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Portfolio (Quarterly) Guide ↗

Athena Wealth Management, LLC

· CIK 0002128243
13F Portfolio $122M AUM 106 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 64 Added 23 Reduced 16 Exited
Page 3 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JCI JOHNSON CONTROLS INTERNATION Industrials 6,814.0 $892K 0.73% +2K +52.9% $130.94 +3.5%
42 CTVA CORTEVA INC Basic Materials 10,612.0 $888K 0.73% +4K +49.8% $83.71 -5.6%
43 GS GOLDMAN SACHS GROUP INC Financial Services 993.0 $840K 0.69% +372.0 +59.9% $846.13 +16.8%
44 PHM PULTE GROUP INC Consumer Cyclical 6,914.0 $813K 0.67% +2K +51.6% $117.61 -1.2%
45 REGN REGENERON PHARMACEUTICALS Healthcare 990.0 $765K 0.62% +401.0 +68.1% $772.34 -15.9%
46 PPL PPL CORP Utilities 18,396.0 $703K 0.57% +5K +38.0% $38.20 -7.2%
47 JEPI J P MORGAN EXCHANGE TRADED F 12,036.0 $682K 0.56% -3K -18.9% $56.68 -1.1%
48 SNY SANOFI SA Healthcare 14,111.0 $680K 0.56% +5K +59.4% $48.18 -7.3%
49 APOS APOLLO GLOBAL MGMT INC Financial Services 6,008.0 $669K 0.55% +2K +56.9% $111.43 -76.5%
50 URI UNITED RENTALS INC Industrials 884.0 $644K 0.53% +408.0 +85.7% $728.58 +28.5%
51 FTEC FIDELITY COVINGTON TRUST 2,919.0 $607K 0.50% $208.07 +31.4%
52 FNCL FIDELITY COVINGTON TRUST 8,581.0 $602K 0.49% +2K +21.3% $70.20 +5.1%
53 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 5,767.0 $568K 0.46% +2K +52.5% $98.42 -4.1%
54 INGERSOLL RAND INC 7,043.0 $564K 0.46% +2K +54.2% $80.12
55 LRCX LAM RESEARCH CORP Technology 2,562.0 $547K 0.45% -96.0 -3.6% $213.64 +41.5%
56 UNH UNITEDHEALTH GROUP INC Healthcare 1,946.0 $527K 0.43% +729.0 +59.9% $270.66 +41.6%
57 TER TERADYNE INC Technology 1,755.0 $520K 0.43% -11.0 -0.6% $296.52 +16.1%
58 TMUS T-MOBILE US INC Communication Services 2,452.0 $515K 0.42% +882.0 +56.2% $210.01 -9.5%
59 META META PLATFORMS INC Communication Services 874.0 $500K 0.41% -25.0 -2.8% $572.07 +6.2%
60 DFAE DIMENSIONAL ETF TRUST 14,391.0 $487K 0.40% -1K -8.5% $33.86 +15.2%
Page 3 of 6  ·  106 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 20.8%
Financial Services 18.7%
Energy 14.8%
Healthcare 10.1%
Consumer Cyclical 8.9%
Industrials 7.3%
Consumer Defensive 6.6%
Communication Services 4.1%
Basic Materials 4.1%
Utilities 3.2%