Whalen Wealth Management Inc. Purchases in Q1 2025

Whalen Wealth Management Inc.

  • $150 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Flutter Entmt PLC
1.71K
New
N/A
1.71K $380M
Atlassian Corporation
1.76K
New
N/A
1.76K $373M
TIP
Ishares Tr Tips Bd ETF

ETFs
3.14K
+ 94.37%
$106.22 - $111.09 $333K - $348K
6.46K $718M
PWR
Quanta Services, Inc.

Industrials
1.8K
+ 104.48%
$236.71 - $358.03 $425K - $643K
3.52K $894M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.18K
+ 119.27%
$100.34 - $100.68 $319K - $320K
5.85K $589M
NTRA
Natera, Inc.

Healthcare
2.04K
New
$132.63 - $177.0 $271K - $361K
2.04K $289M
GOOG
Alphabet Inc.

Communication Services
4.29K
+ 37.18%
$156.06 - $207.71 $670K - $891K
15.8K $2.47B
USFR
Wisdomtree Floating Rate Treas

ETFs
4.94K
+ 17.82%
$50.29 - $50.5 $248K - $249K
32.6K $1.64B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.17K
New
$196.12 - $229.48 $229K - $268K
1.17K $236M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
6.98K
+ 3.86%
$21.16 - $21.77 $148K - $152K
188K $4.08B
Canadian Pacific Kansas City
3.38K
+ 41.94%
N/A
11.4K $804M
INSM
Insmed Inc

Healthcare
2.85K
New
$65.25 - $83.83 $186K - $238K
2.85K $217M
APP
App Lovin Corp

Technology
1.01K
+ 114.48%
$238.08 - $510.13 $241K - $516K
1.9K $502M
XPO
Xpo Logistics, Inc.

Industrials
2.64K
+ 90.81%
$106.12 - $148.16 $280K - $391K
5.54K $596M
NUE
Nucor Corp

Basic Materials
1.72K
New
$114.48 - $142.52 $196K - $244K
1.72K $206M
PLD
Prologis, Inc.

Real Estate
1.57K
+ 45.82%
$103.59 - $124.04 $163K - $195K
4.99K $558M
SLB
Schlumberger Limited

Energy
3.71K
+ 37.68%
$38.4 - $43.74 $142K - $162K
13.5K $566M
LNTH
Lantheus Holdings, Inc.

Healthcare
1.65K
+ 61.19%
$78.23 - $110.01 $129K - $181K
4.34K $424M
OPCH
Option Care Health, Inc.

Healthcare
1.33K
+ 12.18%
$22.7 - $35.2 $30.1K - $46.7K
12.2K $427M
CHTR
Charter Communications, Inc.

Communication Services
412
+ 59.28%
$334.89 - $384.77 $138K - $159K
1.11K $408M
DHI
Horton D R Inc

Consumer Cyclical
1.5K
+ 88.97%
$125.29 - $147.65 $188K - $221K
3.19K $405M
MMSI
Merit Medical Systems Inc

Healthcare
1.34K
+ 52.6%
$95.64 - $110.29 $129K - $148K
3.9K $412M
CRM
Salesforce, Inc.

Technology
940
+ 69.42%
$268.36 - $359.95 $252K - $338K
2.29K $616M
AVT
Avnet Inc

Technology
3.5K
+ 74.14%
$46.61 - $54.65 $163K - $191K
8.21K $395M
ZM
Zoom Video Communications, Inc.

Technology
2.26K
+ 73.36%
$72.23 - $88.64 $163K - $200K
5.33K $393M
SKX
Skechers Usa Inc

Consumer Cyclical
2.82K
+ 74.05%
$54.98 - $78.24 $155K - $221K
6.63K $377M
AN
Autonation, Inc.

Consumer Cyclical
770
+ 51.2%
$156.67 - $195.15 $121K - $150K
2.27K $368M
NBIX
Neurocrine Biosciences Inc

Healthcare
1.46K
+ 75.58%
$107.22 - $153.29 $157K - $224K
3.39K $375M
JBL
Jabil Inc

Technology
901
+ 49.32%
$130.51 - $173.33 $118K - $156K
2.73K $371M
V
Visa Inc.

Financial Services
225
+ 28.99%
$306.92 - $362.71 $69.1K - $81.6K
1K $351M
FLEX
Flex Ltd.

Technology
4.25K
+ 63.73%
$32.92 - $44.46 $140K - $189K
10.9K $361M
INCY
Incyte Corp

Healthcare
2.19K
+ 61.64%
$60.0 - $75.26 $131K - $165K
5.74K $348M
LAD
Lithia Motors Inc

Consumer Cyclical
492
+ 71.0%
$285.59 - $385.71 $141K - $190K
1.19K $348M
GOOGL
Alphabet Inc.

Communication Services
1.03K
+ 42.92%
$154.33 - $206.19 $158K - $211K
3.41K $528M
WSM
Williams Sonoma Inc

Consumer Cyclical
643
+ 42.87%
$158.1 - $217.71 $102K - $140K
2.14K $339M
VEA
Vanguard Ftse Developed Market

ETFs
665
+ 9.0%
$47.4 - $52.99 $31.5K - $35.2K
8.06K $410M
AVGO
Broadcom Inc.

Technology
832
+ 62.7%
$167.43 - $244.7 $139K - $204K
2.16K $362M
LITE
Lumentum Holdings Inc.

Technology
1.73K
+ 61.76%
$57.41 - $100.38 $99.3K - $174K
4.53K $282M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
451
+ 9.12%
$49.25 - $50.66 $22.2K - $22.8K
5.4K $268M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
28
+ 0.41%
$39.96 - $43.3 $1.12K - $1.21K
6.92K $285M
DFUS
Dimensional ETF Tr U S Equity

ETFs
11
+ 0.23%
$59.61 - $66.71 $656 - $734
4.78K $289M
DFAT
Dimensional ETF Tr U S Target

ETFs
17
+ 0.3%
$50.44 - $58.1 $857 - $988
5.62K $290M
AAPL
Apple Inc.

Technology
550
+ 8.84%
$209.68 - $247.1 $115K - $136K
6.77K $1.5B
NVDA
Nvidia Corp

Technology
6.17K
+ 16.84%
$106.98 - $149.43 $660K - $922K
42.8K $4.64B
TSLA
Tesla, Inc.

Consumer Cyclical
145
+ 5.71%
$222.15 - $428.22 $32.2K - $62.1K
2.69K $696M
Activity Summary
Buys All Purchases 96 New Holdings 46 Increased Positions 50 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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