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| Happy Holidays!! thanks for using AUM13F!! |
| Apollon Financial LLC
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|---|---|
| CRD # | 321217 |
| SEC # | 801-125787 |
| CIK # | 0002011195 |
| AUM | $890.4 M (2025-07-08) |
| Employees | 23 (57% Investors, 35% Brokers) |
| Phone | 843-579-0018 |
| Address | 111 Coleman Blvd Mount Pleasant, SC 29464 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Nvidia Corp | 32.3 | |
| Microsoft Corp | 17.7 | |
| Amazon Com Inc | 16.1 | |
| Apple Inc | 13.1 | |
| Alphabet Inc | 11.9 | |
| Alphabet Inc | 8.9 | |
| Costco Wholesale Corp /NEW | 7.2 | |
| Broadcom Inc | 5.7 | |
| iShares Comex Gold Trust | 4.4 | |
| Southern Co | 4.2 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 597 | 235.9 |
| (b) Individuals (high net worth individuals) | 236 | 654.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,700 | 890.4 |
| By Discretionary | ||
| Discretionary | 1,700 | 890.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,700 | 890.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 889.7 | |
| Total | 1,700 | 890.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002011195] |
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|---|---|---|
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OH | 0.9 |
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VT | 0.9 |
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MA | 0.9 |
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IA | 0.9 |
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0.9 | |
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Sensible Financial Planning and Management LLC
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