Apollon Financial, LLC Diversified Active

CIK: 0002011195 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 5, 2024

Total Value ($000): $340,009 (100.0% shares, 0.0% debt)

Holdings (165)

NVDA NVIDIA CORPORATION 7.5%
Value ($000) $25,545 Shares 210,349 Est. Cost $95.79 Unrealized +23.3%
AAPL APPLE INC 4.3%
Value ($000) $14,563 Shares 62,500 Est. Cost $183.31 Unrealized +21.1%
MSFT MICROSOFT CORP 4.2%
Value ($000) $14,366 Shares 33,386 Est. Cost $356.68 Unrealized +18.6%
IVV ISHARES TR 3.9%
Value ($000) $13,340 Shares 23,127 Est. Cost $491.11 Unrealized
XLK SELECT SECTOR SPDR TR 3.9%
Value ($000) $13,337 Shares 59,074 Est. Cost $194.29 Unrealized
AMZN AMAZON COM INC 3.7%
Value ($000) $12,582 Shares 67,527 Est. Cost $140.57 Unrealized +29.8%
GOOG ALPHABET INC 3.2%
Value ($000) $10,724 Shares 64,143 Est. Cost $134.78 Unrealized +24.8%
SPYM SPDR SER TR 3.1%
Value ($000) $10,559 Shares 156,413 Est. Cost $55.90 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 2.8%
Value ($000) $9,524 Shares 48,085 Est. Cost $175.29 Unrealized
AVLV AMERICAN CENTY ETF TR 2.8%
Value ($000) $9,414 Shares 143,004 Est. Cost $60.96 Unrealized
SPYG SPDR SER TR 2.5%
Value ($000) $8,650 Shares 104,291 Est. Cost $65.06 Unrealized
NOBL PROSHARES TR 2.5%
Value ($000) $8,553 Shares 80,113 Est. Cost $95.20 Unrealized
MGK VANGUARD WORLD FD 2.5%
Value ($000) $8,407 Shares 26,111 Est. Cost $260.75 Unrealized
GOOGL ALPHABET INC 2.4%
Value ($000) $8,158 Shares 49,192 Est. Cost $133.35 Unrealized +25.0%
VHT VANGUARD WORLD FD 2.2%
Value ($000) $7,412 Shares 26,266 Est. Cost $250.70 Unrealized
VONG VANGUARD SCOTTSDALE FDS 1.9%
Value ($000) $6,552 Shares 67,886 Est. Cost $78.92 Unrealized
VCR VANGUARD WORLD FD 1.7%
Value ($000) $5,926 Shares 17,403 Est. Cost $304.56 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.7%
Value ($000) $5,796 Shares 12,593 Est. Cost $360.68 Unrealized +22.6%
USMV ISHARES TR 1.7%
Value ($000) $5,663 Shares 62,021 Est. Cost $78.13 Unrealized
COST COSTCO WHSL CORP NEW 1.2%
Value ($000) $4,221 Shares 4,761 Est. Cost $641.13 Unrealized +34.4%
SMLF ISHARES TR 1.1%
Value ($000) $3,806 Shares 57,360 Est. Cost $58.82 Unrealized
QUAL ISHARES TR 1.1%
Value ($000) $3,747 Shares 20,900 Est. Cost $154.62 Unrealized
SCHM SCHWAB STRATEGIC TR 1.0%
Value ($000) $3,547 Shares 42,685 Est. Cost $75.36 Unrealized
IHI ISHARES TR 1.0%
Value ($000) $3,537 Shares 59,731 Est. Cost $53.97 Unrealized
AVGO BROADCOM INC 0.9%
Value ($000) $3,207 Shares 18,589 Est. Cost $151.91 Unrealized +4.0%
QQQ INVESCO QQQ TR 0.9%
Value ($000) $2,975 Shares 6,096 Est. Cost $411.38 Unrealized
VGT VANGUARD WORLD FD 0.9%
Value ($000) $2,936 Shares 5,007 Est. Cost $484.03 Unrealized
XLP SELECT SECTOR SPDR TR 0.8%
Value ($000) $2,787 Shares 33,573 Est. Cost $72.81 Unrealized
SSO PROSHARES TR 0.8%
Value ($000) $2,777 Shares 30,800 Est. Cost $65.07 Unrealized
IAU ISHARES GOLD TR 0.8%
Value ($000) $2,650 Shares 53,310 Est. Cost $49.70 Unrealized
BUFD FIRST TR EXCHNG TRADED FD VI 0.8%
Value ($000) $2,627 Shares 104,894 Est. Cost $25.04 Unrealized
ITA ISHARES TR 0.8%
Value ($000) $2,611 Shares 17,449 Est. Cost $126.60 Unrealized
VDC VANGUARD WORLD FD 0.8%
Value ($000) $2,557 Shares 11,706 Est. Cost $190.95 Unrealized
COWZ PACER FDS TR 0.7%
Value ($000) $2,445 Shares 42,284 Est. Cost $52.54 Unrealized
IEFA ISHARES TR 0.7%
Value ($000) $2,425 Shares 31,074 Est. Cost $71.24 Unrealized
IJH ISHARES TR 0.7%
Value ($000) $2,247 Shares 36,050 Est. Cost $78.63 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.6%
Value ($000) $2,081 Shares 82,790 Est. Cost $24.68 Unrealized
XLV SELECT SECTOR SPDR TR 0.6%
Value ($000) $2,071 Shares 13,449 Est. Cost $140.45 Unrealized
HCRB HARTFORD FDS EXCHANGE TRADED 0.6%
Value ($000) $2,017 Shares 55,921 Est. Cost $34.85 Unrealized
ITOT ISHARES TR 0.6%
Value ($000) $1,965 Shares 15,642 Est. Cost $105.23 Unrealized
