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Portfolio (Quarterly) Guide ↗

Athena Wealth Management, LLC

· CIK 0002128243
13F Portfolio $134M AUM 104 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 44 Added 32 Reduced 22 Exited
Page 1 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 C CITIGROUP INC Financial Services 16,392.0 $2.3M 1.71% -1K -6.4% $139.96 -5.2%
2 CSCO CISCO SYS INC Technology 17,607.0 $2.1M 1.54% -7K -27.2% $117.46 -4.5%
3 NVDA NVIDIA CORPORATION Technology 9,392.0 $1.9M 1.40% -56.0 -0.6% $200.09 +13.9%
4 LUV SOUTHWEST AIRLS CO Industrials 29,453.0 $1.5M 1.13% -295.0 -1.0% $51.42 -22.7%
5 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 4,408.0 $1.5M 1.08% -784.0 -15.1% $330.46 -1.4%
6 PM PHILIP MORRIS INTL INC Consumer Defensive 7,572.0 $1.4M 1.02% -95.0 -1.2% $180.91 +5.3%
7 VLO VALERO ENERGY CORP Energy 4,751.0 $1.2M 0.92% -216.0 -4.3% $260.43 +33.1%
8 GOOGL ALPHABET INC Communication Services 3,375.0 $1.2M 0.90% -2K -40.2% $357.38 -4.7%
9 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,247.0 $1.2M 0.90% -2K -57.6% $965.22 -12.2%
10 AZN ASTRAZENECA PLC Healthcare 5,277.0 $1.0M 0.74% -4K -45.5% $189.61 -13.2%
11 PLD PROLOGIS INC. Real Estate 6,596.0 $894K 0.67% -264.0 -3.9% $135.46 +4.7%
12 MCK MCKESSON CORP Healthcare 1,132.0 $855K 0.64% -368.0 -24.5% $755.58 +17.9%
13 WMT WALMART INC Consumer Defensive 7,173.0 $812K 0.60% -1K -13.6% $113.26 -9.4%
14 FDX FEDEX CORP Industrials 2,528.0 $792K 0.59% -584.0 -18.8% $313.13 +5.8%
15 CVX CHEVRON CORPORATION Energy 4,517.0 $749K 0.56% -451.0 -9.1% $165.77 +20.4%
16 OXY OCCIDENTAL PETE CORP Energy 15,270.0 $742K 0.55% -3K -17.7% $48.57 +21.8%
17 FTEC FIDELITY COVINGTON TRUST 2,576.0 $736K 0.55% -343.0 -11.8% $285.63 +1.9%
18 JEPI J P MORGAN EXCHANGE TRADED F 10,654.0 $602K 0.45% -1K -11.5% $56.48 +2.4%
19 ASX ASE TECHNOLOGY HLDG CO LTD Technology 10,112.0 $456K 0.34% -83.0 -0.8% $45.12 -13.8%
20 JNJ JOHNSON & JOHNSON Healthcare 1,647.0 $418K 0.31% -28.0 -1.7% $253.89 +4.7%
Page 1 of 2  ·  32 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 26.6%
Financial Services 15.6%
Consumer Cyclical 10.9%
Energy 10.7%
Healthcare 10.3%
Industrials 7.9%
Consumer Defensive 6.3%
Basic Materials 4.0%
Utilities 3.7%
Communication Services 2.7%