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Apollo Global Mgmt shares owned by United Financial Planning Group

Quarter-by-quarter ownership of Apollo Global Mgmt (APO) shares owned by United Financial Planning Group from 13F filings

Historical chart of United Financial Planning Group investment in Apollo Global Mgmt

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All positions including Apollo Global Mgmt held by United Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apollo Global Mgmt by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.9k 53 111.42

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Apollo Global Mgmt

Vanguard Group
BlackRock
FMR
Vanguard Capital Management
Capital Research Global Investors
State Street Corporation
Capital World Investors
Vanguard Portfolio Management
Jane Street
Wells Fargo & Company
Geode Capital Management
Capital Research and Management Company - Division 3
Franklin Resources
National Philanthropic Trust
Morgan Stanley

View all funds holding Apollo Global Mgmt