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $1,958 Shares 3,413 Est. Cost $559.80 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.6%
Value ($000) $1,954 Shares 42,964 Est. Cost $40.56 Unrealized
OUSA ALPS ETF TR 0.5%
Value ($000) $1,857 Shares 34,380 Est. Cost $47.08 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.5%
Value ($000) $1,773 Shares 55,774 Est. Cost $29.70 Unrealized
VIS VANGUARD WORLD FD 0.5%
Value ($000) $1,772 Shares 6,813 Est. Cost $220.44 Unrealized
CMDT PIMCO ETF TR 0.5%
Value ($000) $1,629 Shares 60,961 Est. Cost $27.22 Unrealized
HACK AMPLIFY ETF TR 0.5%
Value ($000) $1,606 Shares 23,516 Est. Cost $64.11 Unrealized
IYW ISHARES TR 0.5%
Value ($000) $1,566 Shares 10,331 Est. Cost $122.75 Unrealized
AVEM AMERICAN CENTY ETF TR 0.4%
Value ($000) $1,522 Shares 23,560 Est. Cost $57.02 Unrealized
PGIM SHORT DUR HIG YLD OPP F 0.4%
Value ($000) $1,519 Shares 90,852 Est. Cost $15.30 Unrealized
SPYV SPDR SER TR 0.4%
Value ($000) $1,507 Shares 28,505 Est. Cost $46.93 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $1,462 Shares 13,070 Est. Cost $103.55 Unrealized
LLY ELI LILLY & CO 0.4%
Value ($000) $1,332 Shares 1,503 Est. Cost $687.93 Unrealized +29.4%
MUB ISHARES TR 0.4%
Value ($000) $1,324 Shares 12,188 Est. Cost $107.87 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $1,308 Shares 19,440 Est. Cost $54.48 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $1,307 Shares 22,060 Est. Cost $55.60 Unrealized
XLF SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,252 Shares 27,622 Est. Cost $37.60 Unrealized
SCHH SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,211 Shares 52,246 Est. Cost $20.64 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,179 Shares 10,061 Est. Cost $98.92 Unrealized +11.2%
AVUV AMERICAN CENTY ETF TR 0.3%
Value ($000) $1,159 Shares 12,081 Est. Cost $93.50 Unrealized
AGG ISHARES TR 0.3%
Value ($000) $1,157 Shares 11,420 Est. Cost $99.25 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $1,141 Shares 38,158 Est. Cost $29.26 Unrealized
XLI SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,107 Shares 8,172 Est. Cost $117.81 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $1,084 Shares 10,596 Est. Cost $93.50 Unrealized
PTRB PGIM ETF TR 0.3%
Value ($000) $1,066 Shares 24,878 Est. Cost $41.53 Unrealized
OMFL INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $1,058 Shares 19,967 Est. Cost $51.50 Unrealized
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $1,035 Shares 4,906 Est. Cost $149.79 Unrealized +36.8%
IWD ISHARES TR 0.3%
Value ($000) $1,031 Shares 5,432 Est. Cost $175.27 Unrealized
DVY ISHARES TR 0.3%
Value ($000) $1,030 Shares 7,623 Est. Cost $117.22 Unrealized
NUAG NUSHARES ETF TR 0.3%
Value ($000) $985 Shares 45,662 Est. Cost $20.88 Unrealized
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $970 Shares 11,049 Est. Cost $83.84 Unrealized
XSMO INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $964 Shares 14,557 Est. Cost $66.19 Unrealized
HDV ISHARES TR 0.3%
Value ($000) $928 Shares 7,890 Est. Cost $101.99 Unrealized
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $906 Shares 1,717 Est. Cost $438.69 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $850 Shares 6,630 Est. Cost $111.84 Unrealized
RTX RTX CORPORATION 0.2%
Value ($000) $790 Shares 6,518 Est. Cost $111.08 Unrealized 0.0%
IGV ISHARES TR 0.2%
Value ($000) $789 Shares 8,830 Est. Cost $148.00 Unrealized
META META PLATFORMS INC 0.2%
Value ($000) $762 Shares 1,331 Est. Cost $359.78 Unrealized +42.3%
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $761 Shares 1,982 Est. Cost $310.88 Unrealized
