Athena Investment Management Top Holdings and 13F Report (2025) About Athena Investment ManagementInvestment ActivityAthena Investment Management has $172.63 million in total holdings as of December 31, 2024.Athena Investment Management owns shares of 154 different stocks, but just 62 companies or ETFs make up 80% of its holdings.Approximately 21.15% of the portfolio was purchased this quarter.About 1.87% of the portfolio was sold this quarter.This quarter, Athena Investment Management has purchased 151 new stocks and bought additional shares in 19 stocks.Athena Investment Management sold shares of 61 stocks and completely divested from 4 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $31,825,931Schwab US Small-Cap ETF $8,417,327Schwab International Equity ETF $7,120,539JPMorgan Chase & Co. $6,340,090UnitedHealth Group Inc. $6,282,526 Largest New Holdings this Quarter Curtiss-Wright $301,994 HoldingKinder Morgan $241,613 HoldingLaboratory Co. of America $237,805 HoldingSalesforce $235,703 HoldingSynchrony Financial $224,126 Holding Largest Purchases this Quarter Schwab US Large-Cap ETF 920,091 shares (about $21.33M)Schwab US Small-Cap ETF 164,008 shares (about $4.24M)Schwab International Equity ETF 193,414 shares (about $3.58M)Schwab U.S. Large-Cap Growth ETF 94,857 shares (about $2.64M)Schwab U.S. Mid-Cap ETF 53,103 shares (about $1.47M) Largest Sales this Quarter Berkshire Hathaway 876 shares (about $397.14K)GE Vernova Inc 565 shares (about $185.85K)Walmart 1,245 shares (about $112.48K)Aflac 1,083 shares (about $112.03K)Home Depot 278 shares (about $108.13K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAthena Investment Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$31,825,931$21,327,709 ▲203.2%1,372,99118.4%ETFSCHASchwab US Small-Cap ETF$8,417,327$4,241,247 ▲101.6%325,4964.9%ETFSCHFSchwab International Equity ETF$7,120,539$3,578,159 ▲101.0%384,8944.1%ETFJPMJPMorgan Chase & Co.$6,340,090$87,015 ▼-1.4%26,4493.7%FinanceUnitedHealth Group Inc.$6,282,526$97,129 ▼-1.5%12,4193.6%COMMSFTMicrosoft$5,948,630$13,067 ▼-0.2%14,1133.4%Computer and TechnologyAAPLApple$4,167,818$86,647 ▼-2.0%16,6432.4%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$3,518,225$2,643,664 ▲302.3%126,2372.0%ETFPEPPepsiCo$2,499,9690.0%16,4411.4%Consumer StaplesHDHome Depot$2,470,348$108,134 ▼-4.2%6,3511.4%Retail/WholesaleSCHMSchwab U.S. Mid-Cap ETF$2,189,450$1,471,484 ▲205.0%79,0131.3%ETFIWMiShares Russell 2000 ETF$2,129,6210.0%9,6381.2%FinanceABBVAbbVie$2,023,292$533 ▼0.0%11,3861.2%MedicalAFLAflac$1,867,609$112,026 ▼-5.7%18,0551.1%FinanceRTXRTX$1,806,158$6,596 ▼-0.4%15,6081.0%AerospaceEFAiShares MSCI EAFE ETF$1,577,9350.0%20,8690.9%FinanceGE Aerospace$1,485,932$8,673 ▼-0.6%8,9090.9%COM NEWIBMInternational Business Machines$1,466,926$65,509 ▼-4.3%6,6730.8%Computer and TechnologyCVXChevron$1,461,870$21,726 ▼-1.5%10,0930.8%Oils/EnergyAVGOBroadcom$1,433,003$55,178 ▲4.0%6,1810.8%Computer and TechnologyHPQHP$1,402,5680.0%42,9840.8%Computer and TechnologyIVViShares Core S&P 500 ETF$1,391,0510.0%2,3630.8%ETFPFEPfizer$1,362,789$21,463 ▼-1.6%51,3680.8%MedicalXOMExxon Mobil$1,330,426$538 ▼0.0%12,3680.8%Oils/EnergyKMBKimberly-Clark$1,318,4760.0%10,0620.8%Consumer StaplesBank of America Corp$1,292,9780.0%29,4190.7%COMNOCNorthrop Grumman$1,262,3900.0%2,6900.7%AerospaceVDEVanguard Energy ETF$1,259,9260.0%10,3860.7%ETFABTAbbott Laboratories$1,238,7810.0%10,9520.7%MedicalJNJJohnson & Johnson$1,237,7970.0%8,5590.7%MedicalMCDMcDonald's$1,211,740$21,162 ▼-1.7%4,1800.7%Retail/WholesaleSCHESchwab Emerging Markets Equity ETF$1,145,303$15,419 ▲1.4%43,0080.7%ETFPGProcter & Gamble$1,121,363$74,936 ▼-6.3%6,6890.6%Consumer StaplesVUGVanguard Growth ETF$1,095,842$102,607 ▲10.3%2,6700.6%ETFLLYEli Lilly and Company$1,087,748$3,088 ▼-0.3%1,4090.6%MedicalVVVanguard Large-Cap ETF$1,070,709$196,881 ▲22.5%3,9700.6%ETFBRK.BBerkshire Hathaway$1,068,117$397,144 ▼-27.1%2,3560.6%FinanceXLKTechnology Select Sector SPDR Fund$1,048,6650.0%4,5100.6%ETFAT&T Inc.