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Home > Institutional Investor > Athena Investment Management > Profile

Instuitional Investor - Athena Investment Management

Fund Profile
Filing Period:
Fund Name: Athena Investment Management
Portfolio Value $165,099,467
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,321,576 $29,180,398 17.67%
2.
Schwab Strategic Trust
 FNDF 320,605 $7,511,775 4.55%
3.
Schwab Strategic Trust
 FNDF 375,336 $7,424,146 4.5%
4.
Unitedhealth Group Inc.
 12,365 $6,476,428 3.92%
5.
Jpmorgan Chase & Co
 JPM 25,191 $6,179,352 3.74%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)