Provenance Wealth Advisors, LLC
Position in APO — Apollo Global Management, Inc.
CIK 2081584
FORT LAUDERDALE, FL
Position in APO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$104,586
+$6,091 QoQ
Shares Held
884
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#944
of 1,162 holders
Holding Since
Jun 2025
5 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 Jun 30, 2026Provenance Wealth Advisors, LLC holds $607,246 across 14 Asset Management names. APO ranks #2 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
6,071 | $258,563 | |
| 2 | APO |
Apollo Global Management, Inc.
This page
|
884 | $104,586 | |
| 3 | BAM |
Brookfield Asset Management Ltd.
|
1,124 | $50,411 | |
| 4 | GDV |
Gabelli Dividend & Income Trust
|
1,685 | $49,539 | |
| 5 | BLK |
BlackRock, Inc.
|
50 | $48,078 | |
| 6 | AOD |
abrdn Total Dynamic Dividend Fund
|
2,904 | $29,940 | |
| 7 | OWL |
Blue Owl Capital Inc.
|
2,517 | $22,023 | |
| 8 | BXSL |
Blackstone Secured Lending Fund
|
602 | $14,273 |
All Filings in APO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104,586 | 884 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $98,495 | 884 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $127,967 | 884 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $117,810 | 884 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $125,413 | 884 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||