Apollon Financial, LLC

data from 30/09/2025

Capitalization

$ 601.478 M 25.55 %

Average holding period

5 ans

Performance

$ 131.868 M 37.50 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Apollon Financial, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 IVV ISHARES TR 6.42% 38.609 M $ 57686 2023/12/31 1.378 M $ 7.80 %
2025/09/30 NVDA NVIDIA CORPORATION 6.39% 38.452 M $ 206091 2023/12/31 5.840 M $ 18.10 %
2025/09/30 AAPL APPLE INC 3.34% 20.068 M $ 78813 2023/12/31 3.147 M $ 24.11 %
2025/09/30 MSFT MICROSOFT CORP 3.19% 19.200 M $ 37068 2023/12/31 729.888 K $ 4.13 %
2025/09/30 AMZN AMAZON COM INC 3.17% 19.038 M $ 86707 2023/12/31 13.178 K $ 0.08 %
2025/09/30 XLK SELECT SECTOR SPDR TR 2.88% 17.298 M $ 61371 2023/12/31 1.695 M $ 11.31 %
2025/09/30 GOOG ALPHABET INC 2.74% 16.483 M $ 67679 2023/12/31 4.422 M $ 37.30 %
2025/09/30 VIG VANGUARD SPECIALIZED FUNDS 2.55% 15.350 M $ 71135 2023/12/31 758.984 K $ 5.43 %
2025/09/30 IJH ISHARES TR 2.34% 14.080 M $ 215752 2023/12/31 372.431 K $ 5.22 %
2025/09/30 AVLV AMERICAN CENTY ETF TR 2.15% 12.924 M $ 178858 2023/12/31 704.914 K $ 5.94 %
2025/09/30 GOOGL ALPHABET INC 2.04% 12.265 M $ 50453 2023/12/31 3.363 M $ 37.94 %
2025/09/30 VONG VANGUARD SCOTTSDALE FDS 1.81% 10.894 M $ 90405 2023/12/31 1.012 M $ 10.35 %
2025/09/30 DFAC DIMENSIONAL ETF TRUST 1.77% 10.673 M $ 276722 2023/12/31 727.007 K $ 7.62 %
2025/09/30 SPLG SPDR SERIES TRUST 1.68% 10.119 M $ 129165 2023/12/31 759.761 K $ 7.77 %
2025/09/30 SPYG SPDR SERIES TRUST 1.62% 9.735 M $ 93149 2023/12/31 878.297 K $ 9.64 %
2025/09/30 MGK VANGUARD WORLD FD 1.60% 9.603 M $ 23863 2023/12/31 859.596 K $ 9.90 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 1.17% 7.022 M $ 13967 2023/12/31 243.960 K $ 3.49 %
2025/09/30 AVGO BROADCOM INC 1.17% 7.009 M $ 21246 2023/12/31 1.116 M $ 19.68 %
2025/09/30 IEFA ISHARES TR 1.16% 7.004 M $ 80225 2023/12/31 51.907 K $ 4.59 %
2025/09/30 JAAA JANUS DETROIT STR TR 1.16% 6.974 M $ 137338 2024/09/30 3.234 K $ 0.06 %
2025/09/30 COST COSTCO WHSL CORP NEW 1.14% 6.877 M $ 7429 2023/12/31 -465.089 K $ -6.50 %
2025/09/30 VTI VANGUARD INDEX FDS 1.13% 6.767 M $ 20622 2023/12/31 501.816 K $ 7.98 %
2025/09/30 NEAR ISHARES U S ETF TR 1.07% 6.458 M $ 125939 2025/09/30 0.000 $ 0.00 %
2025/09/30 VCR VANGUARD WORLD FD 1.07% 6.437 M $ 16248 2023/12/31 550.481 K $ 9.34 %
2025/09/30 VHT VANGUARD WORLD FD 1.02% 6.105 M $ 23518 2023/12/31 289.652 K $ 4.53 %
2025/09/30 VOO VANGUARD INDEX FDS 0.98% 5.896 M $ 9628 2023/12/31 361.142 K $ 7.81 %
2025/09/30 IAU ISHARES GOLD TR 0.94% 5.674 M $ 77969 2024/09/30 727.815 K $ 16.69 %
2025/09/30 QUAL ISHARES TR 0.90% 5.436 M $ 27948 2023/12/31 316.948 K $ 6.39 %
2025/09/30 DFAI DIMENSIONAL ETF TRUST 0.90% 5.418 M $ 149055 2024/06/30 208.555 K $ 5.15 %
2025/09/30 USMV ISHARES TR 0.89% 5.374 M $ 56484 2023/12/31 72.090 K $ 1.35 %
2025/09/30 HCRB HARTFORD FDS EXCHANGE TRADED 0.80% 4.830 M $ 136049 2024/03/31 28.608 K $ 1.20 %
