Whalen Wealth Management Inc. Purchases in Q3 2024

Whalen Wealth Management Inc.

  • $141 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HXL
Hexcel Corp

Industrials
4.91K
New
$59.36 - $69.03 $291K - $339K
4.91K $304M
JBHT
Hunt J B Transport Services Inc

Industrials
1.7K
New
$155.54 - $176.97 $264K - $301K
1.7K $293M
SPY
Spdr S&P 500 ETF Trust

ETFs
413
+ 48.14%
$517.38 - $573.86 $214K - $237K
1.27K $729M
Rubrik Inc.
7.56K
New
N/A
7.56K $243M
XLK
Technology Sector Spdr

ETFs
1.05K
+ 37.11%
$197.34 - $237.68 $208K - $251K
3.89K $879M
AMZN
Amazon Com Inc

Consumer Cyclical
2.02K
+ 9.97%
$161.02 - $200.0 $326K - $404K
22.3K $4.15B
AXSM
Axsome Therapeutics, Inc.

Healthcare
2.63K
New
$78.93 - $95.84 $207K - $252K
2.63K $236M
NUE
Nucor Corp

Basic Materials
1.54K
New
$137.77 - $166.14 $213K - $257K
1.54K $232M
SO
Southern CO

Utilities
2.56K
New
$77.0 - $90.52 $197K - $232K
2.56K $231M
ROIV
Roivant Sciences Ltd.

Healthcare
19.4K
New
$10.17 - $12.5 $197K - $243K
19.4K $224M
VEA
Vanguard Ftse Developed Market

ETFs
4.06K
New
$47.6 - $53.31 $193K - $216K
4.06K $214M
ORCL
Oracle Corp

Technology
259
+ 4.45%
$125.9 - $170.35 $32.6K - $44.1K
6.08K $1.04B
V
Visa Inc.

Financial Services
776
New
$253.74 - $291.56 $197K - $226K
776 $213M
LITE
Lumentum Holdings Inc.

Technology
1.46K
+ 15.39%
$40.28 - $64.74 $58.9K - $94.6K
11K $695M
SMOT
Vaneck ETF Tr Morningstar Smid
6.02K
New
N/A
6.02K $211M
AIQ
Global X Funds Global X Artifi

ETFs
5.62K
New
$31.85 - $37.36 $179K - $210K
5.62K $209M
CCL
Carnival Corp

Consumer Cyclical
11.1K
+ 92.7%
$14.01 - $19.18 $156K - $214K
23.2K $428M
MRVL
Marvell Technology, Inc.

Technology
2.1K
+ 21.55%
$56.15 - $76.24 $118K - $160K
11.8K $853M
GOOG
Alphabet Inc.

Communication Services
1.35K
+ 14.07%
$149.54 - $192.66 $201K - $260K
10.9K $1.83B
PAVE
Global X Fds Us Infrastructure

ETFs
91
+ 1.48%
$36.39 - $41.16 $3.31K - $3.75K
6.24K $257M
XLF
Financial Sector Spdr

ETFs
59
+ 1.04%
$40.84 - $45.74 $2.41K - $2.7K
5.73K $260M
XLY
Select Sector Spdr Consumer Di

ETFs
13
+ 1.0%
$170.05 - $200.86 $2.21K - $2.61K
1.32K $264M
XLC
Select Sector Spdr Tr Communic

ETFs
44
+ 1.02%
$82.16 - $90.4 $3.62K - $3.98K
4.35K $393M
GOOGL
Alphabet Inc.

Communication Services
256
+ 22.65%
$148.65 - $191.18 $38.1K - $48.9K
1.39K $230M
DFAT
Dimensional ETF Tr U S Target

ETFs
20
+ 0.36%
$51.0 - $57.07 $1.02K - $1.14K
5.59K $311M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
132
+ 3.51%
$52.1 - $59.66 $6.88K - $7.88K
3.9K $231M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
29
+ 0.42%
$38.51 - $41.69 $1.12K - $1.21K
6.87K $286M
DFUS
Dimensional ETF Tr U S Equity

ETFs
12
+ 0.25%
$56.04 - $62.2 $672 - $746
4.75K $295M
IXJ
Ishares Global Healthcare ETF

ETFs
17
+ 0.66%
$91.63 - $101.25 $1.56K - $1.72K
2.58K $253M
TIP
Ishares Tr Tips Bd ETF

ETFs
57
+ 2.53%
$105.92 - $110.83 $6.04K - $6.32K
2.31K $255M
AMKR
Amkor Technology, Inc.

Technology
1.23K
+ 8.46%
$28.09 - $44.68 $34.6K - $55.1K
15.8K $484M
Activity Summary
Buys All Purchases 82 New Holdings 45 Increased Positions 37 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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