Athena Investment Management Purchases and Sells in Q3 2025

Athena Investment Management

$181 Million
Q3 2025

Top Buys

Incresed Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VV	2.23K + 51.03%	$285.05 - $309.14 $636K - $689K	6.6K $2.03M
SCHG	142 + 0.11%	$28.92 - $32.19 $4.11K - $4.57K	128K $4.09M
AAPL	1.38K + 8.55%	$202.38 - $256.87 $280K - $355K	17.5K $4.47M
VUG	527 + 17.82%	$433.97 - $484.08 $229K - $255K	3.48K $1.67M
VEA	8.04K + 141.04%	$56.02 - $60.3 $450K - $485K	13.7K $823K
VO	1.1K + 59.65%	$279.83 - $293.74 $307K - $322K	2.94K $862K

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	1.5K New	$546.99 - $602.2 $822K - $905K	1.5K $902K
XLY	3.35K New	$216.09 - $242.18 $724K - $811K	3.35K $802K
VB	2.49K New	$237.58 - $259.17 $592K - $645K	2.49K $633K
VXUS	5.82K New	$68.24 - $73.73 $397K - $429K	5.82K $427K
NLR	2K New	$105.16 - $140.03 $210K - $280K	2K $271K
D	3.98K New	$56.32 - $62.1 $224K - $247K	3.98K $243K

Top Sells

Reduced Positions

73 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PEP	-58 - 0.35%	$133.81 - $152.16 $7.76K - $8.83K	16.4K $2.3M
PG	-59 - 0.92%	$150.47 - $161.22 $8.88K - $9.51K	6.38K $979K
WMT	-2.49K - 27.09%	$94.4 - $104.27 $235K - $260K	6.71K $691K
MCD	-200 - 4.78%	$291.67 - $316.99 $58.3K - $63.4K	3.98K $1.21M
XOM	-112 - 0.91%	$105.83 - $117.22 $11.9K - $13.1K	12.2K $1.38M
LLY	-2 - 0.15%	$625.65 - $812.69 $1.25K - $1.63K	1.31K $996K

Activity Summary All Purchases 38 New Holdings 12 Increased Positions 26 All Sells 73 Reductions 73 Sold out 0 Calls 0 Puts 0

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