Athena Investment Management Reduced Holdings in Q1 2025

Athena Investment Management

  • $153 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
-51.4K
- 3.74%
$21.75 - $24.28 $1.12M - $1.25M
1.32M $29.2M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-4.89K
- 1.5%
$23.16 - $27.04 $113K - $132K
321K $7.51M
MSFT
Microsoft Corp

Technology
-14
- 0.1%
$375.39 - $447.2 $5.26K - $6.26K
14.1K $5.29M
AAPL
Apple Inc.

Technology
-488
- 2.93%
$209.68 - $247.1 $102K - $121K
16.2K $3.59M
HD
Home Depot, Inc.

Consumer Cyclical
-70
- 1.1%
$347.25 - $424.87 $24.3K - $29.7K
6.28K $2.3M
JPM
Jpmorgan Chase & CO

Financial Services
-1.26K
- 4.76%
$225.19 - $279.95 $283K - $352K
25.2K $6.18M
GS
Goldman Sachs Group Inc

Financial Services
-201
- 15.52%
$524.81 - $672.19 $105K - $135K
1.09K $597K
NVDA
Nvidia Corp

Technology
-27
- 0.58%
$106.98 - $149.43 $2.89K - $4.03K
4.61K $499K
AXP
American Express CO

Financial Services
-183
- 7.22%
$255.39 - $325.87 $46.7K - $59.6K
2.35K $633K
MRK
Merck & Co., Inc.

Healthcare
-13
- 0.15%
$83.01 - $101.02 $1.08K - $1.31K
8.41K $754K
DIS
Walt Disney CO

Communication Services
-40
- 0.69%
$96.87 - $114.0 $3.87K - $4.56K
5.79K $571K
AMAT
Applied Materials Inc

Technology
-126
- 4.66%
$145.06 - $195.51 $18.3K - $24.6K
2.58K $373K
ORCL
Oracle Corp

Technology
-19
- 0.81%
$139.81 - $186.47 $2.66K - $3.54K
2.32K $324K
CAT
Caterpillar Inc

Industrials
-25
- 1.46%
$326.75 - $407.63 $8.17K - $10.2K
1.68K $555K
WMT
Walmart Inc.

Consumer Defensive
-409
- 4.26%
$84.5 - $105.05 $34.6K - $43K
9.2K $807K
CEG
Constellation Energy Corp

Utilities
-77
- 4.16%
$201.63 - $347.44 $15.5K - $26.8K
1.78K $357K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-5
- 0.05%
$57.21 - $65.8 $286 - $329
9.64K $562K
CARR
Carrier Global Corp

Industrials
-50
- 0.74%
$62.07 - $70.55 $3.1K - $3.53K
6.66K $422K
MCK
Mckesson Corp

Healthcare
-184
- 21.72%
$566.21 - $672.99 $104K - $124K
663 $446K
QCOM
Qualcomm Inc

Technology
-189
- 3.34%
$151.94 - $175.86 $28.7K - $33.2K
5.47K $839K
LOW
Lowes Companies Inc

Consumer Cyclical
-50
- 4.21%
$222.66 - $268.42 $11.1K - $13.4K
1.14K $265K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1
- 0.1%
$551.42 - $612.93 $551 - $613
1.01K $562K
BA
Boeing CO

Industrials
-16
- 0.45%
$148.15 - $186.25 $2.37K - $2.98K
3.57K $608K
PG
Procter & Gamble CO

Consumer Defensive
-252
- 3.77%
$158.56 - $176.26 $40K - $44.4K
6.44K $1.1M
FWONA
Liberty Media Corp

Communication Services
-133
- 2.51%
$75.91 - $94.54 $10.1K - $12.6K
5.16K $420K
VIS
Vanguard Industrial ETF

ETFs
-50
- 4.85%
$243.63 - $273.99 $12.2K - $13.7K
980 $242K
MS
Morgan Stanley

Financial Services
-19
- 1.02%
$111.68 - $141.08 $2.12K - $2.68K
1.85K $215K
CAH
Cardinal Health Inc

Healthcare
-512
- 19.23%
$118.02 - $137.77 $60.4K - $70.5K
2.15K $296K
NEE
Nextera Energy Inc

Utilities
-170
- 2.85%
$66.96 - $76.16 $11.4K - $12.9K
5.79K $410K
TJX
Tjx Companies Inc

Consumer Cyclical
-162
- 4.55%
$112.81 - $126.16 $18.3K - $20.4K
3.4K $413K
CMCSA
Comcast Corp

Communication Services
-254
- 2.61%
$33.19 - $38.23 $8.43K - $9.71K
9.48K $349K
K
Kellogg CO

Consumer Defensive
-291
- 5.39%
$81.06 - $82.9 $23.6K - $24.1K
5.1K $420K
UNP
Union Pacific Corp

Industrials
-100
- 9.98%
$225.21 - $254.42 $22.5K - $25.4K
902 $213K
SYY
Sysco Corp

Consumer Defensive
-34
- 0.76%
$70.0 - $77.13 $2.38K - $2.62K
4.45K $333K
LLY
Eli Lilly & CO

Healthcare
-101
- 7.17%
$725.72 - $929.72 $73.3K - $93.9K
1.31K $1.08M
DD
Du Pont De Nemours, Inc.

Basic Materials
-12
- 0.37%
$72.7 - $84.32 $872 - $1.01K
3.2K $238K
ALL
Allstate Corp

Financial Services
-137
- 8.26%
$180.99 - $210.18 $24.8K - $28.8K
1.52K $315K
United Health Group Inc.
-54
- 0.43%
N/A
12.4K $0
Medtronic Inc
-30
- 0.55%
N/A
5.46K $0
Ge Vernova Inc
-3
- 0.18%
N/A
1.65K $0
Ge Aerospace
-127
- 1.43%
N/A
8.78K $0
At&T Inc.
-137
- 0.3%
N/A
45.4K $0
SCHV
Schwab Strategic Tr Us Large C

ETFs
-775
- 1.96%
$25.77 - $27.6 $20K - $21.4K
38.8K $1.03M
APD
Air Products & Chemicals, Inc.

Basic Materials
-15
- 1.28%
$283.24 - $338.07 $4.25K - $5.07K
1.16K $341K
WFC
Wells Fargo & Company

Financial Services
-199
- 2.05%
$66.78 - $81.42 $13.3K - $16.2K
9.49K $681K
SYK
Stryker Corp

Healthcare
-29
- 2.72%
$355.18 - $399.9 $10.3K - $11.6K
1.04K $386K
LH
Laboratory Corp Of America Holdings

Healthcare
-6
- 0.58%
$228.33 - $256.81 $1.37K - $1.54K
1.03K $239K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-330
- 4.0%
$59.28 - $66.1 $19.6K - $21.8K
7.92K $502K
WY
Weyerhaeuser CO

Real Estate
-200
- 2.49%
$27.29 - $31.39 $5.46K - $6.28K
7.83K $229K
Activity Summary
Buys All Purchases 23 New Holdings 0 Increased Positions 23 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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