Michael Herman
@Apollon Financial, Llc
Latest period2024 - Q3ReportedManaged Assets$340.009MTotal holdings165
Assets growth rate10.01%Assets growth rate (2-Q avg)8.39%Continuous growth in asset value3 quarters
Portfolio positions
This chart displays the top 10 holdings in Apollon Financial, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 165 positions.
Assets under management
The assets under management (AUM) of Apollon Financial, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 340.009M in assets, with a quarterly growth rate of 10.01% and a 2-quarter average growth rate of 8.39%. The portfolio is managed by Michael Herman, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
NVDANvidia Corporation
| 7.52% | $25.545M 210,349 shares@ $121.44 avg price | Decreased -2.41% |
AAPLApple Inc
| 4.29% | $14.563M 62,500 shares@ $233.01 avg price | Increased 1.3% |
MSFTMicrosoft Corp
| 4.23% | $14.366M 33,386 shares@ $430.3 avg price | Increased 3.88% |
IVVIshares Tr
| 3.93% | $13.34M 23,127 shares@ $576.83 avg price | Increased 0.48% |
XLKSelect Sector Spdr Tr
| 3.93% | $13.337M 59,074 shares@ $225.77 avg price | Increased 0.98% |
AMZNAmazon Com Inc
| 3.71% | $12.582M 67,527 shares@ $186.34 avg price | Increased 0.62% |
GOOGAlphabet Inc
| 3.16% | $10.724M 64,143 shares@ $167.19 avg price | Increased 0.78% |
SPLGSpdr Ser Tr
| 3.11% | $10.559M 156,413 shares@ $67.52 avg price | Decreased -4.28% |
VIGVanguard Specialized Funds
| 2.81% | $9.524M 48,085 shares@ $198.06 avg price | Increased 21.48% |
AVLVAmerican Centy Etf Tr
| 2.77% | $9.414M 143,004 shares@ $65.83 avg price | Increased 1.73% |