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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
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 19.81%
1.13%
$39.698M
667,073 shares@ $59.52 avg price
PTRBPgim Etf Tr
Recent Activity
Increased 2.77%
1.13%
$39.652M
925,154 shares@ $42.86 avg price
AVGOBroadcom Inc
Recent Activity
Increased 1028.2%
1%
$35.215M
204,147 shares@ $172.5 avg price
JEPQJ P Morgan Exchange Traded F
Recent Activity
Increased 74.43%
0.99%
$34.812M
633,755 shares@ $54.94 avg price
UCONFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 3.55%
0.93%
$32.707M
1.302M shares@ $25.13 avg price
DFAIDimensional Etf Trust
Recent Activity
Increased 6.04%
0.93%
$32.581M
1.025M shares@ $31.79 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Increased 12.16%
0.89%
$31.368M
74,134 shares@ $423.13 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 3.91%
0.88%
$30.995M
186,885 shares@ $165.85 avg price
IJHIshares Tr
Recent Activity
Increased 214.73%
0.85%
$29.947M
480,535 shares@ $62.32 avg price
CMDTPimco Etf Tr
Recent Activity
Increased 11.43%
0.79%
$27.893M
1.044M shares@ $26.73 avg price