Whalen Wealth Management Inc. New Holdings in Q2 2025

Whalen Wealth Management Inc.

  • $159 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Goldman Sachs ETF Tr
47.7K
New
N/A
47.7K $2.37B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
44.6K
New
$50.36 - $50.68 $2.24M - $2.26M
44.6K $2.26B
INDA
Ishares Msci India Index Fund

ETFs
29.7K
New
$49.13 - $55.86 $1.46M - $1.66M
29.7K $1.65B
CRH.L
Crh PLC

Basic Materials
17.8K
New
N/A
17.8K $1.63B
MOH
Molina Healthcare, Inc.

Healthcare
5.36K
New
$290.25 - $353.24 $1.56M - $1.89M
5.36K $1.6B
WDAY
Workday, Inc.

Technology
5.44K
New
$210.47 - $274.71 $1.15M - $1.5M
5.44K $1.31B
EPAM
Epam Systems, Inc.

Technology
7.36K
New
N/A
7.36K $1.3B
NOW
Service Now, Inc.

Technology
1.2K
New
$721.65 - $1040.18 $865K - $1.25M
1.2K $1.23B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
27.9K
New
$40.82 - $43.14 $1.14M - $1.2M
27.9K $1.2B
Goldman Sachs ETF Tr
24.1K
New
N/A
24.1K $1.2B
TUA
Simpl Exch Traded Fds Sht Term
52.3K
New
N/A
52.3K $1.15B
FSCO
Fs Cr Opportunities Corp Com
158K
New
N/A
158K $1.15B
MOS
Mosaic CO

Basic Materials
29.5K
New
$22.76 - $36.95 $671K - $1.09M
29.5K $1.08B
MA
Mastercard Inc

Financial Services
1.9K
New
$479.92 - $590.74 $913K - $1.12M
1.9K $1.07B
IBKR
Interactive Brokers Group, Inc.

Financial Services
19.3K
New
$50.53 - $212.53 $974K - $4.1M
19.3K $1.07B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
18.9K
New
$45.98 - $56.15 $870K - $1.06M
18.9K $1.06B
LULU
Lululemon Athletica Inc.

Consumer Cyclical
4.41K
New
$225.56 - $335.19 $995K - $1.48M
4.41K $1.05B
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
31.5K
New
$32.56 - $35.71 $1.03M - $1.12M
31.5K $1.04B
CBRE
Cbre Group, Inc.

Real Estate
7.41K
New
$113.94 - $140.12 $845K - $1.04M
7.41K $1.04B
LEN
Lennar Corp

Consumer Cyclical
9.34K
New
$102.76 - $115.66 $960K - $1.08M
9.34K $1.03B
GFS
Globalfoundries Inc.

Technology
26.9K
New
$30.37 - $40.03 $817K - $1.08M
26.9K $1.03B
PHM
Pultegroup Inc

Consumer Cyclical
9.74K
New
$92.02 - $106.54 $896K - $1.04M
9.74K $1.03B
CME
Cme Group Inc.

Financial Services
3.72K
New
$252.37 - $290.71 $940K - $1.08M
3.72K $1.03B
Barclays Bank PLC
21.3K
New
N/A
21.3K $1.02B
DAL
Delta Air Lines, Inc.

Industrials
20.8K
New
$35.88 - $52.99 $745K - $1.1M
20.8K $1.02B
LKQ
Lkq Corp

Consumer Cyclical
27.6K
New
$36.86 - $43.38 $1.02M - $1.2M
27.6K $1.02B
AMP
Ameriprise Financial Inc

Financial Services
1.91K
New
$422.19 - $533.73 $805K - $1.02M
1.91K $1.02B
EXPE
Expedia Group, Inc.

Consumer Cyclical
6.01K
New
$136.63 - $176.62 $821K - $1.06M
6.01K $1.01B
Arista Networks Inc
9.41K
New
N/A
9.41K $963M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
14.3K
New
$45.07 - $52.57 $643K - $750K
14.3K $697M
JNPR
Juniper Networks Inc

Technology
17.4K
New
$33.93 - $39.93 $589K - $693K
17.4K $693M
PGR
Progressive Corp

Financial Services
2.42K
New
$255.27 - $288.74 $619K - $700K
2.42K $647M
SCHW
Schwab Charles Corp

Financial Services
7.09K
New
$69.06 - $91.24 $490K - $647K
7.09K $647M
TSN
Tyson Foods, Inc.

Consumer Defensive
11.6K
New
$54.33 - $63.56 $628K - $735K
11.6K $646M
SNX
Td Synnex Corp

Technology
4.76K
New
$95.81 - $137.79 $456K - $656K
4.76K $646M
Lam Research Corp
6.63K
New
N/A
6.63K $645M
DOX
Amdocs LTD

Technology
7.07K
New
$80.46 - $94.08 $568K - $665K
7.07K $645M
EHC
Encompass Health Corp

Healthcare
5.26K
New
$96.12 - $122.63 $505K - $644K
5.26K $644M
Kenvue Inc
30.7K
New
N/A
30.7K $642M
PPC
Pilgrims Pride Corp

Consumer Defensive
14.3K
New
$44.55 - $56.26 $635K - $802K
14.3K $641M
EA
Electronic Arts Inc.

Communication Services
4K
New
$132.53 - $159.7 $531K - $639K
4K $639M
RJF
Raymond James Financial Inc

Financial Services
4.12K
New
$123.65 - $153.88 $510K - $635K
4.12K $632M
RPRX
Royalty Pharma PLC

Healthcare
17.4K
New
$30.85 - $36.14 $537K - $630K
17.4K $628M
PH
Parker Hannifin Corp

Industrials
882
New
$517.23 - $700.54 $456K - $618K
882 $616M
IP
International Paper CO

Consumer Cyclical
12.9K
New
$43.89 - $54.46 $566K - $703K
12.9K $604M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.32K
New
$421.16 - $509.5 $558K - $675K
1.32K $589M
Entrepreneurshares Series Tr
29.9K
New
N/A
29.9K $571M
PFE
Pfizer Inc

Healthcare
23.3K
New
$21.59 - $24.84 $502K - $578K
23.3K $564M
DASH
Door Dash, Inc.

Communication Services
2.24K
New
$163.16 - $246.51 $365K - $551K
2.24K $551M
Activity Summary
Buys All Purchases 158 New Holdings 119 Increased Positions 39 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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