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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
22
1
3
0
1
0
10
4
0
ATHENA CAPITAL ADVISORS LLC

Time Period2018-09-30

Total Holdings106

Total Value ($x1000)348,488
Activities
New10

Increased30

Unchanged46

Decreased20

Sold Out5

Top 10 Stock Holdingstotal 59.32%
SPY20.98

IAU11.19

TMO5.8

DVY3.88

BRK.A3.86

 
MSFT3.54

BTI3.2

CSCO2.59

GUNR2.34

GLD1.94

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
20.98%
TR UNIT
IAU
11.19%
ISHARES
TMO
5.8%
COM
DVY
3.88%
SELECT DIVID ETF
BRK.A
3.86%
CL A
MSFT
3.54%
COM
BTI
3.2%
SPONSORED ADR
CSCO
2.59%
COM
GUNR
2.34%
MORNSTAR UPSTR
GLD
1.94%
GOLD SHS
AZN
1.85%
SPONSORED ADR
IWV
1.69%
RUSSELL 3000 ETF
MO
1.69%
COM
ETV
1.65%
COM
BMY
1.47%
COM
AAPL
1.46%
COM
GOOGL
1.31%
CAP STK CL A
TSLF
1.3%
COM
IWM
1.24%
RUSSELL 2000 ETF
SEDG
1.23%
COM
ETW
1.04%
COM
GOOG
1.01%
CAP STK CL C
GDX
1%
GOLD MINERS ETF
EZU
0.95%
EMU ETF
XLE
0.77%
SBI INT-ENERGY
BAC
0.75%
COM
JNJ
0.75%
COM
DUK
0.72%
COM NEW
TCRD
0.72%
COM
GE
0.65%
COM
TIP
0.62%
TIPS BD ETF
FNF
0.59%
COM
MUI
0.58%
COM
INTC
0.55%
COM
EFA
0.54%
MSCI EAFE ETF
FMBI
0.53%
COM
AAXJ
0.52%
MSCI AC ASIA ETF
JLS
0.52%
COM
VOO
0.5%
SHS
AMZN
0.44%
COM
IJR
0.43%
CORE S&P SCP ETF
DJP
0.43%
DJUBS CMDT ETN36
DBC
0.43%
UNIT
T
0.42%
COM
OEF
0.41%
S&P 100 ETF
AMJ
0.41%
ALERIAN ML ETN
MDY
0.4%
UTSER1 S&PDCRP
XLF
0.4%
SBI INT-FINL
BRK.B
0.39%
CL B NEW
IDV
0.36%
INTL SEL DIV ETF
VEA
0.35%
FTSE DEV MKT ETF
HASI
0.34%
COM
VEU
0.33%
ALLWRLD EX US
GS
0.32%
COM
CAT
0.32%
COM
BCX
0.31%
SHS
VOD
0.29%
SPNSR ADR NO PAR
SHE
0.29%
SSGA GNDER ETF
EXG
0.28%
COM
XLP
0.26%
SBI CONS STPLS
CDW
0.26%
COM
CEF
0.26%
UNIT
BKI
0.23%
COM
VIG
0.23%
DIV APP ETF
MINT
0.2%
ENHAN SHRT MAT
FOF
0.17%
COM
BOMN
0.17%
COM
KMX
0.17%
COM
CZR
0.14%
COM
DEA
0.13%
COM
IVV
0.13%
CORE S&P500 ETF
XLK
0.13%
TECHNOLOGY
ABBV
0.13%
COM
CII
0.13%
COM
ADP
0.12%
COM
JMT
0.12%
COM
QQQ
0.11%
UNIT SER 1
VZ
0.11%
COM
HEDJ
0.11%
EUROPE HEDGED EQ
WMT
0.1%
COM
HEFA
0.1%
HDG MSCI EAFE
NVDA
0.1%
COM
LULU
0.1%
COM
REM
0.09%
MTG REL ETF NEW
JUST
0.09%
JUST US LRG CP
EMR
0.09%
COM
JPM
0.08%
COM
FB
0.08%
CL A
TSLA
0.08%
COM
V
0.08%
COM CL A
BAX
0.07%
COM
ABT
0.07%
COM
DXJ
0.07%
JAPN HEDGE EQT
PEP
0.07%
COM
PANW
0.07%
COM
IWN
0.07%
RUS 2000 VAL ETF
MRK
0.06%
COM
WDAY
0.06%
CL A
ITOT
0.06%
CORE S&P TTL STK
AWP
0.06%
COM SH BEN INT
DBA
0.05%
AGRICULTURE FD
CERS
0.05%
COM
BGY
0.03%
COM BENE INTER
BBD
0.03%
SP ADR PFD NEW
VISI
0.03%
COM
MKGI
0.01%
COM NEW
VIAB
0.36%
CL B
IFN
0.28%
COM
GNR
0.07%
GLB NAT RESRCE
KBE
0.07%
S&P BK ETF
FM
0.06%
MSCI FRNTR100ETF