Athena Wealth Management, LLC
Top Portfolio Positions
89 positions ·
$70,697,976 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
20,293 | $3,442,910 | 4.87% |
| AAPL |
Apple Inc.
Technology
|
10,694 | $2,714,030 | 3.84% |
| C |
Citigroup Inc
Financial Services
|
17,520 | $1,986,943 | 2.81% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
5,671 | $1,916,514 | 2.71% |
| AZN |
Astrazeneca Plc
Healthcare
|
9,691 | $1,911,259 | 2.70% |
| CSCO |
Cisco Systems, Inc.
Technology
|
24,178 | $1,875,971 | 2.65% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,916 | $1,856,935 | 2.63% |
| COP |
Conocophillips
Energy
|
13,064 | $1,724,448 | 2.44% |
| NVDA |
Nvidia Corp
Technology
|
9,448 | $1,647,731 | 2.33% |
| GOOGL |
Alphabet Inc.
Communication Services
|
5,647 | $1,623,851 | 2.30% |
Portfolio Trend
Holdings in SPGI
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $222,878 | 524 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $224,191 | 429 | Shares | Sole | 2026-04-17 | |
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