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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
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$1.222M
8,123 shares@ $150.44 avg price
SCCOSouthern Copper Corp
Recent Activity
Exited
0%
$921,443
8,552 shares@ $107.75 avg price
GSLGlobal Ship Lease Inc New
Recent Activity
Exited
0%
$635,309
22,067 shares@ $28.8 avg price
DGDollar Gen Corp New
Recent Activity
Exited
0%
$575,521
4,352 shares@ $132.25 avg price
STAGStag Indl Inc
Recent Activity
Exited
0%
$564,808
15,663 shares@ $36.07 avg price
WIREEncore Wire Corp
Recent Activity
Exited
0%
$510,214
1,760 shares@ $289.9 avg price
SOXSDirexion Shs Etf Tr
Recent Activity
Exited
0%
$345,008
15,212 shares@ $22.68 avg price
LWLamb Weston Hldgs Inc
Recent Activity
Exited
0%
$316,645
3,766 shares@ $84.08 avg price
BSMBlack Stone Minerals L P
Recent Activity
Exited
0%
$312,867
19,966 shares@ $15.67 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
Exited
0%
$262,041
4,519 shares@ $57.99 avg price