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Apollo Global Mgmt shares owned by Clearview Wealth Advisors

Quarter-by-quarter ownership of Apollo Global Mgmt (APO) shares owned by Clearview Wealth Advisors from 13F filings

Historical chart of Clearview Wealth Advisors investment in Apollo Global Mgmt

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All positions including Apollo Global Mgmt held by Clearview Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apollo Global Mgmt by Clearview Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 25k 133.27
2025-06-30 $3.2M 23k 141.87
2025-03-31 $3.0M 22k 136.94
2024-12-31 $684k 4.1k 165.16

More positions owned by Clearview Wealth Advisors

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Series Trust Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apollo Global Mgmt (APO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Total Usd (IUSB)

View all positions for Clearview Wealth Advisors

Top funds holding Apollo Global Mgmt

Vanguard Group
BlackRock
Capital World Investors
FMR
State Street Corporation
Capital Research and Management Company - Division 3
Jpmorgan Chase & Co
Geode Capital Management
Capital Research Global Investors
Franklin Resources
Jane Street
Morgan Stanley
UBS Group
Wells Fargo & Company
Tiger Global Management

View all funds holding Apollo Global Mgmt