4% | -6.17% | Trim |
| 42 | IEFA | Ishares Core Msci Eafe ETF | -0.5% | -75.97% | Trim |
| 43 | AAPL | Apple Inc | -0.5% | +4.63% | Add |
| 44 | MGK | Vanguard Mega Cap Growth ETF | -0.5% | -8.77% | Trim |
| 45 | AMZN | Amazon.com Inc | -0.5% | +4.74% | Add |
| 46 | MSFT | Microsoft CORP | -0.5% | +1.92% | Add |
| 47 | GOOGL | Alphabet Inc-cl A | -0.5% | +0.66% | Add |
| 48 | XLK | Ss Technology Select Sector | -0.6% | -2.47% | Trim |
| 49 | GOOG | Alphabet Inc-cl C | -0.7% | +0.84% | Add |
| 50 | NVDA | Nvidia CORP | -2% | -5.54% | Trim |
According to official SEC Form 13F filings, Apollon Financial, LLC reported a total U.S. public equity portfolio value of $847.6M across 200 disclosed positions in Q1 2025.
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, IVV, AAPL) accounted for 9.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
VXF
市值: $2.9M
Top Position Liquidated / Trimmed
SCHH
前期市值: $1.3M
During Q1 2025, Apollon Financial, LLC's top holdings by market value included NVDA (5.2%)、IVV (3.7%)、AAPL (3.5%). The largest single position, NVDA, represented 5.2% of total portfolio value.
In Q1 2025, Apollon Financial, LLC made 50 total portfolio adjustments, initiating 11 new buys, adding to 26 positions, trimming 10 holdings, and fully liquidating 3 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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