Whalen Wealth Management Inc. Purchases in Q4 2024

Whalen Wealth Management Inc.

  • $144 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SHV
Ishares Tr

ETFs
214K
+ 442.75%
$109.92 - $110.57 $23.6M - $23.7M
263K $28.9B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
153K
New
$50.73 - $51.08 $7.77M - $7.82M
153K $7.79B
CTA
Simplify Exch Traded Fds Simpl

ETFs
124K
New
$25.8 - $28.97 $3.19M - $3.58M
124K $3.45B
SH
Proshares Short S&P500 New (De

ETFs
53.7K
New
$10.61 - $43.13 $570K - $2.32M
53.7K $2.27B
JBBB
Janus Detroit Str Tr Henderson

ETFs
40.5K
New
$48.59 - $49.45 $1.97M - $2M
40.5K $1.99B
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
63.9K
New
$26.57 - $28.65 $1.7M - $1.83M
63.9K $1.77B
SLQD
Ishares 0 5 Year Investment Gr

ETFs
31.3K
+ 62.89%
$49.58 - $50.28 $1.55M - $1.57M
81K $4.03B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
28.7K
+ 62.91%
$50.62 - $50.97 $1.45M - $1.46M
74.3K $3.77B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
23.8K
+ 99.42%
$42.33 - $43.3 $1.01M - $1.03M
47.6K $2.03B
C
Citigroup Inc

Financial Services
13.3K
New
$61.31 - $72.5 $816K - $965K
13.3K $937M
BA
Boeing CO

Industrials
4.6K
New
$138.14 - $180.72 $636K - $832K
4.6K $815M
GLNG
Golar Lng LTD

Energy
17.7K
New
$34.0 - $43.59 $603K - $773K
17.7K $750M
MLPA
Global X Mlp ETF

ETFs
13.2K
+ 28.04%
$47.44 - $52.61 $628K - $696K
60.4K $2.99B
SPGI
S&P Global Inc.

Financial Services
1.39K
New
$480.36 - $529.17 $668K - $736K
1.39K $692M
BSX
Boston Scientific Corp

Healthcare
7.66K
New
$83.62 - $91.5 $640K - $701K
7.66K $684M
CTVA
Corteva, Inc.

Basic Materials
11.9K
New
$55.21 - $64.13 $659K - $766K
11.9K $680M
OSCR
Oscar Health, Inc.

Healthcare
49.8K
New
$13.38 - $20.63 $667K - $1.03M
49.8K $670M
KKR
Kkr & Co. Inc.

Financial Services
4.51K
New
$129.87 - $162.87 $586K - $735K
4.51K $667M
FE
Firstenergy Corp

Utilities
16.7K
New
$39.14 - $44.52 $654K - $743K
16.7K $664M
INTU
Intuit Inc

Technology
988
New
$602.01 - $706.25 $595K - $698K
988 $621M
AVTR
Avantor, Inc.

Basic Materials
26.9K
New
$19.72 - $25.54 $530K - $686K
26.9K $566M
FXI
Ishares Tr

ETFs
18.5K
New
$29.52 - $36.69 $547K - $680K
18.5K $564M
PWR
Quanta Services, Inc.

Industrials
1.72K
New
$296.05 - $346.6 $509K - $596K
1.72K $544M
SQ
Block, Inc.

Technology
6.2K
New
$65.06 - $98.92 $404K - $614K
6.2K $527M
ADBE
Adobe Inc.

Technology
1.15K
New
$437.39 - $552.96 $503K - $635K
1.15K $511M
VZ
Verizon Communications Inc

Communication Services
12.4K
New
$39.6 - $45.21 $492K - $562K
12.4K $497M
VRT
Vertiv Holdings CO

Industrials
4.24K
New
N/A
4.24K $482M
CTRA
Coterra Energy Inc.

Energy
18.7K
New
$22.71 - $27.63 $425K - $518K
18.7K $478M
NDAQ
Nasdaq, Inc.

Financial Services
6.13K
New
$70.87 - $83.05 $434K - $509K
6.13K $474M
SHOP
Shopify Inc.

Technology
4.34K
New
$78.14 - $119.49 $339K - $518K
4.34K $461M
GTLS
Chart Industries Inc

Industrials
2.41K
New
$119.65 - $202.35 $289K - $488K
2.41K $461M
JCI
Johnson Controls International PLC

Industrials
5.83K
New
$74.23 - $86.6 $433K - $505K
5.83K $460M
CRM
Salesforce, Inc.

Technology
1.35K
New
$270.87 - $367.87 $367K - $498K
1.35K $453M
ICE
Intercontinental Exchange, Inc.

Financial Services
3.03K
New
$148.29 - $166.93 $449K - $505K
3.03K $451M
Nextracker Inc
12.3K
New
N/A
12.3K $450M
STE
Steris PLC

Healthcare
2.17K
New
$204.34 - $235.7 $444K - $512K
2.17K $447M
CCJ
Cameco Corp

Energy
8.66K
New
$48.64 - $61.14 $421K - $529K
8.66K $445M
SNPS
Synopsys Inc

Technology
905
New
$485.36 - $588.0 $439K - $532K
905 $439M
GLD
Spdr Gold Trust

ETFs
1.79K
New
$236.59 - $257.5 $423K - $460K
1.79K $432M
JPM
Jpmorgan Chase & CO

Financial Services
1.33K
+ 34.28%
$205.18 - $250.29 $272K - $332K
5.19K $1.24B
SLB
Schlumberger Limited

Energy
9.83K
New
$36.83 - $45.59 $362K - $448K
9.83K $377M
GOOG
Alphabet Inc.

Communication Services
622
+ 5.7%
$163.08 - $198.16 $101K - $123K
11.5K $2.2B
CGNX
Cognex Corp

Technology
8.86K
New
$35.61 - $43.05 $315K - $381K
8.86K $318M
BLBD
Blue Bird Corp

Consumer Cyclical
8.15K
New
$36.37 - $46.1 $296K - $376K
8.15K $315M
CEG
Constellation Energy Corp

Utilities
1.38K
New
$224.28 - $285.52 $309K - $393K
1.38K $308M
GTLB
Gitlab Inc.

Technology
5.42K
New
$48.76 - $67.19 $264K - $364K
5.42K $305M
CL
Colgate Palmolive CO

Consumer Defensive
3.2K
New
$90.22 - $102.31 $289K - $327K
3.2K $291M
APP
App Lovin Corp

Technology
884
New
$130.67 - $401.5 $116K - $355K
884 $286M
Ishares Bitcoin Trust ETF
5.25K
New
N/A
5.25K $279M
Activity Summary
Buys All Purchases 102 New Holdings 70 Increased Positions 32 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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