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $692 Shares 3,963 Est. Cost $149.50 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $683 Shares 2,812 Est. Cost $191.57 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $666 Shares 4,061 Est. Cost $129.30 Unrealized +17.5%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $661 Shares 2,334 Est. Cost $237.22 Unrealized
JNK SPDR SER TR 0.2%
Value ($000) $658 Shares 6,732 Est. Cost $94.89 Unrealized
FXZ FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $634 Shares 9,461 Est. Cost $68.96 Unrealized
IWF ISHARES TR 0.2%
Value ($000) $627 Shares 1,669 Est. Cost $375.38 Unrealized
JAAA JANUS DETROIT STR TR 0.2%
Value ($000) $607 Shares 11,933 Est. Cost $50.88 Unrealized
SPMD SPDR SER TR 0.2%
Value ($000) $599 Shares 10,958 Est. Cost $48.99 Unrealized
EGP EASTGROUP PPTYS INC 0.2%
Value ($000) $599 Shares 3,205 Est. Cost $183.54 Unrealized
CRM SALESFORCE INC 0.2%
Value ($000) $588 Shares 2,147 Est. Cost $223.60 Unrealized +13.5%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $582 Shares 20,000 Est. Cost $27.47 Unrealized
SOXX ISHARES TR 0.2%
Value ($000) $573 Shares 2,484 Est. Cost $342.22 Unrealized
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $567 Shares 7,553 Est. Cost $73.60 Unrealized
WMT WALMART INC 0.2%
Value ($000) $560 Shares 6,930 Est. Cost $60.06 Unrealized +20.7%
IAGG ISHARES TR 0.2%
Value ($000) $558 Shares 10,768 Est. Cost $50.35 Unrealized
VBR VANGUARD INDEX FDS 0.2%
Value ($000) $537 Shares 2,674 Est. Cost $180.03 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $524 Shares 1,340 Est. Cost $253.38 Unrealized +33.7%
AZO AUTOZONE INC 0.1%
Value ($000) $507 Shares 161 Est. Cost $2593.50 Unrealized +18.4%
SNSR GLOBAL X FDS 0.1%
Value ($000) $506 Shares 14,552 Est. Cost $34.74 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $496 Shares 4,243 Est. Cost $109.31 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $490 Shares 861 Est. Cost $569.66 Unrealized
RPV INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $485 Shares 5,459 Est. Cost $82.08 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $481 Shares 2,684 Est. Cost $159.32 Unrealized
MGC VANGUARD WORLD FD 0.1%
Value ($000) $478 Shares 2,314 Est. Cost $169.28 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $465 Shares 3,270 Est. Cost $125.51 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $458 Shares 4,779 Est. Cost $79.31 Unrealized
TCAF T ROWE PRICE ETF INC 0.1%
Value ($000) $456 Shares 13,700 Est. Cost $31.54 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $449 Shares 6,260 Est. Cost $62.66 Unrealized
PFF ISHARES TR 0.1%
Value ($000) $436 Shares 13,135 Est. Cost $31.19 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $434 Shares 3,130 Est. Cost $128.05 Unrealized
IYY ISHARES TR 0.1%
Value ($000) $423 Shares 3,028 Est. Cost $116.52 Unrealized
ROBT FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $393 Shares 8,974 Est. Cost $43.79 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $392 Shares 2,661 Est. Cost $137.83 Unrealized +1.5%
FEX FIRST TR LRGE CP CORE ALPHA 0.1%
Value ($000) $389 Shares 3,730 Est. Cost $90.16 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $388 Shares 6,189 Est. Cost $58.31 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $387 Shares 7,321 Est. Cost $52.81 Unrealized
TDV PROSHARES TR 0.1%
Value ($000) $377 Shares 4,894 Est. Cost $69.58 Unrealized
DE DEERE & CO 0.1%
Value ($000) $376 Shares 901 Est. Cost $365.14 Unrealized +1.1%
DFAC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $373 Shares 10,879 Est. Cost $29.23 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $371 Shares 1,217 Est. Cost $258.68 Unrealized +3.1%
GSLC GOLDMAN SACHS ETF TR 0.1%
Value ($000) $368 Shares 3,258 Est. Cost $93.81 Unrealized
WPC WP CAREY INC 0.1%
Value ($000) $366 Shares 5,876 Est. Cost $62.31 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $359 Shares 2,214 Est. Cost $144.22 Unrealized +5.8%