2025/09/30 NOBL PROSHARES TR 0.78% 4.707 M $ 45665 2023/12/31 128.510 K $ 2.35 %
2025/09/30 IQLT ISHARES TR 0.75% 4.531 M $ 102531 2025/03/31 77.138 K $ 2.24 %
2025/09/30 SO SOUTHERN CO 0.73% 4.378 M $ 46196 2024/12/31 135.275 K $ 3.20 %
2025/09/30 GLD SPDR GOLD TR 0.72% 4.327 M $ 12174 2023/12/31 605.249 K $ 16.61 %
2025/09/30 PTRB PGIM ETF TR 0.70% 4.229 M $ 100221 2024/03/31 13.482 K $ 0.88 %
2025/09/30 VPU VANGUARD WORLD FD 0.69% 4.121 M $ 21757 2024/12/31 255.033 K $ 7.31 %
2025/09/30 ITA ISHARES TR 0.68% 4.071 M $ 19455 2023/12/31 381.036 K $ 10.93 %
2025/09/30 QQQ INVESCO QQQ TR 0.67% 4.004 M $ 6670 2023/12/31 299.348 K $ 8.83 %
2025/09/30 SMLF ISHARES TR 0.66% 3.954 M $ 53175 2023/12/31 340.319 K $ 9.42 %
2025/09/30 WMT WALMART INC 0.63% 3.818 M $ 37043 2023/12/31 184.620 K $ 5.40 %
2025/09/30 VGT VANGUARD WORLD FD 0.63% 3.810 M $ 5102 2023/12/31 418.667 K $ 12.57 %
2025/09/30 SCHM SCHWAB STRATEGIC TR 0.63% 3.805 M $ 128388 2023/12/31 204.136 K $ 5.67 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.61% 3.687 M $ 5535 2023/12/31 229.422 K $ 7.82 %
2025/09/30 IJR ISHARES TR 0.61% 3.686 M $ 31018 2023/12/31 50.781 K $ 8.73 %
2025/09/30 PYLD PIMCO ETF TR 0.60% 3.591 M $ 133777 2025/03/31 17.397 K $ 1.13 %
2025/09/30 SSO PROSHARES TR 0.59% 3.566 M $ 31802 2023/12/31 458.237 K $ 14.75 %
2025/09/30 VXF VANGUARD INDEX FDS 0.55% 3.302 M $ 15772 2025/03/31 261.357 K $ 8.63 %
2025/09/30 ITOT ISHARES TR 0.53% 3.184 M $ 21860 2023/12/31 231.690 K $ 7.86 %
2025/09/30 DUK DUKE ENERGY CORP NEW 0.53% 3.159 M $ 25530 2024/12/31 145.498 K $ 4.87 %
2025/09/30 IHI ISHARES TR 0.51% 3.044 M $ 50658 2023/12/31 -135.516 K $ -4.09 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.50% 3.006 M $ 9531 2023/12/31 206.890 K $ 8.80 %
2025/09/30 BUFD FIRST TR EXCHNG TRADED FD VI 0.49% 2.974 M $ 107588 2024/09/30 116.195 K $ 4.07 %
2025/09/30 CMDT PIMCO ETF TR 0.49% 2.951 M $ 107685 2024/06/30 159.207 K $ 6.08 %
2025/09/30 AVEM AMERICAN CENTY ETF TR 0.48% 2.874 M $ 38258 2023/12/31 203.196 K $ 9.59 %
2025/09/30 XLF SELECT SECTOR SPDR TR 0.44% 2.671 M $ 49578 2023/12/31 66.234 K $ 2.86 %
2025/09/30 RDVY FIRST TR EXCHANGE TRADED FD 0.44% 2.659 M $ 39538 2025/06/30 114.527 K $ 7.20 %
2025/09/30 XLP SELECT SECTOR SPDR TR 0.44% 2.643 M $ 33722 2023/12/31 -91.252 K $ -3.21 %
2025/09/30 CIBR FIRST TR EXCHANGE TRADED FD 0.44% 2.626 M $ 34545 2023/12/31 11.256 K $ 0.57 %
2025/09/30 IEMG ISHARES INC 0.43% 2.593 M $ 39332 2025/06/30 21.893 K $ 9.81 %
2025/09/30 HACK AMPLIFY ETF TR 0.43% 2.585 M $ 29779 2024/03/31 12.181 K $ 0.50 %
2025/09/30 COWZ PACER FDS TR 0.41% 2.490 M $ 43321 2023/12/31 108.008 K $ 4.30 %
2025/09/30 SMH VANECK ETF TRUST 0.41% 2.444 M $ 7490 2024/03/31 233.221 K $ 17.03 %
2025/09/30 VDC VANGUARD WORLD FD 0.39% 2.369 M $ 11082 2023/12/31 -58.396 K $ -2.41 %
2025/09/30 WEC WEC ENERGY GROUP INC 0.36% 2.192 M $ 19131 2024/12/31 197.358 K $ 9.97 %
2025/09/30 MUB ISHARES TR 0.36% 2.176 M $ 20436 2023/12/31 42.543 K $ 1.92 %
