Apollon Wealth Management, LLC
Position in AGNC — AGNC Investment Corp.
CIK 1764387
MOUNT PLEASANT, SC
Position in AGNC
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$325,002
-$6,889 QoQ
Shares Held
32,403
+4.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Apollon Wealth Management, LLC holds $12,131,925 across 7 REIT - Mortgage names. AGNC ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
409,484 | $8,660,586 | |
| 2 | STWD |
Starwood Property Trust, Inc.
|
72,116 | $1,241,837 | |
| 3 | BXMT |
Blackstone Mortgage Trust, Inc.
|
44,137 | $845,223 | |
| 4 | RITM |
Rithm Capital Corp.
|
55,606 | $527,144 | |
| 5 | RWT |
Redwood Trust Inc
|
90,586 | $508,187 | |
| 6 | AGNC |
AGNC Investment Corp.
This page
|
32,403 | $325,002 | |
| 7 | GPMT |
Granite Point Mortgage Trust Inc.
|
16,515 | $23,946 |
All Filings in AGNC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $325,002 | 32,403 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $331,891 | 30,960 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $225,414 | 23,025 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $179,388 | 19,520 | Shares | Sole | 2025-07-25 | |
| 2022-06-30 | $132,762 | 11,993 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $160,055 | 12,218 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $179,231 | 11,917 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $193,450 | 12,267 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||