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Home > Institutional Investor > Athena Investment Management > 13F Holdings

Instuitional Investor - Athena Investment Management

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 979,866 $28,837,456 17.1%
2.
Schwab Strategic Trust
 SCHD 249,377 $9,009,991 5.34%
3.
Schwab Strategic Trust
 SCHD 291,526 $8,075,270 4.79%
4.
Jpmorgan Chase & Co
 JPM 18,980 $6,212,723 3.68%
5.
Intel Corp
 INTC 31,232 $4,360,924 2.59%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.