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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 $172,626,171
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,372,991 $31,825,931 18.43%
2.
Schwab Strategic Trust
 FNDF 325,496 $8,417,327 4.87%
3.
Schwab Strategic Trust
 FNDF 384,894 $7,120,539 4.12%
4.
Jpmorgan Chase & Co
 JPM 26,449 $6,340,090 3.67%
5.
Unitedhealth Group Inc.
 12,419 $6,282,526 3.63%
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)