Apollon Financial, LLC
RIA/Wealth
Apollon Financial, LLC is a RIA/Wealth based in Mount Pleasant, SC led by Robert Hy Gorman, reporting $890.4M in AUM as of Q3 2025 with 64% ETF concentration.
CEORobert Hy Gorman
- Portfolio Value
- $598.7M
- Positions
- 220
- Top Holding
- IVV at 6.45%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Apollon Financial, LLC's portfolio (35.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $38.6M | 6.45% | +$19.6M Bought | — 57.7K shares | |
Semiconductors Technology | $38.5M | 6.42% | +$340.5K Bought | 0.00% 206.1K shares | |
Consumer Electronics Technology | $20.1M | 3.35% | +$3.9M Bought | 0.00% 78.8K shares | |
Software - Infrastructure Technology | $19.2M | 3.21% | +$794.0K Bought | 0.00% 37.1K shares | |
Specialty Retail Consumer Cyclical | $19.0M | 3.18% | +$3.0M Bought | 0.00% 86.7K shares | |
ETF ETF | $17.3M | 2.89% | +$609.4K Bought | — 61.4K shares | |
Internet Content & Information Communication Services | $16.5M | 2.75% | +$204.3K Bought | 0.00% 67.7K shares | |
Unknown Unknown | $15.4M | 2.56% | +$621.7K Bought | — 71.1K shares | |
ETF ETF | $14.1M | 2.35% | +$6.6M Bought | — 215.8K shares | |
ETF ETF | $12.9M | 2.16% | +$347.2K Bought | — 178.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Apollon Financial, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-29.41% | |
-27.38% |
Analytics
Portfolio insights and performance metrics for Apollon Financial, LLC
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