Athena Investment Management Purchases in Q3 2024

Athena Investment Management

  • $162 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHA
Schwab Strategic Tr Us Small C

ETFs
342
+ 0.21%
$46.9 - $51.96 $16K - $17.8K
161K $8.32M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.1K
+ 1.64%
$36.98 - $41.55 $114K - $129K
191K $7.87M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.8K
New
$112.99 - $126.45 $203K - $228K
1.8K $226K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.36K
New
$79.92 - $88.19 $188K - $208K
2.36K $207K
MS
Morgan Stanley

Financial Services
1.98K
New
$92.07 - $106.96 $182K - $212K
1.98K $206K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.93K
+ 7.43%
$25.45 - $29.53 $74.6K - $86.6K
42.4K $1.24M
VIG
Vanguard Dividend Appreciation

ETFs
1.03K
New
$182.15 - $182.15 $187K - $187K
1.03K $186K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
644
+ 2.55%
$75.47 - $83.18 $48.6K - $53.6K
25.9K $2.15M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
11
+ 0.34%
$405.19 - $478.57 $4.46K - $5.26K
3.23K $1.49M
AVGO
Broadcom Inc.

Technology
5.41K
+ 1004.65%
$136.27 - $1745.86 $737K - $9.44M
5.94K $1.03M
CEG
Constellation Energy Corp

Utilities
7
+ 0.38%
$167.08 - $262.86 $1.17K - $1.84K
1.85K $481K
CSCO
Cisco Systems, Inc.

Technology
110
+ 0.64%
$44.74 - $53.22 $4.92K - $5.85K
17.4K $927K
SCHV
Schwab Strategic Tr Us Large C

ETFs
275
+ 2.13%
$73.43 - $80.37 $20.2K - $22.1K
13.2K $1.06M
DOW
Dow Inc.

Basic Materials
1.65K
+ 29.41%
$50.15 - $55.41 $82.7K - $91.4K
7.26K $396K
KEYS
Keysight Technologies, Inc.

Technology
210
+ 11.5%
$119.86 - $158.87 $25.2K - $33.4K
2.04K $323K
PFE
Pfizer Inc

Healthcare
165
+ 0.32%
$27.7 - $31.39 $4.57K - $5.18K
52.2K $1.51M
TT
Trane Technologies PLC

Industrials
9
+ 1.29%
$314.21 - $388.71 $2.83K - $3.5K
709 $275K
VBK
Vanguard Small Cap Growth ETF

ETFs
30
+ 1.41%
$240.48 - $267.94 $7.21K - $8.04K
2.17K $578K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2
+ 0.02%
$57.32 - $62.65 $115 - $125
9.65K $601K
VHT
Vanguard Health Care ETF

ETFs
23
+ 1.39%
$261.88 - $288.1 $6.02K - $6.63K
1.68K $473K
VUG
Vanguard Growth ETF

ETFs
26
+ 1.09%
$341.08 - $391.94 $8.87K - $10.2K
2.42K $929K
SYY
Sysco Corp

Consumer Defensive
12
+ 0.27%
$69.16 - $78.98 $830 - $948
4.48K $349K
IYH
Ishares Tr

ETFs
6
+ 0.09%
$60.29 - $66.38 $362 - $398
6.55K $425K
ADM
Archer Daniels Midland CO

Consumer Defensive
381
+ 2.67%
$57.96 - $65.72 $22.1K - $25K
14.7K $875K
GOOGL
Alphabet Inc.

Communication Services
463
+ 10.86%
$148.65 - $191.18 $68.8K - $88.5K
4.73K $783K
At&T Inc.
3.2K
+ 7.56%
N/A
45.5K $0
Ge Aerospace
8.96K
New
N/A
8.96K $0
Labcorp Holdings Inc.
1.04K
New
N/A
1.04K $0
DIS
Walt Disney CO

Communication Services
92
+ 1.6%
$85.6 - $98.61 $7.88K - $9.07K
5.83K $560K
CVX
Chevron Corp

Energy
350
+ 3.54%
$137.88 - $161.97 $48.3K - $56.7K
10.2K $1.51M
QCOM
Qualcomm Inc

Technology
60
+ 1.07%
$156.12 - $209.64 $9.37K - $12.6K
5.65K $960K
Activity Summary
Buys All Purchases 32 New Holdings 6 Increased Positions 26 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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