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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
19
1
3
0
1
2
12
1
1
ATHENA CAPITAL ADVISORS LLC

Time Period2017-12-31

Total Holdings98

Total Value ($x1000)401,708
Activities
New6

Increased27

Unchanged38

Decreased27

Sold Out17

Top 10 Stock Holdingstotal 65.45%
SPG17.56

SPY17.45

IAU9.8

BTI4.18

TMO3.86

 
DVY3.71

BRK.A3.11

MSFT2.3

MO1.74

CSCO1.74

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPG
17.56%
COM
SPY
17.45%
TR UNIT
IAU
9.8%
ISHARES
BTI
4.18%
SPONSORED ADR
TMO
3.86%
COM
DVY
3.71%
SELECT DIVID ETF
BRK.A
3.11%
CL A
MSFT
2.3%
COM
MO
1.74%
COM
CSCO
1.74%
COM
GLD
1.59%
GOLD SHS
GUNR
1.5%
MORNSTAR UPSTR
IWV
1.43%
RUSSELL 3000 ETF
AZN
1.41%
SPONSORED ADR
ETV
1.37%
COM
BMY
1.26%
COM
TSLF
1.13%
COM
GDX
1.09%
GOLD MINERS ETF
SEDG
1.06%
COM
GOOGL
0.99%
CAP STK CL A
HEZU
0.89%
CUR HDG MS EMU
ETW
0.89%
COM
GE
0.89%
COM
AAPL
0.86%
COM
IWM
0.8%
RUSSELL 2000 ETF
GOOG
0.77%
CAP STK CL C
TIP
0.72%
TIPS BD ETF
DUK
0.66%
COM NEW
BAC
0.65%
COM
XLE
0.56%
SBI INT-ENERGY
MUI
0.53%
COM
FNF
0.5%
COM
FMBI
0.49%
COM
AAXJ
0.49%
MSCI AC ASIA ETF
DBC
0.49%
UNIT BEN INT
INTC
0.47%
COM
DBA
0.45%
PS DB AGRICUL FD
EFA
0.44%
MSCI EAFE ETF
JLS
0.42%
COM
T
0.42%
COM
HASI
0.4%
COM
DJP
0.38%
DJUBS CMDT ETN36
VOD
0.38%
SPNSR ADR NO PAR
WPG
0.36%
COM
OEF
0.33%
S&P 100 ETF
BRK.B
0.33%
CL B NEW
GS
0.32%
COM
VEA
0.31%
FTSE DEV MKT ETF
GNR
0.31%
GLB NAT RESRCE
AMJ
0.31%
ALERIAN ML ETN
VIAB
0.31%
CL B
CAT
0.31%
COM
BCX
0.29%
SHS
MDY
0.27%
UTSER1 S&PDCRP
CEF
0.26%
CL A
XLP
0.25%
SBI CONS STPLS
TCRD
0.25%
COM
EXG
0.23%
COM
DEA
0.23%
COM
BSF
0.22%
COM
HEDJ
0.19%
EUROPE HEDGED EQ
CDW
0.18%
COM
MINT
0.17%
ENHAN SHRT MAT
BKI
0.17%
COM
FOF
0.16%
COM
KMX
0.13%
COM
REM
0.12%
MTG REL ETF NEW
AMZN
0.12%
COM
VEU
0.11%
ALLWRLD EX US
XLK
0.11%
TECHNOLOGY
CII
0.11%
COM
ABBV
0.09%
COM
HEFA
0.08%
HDG MSCI EAFE
QQQ
0.08%
UNIT SER 1
TSLA
0.08%
COM
ADP
0.08%
COM
FB
0.08%
CL A
JMT
0.08%
COM
CMCSA
0.08%
CL A
VZ
0.08%
COM
CZR
0.08%
COM
NVDA
0.08%
COM
UBA
0.07%
CL A
WMT
0.07%
COM
EMR
0.07%
COM
IWN
0.07%
RUS 2000 VAL ETF
JPM
0.06%
COM
FM
0.06%
MSCI FRNTR100ETF
DXJ
0.06%
JAPN HEDGE EQT
CBOE
0.06%
COM
AWP
0.06%
COM SBI
BAX
0.05%
COM
IDV
0.05%
INTL SEL DIV ETF
PEP
0.05%
COM
BGY
0.03%
COM BENE INTER
VISI
0.02%
COM
VBLT
0.02%
COM
CERS
0.02%
COM
UNH
0.16%
COM
AON
0.15%
SHS CL A
ORCL
0.12%
COM
MS
0.11%
COM NEW
STZ
0.11%
CL A
ARCC
0.11%
COM
ECL
0.08%
COM
JNJ
0.08%
COM
SHW
0.07%
COM
LBTYK
0.07%
SHS CL C
MMM
0.07%
COM
DWDP
0.06%
COM
KO
0.06%
COM
MKL
0.06%
COM
MDLZ
0.05%
CL A
AMLP
0.05%
ALERIAN MLP
EYES
0.01%
COM