Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $139,286,230
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fidelity Merrimack Str Tr - LOW DURTIN ETF
 801,191 $39,861,194 28.62%
2.
Apple Inc.
 AAPL 21,477 $7,152,398 5.14%
3.
Microsoft Corp
 MSFT 10,077 $5,168,548 3.71%
4.
Putnam Etf Trust
 77,862 $4,097,102 2.94%
5.
Ishares Trust
 IEF 4,686 $3,588,503 2.58%
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)

Subscribe Now

30 day money back guarantee. Cancel anytime.

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