Athena Wealth Management, LLC - Portfolio overview
Athena Wealth Management, LLC has 106 reported holdings in this dataset, with the latest filing dated 2026-04-17.
Its largest classified asset exposures are stocks and funds.
Its largest classified sector exposures are Technology and Financial Services.
Largest reported holdings by portfolio allocation
- FLDR - FIDELITY MERRIMACK STR TR, 30.27%
- PVAL - PUTNAM ETF TRUST, 2.86%
- XOM - EXXON MOBIL CORP, 2.82%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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