Who owns Athena Investment Management?

No ownership or control links for Athena Investment Management are resolved in the current sources yet — view the network graph to expand, or pull the cited JSON dossier.

What is Athena Investment Management's risk level?

Athena Investment Management has not yet been risk-scored — absence of a score means "not yet assessed", not "clean". Risk levels are heuristic investigative leads, not legal determinations of beneficial ownership.

Where does Athena Investment Management appear across sources?

Athena Investment Management is indexed in the WhiteIntel corporate-ownership graph (US), with a source on every claim.

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Athena Investment Management

Name: Athena Investment Management — ownership dossier
Creator: WhiteIntel
License: https://whiteintel.dev/terms
Keywords: corporate ownership, beneficial ownership, UBO, corporate intelligence, OSINT, corporate registry, Athena Investment Management, Company, US

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Company · US

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Ownership & control

No ownership or control links resolved yet

An absent link means “not yet observed in our current sources”, not that none exists — cross-source resolution is still growing.

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Assets held

135 assetsPREMIUM

135 linked assets — vessels, aircraft, property & securities with identifiers. Unlock the itemised list.

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People & control

114 parties · 0 current

Every officer, person with significant control and cross-company role we hold, resolved into one entry per party. Roles are registry records, not a claim of control.

●
ABBOTT LABORATORIES
Also holds roles at 14 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
ABBVIE INC
Also holds roles at 13 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
ACCENTURE PLC IRELAND SHS CLASS A
Also holds roles at 8 other companies
- Merlin Capital, Inc13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
●
AFLAC INC
Also holds roles at 10 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
AGILENT TECHNOLOGIES INC COM
Also holds roles at 8 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
●
AIR PRODUCTS & CHEMICALS INC
Also holds roles at 7 other companies
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
●
ALLSTATE CORP COM
Also holds roles at 6 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Estabrook Capital Management13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
●
ALPHABET CLASS A
Also holds roles at 17 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Fosse Capital Partners LLP13F holder
- GENEVA CAPITAL MANAGEMENT LLC13F holder
●
ALPHABET CLASS C
Also holds roles at 19 other companies
- Marathon Trading Investment Management LLC13F holder
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- Merlin Capital, Inc13F holder
●
AMERICAN EXPRESS CO
Also holds roles at 9 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
●
AMGEN INC
Also holds roles at 12 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
AMPHENOL CORP NEW CL A
Also holds roles at 6 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- Vinva Investment Management Ltd13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
●
ANALOG DEVICES INC COM
Also holds roles at 7 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
●
APPLE INC
Also holds roles at 20 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
●
APPLIED MATERIALS INC
Also holds roles at 11 other companies
- Merlin Capital, Inc13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
ARCHER DANIELS MIDLAND CO COM
Also holds roles at 6 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Vinva Investment Management Ltd13F holder
- Capstone Financial Advisors, Inc.13F holder
●
AUTOMATIC DATA PROCESSING INC COM
Also holds roles at 8 other companies
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- Vinva Investment Management Ltd13F holder
●
AVERY DENNISON CORP COM
Also holds roles at 4 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
●
BERKSHIRE HATHAWAY INC - CL B
Also holds roles at 16 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
BOEING COMPANY
Also holds roles at 12 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
●
BRISTOL-MYERS SQUIBB CO
Also holds roles at 11 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
BROADCOM INC
Also holds roles at 11 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
CARDINAL HEALTH INC COM
Also holds roles at 8 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- BRANDES INVESTMENT PARTNERS, LP13F holder
●
CARRIER GLOBAL CORPORATION COM
Also holds roles at 5 other companies
- Freedom Investment Management, Inc.13F holder
- Estabrook Capital Management13F holder
- HSBC HOLDINGS PLC13F holder
●
CATERPILLAR INC
Also holds roles at 14 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
CENTERPOINT ENERGY INC COM
Also holds roles at 6 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Vinva Investment Management Ltd13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
●
CHARLES SCHWAB CORPORATION
Also holds roles at 13 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Marathon Trading Investment Management LLC13F holder
●
CHEVRON CORP
Also holds roles at 15 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
CISCO SYSTEMS INC
Also holds roles at 14 other companies
