Apollon Wealth Management »

Regan Floating Rate Mbs shares owned by Apollon Wealth Management

Quarter-by-quarter ownership of Regan Floating Rate Mbs (MBSF) shares owned by Apollon Wealth Management from 13F filings

Historical chart of Apollon Wealth Management investment in Regan Floating Rate Mbs

Tip: Access up to 7 years of quarterly data

All positions including Regan Floating Rate Mbs held by Apollon Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Regan Floating Rate Mbs by Apollon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.8M 109k 25.40
2024-09-30 $2.9M 115k 25.63

More positions owned by Apollon Wealth Management

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

View all positions for Apollon Wealth Management

Top funds holding Regan Floating Rate Mbs

Castleview Partners
VisionPoint Advisory Group
HBW Advisory Services
WealthPlan Investment Management
Biltmore Family Office
Exchange Traded Concepts
Sterneck Capital Management
Auour Investments
Feltz Wealth PLAN
AlphaMark Advisors
Camarda Wealth Advisory
Orion Portfolio Solutions
Apollon Wealth Management
Access Financial Services
WESPAC Advisors

View all funds holding Regan Floating Rate Mbs