Cassaday & Co Wealth Management LLC
Position in APO — Apollo Global Management, Inc.
CIK 1963612
MCLEAN, VA
Position in APO
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$398,326
+$98,963 QoQ
Shares Held
3,575
+72.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Cassaday & Co Wealth Management LLC holds $5,054,418 across 43 Asset Management names. APO ranks #5 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GAIN |
Gladstone Investment Corporation\De
|
79,000 | $1,121,800 | |
| 2 | BX |
Blackstone Inc.
|
5,104 | $586,908 | |
| 3 | KKR |
KKR & Co. Inc.
|
5,781 | $534,742 | |
| 4 | CG |
Carlyle Group Inc.
|
8,363 | $404,685 | |
| 5 | APO |
Apollo Global Management, Inc.
This page
|
3,575 | $398,326 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
9,396 | $380,256 | |
| 7 | BXSL |
Blackstone Secured Lending Fund
|
14,613 | $346,181 | |
| 8 | SEIC |
Sei Investments Co
|
1,524 | $119,588 |
All Filings in APO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $398,326 | 3,575 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $299,363 | 2,068 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $275,602 | 2,068 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $293,387 | 2,068 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||