2025/09/30 IYW ISHARES TR 0.35% 2.096 M $ 10703 2023/12/31 215.373 K $ 13.04 %
2025/09/30 META META PLATFORMS INC 0.34% 2.057 M $ 2801 2023/12/31 -8.777 K $ -0.50 %
2025/09/30 HMOP HARTFORD FDS EXCHANGE TRADED 0.33% 1.963 M $ 50378 2025/06/30 28.573 K $ 1.80 %
2025/09/30 VIS VANGUARD WORLD FD 0.31% 1.890 M $ 6378 2023/12/31 103.418 K $ 5.79 %
2025/09/30 XLI SELECT SECTOR SPDR TR 0.31% 1.876 M $ 12164 2023/12/31 75.802 K $ 4.55 %
2025/09/30 USRT ISHARES TR 0.31% 1.865 M $ 31756 2025/03/31 51.671 K $ 3.82 %
2025/09/30 OUSA ALPS ETF TR 0.31% 1.862 M $ 32940 2023/12/31 87.200 K $ 4.76 %
2025/09/30 FVD FIRST TR EXCHANGE-TRADED FD 0.29% 1.764 M $ 38151 2023/12/31 58.752 K $ 3.45 %
2025/09/30 AEP AMERICAN ELEC PWR CO INC 0.29% 1.760 M $ 15646 2024/12/31 135.216 K $ 8.42 %
2025/09/30 SDHY PGIM SHORT DUR HIG YLD OPP F 0.29% 1.750 M $ 104678 2023/12/31 -12.497 K $ -0.71 %
2025/09/30 AVUV AMERICAN CENTY ETF TR 0.29% 1.726 M $ 17344 2024/03/31 133.573 K $ 9.25 %
2025/09/30 VXUS VANGUARD STAR FDS 0.28% 1.673 M $ 22768 2025/03/31 96.668 K $ 6.33 %
2025/09/30 BUFR FIRST TR EXCHNG TRADED FD VI 0.27% 1.630 M $ 48785 2024/03/31 80.975 K $ 5.09 %
2025/09/30 XSMO INVESCO EXCHANGE TRADED FD T 0.27% 1.620 M $ 22016 2024/09/30 113.963 K $ 8.16 %
2025/09/30 BAC-PL BANK AMERICA CORP 0.26% 1.562 M $ 1220 2024/12/31 102.778 K $ 5.53 %
2025/09/30 SPYV SPDR SERIES TRUST 0.26% 1.555 M $ 28099 2023/12/31 84.643 K $ 5.71 %
2025/09/30 SKYY FIRST TR EXCHANGE TRADED FD 0.26% 1.555 M $ 11566 2023/12/31 138.841 K $ 10.51 %
2025/09/30 IUSV ISHARES TR 0.25% 1.524 M $ 15244 2024/12/31 57.807 K $ 5.62 %
2025/09/30 XOM EXXON MOBIL CORP 0.24% 1.463 M $ 12976 2023/12/31 65.622 K $ 4.59 %
2025/09/30 DFAX DIMENSIONAL ETF TRUST 0.23% 1.380 M $ 43971 2025/03/31 74.711 K $ 6.84 %
2025/09/30 XLV SELECT SECTOR SPDR TR 0.23% 1.375 M $ 9879 2023/12/31 49.594 K $ 3.25 %
2025/09/30 DFUS DIMENSIONAL ETF TRUST 0.22% 1.351 M $ 18652 2025/03/31 101.093 K $ 8.09 %
2025/09/30 DFAS DIMENSIONAL ETF TRUST 0.22% 1.341 M $ 19585 2025/03/31 93.028 K $ 7.46 %
2025/09/30 LLY ELI LILLY & CO 0.22% 1.340 M $ 1756 2023/12/31 -26.729 K $ -2.12 %
2025/09/30 VOOV VANGUARD ADMIRAL FDS INC 0.22% 1.312 M $ 6579 2024/12/31 70.488 K $ 5.70 %
2025/09/30 DFIC DIMENSIONAL ETF TRUST 0.22% 1.301 M $ 39669 2025/03/31 66.055 K $ 5.47 %
2025/09/30 SPHQ INVESCO EXCHANGE TRADED FD T 0.21% 1.287 M $ 17564 2023/12/31 35.646 K $ 2.85 %
2025/09/30 FLXR TCW ETF TRUST 0.21% 1.262 M $ 31715 2025/03/31 8.587 K $ 0.89 %
2025/09/30 PFFD GLOBAL X FDS 0.21% 1.259 M $ 64788 2024/12/31 48.277 K $ 3.19 %
2025/09/30 RTX RTX CORPORATION 0.21% 1.234 M $ 7378 2024/09/30 142.201 K $ 14.59 %
2025/09/30 IWF ISHARES TR 0.20% 1.213 M $ 2589 2024/09/30 108.172 K $ 10.32 %
2025/09/30 VOOG VANGUARD ADMIRAL FDS INC 0.20% 1.211 M $ 2781 2024/12/31 109.326 K $ 9.81 %
2025/09/30 IWD ISHARES TR 0.20% 1.210 M $ 5945 2023/12/31 54.568 K $ 4.82 %
2025/09/30 VCIT VANGUARD SCOTTSDALE FDS 0.20% 1.210 M $ 14383 2024/12/31 17.679 K $ 1.44 %