AI

Athena Investment Management

13F
Athena Investment Management
Last update 2025-05-12 145 Stocks (0 new)
Value $165.00 Mil Turnover 1 %
Countries:
Top Holdings: SCHX(17.73%)SCHA(4.56%)SCHF(4.51%)UNH(3.93%)JPM(3.75%)
Summary Stock Picks Current Portfolio
Athena Investment Management Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHX 		Schwab U.S. Large-Cap ETF
1,321,576
29,180.4
-3.74%
17.730
-0.69%
0.060
0%
+1.42%
53,935.4
 
SCHA 		Schwab U.S. Small-Cap ETF
320,605
7,511.8
-1.50%
4.560
-0.07%
0.050
-4.06%
-6.25%
16,599.2
 
SCHF 		Schwab International Equity ETF
375,336
7,424.1
-2.48%
4.510
-0.10%
0.020
+10.31%
+18.00%
47,969.2
 
UNH 		UnitedHealth Group Inc
12,365
6,476.4
-0.43%
3.930
-0.02%
0.000
-35.57%
-39.50%
276,423.8
Healthcare Plans
JPM 		JPMorgan Chase & Co
25,191
6,179.4
-4.76%
3.750
-0.18%
0.000
+0.62%
+11.66%
735,515.1
Banks
MSFT 		Microsoft Corp
14,099
5,292.6
-0.10%
3.220
0%
0.000
+16.58%
+10.02%
3,433,612.3
Software
AAPL 		Apple Inc
16,155
3,588.6
-2.93%
2.180
-0.07%
0.000
-16.49%
-19.26%
3,012,556.1
Hardware
SCHG 		Schwab U.S. Large-Cap Growth ETF
128,001
3,205.2
+1.40%
1.950
+0.03%
0.010
+1.79%
-0.36%
41,460.2
 
PEP 		PepsiCo Inc
16,441
2,465.1
0%
1.500
0%
0.000
-13.95%
-13.15%
179,485.3
Beverages - Non-Alcoholic
ABBV 		AbbVie Inc
11,386
2,385.6
0%
1.450
0%
0.000
-9.72%
+7.20%
330,299.7
Drug Manufacturers

Athena Investment Management's Historical Top Holdings Breakdowns

Athena Investment Management's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHX 		Schwab U.S. Large-Cap ETF2025-03-31Reduce
-0.69%
●
21.75 ($23.28) 24.28
$23.44
0.69%
Reduce -3.74%
1,321,576
-51,415
QQQ 		INVESCO QQQ Trust2025-03-31Sold Out
-0.45%
●
468.34 ($508.07) 539.52
$523.21
2.98%
Sold Out
0
-1,521
XLY 		Consumer Discretionary Select Sector SPDR2025-03-31Sold Out
-0.44%
●
192.6 ($216.89) 233.2
$214.30
-1.19%
Sold Out
0
-3,350
JPM 		JPMorgan Chase & Co2025-03-31Reduce
-0.18%
●
225.19 ($254.94) 279.95
$264.66
3.81%
Reduce -4.76%
25,191
-1,258
CW 		Curtiss-Wright Corp2025-03-31Sold Out
-0.18%
●
304.82 ($337.43) 384.07
$443.22
31.35%
Sold Out
0
-851
CRM 		Salesforce Inc2025-03-31Sold Out
-0.14%
●
268.36 ($311.03) 359.95
$261.62
-15.89%
Sold Out
0
-705
IWP 		iShares Russell Mid-Cap Growth ETF2025-03-31Sold Out
-0.12%
●
114.9 ($128.55) 139.6
$133.40
3.77%
Sold Out
0
-1,624
IWR 		iShares Russell Mid-Cap ETF2025-03-31Sold Out
-0.12%
●
82.81 ($89.19) 92.93
$89.00
-0.21%
Sold Out
0
-2,352
COST 		Costco Wholesale Corp2025-03-31Sold Out
-0.12%
●
890.62 ($974.97) 1076.86
$1,056.85
8.40%
Sold Out
0
-230
HXL 		Hexcel Corp2025-03-31Sold Out
-0.12%
●
54.76 ($62.49) 70.69
$53.28
-14.74%
Sold Out
0
-3,241

Athena Investment Management Total Holding History ($B)

To

Athena Investment Management's Asset Allocation

To

Athena Investment Management Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Athena Investment Management's Hypothetical Growth since 2025-03-31

Athena Investment Management's Yearly Returns

Year Portfolio % % Excess Gain %

Athena Investment Management's Holdings Heat Map

Size field:

Athena Investment Management's Holdings Bubble Chart

Athena Investment Management News

  • 1

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