ATHENA WEALTH MANAGEMENT, LLC

PrivateCIK: 2128243
Location

RENO, NV

106
Positions
$122.25M
Total AUM (reported)
1.68M
Total Shares

Allocation by class

TOTAL AUM$122.25M106 positions
COM$51.44M42.1%
LOW DURTIN ETF$37.00M30.3%
FOCUSED LAR CAP$3.50M2.9%
SPONSORED ADS$3.27M2.7%
CORE S&P500 ETF$3.08M2.5%
COM NEW$2.97M2.4%
ORD$1.91M1.6%

Portfolio Concentration

Top 335.9%4–1012.6%11–2516.9%Rest34.6%TOP 1048.5%0%100%
Top 3$43.95M35.9%
4–10$15.35M12.6%
11–25$20.64M16.9%
Rest$42.32M34.6%

Top 3 weight

35.9%

Top 10 weight

48.5%

Voting Authority Distribution

Total shares with voting rights: 1.68M

Sole

Full voting authority

1.65K

shares

% of voting shares0.1%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1.67M

shares

% of voting shares99.9%

Investment Discretion (by position count)

Sole106
Shared0
Other0
Dominant voting typeNone · 99.9% of voting shares
Institutional Holdings106
Rows:

FIDELITY MERRIMACK STR TR

SOLE
LOW DURTIN ETF
Shares739.32K
TypeSH
Market value$37.00M
30.27%
Sole
269.00
Shared
0.00
None
739.05K

PUTNAM ETF TRUST

SOLE
FOCUSED LAR CAP
Shares75.47K
TypeSH
Market value$3.50M
2.86%
Sole
0.00
Shared
0.00
None
75.47K

EXXON MOBIL CORP

SOLE
COM
Shares20.29K
TypeSH
Market value$3.44M
2.82%
Sole
66.00
Shared
0.00
None
20.23K

ISHARES TR

SOLE
CORE S&P500 ETF
Shares4.72K
TypeSH
Market value$3.08M
2.52%
Sole
0.00
Shared
0.00
None
4.72K

APPLE INC

SOLE
COM
Shares10.69K
TypeSH
Market value$2.71M
2.22%
Sole
0.00
Shared
0.00
None
10.69K

CITIGROUP INC

SOLE
COM NEW
Shares17.52K
TypeSH
Market value$1.99M
1.63%
Sole
33.00
Shared
0.00
None
17.49K

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares5.67K
TypeSH
Market value$1.92M
1.57%
Sole
0.00
Shared
0.00
None
5.67K

ASTRAZENECA PLC

SOLE
ORD
Shares9.69K
TypeSH
Market value$1.91M
1.56%
Sole
17.00
Shared
0.00
None
9.67K

CISCO SYS INC

SOLE
COM
Shares24.18K
TypeSH
Market value$1.88M
1.53%
Sole
45.00
Shared
0.00
None
24.13K

AMAZON COM INC

SOLE
COM
Shares8.92K
TypeSH
Market value$1.86M
1.52%
Sole
8.00
Shared
0.00
None
8.91K

CONOCOPHILLIPS

SOLE
COM
Shares13.06K
TypeSH
Market value$1.72M
1.41%
Sole
48.00
Shared
0.00
None
13.02K

NVIDIA CORPORATION

SOLE
COM
Shares9.45K
TypeSH
Market value$1.65M
1.35%
Sole
0.00
Shared
0.00
None
9.45K

ALPHABET INC

SOLE
CAP STK CL A
Shares5.65K
TypeSH
Market value$1.62M
1.33%
Sole
9.00
Shared
0.00
None
5.64K

HILTON WORLDWIDE HLDGS INC

SOLE
COM
Shares5.19K
TypeSH
Market value$1.58M
1.29%
Sole
9.00
Shared
0.00
None
5.18K

ARES CAPITAL CORP

SOLE
COM
Shares76.78K
TypeSH
Market value$1.38M
1.13%
Sole
0.00
Shared
0.00
None
76.78K

COCA COLA CO

SOLE
COM
Shares18.06K
TypeSH
Market value$1.37M
1.12%
Sole
33.00
Shared
0.00
None
18.02K

MICROSOFT CORP

SOLE
COM
Shares3.70K
TypeSH
Market value$1.37M
1.12%
Sole
6.00
Shared
0.00
None
3.69K

MCKESSON CORP

SOLE
COM
Shares1.50K
TypeSH
Market value$1.30M
1.06%
Sole
2.00
Shared
0.00
None
1.50K

FREEPORT MCMORAN INC

SOLE
CL B
Shares22.01K
TypeSH
Market value$1.29M
1.06%
Sole
39.00
Shared
0.00
None
21.97K

BANK AMERICA CORP

SOLE
COM
Shares26.46K
TypeSH
Market value$1.29M
1.06%
Sole
48.00
Shared
0.00
None
26.41K

PHILIP MORRIS INTL INC

SOLE
COM
Shares7.67K
TypeSH
Market value$1.27M
1.04%
Sole
13.00
Shared
0.00
None
7.65K

VALERO ENERGY CORP

SOLE
COM
Shares4.97K
TypeSH
Market value$1.23M
1.00%
Sole
13.00
Shared
0.00
None
4.95K

OCCIDENTAL PETE CORP

SOLE
COM
Shares18.55K
TypeSH
Market value$1.21M
0.99%
Sole
104.00
Shared
0.00
None
18.44K

FRANKLIN TEMPLETON ETF TR

SOLE
FTSE JAPAN ETF
Shares33.20K
TypeSH
Market value$1.20M
0.98%
Sole
126.00
Shared
0.00
None
33.07K

SEAGATE TECHNOLOGY HLDNGS PL

SOLE
ORD SHS
Shares2.94K
TypeSH
Market value$1.15M
0.94%
Sole
5.00
Shared
0.00
None
2.93K
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