Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
APOLLON WEALTH MANAGEMENT LLC | 02-06-2024 | 12-31-2023 | 1071 | 2,894,842,156 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
APPLE INC | COM | 1 | $122,777,352 | 637,705 | 0.00 | 0.00 | 112,687 | 21.46 | 12-31-2023 |
MICROSOFT CORP | COM | 2 | $85,219,671 | 226,624 | 0.00 | 0.00 | 55,084 | 32.11 | 12-31-2023 |
ISHARES TR | CORE US AGGBD ET | 3 | $59,682,989 | 601,340 | 0.00 | 0.00 | 400,877 | 199.98 | 12-31-2023 |
INVESCO QQQ TR | UNIT SER 1 | 4 | $53,614,075 | 130,919 | 0.00 | 0.00 | 34,478 | 35.75 | 12-31-2023 |