Athena Investment Management has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $161 Million distributed in 154 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 $31.8M, Schwab Strategic Tr Us Small C with a value of $8.42M, Schwab Strategic Tr Intl Eqty with a value of $7.12M, Jpmorgan Chase & CO with a value of $6.34M, and Microsoft Corp with a value of $5.95M.
Examining the 13F form we can see an decrease of $1.22M in the current position value, from $162M to 161M.
Below you can find more details about Athena Investment Management portfolio as well as his latest detailed transactions.
Portfolio value
$161 Million
ETFs: $74.6 Million
Technology: $22.6 Million
Financial Services: $14.1 Million
Healthcare: $12.4 Million
Industrials: $11.8 Million
Consumer Defensive: $8.32 Million
Consumer Cyclical: $4.95 Million
Energy: $4.84 Million
Other: $7.64 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
