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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
IYRIshares Tr
Recent Activity
New Position
0.51%
$17.701M
173,761 shares@ $101.87 avg price
XSMOInvesco Exchange Traded Fd T
Recent Activity
New Position
0.49%
$16.982M
256,559 shares@ $66.19 avg price
IYCIshares Tr
Recent Activity
New Position
0.38%
$13.255M
150,731 shares@ $87.94 avg price
MBSFValued Advisers Tr
Recent Activity
New Position
0.09%
$2.941M
114,763 shares@ $25.64 avg price
GPIXGoldman Sachs Etf Tr
Recent Activity
New Position
0.04%
$1.354M
27,592 shares@ $49.09 avg price
TELTe Connectivity Plc
Recent Activity
New Position
0.04%
$1.26M
8,346 shares@ $150.99 avg price
HELOJ P Morgan Exchange Traded F
Recent Activity
New Position
0.04%
$1.237M
20,235 shares@ $61.15 avg price
PAYCPaycom Software Inc
Recent Activity
New Position
0.04%
$1.186M
7,123 shares@ $166.57 avg price
BOXXEa Series Trust
Recent Activity
New Position
0.03%
$1.016M
9,324 shares@ $108.94 avg price
BABAAlibaba Group Hldg Ltd
Recent Activity
New Position
0.03%
$922,838
8,696 shares@ $106.13 avg price