SPHD INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $345 Shares 6,824 Est. Cost $42.41 Unrealized
QUS SPDR SER TR 0.1%
Value ($000) $343 Shares 2,180 Est. Cost $157.55 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $343 Shares 3,563 Est. Cost $86.90 Unrealized +4.2%
IYF ISHARES TR 0.1%
Value ($000) $330 Shares 3,179 Est. Cost $85.41 Unrealized
QQEW FIRST TR NAS100 EQ WEIGHTED 0.1%
Value ($000) $330 Shares 2,630 Est. Cost $117.45 Unrealized
JMUB J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $315 Shares 6,148 Est. Cost $50.69 Unrealized
DGRW WISDOMTREE TR 0.1%
Value ($000) $315 Shares 3,785 Est. Cost $83.21 Unrealized
IJT ISHARES TR 0.1%
Value ($000) $314 Shares 2,250 Est. Cost $125.14 Unrealized
ARISTA NETWORKS INC 0.1%
Value ($000) $306 Shares 798 Est. Cost $383.82 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $306 Shares 1,764 Est. Cost $153.38 Unrealized +7.1%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $303 Shares 583 Est. Cost $451.47 Unrealized +15.3%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $302 Shares 1,129 Est. Cost $245.08 Unrealized
SMH VANECK ETF TRUST 0.1%
Value ($000) $297 Shares 1,208 Est. Cost $227.19 Unrealized
V VISA INC 0.1%
Value ($000) $296 Shares 1,075 Est. Cost $249.07 Unrealized +7.5%
SLV ISHARES SILVER TR 0.1%
Value ($000) $292 Shares 10,280 Est. Cost $28.41 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $289 Shares 896 Est. Cost $258.96 Unrealized +20.9%
TSLA TESLA INC 0.1%
Value ($000) $275 Shares 1,051 Est. Cost $237.66 Unrealized -4.0%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $269 Shares 544 Est. Cost $403.20 Unrealized +14.5%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $268 Shares 1,337 Est. Cost $178.81 Unrealized
DBO INVESCO DB MULTI-SECTOR COMM 0.1%
Value ($000) $267 Shares 19,088 Est. Cost $13.91 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $263 Shares 449 Est. Cost $548.30 Unrealized 0.0%
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $256 Shares 6,208 Est. Cost $35.58 Unrealized
T AT&T INC 0.1%
Value ($000) $255 Shares 11,604 Est. Cost $14.49 Unrealized +29.6%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $254 Shares 3,147 Est. Cost $80.78 Unrealized
PDP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $251 Shares 2,432 Est. Cost $85.49 Unrealized
MGV VANGUARD WORLD FD 0.1%
Value ($000) $246 Shares 1,919 Est. Cost $109.37 Unrealized
ITRM ITERUM THERAPEUTICS PLC 0.1%
Value ($000) $245 Shares 224,750 Est. Cost $1.28 Unrealized -7.3%
ORCL ORACLE CORP 0.1%
Value ($000) $235 Shares 1,380 Est. Cost $143.05 Unrealized 0.0%
MRK MERCK & CO INC 0.1%
Value ($000) $233 Shares 2,055 Est. Cost $115.24 Unrealized -2.0%
EDOW FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $233 Shares 6,472 Est. Cost $32.62 Unrealized
VFH VANGUARD WORLD FD 0.1%
Value ($000) $230 Shares 2,092 Est. Cost $102.39 Unrealized
IYJ ISHARES TR 0.1%
Value ($000) $227 Shares 1,701 Est. Cost $125.71 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $222 Shares 4,179 Est. Cost $47.98 Unrealized -2.5%
PEP PEPSICO INC 0.1%
Value ($000) $215 Shares 1,266 Est. Cost $162.90 Unrealized 0.0%
PAVE GLOBAL X FDS 0.1%
Value ($000) $213 Shares 5,182 Est. Cost $41.16 Unrealized
TDIV FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $210 Shares 2,615 Est. Cost $80.29 Unrealized
IFRA ISHARES TR 0.1%
Value ($000) $209 Shares 4,458 Est. Cost $46.97 Unrealized
PKW INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $207 Shares 1,808 Est. Cost $108.26 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $205 Shares 1,038 Est. Cost $178.69 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $202 Shares 914 Est. Cost $188.97 Unrealized 0.0%
XNTK SPDR SER TR 0.1%
Value ($000) $200 Shares 1,015 Est. Cost $197.53 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $161 Shares 10,000 Est. Cost $13.80 Unrealized