Athena Investment Management

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Orinda, CA
CIK
0001921093
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 148 164,895 SCHX, SCHA, SCHF, UnitedHealth Group Inc. 13F-HR 8/7/2024 000192109324000003
Q1 2024 149 166,647 SCHX, SCHA, SCHF, UnitedHealth Group Inc. 13F-HR 5/9/2024 000192109324000002
Q4 2023 139 154,219 SCHX, SCHA, UnitedHealth Group Inc., SCHF 13F-HR 2/12/2024 000192109324000001
Q3 2023 135 139,686 SCHX, UnitedHealth Group Inc., SCHA, SCHF 13F-HR 11/16/2023 000192109323000005
Q2 2023 137 145,303 SCHX, SCHA, SCHF, UnitedHealth Group Inc. 13F-HR 7/31/2023 000192109323000004
Q1 2023 137 139,039 SCHX, SCHA, UnitedHealth Group Inc., SCHF 13F-HR 5/10/2023 000192109323000003
Q4 2022 136 136,318 SCHX, UnitedHealth Group Inc., SCHA, SCHF 13F-HR 2/23/2023 000192109323000001
Q3 2022 128 119,136 SCHX, UnitedHealth Group Inc., SCHA, SCHF 13F-HR 11/9/2022 000192109322000004
Q2 2022 129 126,832 SCHX, UnitedHealth Group Inc., SCHA, SCHF 13F-HR 8/3/2022 000192109322000003
Q1 2022 119 128,920 SCHX, UnitedHealth Group Inc., SCHA, SCHF 13F-HR 5/16/2022 000192109322000001