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Home > Institutional Investor > Athena Wealth Management, Llc > Profile

Instuitional Investor - Athena Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Athena Wealth Management, Llc
Portfolio Value $122,246,997
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fidelity Merrimack Str Tr - LOW DURTIN ETF
 739,317 $37,002,818 30.27%
2.
Putnam Etf Trust
 75,471 $3,501,863 2.86%
3.
Exxon Mobil Corp
 XOM 20,293 $3,442,893 2.82%
4.
Ishares Trust
 IEF 4,723 $3,084,965 2.52%
5.
Apple Inc.
 AAPL 10,694 $2,714,029 2.22%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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