Holdings

Athena Wealth Management, LLC

As of Sep 30, 2026, Athena Wealth Management, LLC reported 77 positions worth US$76M. Largest: Apple Inc, Microsoft Corp. and Amazon.com, Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Apple Inc21,477US$7.15M+1,610Sep 30, 2026
Microsoft Corp.10,077US$5.17M+1,164Sep 30, 2026
Amazon.com, Inc.14,131US$3.52M+1,021Sep 30, 2026
Taiwan Semiconductor Manufacturing Co., Ltd.6,067US$2.77M+180Sep 30, 2026
Nvidia Corporation9,397US$2.15M+5Sep 30, 2026
Citigroup, Inc.15,203US$1.97M−1,189Sep 30, 2026
Valero Energy Corporation4,755US$1.84M+4Sep 30, 2026
Cisco Systems, Inc.16,758US$1.8M−849Sep 30, 2026
Coca-cola Company (the)20,744US$1.79M+837Sep 30, 2026
Charles Schwab Corporation (the)17,283US$1.69M+732Sep 30, 2026