$1,036,559$296 ▲0.0%45,5230.6%COMVZVerizon Communications$1,033,222$4,199 ▲0.4%25,8370.6%Computer and TechnologySCHVSchwab U.S. Large-Cap Value ETF$1,031,981$687,987 ▲200.0%39,5850.6%ETFCSCOCisco Systems$1,018,832$12,846 ▼-1.2%17,2100.6%Computer and TechnologyAMGNAmgen$996,684$6,516 ▼-0.6%3,8240.6%MedicalINTCIntel$947,515$53,413 ▼-5.3%47,2580.5%Computer and TechnologyHPEHewlett Packard Enterprise$927,2730.0%43,4320.5%Computer and TechnologyGOOGLAlphabet$898,229$3,786 ▲0.4%4,7450.5%Computer and TechnologyQCOMQUALCOMM$868,902$922 ▲0.1%5,6560.5%Computer and TechnologyWMTWalmart$867,785$112,482 ▼-11.5%9,6050.5%Retail/WholesaleNSCNorfolk Southern$867,686$38,960 ▼-4.3%3,6970.5%TransportationHONHoneywell International$844,6030.0%3,7390.5%Multi-Sector ConglomeratesBMYBristol-Myers Squibb$843,5920.0%14,9150.5%MedicalITWIllinois Tool Works$842,073$9,128 ▼-1.1%3,3210.5%Industrial ProductsMRKMerck & Co., Inc.$837,6690.0%8,4200.5%MedicalQQQInvesco QQQ$777,817$57,787 ▼-6.9%1,5210.5%FinanceAXPAmerican Express$752,659$27,008 ▼-3.5%2,5360.4%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$751,5730.0%3,3500.4%FinanceGSThe Goldman Sachs Group$741,543$103,644 ▼-12.3%1,2950.4%FinanceADMArcher-Daniels-Midland$740,067$606 ▼-0.1%14,6490.4%Consumer StaplesTXNTexas Instruments$683,099$30,002 ▼-4.2%3,6430.4%Computer and TechnologyWFCWells Fargo & Company$680,696$4,706 ▼-0.7%9,6910.4%FinanceVHTVanguard Health Care ETF$679,128$253,690 ▲59.6%2,6770.4%ETFVTRSViatris$666,000$146,150 ▲28.1%53,4940.4%MedicalRSReliance$665,341$9,155 ▼-1.4%2,4710.4%Basic MaterialsEFXEquifax$660,0620.0%2,5900.4%Business ServicesDISWalt Disney$649,2810.0%5,8310.4%Consumer DiscretionaryLHXL3Harris Technologies$645,1390.0%3,0680.4%AerospaceBABoeing$634,004$8,673 ▼-1.3%3,5820.4%AerospaceMPCMarathon Petroleum$628,5870.0%4,5060.4%Oils/EnergyNVDANVIDIA$622,625$3,358 ▼-0.5%4,6360.4%Computer and TechnologyCATCaterpillar$619,957$49,698 ▼-7.4%1,7090.4%Industrial ProductsVBKVanguard Small-Cap Growth ETF$616,132$9,802 ▲1.6%2,2000.4%ETFIJHiShares Core S&P Mid-Cap ETF$601,020$312 ▼-0.1%9,6460.3%ETFSPYSPDR S&P 500 ETF Trust$589,4430.0%1,0060.3%FinanceSCHWCharles Schwab$570,4690.0%7,7080.3%FinanceDEDeere & Company$557,166$3,390 ▼-0.6%1,3150.3%Industrial ProductsADPAutomatic Data Processing$546,2340.0%1,8660.3%Business ServicesGE Vernova Inc$543,392$185,845 ▼-25.5%1,6520.3%COMMSIMotorola Solutions$542,196$22,649 ▼-4.0%1,1730.3%Computer and TechnologySTZConstellation Brands$521,1180.0%2,3580.3%Consumer StaplesSCZiShares MSCI EAFE Small-Cap ETF$500,884$97,200 ▲24.1%8,2450.3%ETFCOPConocoPhillips$490,296$32,429 ▲7.1%4,9440.3%Oils/EnergyIWOiShares Russell 2000 Growth ETF$487,5670.0%1,6940.3%ETFVOVanguard Mid-Cap ETF$485,6640.0%1,8390.3%ETFMCKMcKesson$482,714$80,927 ▼-14.4%8470.3%MedicalDIASPDR Dow Jones Industrial Average ETF Trust$482,1490.0%1,1330.3%FinanceADIAnalog Devices$473,5730.0%2,2290.3%Computer and TechnologyTRVTravelers Companies$472,8670.0%1,9630.3%FinanceCARRCarrier Global$458,2980.0%6,7140.3%Computer and TechnologyWTMWhite Mountains Insurance Group$449,309$1,945 ▼-0.4%2310.3%FinanceLiberty Formula One Group$444,656$3,025 ▼-0.7%5,2910.3%COM SER A FRMLAAMATApplied Materials$439,2860.0%2,7010.3%Computer and TechnologyEFGiShares MSCI EAFE Growth ETF$438,446$871 ▼-0.2%4,5280.3%ETFMedtronic Inc$438,3810.0%5,4880.3%COMKKellanova$436,7520.0%5,3940.3%Consumer DiscretionaryAPHAmphenol$436,632$764 ▼-0.2%6,2870.3%Computer and TechnologyTJXTJX Companies$430,084$52,552 ▼-10.9%3,5600.2%Retail/WholesaleNEENextEra Energy$427,1290.0%5,9580.2%UtilitiesKMPRKemper$419,2360.0%6,3100.2%FinanceCEGConstellation Energy$414,3110.0%1,8520.2%Oils/EnergyGOOGAlphabet$405,8280.0%2,1310.2%Computer and TechnologyShowing largest 100 holdings. 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