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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corporation
Recent Activity
Decreased -2.41%
7.52%
$25.545M
210,349 shares@ $121.44 avg price
AAPLApple Inc
Recent Activity
Increased 1.3%
4.29%
$14.563M
62,500 shares@ $233.01 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 3.88%
4.23%
$14.366M
33,386 shares@ $430.3 avg price
IVVIshares Tr
Recent Activity
Increased 0.48%
3.93%
$13.34M
23,127 shares@ $576.83 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 0.98%
3.93%
$13.337M
59,074 shares@ $225.77 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 0.62%
3.71%
$12.582M
67,527 shares@ $186.34 avg price
GOOGAlphabet Inc
Recent Activity
Increased 0.78%
3.16%
$10.724M
64,143 shares@ $167.19 avg price
SPLGSpdr Ser Tr
Recent Activity
Decreased -4.28%
3.11%
$10.559M
156,413 shares@ $67.52 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 21.48%
2.81%
$9.524M
48,085 shares@ $198.06 avg price
AVLVAmerican Centy Etf Tr
Recent Activity
Increased 1.73%
2.77%
$9.414M
143,004 shares@ $65.83 avg price