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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
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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -1.36%
0.82%
$28.824M
62,624 shares@ $460.27 avg price
CMDTPimco Etf Tr
Recent Activity
Increased 11.43%
0.79%
$27.893M
1.044M shares@ $26.73 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 2.46%
0.74%
$26.044M
123,511 shares@ $210.87 avg price
METAMeta Platforms Inc
Recent Activity
Increased 3.74%
0.73%
$25.545M
44,624 shares@ $572.44 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 3.11%
0.71%
$25.096M
28,309 shares@ $886.52 avg price
SCHHSchwab Strategic Tr
Recent Activity
Increased 2.36%
0.71%
$24.828M
1.072M shares@ $23.17 avg price
SCHGSchwab Strategic Tr
Recent Activity
Decreased -7.45%
0.7%
$24.426M
234,456 shares@ $104.18 avg price
GOOGAlphabet Inc
Recent Activity
Increased 1.98%
0.68%
$23.788M
142,279 shares@ $167.2 avg price