StockDriftsStockDriftsTop 50 Athena Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FLDR | FIDELITY MERRIMACK STR TR | 30.27% | 739.3K | $37.0M | -1.12%(-8.34K) | $50.22(-0.25%) | 2026-03-31 | |
| PVAL | PUTNAM ETF TRUST | 2.86% | 75.5K | $3.5M | -1.35%(-1.04K) | $44.15(+11.97%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.82% | 20.3K | $3.4M | +19.21%(+3.27K) | $121.13(+27.86%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.52% | 4.7K | $3.1M | -0.13%(-6) | $677.12(+7.36%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.22% | 10.7K | $2.7M | -6.81%(-782) | $263.24(+7.95%) | 2026-03-31 | |
| C | CITIGROUP INC | 1.63% | 17.5K | $2.0M | +53.37%(+6.10K) | $111.17(+15.15%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1.57% | 5.7K | $1.9M | +3.81%(+208) | $292.67(+34.76%) | 2026-03-31 | |
| CSCO | CISCO SYS INC | 1.53% | 24.2K | $1.9M | +59.69%(+9.04K) | $74.44(+26.68%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.52% | 8.9K | $1.9M | +11.28%(+904) | $224.62(+21.78%) | 2026-03-31 | |
| COP | CONOCOPHILLIPS | 1.41% | 13.1K | $1.7M | +19.46%(+2.13K) | $97.15(+26.94%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +2.09% | +6.40% |
| Top 20 Holdings Unweighted | +2.77% | +8.55% |
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