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Michael Herman

@Apollon Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$3.536BTotal holdings1131
Assets growth rate7.68%Assets growth rate (2-Q avg)5.55%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Apollon Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1131 positions.

Assets under management

The assets under management (AUM) of Apollon Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.536B in assets, with a quarterly growth rate of 7.68% and a 2-quarter average growth rate of 5.55%. The portfolio is managed by Michael Herman, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
QQQInvesco Qqq Tr
Recent Activity
Decreased -6.52%
1.52%
$53.635M
109,893 shares@ $488.07 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -3.91%
1.03%
$36.419M
69,018 shares@ $527.67 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -4.06%
0.92%
$32.317M
56,325 shares@ $573.77 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -1.36%
0.82%
$28.824M
62,624 shares@ $460.27 avg price
SCHGSchwab Strategic Tr
Recent Activity
Decreased -7.45%
0.7%
$24.426M
234,456 shares@ $104.18 avg price
HDHome Depot Inc
Recent Activity
Decreased -0.5%
0.66%
$23.089M
56,983 shares@ $405.2 avg price
IJKIshares Tr
Recent Activity
Decreased -0.61%
0.55%
$19.273M
209,650 shares@ $91.93 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -1.24%
0.55%
$19.242M
164,149 shares@ $117.22 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -7.27%
0.5%
$17.371M
29,710 shares@ $584.69 avg price
IJRIshares Tr
Recent Activity
Decreased -3.61%
0.49%
$17.319M
148,077 shares@ $116.97 avg price