test

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
VTIVanguard Index Fds
Recent Activity
Decreased -2.67%
0.49%
$17.236M
60,872 shares@ $283.16 avg price
JAAAJanus Detroit Str Tr
Recent Activity
Decreased -1.19%
0.47%
$16.424M
322,800 shares@ $50.89 avg price
VVisa Inc
Recent Activity
Decreased -2.84%
0.42%
$14.846M
53,995 shares@ $274.95 avg price
MUBIshares Tr
Recent Activity
Decreased -0.95%
0.42%
$14.816M
136,388 shares@ $108.63 avg price
MAMastercard Incorporated
Recent Activity
Decreased -3.65%
0.37%
$12.879M
26,082 shares@ $493.8 avg price
PEPPepsico Inc
Recent Activity
Decreased -2.29%
0.34%
$11.721M
68,929 shares@ $170.06 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -5.28%
0.32%
$11.275M
99,289 shares@ $113.56 avg price
IBMInternational Business Machs
Recent Activity
Decreased -1.32%
0.3%
$10.534M
47,647 shares@ $221.08 avg price
ACNAccenture Plc Ireland
Recent Activity
Decreased -0.41%
0.29%
$9.974M
28,218 shares@ $353.48 avg price
CVXChevron Corp New
Recent Activity
Decreased -2.2%
0.28%
$9.785M
66,442 shares@ $147.27 avg price