Whalen Wealth Management Inc. Incresed Positions in Q3 2024

Whalen Wealth Management Inc.

  • $141 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
32.2K
+ 87.82%
$54.98 - $59.51 $1.77M - $1.92M
68.9K $4.1B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
11.6K
+ 3.42%
$81.31 - $83.29 $943K - $966K
350K $29.1B
UBER
Uber Technologies, Inc

Technology
15.8K
+ 185.61%
$58.48 - $77.47 $924K - $1.22M
24.3K $1.83B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
14.1K
+ 45.14%
$62.4 - $62.4 $879K - $879K
45.3K $3.01B
XLB
Select Sector Spdr Fd Material

ETFs
6.43K
+ 25.24%
$86.95 - $97.09 $559K - $624K
31.9K $3.07B
META
Meta Platforms, Inc.

Communication Services
524
+ 8.45%
$453.41 - $572.44 $238K - $300K
6.73K $3.85B
MSFT
Microsoft Corp

Technology
1.88K
+ 25.79%
$395.15 - $467.56 $741K - $877K
9.15K $3.94B
EQT
Eqt Corp

Energy
17.4K
+ 152.98%
$30.21 - $37.21 $524K - $646K
28.7K $1.05B
NFLX
Netflix Inc

Communication Services
806
+ 47.69%
$598.55 - $722.26 $482K - $582K
2.5K $1.77B
CIEN
Ciena Corp

Technology
6.96K
+ 156.26%
$45.77 - $62.46 $319K - $435K
11.4K $703M
FSLR
First Solar, Inc.

Technology
1.68K
+ 103.26%
$205.36 - $255.78 $345K - $429K
3.31K $824M
BX
Blackstone Inc.

Financial Services
2.2K
+ 57.78%
$120.77 - $159.66 $266K - $352K
6.01K $921M
MU
Micron Technology Inc

Technology
4.75K
+ 147.57%
$86.27 - $136.82 $409K - $649K
7.96K $826M
TSLA
Tesla, Inc.

Consumer Cyclical
550
+ 14.79%
$191.76 - $263.26 $105K - $145K
4.27K $1.12B
BLDR
Builders First Source, Inc.

Industrials
295
+ 6.42%
$132.6 - $201.83 $39.1K - $59.5K
4.89K $947M
NVDA
Nvidia Corp

Technology
3.18K
+ 8.64%
$98.91 - $134.91 $314K - $429K
39.9K $4.85B
SPY
Spdr S&P 500 ETF Trust

ETFs
413
+ 48.14%
$517.38 - $573.86 $214K - $237K
1.27K $729M
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
ORCL
Oracle Corp

Technology
259
+ 4.45%
$125.9 - $170.35 $32.6K - $44.1K
6.08K $1.04B
LITE
Lumentum Holdings Inc.

Technology
1.46K
+ 15.39%
$40.28 - $64.74 $58.9K - $94.6K
11K $695M
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
Track This Portfolio

Track Whalen Wealth Management Inc. Portfolio

Follow Whalen Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Whalen Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Whalen Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email