Apollon Financial, LLC
Apollon Financial, LLC is a U.S.-based investment adviser registered with the SEC, headquartered in Bethesda, Maryland. The firm was founded in 2023 and offers comprehensive wealth management and investment advisory services. Apollon Financial caters to high-net-worth individuals, families, and institutional clients, leveraging a network of advisors and affiliates such as Foxen Financial.
Investment Strategy
Apollon Financial, LLC provides a broad spectrum of advisory services including portfolio management, financial planning, and consulting. The firm constructs diversified investment portfolios tailored to clients' goals and risk tolerance, utilizing a mix of equity, fixed income, and alternative investments. Apollon Financial emphasizes a long-term, client-centric approach, with ongoing portfolio monitoring and rebalancing, integrating both active and passive investment strategies.
Top Holdings
Equity Positions (220)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 6.42% | $38.6M | 57,686 | $590.14 | $669.30 | +$20.9M |
N NVDA | NVIDIA CORPORATION | 6.39% | $38.5M | 206,091 | $56.00 | $186.58 | +$6.2M |
A AAPL | APPLE INC | 3.34% | $20.1M | 78,813 | $207.66 | $254.63 | +$7.0M |
M MSFT | MICROSOFT CORP | 3.19% | $19.2M | 37,068 | $389.16 | $517.95 | +$1.5M |
A AMZN | AMAZON COM INC | 3.17% | $19.0M | 86,707 | $166.56 | $219.57 | +$3.0M |