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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
FHNFirst Horizon Corporation
Recent Activity
New Position
0.03%
$827,078
53,257 shares@ $15.53 avg price
SMTHAlps Etf Tr
Recent Activity
New Position
0.03%
$723,169
27,351 shares@ $26.45 avg price
FIXComfort Sys Usa Inc
Recent Activity
New Position
0.02%
$655,398
1,679 shares@ $390.36 avg price
IUSVIshares Tr
Recent Activity
New Position
0.02%
$573,531
6,006 shares@ $95.5 avg price
PFLDEtf Ser Solutions
Recent Activity
New Position
0.02%
$556,017
26,252 shares@ $21.18 avg price
MODModine Mfg Co
Recent Activity
New Position
0.02%
$493,580
3,717 shares@ $132.79 avg price
ONONOn Hldg Ag
Recent Activity
New Position
0.02%
$461,230
9,197 shares@ $50.16 avg price
CPACopa Holdings Sa
Recent Activity
New Position
0.02%
$456,907
4,869 shares@ $93.85 avg price
LIILennox Intl Inc
Recent Activity
New Position
0.02%
$456,241
755 shares@ $604.3 avg price
DORMDorman Prods Inc
Recent Activity
New Position
0.02%
$426,576
3,771 shares@ $113.13 avg price