Athena Investment Management Portfolio Holdings
Athena Investment Management
- $162 Million
- Q3 2024
Athena Investment Management has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $162 Million distributed in 151 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 $30.7M, Schwab Strategic Tr Us Small C with a value of $8.32M, Schwab Strategic Tr Intl Eqty with a value of $7.87M, Microsoft Corp with a value of $6.09M, and Jpmorgan Chase & CO with a value of $5.65M.
Examining the 13F form we can see an increase of $7.5M in the current position value, from $155M to 162M.
Below you can find more details about Athena Investment Management portfolio as well as his latest detailed transactions.
Portfolio value
$162 Million
ETFs: $73.3 Million
Technology: $22.4 Million
Financial Services: $13.6 Million
Healthcare: $13.1 Million
Industrials: $12.3 Million
Consumer Defensive: $9.12 Million
Consumer Cyclical: $5.27 Million
Energy: $5.15 Million
Other: $8.29 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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