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Capital Southwest Corporation shares owned by Apollon Wealth Management

Quarter-by-quarter ownership of Capital Southwest Corporation (CSWC) shares owned by Apollon Wealth Management from 13F filings

Historical chart of Apollon Wealth Management investment in Capital Southwest Corporation

Tip: Access up to 7 years of quarterly data

All positions including Capital Southwest Corporation held by Apollon Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Southwest Corporation by Apollon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $520k 21k 25.29
2024-06-30 $535k 21k 26.09
2024-03-31 $511k 21k 24.96
2023-12-31 $484k 20k 23.70
2023-09-30 $442k 19k 22.90
2023-06-30 $374k 19k 19.72

More positions owned by Apollon Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Msci Eafe (IEFA)
Hartford Fds Exchange Traded Core Bd Etf (HCRB)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Pgim Etf Tr Total Return Bon (PTRB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)

View all positions for Apollon Wealth Management

Top funds holding Capital Southwest Corporation

Van Eck Associates Corp.
Two Sigma Advisers
Asset Management Investors
Sanders Morris Harris
Sound Income Strategies
Two Sigma Investments
Invesco
Harbor Capital Advisors
Melia Wealth
First Manhattan
Tectonic Advisors
Hennion & Walsh Asset Management
BlackRock
LPL Financial
Advisors Asset Management

View all funds holding Capital Southwest Corporation