Athena Investment Management Incresed Positions 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
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.93K
+ 7.43%
$25.45 - $29.53 $74.6K - $86.6K
42.4K $1.24M
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
SCHG
Schwab Strategic Tr Us Large C

ETFs
146
+ 0.47%
$92.63 - $105.69 $13.5K - $15.4K
31.4K $3.27M
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
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
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
Track This Portfolio

Track Athena Investment Management Portfolio

Follow Athena Investment Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Athena Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Athena Investment Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email