Athena Investment Management Portfolio Holdings
Athena Investment Management
- $153 Million
- Q1 2025
Athena Investment Management has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $153 Million distributed in 146 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $29.2M, Schwab Strategic Tr Us Small C with a value of $7.51M, Schwab Strategic Tr Intl Eqty with a value of $7.42M, Jpmorgan Chase & CO with a value of $6.18M, and Microsoft Corp with a value of $5.29M.
Examining the 13F form we can see an decrease of $8.17M in the current position value, from $161M to 153M.
Below you can find more details about Athena Investment Management portfolio as well as his latest detailed transactions.
Portfolio value
$153 Million
ETFs: $68.8 Million
Technology: $20.3 Million
Financial Services: $14 Million
Healthcare: $13.1 Million
Industrials: $11.3 Million
Consumer Defensive: $7.99 Million
Energy: $5.31 Million
Consumer Cyclical: $4.76 Million
Other: $7.47 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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