Whalen Wealth Management Inc. New Holdings in Q3 2025

Whalen Wealth Management Inc.

  • $171 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
253K
New
$23.13 - $23.54 $5.86M - $5.96M
253K $5.94B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
48.1K
New
$78.96 - $80.04 $3.8M - $3.85M
48.1K $3.85B
SPSB
Spdr Portfolio Short Term Corp

ETFs
75K
New
$30.02 - $30.29 $2.25M - $2.27M
75K $2.27B
WM
Waste Management Inc

Industrials
8.6K
New
$213.88 - $237.1 $1.84M - $2.04M
8.6K $1.9B
ETN
Eaton Corp PLC

Industrials
5.02K
New
$342.99 - $392.76 $1.72M - $1.97M
5.02K $1.88B
ZBRA
Zebra Technologies Corp

Technology
3.88K
New
$296.92 - $341.36 $1.15M - $1.32M
3.88K $1.15B
MCHP
Microchip Technology Inc

Technology
17K
New
$60.95 - $75.26 $1.04M - $1.28M
17K $1.09B
Ge Vernova Inc
1.63K
New
N/A
1.63K $1B
MYRG
Myr Group Inc.

Industrials
4.5K
New
$173.81 - $208.03 $782K - $936K
4.5K $936M
ASND
Ascendis Pharma A/S

Healthcare
4.62K
New
$163.32 - $205.91 $755K - $951K
4.62K $919M
BWXT
Bwx Technologies, Inc.

Industrials
4.98K
New
$136.45 - $184.37 $680K - $918K
4.98K $918M
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
22K
New
N/A
22K $880M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
15.4K
New
$41.53 - $66.18 $638K - $1.02M
15.4K $871M
VST
Vistra Corp.

Utilities
4.08K
New
$182.0 - $217.92 $743K - $889K
4.08K $799M
AZN
Astrazeneca PLC

Healthcare
9.72K
New
$68.72 - $82.11 $668K - $798K
9.72K $746M
WMB
Williams Companies, Inc.

Energy
11.4K
New
$56.52 - $64.01 $642K - $727K
11.4K $720M
JCI
Johnson Controls International PLC

Industrials
6.19K
New
$103.24 - $111.73 $639K - $691K
6.19K $680M
BUZZ
Vaneck ETF Tr Vaneck Social Se
18.4K
New
N/A
18.4K $660M
IVV
Ishares Core S&P 500 ETF

ETFs
945
New
$620.67 - $670.08 $587K - $633K
945 $633M
CEG
Constellation Energy Corp

Utilities
1.76K
New
$298.82 - $354.89 $527K - $626K
1.76K $580M
RKT
Rocket Companies, Inc.

Financial Services
28.8K
New
$13.31 - $21.16 $383K - $610K
28.8K $558M
MTZ
Mastec Inc

Industrials
2.5K
New
$168.23 - $212.81 $420K - $532K
2.5K $532M
EXEL
Exelixis, Inc.

Healthcare
12.8K
New
$36.22 - $46.25 $462K - $591K
12.8K $527M
MU
Micron Technology Inc

Technology
3.13K
New
$104.88 - $168.89 $328K - $528K
3.13K $523M
ITRI
Itron, Inc.

Technology
3.92K
New
$117.47 - $138.42 $460K - $543K
3.92K $488M
RL
Ralph Lauren Corp

Consumer Cyclical
1.55K
New
$272.1 - $320.75 $422K - $498K
1.55K $487M
WFC
Wells Fargo & Company

Financial Services
5.8K
New
$77.05 - $85.16 $447K - $494K
5.8K $486M
MO
Altria Group, Inc.

Consumer Defensive
7.12K
New
$57.75 - $67.68 $411K - $482K
7.12K $470M
RGEN
Repligen Corp

Healthcare
3.41K
New
$111.43 - $134.0 $380K - $457K
3.41K $456M
EQT
Eqt Corp

Energy
8.18K
New
$49.19 - $59.19 $402K - $484K
8.18K $445M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
753
New
$534.91 - $598.71 $403K - $451K
753 $423M
PINS
Pinterest, Inc.

Communication Services
13.1K
New
$32.17 - $39.17 $422K - $514K
13.1K $422M
AVAV
Aero Vironment Inc

Industrials
1.3K
New
$226.08 - $314.89 $294K - $409K
1.3K $409M
ONTO
Onto Innovation Inc.

Technology
3.15K
New
$90.0 - $136.73 $283K - $430K
3.15K $407M
ENTG
Entegris Inc

Technology
4.37K
New
$72.03 - $95.97 $315K - $420K
4.37K $404M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.22K
New
$301.44 - $365.84 $369K - $447K
1.22K $396M
VEEV
Veeva Systems Inc

Healthcare
1.31K
New
$269.2 - $297.91 $353K - $391K
1.31K $391M
COIN
Coinbase Global, Inc.

Technology
1.16K
New
$297.99 - $419.78 $345K - $486K
1.16K $390M
Coreweave Inc
2.71K
New
N/A
2.71K $370M
XLF
Financial Sector Spdr

ETFs
6.8K
New
$51.37 - $54.25 $349K - $369K
6.8K $366M
Bunge Global Sa
4.33K
New
N/A
4.33K $352M
XLV
Select Sector Spdr Fund Health

ETFs
2.49K
New
$129.01 - $139.72 $321K - $348K
2.49K $346M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2.28K
New
$138.08 - $151.2 $315K - $344K
2.28K $344M
TDY
Teledyne Technologies Inc

Technology
581
New
$509.51 - $586.04 $296K - $340K
581 $340M
Te Connectivity PLC
1.51K
New
N/A
1.51K $331M
TER
Teradyne, Inc

Technology
2.36K
New
$90.15 - $137.64 $213K - $325K
2.36K $325M
OKE
Oneok Inc

Energy
4.21K
New
$71.36 - $83.47 $301K - $352K
4.21K $307M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.67K
New
$49.43 - $54.52 $280K - $309K
5.67K $307M
BKR
Baker Hughes CO

Energy
6.29K
New
$38.68 - $50.55 $243K - $318K
6.29K $306M
Activity Summary
Buys All Purchases 141 New Holdings 79 Increased Positions 62 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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