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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
AAPLApple Inc
Recent Activity
Increased 2.5%
4.35%
$153.816M
660,153 shares@ $233.0 avg price
IVVIshares Tr
Recent Activity
Increased 4.98%
3.68%
$129.971M
225,324 shares@ $576.82 avg price
NVDANvidia Corporation
Recent Activity
Increased 10.12%
3.43%
$121.033M
996,650 shares@ $121.45 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 3.61%
2.92%
$102.921M
239,184 shares@ $430.3 avg price
VONGVanguard Scottsdale Fds
Recent Activity
Increased 1.48%
2.01%
$70.732M
732,825 shares@ $96.53 avg price
AVLVAmerican Centy Etf Tr
Recent Activity
Increased 4.75%
1.85%
$65.31M
992,105 shares@ $65.84 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 1.8%
1.78%
$62.741M
336,720 shares@ $186.33 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 3.2%
1.43%
$50.347M
742,028 shares@ $67.85 avg price
IEFAIshares Tr
Recent Activity
Increased 2.83%
1.31%
$46.005M
589,434 shares@ $78.06 avg price
HCRBHartford Fds Exchange Traded
Recent Activity
Increased 2.84%
1.15%
$40.346M
1.119M shares@ $36.07 avg price