StockDriftsStockDriftsTop 50 Athena Investment Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | Schwab U.S. Large-Cap ETF | 17.38% | 1.31M | $33.5M | +0.00%(+58) | $18.11(+62.32%) | 2026-03-31 | |
| SCHF | Schwab International Equity ETF | 4.81% | 374.6K | $9.3M | +0.04%(+155) | $18.59(+47.75%) | 2026-03-31 | |
| SCHA | Schwab U.S. Small-Cap ETF | 4.5% | 298.4K | $8.7M | -0.43%(-1.30K) | $24.09(+44.97%) | 2026-03-31 | |
| JPM | JP Morgan Chase & Co. | 3.7% | 24.3K | $7.1M | -0.02%(-4) | $146.59(+128.17%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 2.67% | 13.9K | $5.2M | -0.16%(-23) | $319.57(+22.19%) | 2026-03-31 | |
| AAPL | Apple Inc. | 2.24% | 17.0K | $4.3M | -0.05%(-8) | $177.44(+73.94%) | 2026-03-31 | |
| SCHG | Schwab U.S. Large-Cap Growth ETF | 1.95% | 129.3K | $3.8M | +0.81%(+1.03K) | $18.53(+84.11%) | 2026-03-31 | |
| RTX | RTX Corp. | 1.53% | 15.3K | $2.9M | -0.23%(-35) | $91.39(+118.02%) | 2026-03-31 | |
| VV | Vanguard Large Cap ETF | 1.4% | 9.1K | $2.7M | +19.39%(+1.47K) | $257.23(+33.33%) | 2026-03-31 | |
| SCHM | Schwab U.S. Mid-Cap ETF | 1.34% | 83.7K | $2.6M | +0.95%(+785) | $24.82(+44.93%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.62% | +46.68% |
| Top 20 Holdings Unweighted | +10.46% | +34.78% |
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