- Merlin Capital, Inc13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
COCA COLA CO
Also holds roles at 13 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
COMCAST CORP - CL A
Also holds roles at 14 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
CONOCOPHILLIPS COM
Also holds roles at 10 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
CONSTELLATION BRANDS INC-A
Also holds roles at 6 other companies
- Vinva Investment Management Ltd13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
●
Constellation Energy
Also holds roles at 4 other companies
- Vinva Investment Management Ltd13F holder
- HSBC HOLDINGS PLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
●
CVS HEALTH CORPORATION
Also holds roles at 10 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
●
DEERE & CO COM
Also holds roles at 8 other companies
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- Vinva Investment Management Ltd13F holder
●
DISNEY WALT CO
Also holds roles at 12 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
DOW INC
Also holds roles at 8 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Estabrook Capital Management13F holder
●
DUPONT DE NEMOURS INC
Also holds roles at 7 other companies
- Estabrook Capital Management13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
●
EATON CORP PLC
Also holds roles at 12 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
●
EQUIFAX INC COM
Also holds roles at 3 other companies
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
●
EXXON MOBIL CORP
Also holds roles at 14 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
Ge Healthcare Technolog
Also holds roles at 6 other companies
- Belmont Capital, LLC13F holder
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder
●
GLOBAL PMTS INC COM
Also holds roles at 5 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- Vinva Investment Management Ltd13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
●
GOLDMAN SACHS GROUP INC
Also holds roles at 7 other companies
- Marathon Trading Investment Management LLC13F holder
- Vinva Investment Management Ltd13F holder
- Belmont Capital, LLC13F holder
●
GOODYEAR TIRE & RUBR CO COM
Also holds roles at 2 other companies
- WEST PACES ADVISORS INC.13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
●
Hanesbrands Inc
Also holds roles at 4 other companies
- BRANDES INVESTMENT PARTNERS, LP13F holder
- Estabrook Capital Management13F holder
- HSBC HOLDINGS PLC13F holder
●
HEWLETT PACKARD ENTERPRISE CO COM
Also holds roles at 8 other companies
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
●
HEXCEL CORP NEW COM
Also holds roles at 3 other companies
- WEST PACES ADVISORS INC.13F holder
- VANGUARD GROUP INC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
●
HOME DEPOT INC
Also holds roles at 14 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
HONEYWELL INTERNATIONAL INC
Also holds roles at 9 other companies
- Merlin Capital, Inc13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
HP INC COM
Also holds roles at 9 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Estabrook Capital Management13F holder
●
ILLINOIS TOOL WKS INC COM
Also holds roles at 8 other companies
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder
●
INT'L FLAVORS & FRAGRANCES
Also holds roles at 4 other companies
- Estabrook Capital Management13F holder
- RNC CAPITAL MANAGEMENT LLC13F holder
- WEST PACES ADVISORS INC.13F holder
●
INTEL CORPORATION
Also holds roles at 13 other companies
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
●
INTERNATIONAL BUSINESS MACHINE
Also holds roles at 9 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
●
INVESCO QQQ TR
Also holds roles at 6 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
●
ISHARES CORE S&P MID-CAP ETF
Also holds roles at 6 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- HSBC HOLDINGS PLC13F holder
●
ISHARES MSCI EAFE ETF
Also holds roles at 10 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
ISHARES MSCI EAFE SMALL-CAP ETF
Also holds roles at 2 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- WEST PACES ADVISORS INC.13F holder
●
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
Also holds roles at 1 other company
- WEST PACES ADVISORS INC.13F holder
●
ISHARES RUSSELL 2000 ETF
Also holds roles at 6 other companies
- Marathon Trading Investment Management LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
●
ISHARES RUSSELL 2000 GROWTH ETF
Also holds roles at 4 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
●
ISHARES TR
Also holds roles at 9 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- HSBC HOLDINGS PLC13F holder
- Moss Adams Wealth Advisors LLC13F holder
●
ISHARES U.S. HEALTHCARE ETF
Also holds roles at 1 other company
- WEST PACES ADVISORS INC.13F holder
●
JOHNSON & JOHNSON
Also holds roles at 16 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
JPMORGAN CHASE & CO
Also holds roles at 17 other companies
- Marathon Trading Investment Management LLC13F holder
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
●
KELLANOVA COM
Also holds roles at 6 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
●
Kemper Corp
Also holds roles at 1 other company
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
●
KEYSIGHT TECHNOLOGIES INC COM
Also holds roles at 8 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
●
KIMBERLY-CLARK CORP COM
Also holds roles at 9 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
