Position in MC
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$413,592
-$83,398 QoQ
Shares Held
7,256
+0.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Apollon Wealth Management, LLC holds $54,600,324 across 16 Capital Markets names. MC ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
32,462 | $27,462,527 | |
| 2 | MS |
Morgan Stanley
|
116,308 | $19,140,807 | |
| 3 | SCHW |
Schwab Charles Corp
|
42,042 | $3,951,107 | |
| 4 | IREN |
IREN Ltd
|
26,621 | $912,567 | |
| 5 | GLXY |
Galaxy Digital Inc.
|
35,154 | $648,591 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
8,216 | $569,368 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
6,240 | $418,516 | |
| 8 | MC |
Moelis & Co
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|
7,256 | $413,592 |
All Filings in MC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $413,592 | 7,256 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $496,990 | 7,230 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $516,428 | 7,241 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $480,300 | 7,707 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $483,921 | 8,292 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $622,365 | 8,424 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $591,926 | 8,640 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $539,658 | 9,491 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $547,092 | 9,637 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $557,707 | 9,936 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||