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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
20
1
3
0
1
0
11
3
0
ATHENA CAPITAL ADVISORS LLC

Time Period2018-06-30

Total Holdings101

Total Value ($x1000)335,611
Activities
New11

Increased28

Unchanged46

Decreased16

Sold Out11

Top 10 Stock Holdingstotal 59.52%
SPY21.33

IAU12.13

TMO5.11

DVY3.97

BTI3.77

 
BRK.A3.53

MSFT3.16

GUNR2.34

CSCO2.34

GLD1.84

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
21.33%
TR UNIT
IAU
12.13%
ISHARES
TMO
5.11%
COM
DVY
3.97%
SELECT DIVID ETF
BTI
3.77%
SPONSORED ADR
BRK.A
3.53%
CL A
MSFT
3.16%
COM
GUNR
2.34%
MORNSTAR UPSTR
CSCO
2.34%
COM
GLD
1.84%
GOLD SHS
IWV
1.75%
RUSSELL 3000 ETF
AZN
1.7%
SPONSORED ADR
MO
1.65%
COM
ETV
1.64%
COM
SEDG
1.62%
COM
TSLF
1.4%
COM
BMY
1.36%
COM
GOOGL
1.27%
CAP STK CL A
GDX
1.26%
GOLD MINERS ETF
IWM
1.25%
RUSSELL 2000 ETF
AAPL
1.1%
COM
ETW
1.06%
COM
EZU
0.99%
EMU ETF
GOOG
0.98%
CAP STK CL C
GE
0.81%
COM
XLE
0.8%
SBI INT-ENERGY
BAC
0.74%
COM
DUK
0.74%
COM NEW
TCRD
0.71%
COM
JNJ
0.68%
COM
TIP
0.65%
TIPS BD ETF
MUI
0.61%
COM
INTC
0.6%
COM
FNF
0.58%
COM
FMBI
0.57%
COM
EFA
0.56%
MSCI EAFE ETF
AAXJ
0.55%
MSCI AC ASIA ETF
JLS
0.53%
COM
VOO
0.48%
SHS
DJP
0.46%
DJUBS CMDT ETN36
DBC
0.45%
UNIT
T
0.42%
COM
AMJ
0.42%
ALERIAN ML ETN
XLF
0.4%
SBI INT-FINL
OEF
0.4%
S&P 100 ETF
VIAB
0.36%
CL B
VEA
0.36%
FTSE DEV MKT ETF
BRK.B
0.35%
CL B NEW
VOD
0.34%
SPNSR ADR NO PAR
MDY
0.34%
UTSER1 S&PDCRP
VEU
0.34%
ALLWRLD EX US
HASI
0.33%
COM
GS
0.33%
COM
BCX
0.33%
SHS
CAT
0.32%
COM
CEF
0.29%
UNIT
IFN
0.28%
COM
EXG
0.28%
COM
XLP
0.27%
SBI CONS STPLS
DEA
0.26%
COM
BKI
0.25%
COM
CDW
0.25%
COM
VIG
0.22%
DIV APP ETF
IDV
0.22%
INTL SEL DIV ETF
MINT
0.21%
ENHAN SHRT MAT
AMZN
0.2%
COM
FOF
0.18%
COM
HEDJ
0.18%
EUROPE HEDGED EQ
KMX
0.17%
COM
XLK
0.13%
TECHNOLOGY
QQQ
0.13%
UNIT SER 1
CII
0.12%
COM
JMT
0.12%
COM
ABBV
0.12%
COM
ADP
0.11%
COM
VZ
0.11%
COM
TSLA
0.1%
COM
REM
0.1%
MTG REL ETF NEW
FB
0.1%
CL A
HEFA
0.1%
HDG MSCI EAFE
WMT
0.1%
COM
NVDA
0.08%
COM
IWN
0.08%
RUS 2000 VAL ETF
EMR
0.08%
COM
LULU
0.08%
COM
CZR
0.08%
COM
GNR
0.07%
GLB NAT RESRCE
BOMN
0.07%
COM
BAX
0.07%
COM
KBE
0.07%
S&P BK ETF
JPM
0.07%
COM
V
0.07%
COM CL A
DXJ
0.07%
JAPN HEDGE EQT
FM
0.06%
MSCI FRNTR100ETF
PANW
0.06%
COM
AWP
0.06%
COM SH BEN INT
DBA
0.06%
AGRICULTURE FD
PEP
0.06%
COM
CERS
0.04%
COM
BGY
0.03%
COM BENE INTER
VISI
0.02%
COM
SPG
15.81%
COM
DBA
0.46%
PS DB AGRICUL FD
BSF
0.44%
COM
DBC
0.43%
UNIT BEN INT
WPG
0.34%
COM
QQQ
0.1%
UNIT SER 1
UBA
0.06%
CL A
CMCSA
0.06%
CL A
CBOE
0.05%
COM
AWP
0.05%
COM SBI
VBLT
0.01%
COM