L3HARRIS TECHNOLOGIES INC COM
Also holds roles at 6 other companies
- Freedom Investment Management, Inc.13F holder
- Estabrook Capital Management13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
●
Liberty Media Corp-Libe
Also holds roles at 1 other company
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
●
LILLY ELI & COMPANY
Also holds roles at 14 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
LOWES COMPANIES INC
Also holds roles at 12 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
●
MARATHON PETE CORP COM
Also holds roles at 9 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
●
MCDONALDS CORP
Also holds roles at 13 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
MCKESSON CORP COM
Also holds roles at 10 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
●
MERCK & COMPANY INC
Also holds roles at 14 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
MICROSOFT CORP
Also holds roles at 18 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Merlin Capital, Inc13F holder
- Marathon Trading Investment Management LLC13F holder
●
MOTOROLA SOLUTIONS INC COM NEW
Also holds roles at 8 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
●
NEXTERA ENERGY INC COM
Also holds roles at 12 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
NORFOLK SOUTHN CORP COM
Also holds roles at 8 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Belmont Capital, LLC13F holder
- Estabrook Capital Management13F holder
●
NORTHROP GRUMMAN CORP COM
Also holds roles at 5 other companies
- Estabrook Capital Management13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
●
NVIDIA CORP
Also holds roles at 17 other companies
- Merlin Capital, Inc13F holder
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
●
OCCIDENTAL PETE CORP COM
Also holds roles at 7 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
ORACLE CORP
Also holds roles at 14 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
PEPSICO INCORPORATED
Also holds roles at 13 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
PFIZER INC
Also holds roles at 15 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
PG&E CORP COM
Also holds roles at 3 other companies
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
●
PHILLIPS 66
Also holds roles at 9 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
●
PROCTER AND GAMBLE COMPANY
Also holds roles at 14 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
QUALCOMM INC
Also holds roles at 14 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
Reliance Steel & Alumin
Also holds roles at 5 other companies
- Vinva Investment Management Ltd13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
●
RTX CORPORATION COM
Also holds roles at 10 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
SCHWAB EMERGING MARKETS EQUITY ETF
Also holds roles at 4 other companies
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
●
SCHWAB INTERNATIONAL EQUITY ETF
Also holds roles at 2 other companies
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
●
SCHWAB U.S. LARGE-CAP ETF
Also holds roles at 2 other companies
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
●
SCHWAB U.S. LARGE-CAP GROWTH ETF
Also holds roles at 1 other company
- WEST PACES ADVISORS INC.13F holder
●
SCHWAB U.S. LARGE-CAP VALUE ETF
Also holds roles at 2 other companies
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
●
SCHWAB U.S. MID-CAP ETF
Also holds roles at 2 other companies
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
●
SCHWAB U.S. SMALL-CAP ETF
Also holds roles at 2 other companies
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
●
SELECT SECTOR SPDR TR
Also holds roles at 5 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- RETIREMENT CAPITAL STRATEGIES13F holder
●
SOUTHERN CO COM
Also holds roles at 8 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
Also holds roles at 3 other companies
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
●
SPDR S&P 500 ETF TRUST
Also holds roles at 13 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
STRYKER CORP
Also holds roles at 12 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
●
SYSCO CORP COM
Also holds roles at 5 other companies
- Vinva Investment Management Ltd13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
●
TECHNOLOGY SELECT SECTOR SPDR FUND
Also holds roles at 6 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Estabrook Capital Management13F holder
●
TEXAS INSTRS INC COM
Also holds roles at 13 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Merlin Capital, Inc13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
●
TJX COS INC NEW COM
Also holds roles at 7 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder
●
TRAVELERS COS INC
Also holds roles at 6 other companies
- Estabrook Capital Management13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
●
UNION PACIFIC CORPORATION
Also holds roles at 10 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
VALERO ENERGY CORP COM
Also holds roles at 9 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder

114 parties · 0 current. Ceased and resigned records are retained as history.

Community intel

Crowd leads · unverified

Tips, corrections and leads contributed by the community on Athena Investment Management. These are unverified leads, not WhiteIntel findings — we surface them for investigators to chase, and analyse the corroborated ones into SnitchScore.

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